Bajaj Consumer Care - Q1 FY27 Earnings Update

Executive Summary Bajaj Consumer Care delivered a robust financial performance for the first quarter of FY27, marked by aggressive profitability growth and substantial margin expansion. Despite the strong quarterly earnings, the stock experienced profit-taking, declining roughly 5% from its intraday highs. Key Financial Highlights (Q1 FY27) Net Profit Surge: Standalone net profit climbed 84.8% YoY to ₹70.7 crore, up from ₹38.3 crore in the corresponding quarter last year. Profit before tax stood at ₹86.7 crore versus ₹47.5 crore YoY. Revenue Growth: Revenue from operations grew by 25% YoY to ₹341.6 crore, continuing a strong multi-quarter momentum. Operational Efficiency: Earnings Before Interest, Tax, Depreciation, and Amortisation (EBITDA) more than doubled to ₹83.4 crore compared to ₹41 crore in Q1 FY26. Earnings Per Share (EPS): EPS increased to ₹5.37, nearly doubling from ₹2.89 in the year-ago period. Sustained Growth Momentum The Q1 FY27 results reinforce a solid growth trajectory established over the past four quarters. Revenue growth has consistently tracked in the double digits (13%, 31%, 30.4%, and 24.9%), while EBITDA has delivered triple-digit or near-triple-digit growth in recent quarters (45%, 114%, 140%, and 103%). Market Reaction & Corporate Updates Stock Performance: The stock traded roughly 2% lower at ~₹658 in afternoon trade. This minor sell-off is likely attributable to investor profit-booking, considering the stock has already rallied approximately 150% year-to-date and 180% over the trailing 12 months, setting high valuation expectations. Management Change: The board approved the appointment of Mr. Jignesh Nagda as Company Secretary and Compliance Officer, effective July 24, 2026.