BAJAJ CONSUMER Results Analysis-Q4FY26

Net Sales Value for Q4FY26 is Rs. 327 Crs., 32.3% growth YoY, Total Income is Rs. 333 Crs., 28.72% growth YoY, Gross Profit is Rs. 208 Crs., 56% growth YoY, EBITDA is Rs. 77 Crs., 135.2% growth YoY, EBITDA Margin is 23.7% improved by 1,040 Basis points YoY (mix of actions around strategic pricing, revenue management and mix improvement), PBT Rs. 78 Crs. 109% growth YoY, PAT Rs. 64 Crs. 105.2% growth YoY. On QoQ basis Op. Revenue is up by 6.72%, Total Income is up by 6.89%, Gross Profit is up by 13.29%, EBITDA is up by 36.39%, PBT is up by 37.77% and PAT is also up by 37.16%. Q4 FY26 performance was particularly strong despite management calling out “an extremely volatile environment” Vishal Personal Care (acquired in Q1 FY26) entering its first full-year consolidation; contribution to FY26 revenue along with Banjara’s was stated as “less than 5%”. International business: pressure at consolidated level, but green shoots in key markets.