Shares of Bajaj Consumer Care were in focus on Thursday after the company reported a strong set of December-quarter results, with sharp growth across profit, revenue and operating margins. The stock gained over 7% intraday, rebounding from recent weakness, even as broader FMCG peers continue to grapple with uneven demand and margin pressures.
Bajaj Consumer Care is trading over 7% near Rs 267, after touching an intraday high of Rs 274, compared with its previous close of Rs 248.80.
Of the 11 analysts tracking this stock, nine have a 'buy' call and two have a 'hold' rating on the stock, as per Blooomberg.
Trading volumes stood at about 20.1 lakh shares, well above the 30-day average of nearly 5.3 lakh shares, indicating strong investor participation. The stock has had a volatile run. It is up about 4.3% year-to-date, but remains down over 32% on a one-year basis. Over the past five sessions, the stock had fallen more than 11%, highlighting that the latest move is a recovery from recent selling pressure.
Profit, Revenue Beat Expectations
For the quarter ended December (Q3 FY26), Bajaj Consumer Care reported an 83.4% year-on-year jump in net profit to Rs 46.4 crore, compared with Rs 25.3 crore in the year-ago period. Revenue from operations rose 30.5% YoY to Rs 306 crore from Rs 234.4 crore, aided by improved volume growth, better pricing and a recovery in domestic demand across key categories.
Operating performance remained robust, with EBITDA nearly doubling to ₹56 crore from ₹28.7 crore a year ago. EBITDA margin expanded sharply to 18.3% from 12.2% in Q3 FY25, reflecting operating leverage and favourable product mix.
Domestic Business Leads Growth
The company said the hair and coconut oil segment—estimated to be a nearly $2-billion category—continued to deliver strong margins. Almond Drop Hair Oil remained the key growth driver, with the domestic business posting strong performance on the back of double-digit volume growth.
Management highlighted that demand trends in India have stabilised, supporting both volumes and profitability during the quarter.
International operations, however, continued to face pressure. Revenues from overseas markets declined in the mid-single digits, as demand remained weak in GCC, Africa and other regions due to an unstable go-to-market environment.
While Nepal saw a recovery in Q3 after geopolitical-related disruptions in the previous quarter, other markets lagged. The company said the distributor transition in Saudi Arabia is now complete and expects sequential improvement from the next quarter.
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