In Week of Mar 28, 2026, Bajaj Consumer Care Ltd (FMCG - Personal Care) is outperforming Nifty 500 with +45.3% relative strength. Fundamentals: Average. On a 10-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Pricing corrections and revenue management initiatives implemented across product portfolio
Impact: +₹287 Cr revenue
“The improvement in gross margin as previously shared has come on back of a mix of actions around strategic pricing, revenue management, and mix improvement.”
What: Almond Drop Hair Oil driving 80% of portfolio with strong value and volume growth
Impact: +₹230 Cr revenue
“Almond Drop Hair Oil delivered strong value growth, supported by double-digit volume growth.”
What: Aarohan sales expansion improving channel control and revenue visibility
“The company has successfully expanded its direct distribution reach by over 10% this year, contributing to its growth strategy.”
Earnings deceleration risks from management commentary
Trigger: Rural recovery stalls
Management view: The rural business where we were making significant changes in our coverage model had been muted in the first half but saw a strong revival in Q3.
Monitor: Rural segment growth rate
Trigger: International issues persist
Management view: The international business faced challenges due to partner and go-to-market issues, with gradual corrections underway.
Monitor: International business growth rate
Key quotes from recent conference calls
“The improvement in gross margin as previously shared has come on back of a mix of actions around strategic pricing, revenue management, and mix improvement. — Naveen Pandey”
“Almond Drop Hair Oil delivered strong value growth, supported by double-digit volume growth. — Naveen Pandey”
“The company has successfully expanded its direct distribution reach by over 10% this year, contributing to its growth strategy. — Naveen Pandey”
“We have taken a strategic correction in our pricing and discount index against the market leader and have got it to a level which is sustainable. While this correction has led to a temporary volume impact for us, it has helped us achieve sustainable margin. We also believe that most of this impact is now settled and behind us and we should see revenues built up over time. — Naveen Pandey”
Forward-looking targets from management for Next 2-4 quarters
Key Milestones
• Sustained higher growth level
• Gradual margin improvements
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +31% | +3% | Accelerating |
| PAT (Net Profit) | +84% | -10% | Inflection Up |
| OPM | 18.0% | +700 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Bajaj Consumer Care Ltd's latest quarterly results (Dec 2025) show
Bajaj Consumer Care Ltd's profit is growing with an turning around (inflection up) trend.
Bajaj Consumer Care Ltd's revenue growth trend is accelerating.
Bajaj Consumer Care Ltd's operating margin is volatile.
Bajaj Consumer Care Ltd's long-term compounding rates
Bajaj Consumer Care Ltd's earnings growth is turning around (inflection up) with positive momentum on a sequential basis.
Bajaj Consumer Care Ltd's trailing twelve month (TTM) performance
Bajaj Consumer Care Ltd appears significantly overvalued based on our fair value analysis.
Bajaj Consumer Care Ltd's current PE ratio is 29.0x.
Bajaj Consumer Care Ltd's current PE is 29.0x.
Bajaj Consumer Care Ltd's price-to-book ratio is 7.1x.
Bajaj Consumer Care Ltd is rated Average with a fundamental score of 50.9/100. This score is calculated from objective financial metrics
Bajaj Consumer Care Ltd has a debt-to-equity ratio of N/A.
Bajaj Consumer Care Ltd's return ratios over recent years
Bajaj Consumer Care Ltd's operating cash flow is positive (FY2025).
Bajaj Consumer Care Ltd currently does not pay a significant dividend (yield 0.00%).
Bajaj Consumer Care Ltd's shareholding pattern (Dec 2025)
Bajaj Consumer Care Ltd's promoter holding has increased recently.
Bajaj Consumer Care Ltd has been outperforming Nifty 500 for 10 consecutive weeks, indicating consistent outperformance.
Bajaj Consumer Care Ltd is a re-entry — it briefly dropped off the outperformance list but has now returned. Re-entries can signal renewed strength.
Bajaj Consumer Care Ltd has 3 key growth catalysts identified from recent earnings analysis
Bajaj Consumer Care Ltd has 2 key risks worth monitoring
In Q3 FY26, Bajaj Consumer Care Ltd's management highlighted
Bajaj Consumer Care Ltd's management has provided the following forward guidance for Next 2-4 quarters
Based on quantitative research signals, here is why Bajaj Consumer Care Ltd may be worth studying
Bajaj Consumer Care Ltd investment thesis summary:
Bajaj Consumer Care Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
