High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Insider Trading: There's significant insider buying recently.
Technicals: Bullish SharesGuru indicator.
Dividend: Dividend paying stock. Dividend yield of 3.33%.
Size: Market Cap wise it is among the top 20% companies of india.
Momentum: Stock price has a strong positive momentum. Stock is up 26.7% in last 30 days.
Profitability: Recent profitability of 14% is a good sign.
Buy Backs: Company has been good to it's investors by buying back it's stock.
Balance Sheet: Strong Balance Sheet.
Past Returns: Outperforming stock! In past three years, the stock has provided 34.8% return compared to 13.6% by NIFTY 50.
Smart Money: Smart money looks to be reducing their stake in the stock.
Valuation | |
|---|---|
| Market Cap | 5.26 kCr |
| Price/Earnings (Trailing) | 34.94 |
| Price/Sales (Trailing) | 4.71 |
| EV/EBITDA | 25.42 |
| Price/Free Cashflow | 60.83 |
| MarketCap/EBT | 27.51 |
| Enterprise Value | 5.24 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 1.12 kCr |
| Rev. Growth (Yr) | 28.7% |
| Earnings (TTM) | 157.57 Cr |
| Earnings Growth (Yr) | 83.2% |
Profitability | |
|---|---|
| Operating Margin | 17% |
| EBT Margin | 17% |
| Return on Equity | 24.43% |
| Return on Assets | 18.65% |
| Free Cashflow Yield | 1.64% |
Growth & Returns | |
|---|---|
| Price Change 1W | 9.9% |
| Price Change 1M | 26.7% |
| Price Change 6M | 71.9% |
| Price Change 1Y | 146.6% |
| 3Y Cumulative Return | 34.8% |
| 5Y Cumulative Return | 10.7% |
| 7Y Cumulative Return | 2% |
| 10Y Cumulative Return | 0.50% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | 155.33 Cr |
| Cash Flow from Operations (TTM) | 65.1 Cr |
| Cash Flow from Financing (TTM) | -211.59 Cr |
| Cash & Equivalents | 21.39 Cr |
| Free Cash Flow (TTM) | 59.72 Cr |
| Free Cash Flow/Share (TTM) | 4.36 |
Balance Sheet | |
|---|---|
| Total Assets | 844.76 Cr |
| Total Liabilities | 199.7 Cr |
| Shareholder Equity | 645.06 Cr |
| Current Assets | 508.16 Cr |
| Current Liabilities | 179.71 Cr |
| Net PPE | 134.91 Cr |
| Inventory | 63.68 Cr |
| Goodwill | 43 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 143.65 |
| Interest/Cashflow Ops | 88.22 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend Yield | 3.33% |
| Buy Backs (1Y) | -4.7% |
| Shares Dilution (3Y) | -11.5% |
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Insider Trading: There's significant insider buying recently.
Technicals: Bullish SharesGuru indicator.
Dividend: Dividend paying stock. Dividend yield of 3.33%.
Size: Market Cap wise it is among the top 20% companies of india.
Momentum: Stock price has a strong positive momentum. Stock is up 26.7% in last 30 days.
Profitability: Recent profitability of 14% is a good sign.
Buy Backs: Company has been good to it's investors by buying back it's stock.
Balance Sheet: Strong Balance Sheet.
Past Returns: Outperforming stock! In past three years, the stock has provided 34.8% return compared to 13.6% by NIFTY 50.
Smart Money: Smart money looks to be reducing their stake in the stock.
Investor Care | |
|---|---|
| Dividend Yield | 3.33% |
| Buy Backs (1Y) | -4.7% |
| Earnings/Share (TTM) | 11.53 |
Financial Health | |
|---|---|
| Current Ratio | 2.83 |
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 66.37 |
| RSI (5d) | 73.94 |
| RSI (21d) | 76.81 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Sell |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Sell |
| RSI21 Signal | Sell |
| SMA 5 Signal | Buy |
| SMA 10 Signal | Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
Summary of BAJAJ CONSUMER CARE's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
During the Q3 FY '26 earnings call, Bajaj Consumer Care management provided an optimistic outlook, highlighting strong growth across all segments. The company reported standalone revenue of INR 287 crores, reflecting a 27% year-over-year increase, and a consolidated revenue of INR 306 crores, a 32.7% growth. The gross margin improved to 59.8%, up 800 basis points, while EBITDA surged by 99% to INR 58.4 crores, resulting in an EBITDA margin of 20.4%, a 740 basis point improvement year-over-year.
Management noted that the coconut oil and hair oil categories, which represent a substantial market size of nearly $2 billion, have shown resilience with a volume CAGR of 4.5% and revenue CAGR of 8.2% over the past three years. Acknowledging previously muted growth in the rural sector, management indicated robust recovery in Q3 and emphasized their strategic focus on improving revenue growth and margins through pricing adjustments and enhanced advertising spending, which increased by 37% year-over-year.
Looking ahead, management expressed confidence in sustaining a higher growth trajectory beyond the current quarter, estimating potential revenue growth to continue. While the international business faced challenges, notable recovery was observed in Nepal and Bangladesh. The launch of new products, particularly the successful Almond Drop Hair Oil, further supported their revenue strategy.
Key takeaways include:
Overall, management signified a strategic approach towards brand strength and expanding market share, reaffirming commitment to further innovation and capacity building.
1. Question from Abneesh Roy: "What is the sustainable growth rate given Q3, there was a GST transition impact? Additionally, where do you see the journey towards higher margins?"
Answer: I appreciate your congratulations, Abneesh. Regarding sustainable growth, while there was some pent-up demand from Q2, it isn't materially impacting us going forward. We're aiming for growth that exceeds past performance. As for margins, multiple actions over the past several months have culminated in improvements, and while we expect gradual growth, it won't occur all at once.
2. Question from Rehan Saiyyed: "What are the structural changes being made in international business given declines and challenges faced?"
Answer: Rehan, our issues are primarily linked to partner choices and distribution strategies rather than brand relevance. Implementing change in direct markets like India is quicker, but in regions with distributors, adjustments will take time. We are methodically addressing these areas and expect improvements in the coming quarters.
3. Question from Mihir Shah: "Can you dissect the pricing and volume growth for the quarter?"
Answer: Thanks for your inquiry, Mihir. Our ADHO grew in the 20s percentage range with double-digit volume growth. The exact mix hasn't been disclosed to maintain strategic discretion, but our distribution expansion and increased ad spending played crucial roles in achieving the quarter's results.
4. Question from Deepak: "What are the strategic levers left for us to tap into given our market leadership in ADHO?"
Answer: Deepak, we view ourselves in the broader hair oil and coconut oil market, not just in light hair oil. Thus, we have ample growth potential to attract new consumers while reinforcing our existing brands, especially with strong investments in advertising and strategic execution.
5. Question from Pallavi: "How does your growth compare within the light oils category versus the overall oils market?"
Answer: Pallavi, while I cannot provide granular details, I can confirm that our volume market share has increased within the hair oil category, which includes both light oils and broader product ranges. Our growth trajectory remains strong against the competition in this space.
Understand BAJAJ CONSUMER CARE ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| BAJAJ RESOURCES PRIVATE LIMITED | 42.96% |
| HDFC SMALL CAP FUND | 7.16% |
| NIPPON LIFE INDIA TRUSTEE LTD-A/C NIPPON INDIA SMALL CAP FUND | 5.97% |
| QUANT MUTUAL FUND - QUANT VALUE FUND | 1.9% |
| DEEPAK BHAGNANI | 1.03% |
| ACADIAN EMERGING MARKETS SMALL CAP EQUITY FUND, LLC | 1.01% |
| KNB ENTERPRISES LLP | 0.01% |
| Mr. Shishir Bajaj | 0% |
| Mrs. Minakshi Bajaj | 0% |
| Mr. Kushagra Bajaj | 0% |
| Mr. Apoorv Bajaj | 0% |
| SKB ROOP COMMERCIAL LLP | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of BAJAJ CONSUMER CARE against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| HINDUNILVR | Hindustan Unilever | 5.6 LCr | 65.66 kCr | -0.70% | +5.50% | 38.59 | 8.53 | - | - |
| GODREJCP | Godrej Consumer Products | 1.27 LCr | 15.46 kCr | +5.60% | +17.20% | 69.58 | 8.2 | - | - |
| MARICO | Marico | 1.05 LCr | 13.2 kCr | +8.00% | +29.50% | 60.84 | 7.92 | - | - |
| DABUR | Dabur India | 93.02 kCr | 13.55 kCr | +2.10% | +2.60% | 50.33 | 6.86 | - | - |
| EMAMILTD | Emami | 20.73 kCr | 3.9 kCr | -4.30% | -13.30% | 26.09 | 5.31 | - | - |
Comprehensive comparison against sector averages
BAJAJCON metrics compared to Personal
| Category | BAJAJCON | Personal |
|---|---|---|
| PE | 34.44 | 52.11 |
| PS | 4.64 | 7.91 |
| Growth | 12.5 % | 1.1 % |
BAJAJ CONSUMER CARE is a prominent personal care company traded under the stock ticker BAJAJCON. With a market capitalization of Rs. 2,319.3 Crores, the company specializes in the manufacturing and sale of a wide range of cosmetics, toiletries, and personal care products in both India and international markets.
The product offerings include:
Originally founded in 1953 and based in Mumbai, India, the company was known as Bajaj Corp Limited until it rebranded to Bajaj Consumer Care Limited in January 2019.
BAJAJ CONSUMER CARE has demonstrated consistent profitability, with a reported profit of Rs. 129.9 Crores over the past four quarters. It also boasts a revenue of Rs. 993.4 Crores for the trailing 12 months, with a revenue growth of 5.1% over the past three years.
The company takes care of its investors as well, providing a dividend yield of 3.92% per year, having distributed Rs. 8 per share in the last 12 months. Furthermore, it actively buys back its own shares, having repurchased 3.9% of its stock last year, which supports the share price.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
BAJAJCON vs Personal (2021 - 2026)