Bajaj Consumer Care FY26 profit up 52% as revenue rises 21%

The key FY26 update

Bajaj Consumer Care Limited approved its FY26 audited results, reporting a sharp rise in profitability alongside higher revenue. The company said consolidated Profit After Tax (PAT) grew 51.8% to ₹190.18 crore. Consolidated revenue momentum also remained healthy, with consolidated revenue from operations reported at ₹1,164.71 crore, up 20.7%. In a separate disclosure of the annual revenue line, the company reported consolidated total revenue of ₹1,191.84 crore for FY26.

The FY26 performance matters for investors tracking consumer companies where margin delivery often drives earnings more than topline growth. Bajaj Consumer Care highlighted a profitability turnaround supported by expansion in gross and EBITDA margins. The company also shared quarterly datapoints that indicate earnings strength was not limited to one period.

FY26 consolidated numbers: revenue and PAT

On the consolidated basis, Bajaj Consumer Care reported:

• Consolidated revenue from operations of ₹1,164.71 crore, a growth of 20.7%.
• Consolidated total revenue of ₹1,191.84 crore for FY26.
• Consolidated PAT of ₹190.18 crore, up 51.8%.

The difference between revenue from operations and total revenue is reflected in the disclosures that present both lines. The company also presented the FY26 profit line in a summary table, showing PAT at ₹190.18 crore compared with ₹125.26 crore, indicating a year-on-year increase of 51.8%.

Margin-led profitability turnaround

A key element of the FY26 commentary was margin improvement. Bajaj Consumer Care stated that full-year gross margins improved by approximately 650 basis points to 60%. It also reported that Q4 standalone EBITDA margins reached 25%.

These margin datapoints were presented as part of the company’s profitability turnaround narrative. With gross margin and EBITDA margin metrics both referenced, the message is that profitability improved through a better operating profile, rather than only through revenue growth.

Standalone FY26: revenue and net profit

Alongside the consolidated outcome, the company reported standalone FY26 financials:

• Standalone FY26 revenue of ₹1,092.17 crore.
• Standalone net profit after tax of ₹193.73 crore.

The article data also states that standalone profit grew 48.86% year-on-year, rising from ₹130.14 crore to ₹193.73 crore. This standalone profit figure aligns with the FY26 standalone net profit presented in the same set of highlights.

Standalone income statement snapshot and EPS

The disclosures also carried a standalone snapshot with the following figures:

• Total income: ₹313.90 crore
• Total expenses: ₹235.82 crore
• Profit for the period: ₹64.07 crore
• EPS: ₹4.79

These numbers were presented as standalone figures in the provided data, along with EPS. The company’s annual and quarterly updates include multiple reporting slices, and readers should note the context of each figure as presented.

Quarterly performance: Q3 FY26 margin expansion

Bajaj Consumer Care’s quarterly performance commentary includes strong Q3 FY26 data points. The company reported consolidated revenue at ₹306.1 crore in Q3 FY26, up 32.7% year-on-year. It also reported EBITDA of ₹56.9 crore, up 109.5% year-on-year.

Margins were reported to have expanded by 600 basis points to 18.6% for the quarter. PAT for Q3 FY26 was reported at ₹46.4 crore, up 83.2% year-on-year. Together, these numbers point to a quarter where profit growth outpaced revenue growth, supported by margin expansion.

Q1 FY26: revenue, profit and EPS

For Q1 FY 2025-26, Bajaj Consumer Care reported:

• Total income (revenue): ₹274.51 crore
• Net profit (PAT): ₹37.93 crore
• EBITDA: ₹48.31 crore
• EPS: ₹2.80

The company also described the quarter’s movement versus the previous quarter and the year-ago quarter. It reported revenue growth of 9.1% quarter-on-quarter and 6.8% year-on-year. Expenses were reported to be up 10.1% QoQ and 8.1% YoY, while net profit increased 6.6% QoQ and 2.2% YoY. PBT for Q1 FY26 was stated at ₹45.50 crore.

Business context: domestic and international notes

In a management commentary excerpt included in the provided data, the company said standalone sales stood at ₹244.5 crore, up 3.2% year-on-year, while consolidated sales stood at ₹259.5 crore, up 7.4%. It also stated that excluding Vishal Personal Care, consolidated revenue grew by 3.7%.

The company said its international business had a weak quarter, with revenue declining 20% year-on-year, linking the decline to external headwinds such as tariff uncertainty and a slowdown in rest-of-world markets. It also noted that on a like-to-like basis for Q1 FY26, Vishal Personal Care registered net revenue of ₹15.5 crore, with nearly 10% growth year-on-year.

Key numbers at a glance

Market impact and what investors typically track

The FY26 update is primarily earnings-led, with a steep rise in consolidated PAT relative to revenue growth. The company’s margin disclosures, including full-year gross margin at 60% and Q4 standalone EBITDA margin at 25%, provide context for why profitability improved faster than the topline.

Quarterly disclosures also show that margin expansion was an important driver in at least one major quarter, with Q3 FY26 EBITDA up 109.5% on revenue growth of 32.7%. For near-term monitoring, Q1 FY26 trends on revenue, expenses, and PAT provide a baseline for the new fiscal year’s early trajectory.

Company details disclosed

Registered Office: Old Station Road, Sevashram Chouaha, Udaipur, Rajasthan-313001. Phone: 91-294-2561631/2561632.

Conclusion

Bajaj Consumer Care’s FY26 audited results show consolidated total revenue of ₹1,191.84 crore and PAT of ₹190.18 crore, with the company also highlighting a material improvement in gross margins to 60%. Quarterly datapoints, including Q3 FY26 margin expansion and Q1 FY26 revenue and profit numbers, add detail on how the year’s profitability played out across periods. Investors will typically track whether margin levels and quarterly profit growth remain consistent in upcoming results, using Q1 FY26 as a reference point for the year’s early performance.