Bajaj Consumer Care Ltd
NSE: BAJAJCON BSE: 533229FMCG
Bajaj Consumer Care is engaged in the business of cosmetics, toiletries and other personal care products. The Company has presence in both domestic and international markets.(Source : 201903 Annual Report Page No: 98)
₹521
52W: ₹168 — ₹561
PE 35.1 · Book ₹60.7 · +758% vs bookMarket Cap₹6,799 Cr
Stock P/E35.1Price to Earnings
ROCE29.5%Return on Capital
ROE24.5%Return on Equity
Div. Yield0%Face Value ₹1
Strengths
- +Company is almost debt free.
Weaknesses
- −Stock is trading at 8.65 times its book value
- −Though the company is reporting repeated profits, it is not paying out dividend
- −The company has delivered a poor sales growth of 3.61% over past five years.
- −Working capital days have increased from 54.6 days to 133 days
Shareholding Pattern
Promoters42.97%
FIIs16.59%
DIIs14.27%
Public26.17%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 39.3% | 40.95%▲1.7 | 40.95% | 40.95% | 40.95% | 40.95% | 42.97%▲2.0 | 42.97% |
| FIIs | 14.15% | 10.85%▼3.3 | 10.54%▼0.3 | 10.59%▲0.1 | 10.95%▲0.4 | 10.12%▼0.8 | 9.7%▼0.4 | 16.59%▲6.9 |
| DIIs | 17.5% | 20.71%▲3.2 | 20.23%▼0.5 | 18.54%▼1.7 | 16.82%▼1.7 | 15.27%▼1.6 | 15.75%▲0.5 | 14.27%▼1.5 |
| Public | 29.05% | 27.49%▼1.6 | 28.28%▲0.8 | 29.92%▲1.6 | 31.28%▲1.4 | 33.68%▲2.4 | 31.59%▼2.1 | 26.17%▼5.4 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 236 | 236 | 241 | 229 | 229 | 244 | 252 | 245 | 287 | 308 |
| Expenses | 198 | 200 | 204 | 195 | 201 | 211 | 210 | 197 | 229 | 231 |
| Operating Profit | 37 | 36 | 37 | 34 | 28 | 33 | 42 | 49 | 58 | 77 |
| OPM % | 16% | 15% | 16% | 15% | 12% | 13% | 17% | 20% | 20% | 25% |
| Net Profit | 38 | 37 | 38 | 33 | 28 | 31 | 39 | 43 | 48 | 64 |
| EPS ₹ | 2.64 | 2.61 | 2.66 | 2.42 | 2.01 | 2.3 | 2.85 | 3.29 | 3.64 | 4.91 |
AI Insights
Revenue Trend
Mar 2026 revenue at ₹1,092Cr, up 15.8% YoY. OPM at 21%.
Debt Position
Borrowings at ₹16Cr. Debt-to-equity ratio: 0.02x. Healthy balance sheet.
Institutional Flow
DIIs: 14.27% (-2.70pp change). FIIs: 16.59% (+3.84pp change). Promoters hold 42.97%.
Margin & Efficiency
ROCE declining from 51% (Mar 2015) to 30% (Mar 2026). Working capital days: 133.
Valuation
PE 35.1x with 29.5% ROCE. Price is 758% above book value of ₹60.7. Dividend yield: 0%.
Recent Announcements
- Announcement Under Regulation 30 Of SEBI Listing Regulations 1 May - NCLT-sanctioned scheme between VPCL and Bajaj Consumer Care became effective on May 1, 2026.
- Announcement under Regulation 30 (LODR)-Newspaper Publication 19 Apr - Please find attached copies of newspaper for publication of extracts of consolidated audited financial results for the quarter and year ended March 31, 2026.
- Announcement under Regulation 30 (LODR)-Earnings Call Transcript 19 Apr - Pursuant to Regulation 30 of SEBI Listing Regulations, please find attached Transcript of Earning Conference Call held on April 17, 2026.
- Announcement Under Regulation 30 Of Listing Regulations 18 Apr - Odisha consumer commission orders ₹26.25 lakh payment in complaint dated 15 April 2026; company will appeal.
- Related Party Transactions For The Half Year Ended March 31, 2026 17 Apr - Disclosed H2 FY26 related party transactions for October 2026-March 2026.
- Financial Year 2025 from bse
- Financial Year 2024 from nse
- Financial Year 2024 from bse