Bajaj Consumer Care Ltd.

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bajajconsumercare.comBSE: 533229NSE: BAJAJCON

Market Cap₹ 6,812 Cr.

Current Price

High / Low₹ 692 / 221

Stock P/E30.5

Book Value₹ 63

Price to Book6.01

Dividend Yield0.00 %

ROCE31.0 %

ROE25.3 %

Face Value₹ 1

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ABOUT

AI Sector View

AI GENERATED

Fast Moving Consumer Goods

Hold

Rural demand proxies are mixed. Tractor sales rose 18.0% YoY (2026-07) and 2-wheelers were up 23.0% YoY (2026-06), but rural employment slowed to 1.0% YoY (2026-07), fertiliser sales were 0.0% YoY (2026-05), and food inflation of 5.52% (Jul/26) can pressure household budgets. FPI outflows remain heavy at INR -8081 crore over 3 months to 2026-08-31, limiting upside.

Confidence

62%

View full sector analysis →

PROS

Company is almost debt free
Company has a healthy return on capital (ROCE) of 24.6%
Company has a good return on equity (ROE) track record: 3 Years ROE 20.1%
Company has consistently been profitable over the last 5 years
Latest quarter profit grew 86.5% YoY, showing strong momentum

CONS

Company has delivered a poor profit growth of -3.1% over past five years
Company has delivered a poor sales growth of 4.8% over past five years
Valuation is stretched - P/E of 30.5 is well above its own 5-year median (19.5)
Stock is trading at 6.0x its book value
Though reporting repeated profits, the company pays out little dividend (0.0%)
Expensive relative to growth - PEG of 2.8

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Fast Moving Consumer GoodsFMCGHousehold & Personal Products

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	HINDUNILVR	1945.00	30.55	456995.50	2.11	2680.00	-3.18	17341.00	6.24	28.98	22.76
2.	GODREJCP	865.00	46.26	88515.88	2.31	504.52	11.51	4225.47	16.02	17.96	18.96
3.	DABUR	372.00	33.46	65991.20	2.22	586.16	15.32	3764.39	10.57	21.37	19.68
4.	COLPAL	1804.85	113.08	49089.33	2.66	3430.80	970.05	16033.00	1018.01	110.06	30.12
5.	CUPID	279.60	273.68	37596.71	0.00	441.49	2841.89	1569.80	2524.64	33.93	39.70
6.	PGHH	7620.50	31.28	24736.70	3.35	126.27	-34.25	891.46	-4.67	157.81	19.08
7.	GILLETTE	7484.20	36.50	24387.43	3.21	159.45	9.44	783.02	10.80	90.62	29.09
8.	EMAMILTD	369.10	21.53	16111.22	2.71	138.94	-15.41	1039.21	14.95	29.54	21.61
9.	GALAXYSURF	2289.25	22.94	8116.48	0.96	165.92	108.73	1781.90	39.44	13.39	13.99
10.	SFL	688.55	35.05	7519.19	0.15	62.34	770.67	1031.94	25.63	6.76	10.85
11.	SAFARI	1529.95	45.42	7496.34	0.26	47.75	-5.43	588.58	11.51	21.55	12.81
12.	BAJAJCON	521.50	30.55	6811.75	0.00	707.45	1748.14	3415.67	1149.39	31.00	24.41

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	266	232	236	234	242	231	231	247	266	261	306	326	342
	222	198	203	205	209	201	208	219	232	217	250	250	262
Operating Profit	43	34	33	29	32	29	23	28	34	44	56	76	79
OPM %	16.32%	14.48%	14.08%	12.37%	13.40%	12.70%	9.76%	11.42%	12.72%	16.82%	18.32%	23.37%	23.20%
	11	11	11	12	11	9	8	8	8	8	5	6	8
Interest	0	0	0	0	0	0	0	0	0	0	0	0	0
Depreciation	2	2	3	3	2	3	3	3	2	4	5	5	4
Profit before Tax	56	45	44	44	45	39	31	37	46	51	56	78	87
Tax %	17.18%	17.87%	17.93%	18.30%	17.77%	18.02%	18.64%	17.99%	17.02%	17.77%	17.83%	18.19%	18.93%
Net Profit	0	0	0	0	37	32	25	31	38	42	46	64	71
	3.24	2.61	2.55	2.49	2.60	2.27	1.82	2.23	2.79	3.09	3.44	4.75	5.42

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	797	827	918	852	922	880	961	984	965	1,165	1,236
	536	578	652	648	681	706	822	829	837	944	980
Operating Profit	261	249	267	205	241	174	139	155	127	220	256
OPM %	32.73%	30.06%	29.05%	24.01%	26.15%	19.76%	14.42%	15.78%	13.21%	18.91%	20.69%
	24	30	25	30	37	39	40	45	36	28	27
Interest	1	1	1	4	1	1	1	1	1	2	2
Depreciation	5	7	7	6	6	5	9	10	10	15	17
Profit before Tax	278	270	283	225	270	206	169	189	153	231	273
Tax %	21.57%	21.75%	21.74%	17.87%	17.47%	17.84%	17.52%	17.78%	18.00%	17.80%	18.27%
Net Profit	218	211	222	185	223	170	139	155	125	190	223
EPS	14.80	14.31	15.02	12.52	15.12	11.49	9.47	10.89	9.14	14.56	—
Dividend Payout %	77.72%	83.85%	93.19%	15.97%	66.12%	69.58%	51.23%	27.56%	0.00%	0.00%	—

COMPOUNDED SALES GROWTH

10 Years:: 4%
5 Years:: 5%
3 Years:: 7%

COMPOUNDED PROFIT GROWTH

10 Years:: 0%
5 Years:: -3%
3 Years:: 11%

STOCK PRICE CAGR

10 Years:: 3%
5 Years:: 16%
3 Years:: 29%
1 Year:: 136%

RETURN ON EQUITY

10 Years:: 30%
5 Years:: 20%
3 Years:: 20%
Last Year:: 25%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	15	15	15	15	15	15	14	14	14	13
	479	478	450	636	741	793	773	816	734	741
	15	13	25	20	5	0	6	4	2	12
Trade Payables	40	68	72	81	69	46	45	40	50	42
	40	33	44	63	63	78	86	108	101	137
Total Liabilities	590	608	605	815	894	931	924	983	901	945
	162	158	154	151	149	152	160	158	154	298
Capital Work in Progress	0	15	22	24	25	28	28	28	28	27
	339	307	251	446	585	612	575	586	401	367
	42	47	61	63	43	57	51	56	55	66
	0	0	0	0	0	0	0	44	72	76
Cash & Bank	12	13	14	13	10	14	19	44	112	39
	35	67	102	117	82	69	91	67	79	72
Total Assets	590	608	605	815	894	931	924	983	901	945

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	270	239	238	227	283	161	131	116	65	197
Cash from Investing	-15	37	69	-173	-106	1	65	13	155	-14
Cash from Financing	-200	-216	-238	-9	-134	-124	-163	-120	-212	-196
	-3	1	7	-3	-3	5	3	9	9	-14

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	40.95	40.95	40.95	40.95	40.95	42.97	42.97	42.97
	10.85	10.54	10.59	10.95	10.12	9.70	16.59	16.11
	20.71	20.22	18.53	16.81	15.26	15.74	14.26	14.90
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	27.49	28.28	29.92	31.28	33.68	31.59	26.18	26.01

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-02

Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-02 - Bajaj Consumer Care Limited has informed the Exchange about Schedule of meet

2026-08-22

Copy of Newspaper Publication

2026-08-22 - Bajaj Consumer Care Limited has informed the Exchange about Copy of Newspaper Publication

2026-08-21

Resignation

2026-08-21 - Bajaj Consumer Care Limited has informed the Exchange regarding Resignation of Mr. Rajesh Menon as Other of the company w.e.f. August 21, 2026.

2026-08-21

Resignation of Director/KMP/SMP

2026-08-21 - Bajaj Consumer Care Limited has informed the Exchange about Resignation of Director/KMP/SMP

2026-08-05

Shareholders meeting

2026-08-05 - Bajaj Consumer Care Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on August 05, 2026. Further, the company has informed the Exchange regarding voting results.

2026-08-05

Shareholders meeting

2026-08-05 - Bajaj Consumer Care Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 05, 2026

2026-07-15

Analysts/Institutional Investor Meet/Con. Call Updates

2026-07-15 - Bajaj Consumer Care Limited has informed the Exchange about Transcript

2026-07-14

Copy of Newspaper Publication

2026-07-14 - Bajaj Consumer Care Limited has informed the Exchange about Copy of Newspaper Publication

2026-07-13

Analysts/Institutional Investor Meet/Con. Call Updates

2026-07-13 - Bajaj Consumer Care Limited has informed the Exchange about Link of Recording