Bajaj Consumer Care Ltd.
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ABOUT
AI Sector View
AI GENERATEDFast Moving Consumer Goods
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.
PROS
- Company is almost debt free
- Company has a healthy return on capital (ROCE) of 24.0%
- Latest quarter profit grew 77.1% YoY, showing strong momentum
- Working capital cycle has improved - days down from 196 to 140
- Company generates healthy free cash flow
- Institutional investors have been accumulating - FII+DII up 3.2pp
CONS
- Company has delivered a poor profit growth of -2.8% over past five years
- Company has delivered a poor sales growth of 3.6% over past five years
- Valuation is stretched - P/E of 30.3 is well above its own 5-year median (19.1)
- Stock is trading at 5.7x its book value
- Though reporting repeated profits, the company pays out little dividend (0.0%)
- Expensive relative to growth - PEG of 2.6
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| HINDUNILVR | 1945.00 | 30.55 | 456995.50 | 2.11 | 2680.00 | -3.18 | 17341.00 | 6.24 | 28.98 | 22.76 |
| GODREJCP | 865.00 | 46.26 | 88515.88 | 2.31 | 504.52 | 11.51 | 4225.47 | 16.02 | 17.96 | 18.96 |
| DABUR | 372.00 | 33.46 | 65991.20 | 2.22 | 586.16 | 15.32 | 3764.39 | 10.57 | 21.37 | 19.68 |
| COLPAL | 1804.85 | 113.08 | 49089.33 | 2.66 | 3430.80 | 970.05 | 16033.00 | 1018.01 | 110.06 | 30.12 |
| CUPID | 279.60 | 273.68 | 37596.71 | 0.00 | 441.49 | 2841.89 | 1569.80 | 2524.64 | 33.93 | 39.70 |
| PGHH | 7620.50 | 31.28 | 24736.70 | 3.35 | 126.27 | -34.25 | 891.46 | -4.67 | 157.81 | 19.08 |
| GILLETTE | 7484.20 | 36.50 | 24387.43 | 3.21 | 159.45 | 9.44 | 783.02 | 10.80 | 90.62 | 29.09 |
| EMAMILTD | 369.10 | 21.53 | 16111.22 | 2.71 | 138.94 | -15.41 | 1039.21 | 14.95 | 29.54 | 21.61 |
| GALAXYSURF | 2289.25 | 22.94 | 8116.48 | 0.96 | 165.92 | 108.73 | 1781.90 | 39.44 | 13.39 | 13.99 |
| SFL | 688.55 | 35.05 | 7519.19 | 0.15 | 62.34 | 770.67 | 1031.94 | 25.63 | 6.76 | 10.85 |
| SAFARI | 1529.95 | 45.42 | 7496.34 | 0.26 | 47.75 | -5.43 | 588.58 | 11.51 | 21.55 | 12.81 |
| BAJAJCON | 521.50 | 30.55 | 6811.75 | 0.00 | 707.45 | 1748.14 | 3415.67 | 1149.39 | 31.00 | 24.41 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 260 | 229 | 233 | 230 | 237 | 225 | 226 | 240 | 260 | 242 | 287 | 308 | 335 | |
| 217 | 194 | 198 | 200 | 204 | 195 | 201 | 211 | 225 | 197 | 229 | 231 | 256 | |
| Operating Profit | 42 | 35 | 34 | 31 | 33 | 31 | 25 | 29 | 35 | 45 | 57 | 77 | 79 |
| OPM % | 16.36% | 15.12% | 14.80% | 13.26% | 14.00% | 13.54% | 10.93% | 12.10% | 13.48% | 18.65% | 20.01% | 24.99% | 23.48% |
| 11 | 11 | 11 | 12 | 11 | 9 | 8 | 8 | 8 | 7 | 5 | 6 | 8 | |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 4 | 4 | 4 | 4 |
| Profit before Tax | 55 | 47 | 46 | 45 | 46 | 40 | 33 | 38 | 47 | 52 | 58 | 78 | 87 |
| Tax % | 17.46% | 17.47% | 17.47% | 17.47% | 17.47% | 17.48% | 17.48% | 17.46% | 16.59% | 17.48% | 17.48% | 17.94% | 19.08% |
| Net Profit | 45 | 38 | 38 | 37 | 38 | 33 | 28 | 31 | 40 | 43 | 48 | 64 | 70 |
| 3.18 | 2.69 | 2.64 | 2.61 | 2.66 | 2.36 | 1.98 | 2.27 | 2.89 | 3.14 | 3.53 | 4.79 | 5.37 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 792 | 830 | 909 | 844 | 915 | 878 | 950 | 968 | 943 | 1,092 | 1,172 | |
| 529 | 577 | 638 | 634 | 673 | 700 | 811 | 809 | 810 | 867 | 913 | |
| Operating Profit | 263 | 253 | 271 | 210 | 241 | 179 | 139 | 158 | 132 | 225 | 258 |
| OPM % | 33.16% | 30.53% | 29.84% | 24.88% | 26.37% | 20.33% | 14.60% | 16.35% | 14.05% | 20.58% | 22.03% |
| 24 | 30 | 25 | 30 | 37 | 39 | 40 | 45 | 36 | 26 | 26 | |
| Interest | 1 | 1 | 1 | 4 | 1 | 1 | 1 | 1 | 1 | 2 | 2 |
| Depreciation | 5 | 7 | 7 | 5 | 6 | 5 | 8 | 9 | 10 | 15 | 16 |
| Profit before Tax | 281 | 275 | 288 | 231 | 271 | 211 | 169 | 192 | 158 | 235 | 275 |
| Tax % | 21.33% | 21.35% | 21.55% | 17.47% | 17.48% | 17.47% | 17.51% | 17.47% | 17.47% | 17.49% | 18.12% |
| Net Profit | 221 | 216 | 226 | 191 | 224 | 175 | 140 | 159 | 130 | 194 | 225 |
| EPS | 14.98 | 14.66 | 15.33 | 12.92 | 15.15 | 11.82 | 9.51 | 11.12 | 9.50 | 14.83 | — |
| Dividend Payout % | 76.77% | 81.84% | 91.32% | 15.48% | 65.99% | 67.63% | 51.01% | 26.98% | 0.00% | 0.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 3%
- 5 Years:
- 4%
- 3 Years:
- 5%
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:
- 29%
- 5 Years:
- 20%
- 3 Years:
- 20%
- Last Year:
- 25%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| 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 |
| 487 | 491 | 467 | 660 | 766 | 823 | 804 | 851 | 775 | 779 | |
| 15 | 13 | 25 | 20 | 5 | 0 | 6 | 4 | 2 | 12 | |
| Trade Payables | 40 | 68 | 72 | 81 | 69 | 45 | 45 | 40 | 49 | 39 |
| 36 | 30 | 42 | 60 | 61 | 73 | 80 | 100 | 93 | 117 | |
| Total Liabilities | 592 | 617 | 622 | 835 | 916 | 955 | 950 | 1,010 | 932 | 959 |
| 54 | 51 | 48 | 45 | 43 | 46 | 55 | 54 | 49 | 87 | |
| Capital Work in Progress | 0 | 6 | 8 | 7 | 7 | 1 | 1 | 1 | 1 | 0 |
| 455 | 432 | 389 | 590 | 729 | 771 | 742 | 757 | 573 | 652 | |
| 42 | 43 | 59 | 62 | 42 | 55 | 50 | 54 | 52 | 57 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 43 | 73 | 76 | |
| Cash & Bank | 10 | 13 | 14 | 11 | 9 | 12 | 14 | 37 | 107 | 22 |
| 32 | 72 | 104 | 120 | 85 | 69 | 88 | 64 | 76 | 65 | |
| Total Assets | 592 | 617 | 622 | 835 | 916 | 955 | 950 | 1,010 | 932 | 959 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 271 | 241 | 245 | 229 | 283 | 166 | 133 | 118 | 68 | 197 | |
| Cash from Investing | -12 | 36 | 61 | -176 | -106 | -5 | 58 | 8 | 154 | -19 |
| Cash from Financing | -200 | -216 | -238 | -9 | -134 | -124 | -163 | -120 | -212 | -196 |
| 1 | 2 | 6 | -4 | -3 | 4 | -1 | 7 | 10 | -19 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-02 - Bajaj Consumer Care Limited has informed the Exchange about Schedule of meet
2026-08-22 - Bajaj Consumer Care Limited has informed the Exchange about Copy of Newspaper Publication
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 - Bajaj Consumer Care Limited has informed the Exchange about Resignation of Director/KMP/SMP
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 - Bajaj Consumer Care Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 05, 2026
2026-07-15 - Bajaj Consumer Care Limited has informed the Exchange about Transcript
2026-07-14 - Bajaj Consumer Care Limited has informed the Exchange about Copy of Newspaper Publication
2026-07-13 - Bajaj Consumer Care Limited has informed the Exchange about Link of Recording
News
Recent coverage and analyst commentary for BAJAJCON
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Bajaj Consumer Care Ltd.
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