AnnouncementSep 2026
Sep 2026 · Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 2 Sep - Bajaj Consumer Care will attend Avendus Spark INDX Conferences 2026 on September 8, 2026 in Mumbai.
Source: Bse
Bajaj Consumer Care Limited (BAJAJCON)
Small CapConsumer stocks · Small cap · NSE
Bajaj Consumer Care Limited (BCCL) is an Indian consumer goods company. Q1 FY27 financials are restated due to a scheme of arrangement with Vishal Personal Care Limited (VPCL), effective May 1, 2026, with an appointed date of March 15, 2025.
Data qualityFresh enough for analysisQuote updated 19 Oct, 05:56 pm ISTDetails
Quote19 Oct, 05:56 pm IST
Base fundamentals16 Oct 2026 · screener
Latest result14 Oct, 06:01 pm IST
Score21 Oct, 04:30 am IST · v4.3-runtime-valuation
Tags02 May 2026
Coverage14/14 · 100%
Valuation2026-07-20 · Rf 6.8% · Consumer P/E 22.2 (n=441)
Technical timing lens
Trend score and candlestick chart
35BearishMACD − · sector -3.7pp vs Nifty 500 (3M)
Stock trend: 35
Sector RS: 36
Sector 3M: -9.3% vs Nifty 500 -5.6%
Consumer FPI tailwindNot confirmed
Latest mapped FPI equity flow was not positive. View sector evidence
Technical chart
BAJAJCOND candles · FIT view-1.4%Latest close ₹447.05 on 2026-10-19
Bar
-4.3%
RSI
37
MACD hist
-3.60
52W pos
46%
2026-10-19O ₹467.00H ₹470.00L ₹441.30C ₹447.05Vol 11.5L sh
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal
Market context
Relative performance and chart statistics
Adjusted completed-session prices, rebased to 100
BAJAJCONNifty Consumer DurablesNifty 500
- BAJAJCON
- -17.1%
- Nifty 500
- -5.6%
- Nifty Consumer Durables
- -9.7%
- Vs Nifty 500
- -11.5 pp
Chart stats
19 Oct 2026- From 52W high
- -35.4%
- 52W range position
- 46%
- ATR (14)
- 5.4%
- Volume vs 20D
- 1.24x
- Avg traded value
- ₹45.1 Cr
- 20D price channel
- ₹441.3 - ₹539.9
₹692
₹242.6 - ₹692
₹24
Latest completed session
20-session average
53.8% annualized volatility
Research snapshot
What the evidence says now
Mixed fundamentals, management evidence is still limited to a financial-only Trust Lite signal, price trend argues for patience, and recent execution is consistent.
Suggested next step
Research, do not rush
The evidence is not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
Legacy · FAIR VALUE46
Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.
Latest result
Excellent90
Revenue +25.6% · PAT +67.0% YoY
Technical
Bearish35
Price trend and sector-relative-strength timing.
Valuation
Legacy model-324.6%
Legacy margin-of-safety estimate; the revised evidence label remains in shadow validation.
Trust
Limited evidence86
Financial-only signal; management claim evidence is not sufficient yet.
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Latest result
Quarter ended 30 Sept 2026
Excellent · 90/100Rev +26% YoY · PAT +67% YoY · margin expansion · operating leverage
Filed 14 Oct 2026
Open results browser →| Metric | This quarter | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹332.8 Cr | +25.6% | -2.7% |
| EBITDA | ₹82.3 Cr | +71.5% | -0.8% |
| Operating margin | 24.7% | +674 bps | +74 bps |
| PAT | ₹70.2 Cr | +67.0% | -1.2% |
| PAT margin | 21.1% | +523 bps | +32 bps |
NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.
Fundamentals
Valuation
- P/E
- 24.60
- P/B
- 6.87
- EV/EBITDA
- 19.63
- Market Cap
- 6172.00Cr
Profitability
- ROE
- 24.70%
- ROCE
- 30.00%
- ROA
- 23.48%
- Dividend Y
- —
Growth (CAGR)
- Revenue 5Y
- 5.00%
- EPS 5Y
- -4.00%
- Revenue 3Y
- 7.00%
- EPS 3Y
- 10.00%
Balance Sheet
- Debt/Equity
- 0.01
- Interest Coverage
- 298.00×
- Altman Z
- 9.60
- Book Value
- 68.70
Cash Flow
- FCF Yield
- 2.95%
- FCF Positive Y
- 12/5
- OCF
- 197.00 Cr
- EPS TTM
- 19.21
Shareholding
- Promoter Hold
- 42.97%
- Promoter Pledge
- 0.00%
- Momentum 52W
- 51%
Financial History
Updated 20/10/2026
Revenue
₹ CrLatest: 1,165+20.7% vs prev
Net Profit
₹ CrLatest: 190+52.0% vs prev
Return on Equity
%Latest: 25.2+50.6% vs prev
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Daily technical trend read
Bearish setupTrend is weak — long-term trend down. RSI 37.
- Price below SMA200 (long-term downtrend) — short-term bounces likely countertrend.
- SMA20 roughly flat — short-term momentum stalled.
- RSI(14) at 37 — falling, no extreme reading.
- MACD below signal, histogram expanding negatively — bearish momentum building.
- 35% off 52W high · 84% above 52W low.
Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.
Nifty 500 leadership
Relative Strength & Trend Stage
84
RS percentile
Stage 1 Base / Transition
1M return
-12.7%
3M return
-17.1%
6M return
-4.8%
1Y return
+66.5%
RS 1D
-2
RS 20D
-8
Sector rank
#9
Industry rank
#73
Stage evidence
- Price is 12.4% below the 30-week proxy without full trend alignment.
- The 30-week proxy changed +3.3% over 20 sessions.
- The moving-average structure does not confirm Stage 2 or Stage 4.
50-DMA
price below
200-DMA
price below
Sector
neutral
Industry
lagging
Relative-strength line vs Nifty 500 (base 100)
261 observations
19 Oct 2026Value 195.92-4.30%
RS vs Nifty 500196
Valuation & peers
U-Score 46 · legacy U-Score band FAIR VALUE · valuation evidence and comparable companies
Valuation & peers
U-Score 46 · legacy U-Score band FAIR VALUE · valuation evidence and comparable companies
Premium Compounder
Fundamental score breakdown
U band · FAIR VALUEValuation1/30
Growth5/25
Quality20/20
Balance Sheet9/15
Cash Flow6/10
Piotroski
8/9 (+5)
Penalties
0
Raw sum
46
Why this score?
Top U-Score contributors and drags from the latest stored fundamentals.
46/100 · legacy band FAIR VALUE
Positive drivers
- Piotroski is strong at 8/9.
- Quality contributes 20/20 to the score.
- Balance sheet contributes 9/15 to the score.
Main drags
- Fair-value margin of safety is negative at -324.6%.
- Valuation is weaker at 1/30; verify the latest quarterly trend.
- Growth is weaker at 5/25; verify the latest quarterly trend.
Sector valuation model
Consumer valuation: PE/PEG and brand-quality premium
Consumer franchises can deserve higher multiples, but only when growth quality supports them.
Primary lens
PE and PEG relative to growth, ROE, margins, and brand strength.
Secondary checks
Volume growth, pricing power, distribution, same-store or category growth.
Main risk check
Premium valuation needs durable growth and margin resilience.
PE
24.6
PB
6.9
EV/EBITDA
19.6
ROE
24.7%
ROCE
30.0%
FCF Yield
3.0%
Debt/Equity
0.0
MoS
-324.6%
Score movement
Stored run vs live recompute
This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.
Stored run: 21 Oct 2026
v4.3-runtime-valuation
Final score
46
Previous: 46
Legacy U-Score band
FAIR VALUE
Previous: FAIR VALUE
Margin of safety
-324.6%
Previous: -324.6%
Score history
12 stored score snapshots. Latest stored move: +0 points.
21 Oct 2026
v4.3-runtime-valuation
46
46
46
46
46
46
45
45
45
45
46
46
Factor attribution
No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.
Modelled fair value
Graham Number
₹172.32
-159.4% MoS
Growth-justified P/E
5.5
Growth-justified Value
₹105.27
-324.6% MoS
PEG
—
Comparable companies
Peers
Business-comparable peers in Consumer — ranked by industry, sub-sector, theme-tag overlap, market cap, and U-Score similarity. Green cells mark the best available peer metric in this table.
Ticker
Name
Why peer
Score
PE
ROE
MoS
Verdict
EMAMILTD
Large
Emami Limited
Consumer Goods
match 126
62
21.8
26.2%
+50%
UNDERVALUED
GOLDENTOBC
Small
Golden Tobacco Limited
Consumer Goods
match 126
43
7.8
—
+83%
WATCHLIST
GODREJCP
Large
Godrej Consumer Products Limited
Consumer Goods
match 125
36
43.0
16.1%
-362%
WATCHLIST
HINDUNILVR
Large
Hindustan Unilever Limited
Consumer Goods
match 125
61
40.3
31.0%
+35%
UNDERVALUED
FLAIR
Small
Flair Writing Industries Limited
Consumer Goods
match 125
60
17.1
12.9%
+47%
UNDERVALUED
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
Business and thesis
Where growth can come from, and what can break the case
Thesis intactReviewed 2026-10-10T07:20:41.100Z
Management commentary snapshot
Q1 FY27 consolidated results show strong YoY growth: Topline +28.3% to INR 341.4 Cr, EBITDA +101.2% to INR 84.4 Cr (24.7% margin), and PAT +84.8% to INR 70.7 Cr (20.7% margin). Gross Margin expanded to 61.8%.
The company delivered robust Q1 FY27 results, driven by strong domestic business growth, healthy volume expansion in ADHO, and a significant turnaround in International Business. Margin expansion was notable, despite some input cost volatility. The integration of Banjara's is complete, and distribution expansion continues.
Growth engines
ADHO Brand Performance
PositiveADHO continues its strong run, delivering strong domestic growth in 30's and robust underlying volume growth in early teens.
LUPs (sachets & price point packs)
PositiveLUPs continued their sharp growth trajectory, growing well ahead of the brand average.
International Business Comeback
PositiveIB delivered a fantastic Q1 FY27 on a low base, registering a strong comeback after reset in leadership & distribution partners.
Growth Portfolio (ex-Amla)
PositiveExcept Amla, all sub portfolios saw a double-digit sequential growth.
Tailwinds
Rural Demand Strengthening
PositiveRural growth strengthened meaningfully, with very small gap remaining between urban and rural performance.
International Business Profitability
PositiveOverall our IB business is now delivering double digit EBDITA, and management is confident of scaling it profitably and sustainably.
Copra Price Correction
PositiveQ1 FY27 average Copra price corrected meaningfully – down over a fifth sequentially.
Headwinds
West Asia Crisis
NegativeInternational Business faced disruptions from the West Asia crisis.
Institutional Business Decline
NegativeCanteens & Institutions was subdued — robust growth in CSD was offset by a decline in the institutional business.
LLP Price Spike
NegativeLight Liquid Paraffin (LLP) price rose sharply over Q4 FY26 – up over forty percent.
Elevated RMO Prices
NegativeRefined Mustard Oil (RMO) price was broadly stable sequentially, holding at elevated levels, without the usual Q1 dip.
Management accountability
What management said, and what results must prove
Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.
Analyst reading lens
Compare BOTH
Both YoY growth for overall financial performance and QoQ trends for sequential momentum in specific portfolios, channel performance, and input costs are crucial for assessing operational efficiency and market response.
Sector KPIs management disclosed
Volume Growth (ADHO)
PositiveADHO delivered robust underlying volume growth (adjusted for ml-age reductions) in the early teens for the quarter.
Gross Margin
PositiveConsolidated Gross Margin for Q1 FY27 was 61.8%, up from 56.7% YoY and 63.7% QoQ.
Rural/Urban Demand
PositiveUrban continued to lead, rural growth strengthened meaningfully, with very small gap remaining between urban and rural performance.
Channel Mix (General Trade)
PositiveGT performed at parity with OT, delivering high 20’s YoY growth in Q1.
Management forward view
Scaling International Business
PositiveManagement is confident of scaling up the International Business in a profitable and sustainable manner.
Aarohan Phase 3 Underway
PositiveAarohan Phase 3 (distribution expansion) is underway, with implementation in BH, JH, OD, PB in H1 FY27.
Coconut Portfolio Pricing Response
PositivePrices were corrected in the beginning of the quarter, and management is seeing a positive response from trade.
Thesis monitor
Numbers and claims to verify in the next filings
| Checkpoint | Current evidence | What to verify next |
|---|---|---|
| ADHO Volume Growth | Early teens (adjusted for ml-age reductions) in Q1 FY27. | Sustained double-digit volume growth and continued traction across consumer metrics. |
| International Business EBDITA | Double-digit EBDITA in Q1 FY27. | Continued profitability and scaling of the business, especially in focus markets like Nepal & Bangladesh. |
| Rural vs. Urban Growth Gap | Very small gap remaining between urban and rural performance. | Rural growth sustaining momentum and closing the gap with urban performance. |
| Input Cost Trends | LLP up 40% QoQ, RMO stable at elevated levels, Copra down 20% QoQ. | Further cooling of LLP prices and any moderation in RMO prices. |
Verification checkpoints are IndiaPulse research interpretation, not investment advice.
Trust Score
86Limited evidence · low confidenceTrust Lite
Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.
Limited evidence: Claim history is still being built. It ranks around the 99th percentile of the scored universe and 99th percentile within Consumer. No major sub-score weakness stands out.
This is a financial-behaviour screen, not a claim-tested management reliability verdict.
Computed 05 Sept 2026
management-trust-v1
165 docs text-extracted · 66 concalls text-extracted
Score band
Limited evidence
Financial behaviour is scored, but management claims do not yet have enough outcome checks.
Relative rank
99th percentile
overall median 67 · Consumer: 99th pctile, median 66 · Small: 99th pctile, median 66
Evidence depth
Financial-only
165 documents have extracted text, but claim history is not strong enough yet.
Claim delivery
Outcome history still building
0 claims extracted · No contradicted claim yet
How to read this Trust Score
Limited evidence · low confidenceWhat it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Can support position sizing if valuation and trend also agree.
Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.
Forensic breakdown
Read low sub-scores as due-diligence warnings, not automatic sell signals.
Promoter
82
strong · holding, pledge, alignment
Cash flow
77
strong · profit to cash conversion
Balance sheet
96
strong · leverage and solvency
Discipline
90
strong · capital discipline
Results
87
strong · quarterly consistency
Trust positives
- ▸Promoter pledge is zero.
- ▸Promoter holding increased 2%.
- ▸FCF yield is positive at 2.7%.
- ▸12 years of positive FCF.
Trust risks
- ▸No major Trust Lite risk flags.
Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.
Continue researching Bajaj Consumer Care Limited
Important announcements & filings
Latest exchange and company disclosures found within the past two years.
Open source ↗
Announcement
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 23 Sep
Source: Bse
Annual report
Reg. 34 (1) Annual Report. 8 Sep
Source: Bse
AnnouncementAug 2026
Aug 2026 · Announcement under Regulation 30 (LODR)-Newspaper Publication 22 Aug - Pursuant to Regulation 30 of SEBI Listing Regulations, please find attached newspaper publication dated August 22, 2026.
Source: Bse
AnnouncementAug 2026
Aug 2026 · Announcement under Regulation 30 (LODR)-Change in Management 21 Aug - Rajesh Menon, Head-Supply Chain, Operations & IT, resigned effective August 21, 2026.
Source: Bse
Investor presentationJul 2026
Jul 2026 · PPT
Source: Bse
Concall transcriptJul 2026
Jul 2026 · Transcript
Source: Bse
AnnouncementJul 2026
Jul 2026 · Announcement under Regulation 30 (LODR)-Newspaper Publication 14 Jul - Pursuant to Regulation 30 of Listing Regulations, please find attached copies of newspapers dated July 14, 2026 for publication of extracts of consolidated unaudited financial …
Source: Bse
AnnouncementJul 2026
Jul 2026 · Announcement under Regulation 30 (LODR)-Newspaper Publication 1d - In continuation of our letter dated July 11, 2026, regarding the 20th Annual General Meeting(AGM) of the Company, and pursuant to Regulation 47 of the …
Source: Bse
AnnouncementJul 2026
Jul 2026 · Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 8 Jul - Bajaj Consumer Care to join ICICI Securities Q1FY27 earnings call on July 13, 2026 at 4:00 PM.
Source: Bse
AnnouncementJun 2026
Jun 2026 · Announcement under Regulation 30 (LODR)-Resignation of Company Secretary / Compliance Officer 30 Jun - Company Secretary and Compliance Officer Vivek Mishra resigns effective June 30, 2026.
Source: Bse
AnnouncementJun 2026
Jun 2026 · Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 1 Jun - Bajaj Consumer Care will attend India Conclave investor meetings in Singapore on June 15, 2026.
Source: Bse
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.