BAJAJ CONSUMER CARE LIMITEDH1 PAT ₹141 Cr +75%, EBITDA margin 25%

Bajaj Consumer Care reported H1 FY27 revenue of ₹674 crore, up 28%, EBITDA of ₹167 crore, up 85%, and profit after tax of ₹141 crore, up 75%, with an EBITDA margin of 25% and a PAT margin of 21% in the quarter.

The call transcript misstates Q2 rupee figures; the investor presentation shows Q2 net sales of ₹332.7 crore, up 27.3%, EBITDA of ₹83.3 crore and PAT of ₹70.2 crore. Gross margin slipped to 59.9% in Q2 on war-driven raw material and edible oil inflation, but savings in fixed and employee costs held profit. Almond Drops Hair Oil grew units by double digits, led by small and medium packs, supported by a new positioning and a 360-degree campaign, and A&P spend rose 7% in Q2 and 18% in H1.

General trade and organised trade each grew in the mid-20s. Project Aarohan added over one lakh outlets, and Aarohan 2.0 aims for 10% more direct reach. Management will take a further price increase of about 5% in Q3, expects high-teens growth for the year and offered no gross margin guidance.