Bajaj Consumer Care reported a strong performance in the second quarter of FY27, with net profit rising 67% year-on-year to ₹70.2 crore, compared with ₹42 crore in the year-ago period.
Revenue grew 25.7% to ₹333 crore from ₹265 crore a year earlier, while earnings before interest, tax, depreciation and amortisation (EBITDA) rose 71% to ₹82 crore, against ₹48 crore in the corresponding quarter last year.
EBITDA margin expanded to 24.7% from 18.1% a year ago, reflecting stronger operating performance.
Domestic business sustains momentum
The company said its domestic business continued to deliver robust growth, with revenue rising more than 30% in both Q2 FY27 and the first half of the financial year. The growth was supported by strong double-digit unit volume growth.
Price-point packs continued to outperform the broader portfolio and remained a key growth driver. Bajaj Consumer Care also introduced an integrated campaign with revised positioning towards the end of the quarter.
General trade sustained its momentum, delivering growth in the mid-twenties in Q2, while first-half growth remained in the high twenties. Rural demand edged ahead of urban demand during the quarter, with both markets recording robust and closely matched growth.
Organised trade grew in the high twenties, building on the momentum seen in the first quarter and outpacing general trade. E-commerce and modern trade also delivered broad-based growth across customers and sub-channels, with quick commerce continuing to be the fastest-growing channel in this segment.
International business remains strong
Bajaj Consumer Care’s international business continued to grow significantly faster than the company average, sustaining the strong momentum seen in recent periods.
The rest of the world business sustained its turnaround, while Nepal and the Gulf Cooperation Council (GCC) and Africa markets recorded very strong growth. Bangladesh continued to deliver growth in the teens despite a challenging operating environment.
Commodity costs remain a monitorable
The company flagged elevated prices across key commodities amid geopolitical tensions and supply-side pressures.
Light liquid paraffin (LLP) prices remained high due to the ongoing conflict in West Asia and elevated global freight costs. Refined mustard oil prices also rose as the conflict disrupted oilseed supply chains, in line with broader increases across edible oils.
Copra prices increased during Q2 amid expectations of an El Niño impact in the third quarter. The broader rise in edible oil prices added to the pressure on input costs.
