Bajaj Consumer Reports Q4: Profit Declines 12.93% While Revenue Grows 4.39% Year-over-Year

Bajaj Consumer Care Reports Q4 Results: Profit Decline but Revenue Growth

Bajaj Consumer Care Ltd has unveiled its financial results for the fourth quarter of the fiscal year, revealing a profit of ₹30.98 crore. This figure signifies a decline of 12.93% compared to the ₹35.58 crore achieved in the same quarter last year. However, the company experienced a positive shift in revenue, which reached ₹250.49 crore, reflecting a growth of 4.39% from ₹239.96 crore in the previous fiscal year’s fourth quarter.

Overall Financial Performance

For the fiscal year 2025, Bajaj Consumer’s topline was reported at ₹950 crore, marking a 3-year CAGR of 3.1%. The overall profit for FY25 stood at ₹125.3 crore, indicating resilience amidst market challenges. Notably, the company’s EBITDA fell by 8.3% year-on-year to ₹32 crore, suggesting some operational pressures.

Brand Highlights and Growth Metrics

Bajaj Consumer’s flagship product, Almond Drops Hair Oil (ADHO), noted a 3% increase in sales during Q4 FY25, with growth recorded across all packaging sizes. The company highlighted that:

Large packs surged by 17% sequentially.
Smaller packs saw an impressive 27% uptick.

Additionally, Bajaj 100% Pure Coconut Oil showcased robust growth of 19% for FY25, benefitting from two strategic price hikes in Q4 to counteract the inflation in Copra prices. The Almond Drop Hair and Skin Care range achieved remarkable growth rates of 73% year-on-year in Q4 and 46% for the entire fiscal year.

Channel Performance Overview

Bajaj Consumer’s channel performance also exhibited positive trends. General trade grew by 7% sequentially, while the wholesale sector rebounded impressively, recording a 15% quarter-on-quarter growth. Retail sales in the Aarohan states began to rebound, supported by an expanded direct reach.

The organized trade segment experienced a striking 30% year-on-year growth in Q4 FY25, with modern trade contributing a 22% increase thanks to strong performance across various chains. E-commerce sales surged by 33% year-on-year in Q4, and quick commerce saw a staggering 60% growth, now accounting for 11% of total e-commerce sales. Canteens and institutions also performed well, with a 42% growth recorded in Q4.

International Business Performance

On the international front, Bajaj Consumer’s business flourished, posting a 30% year-on-year growth in Q4 and a 20% increase for FY25. Regionally, the Gulf Cooperation Council (GCC) and Africa saw a 25% growth in Q4, while the UAE reported a 7% increase despite challenging conditions for non-food FMCG products. Countries such as Qatar, Kuwait, Oman, Bahrain, Afghanistan, and Mauritius collectively experienced a robust 43% growth for FY25. Additionally, Nepal grew by 20% year-on-year in Q4, while Bangladesh maintained strong momentum with 32% growth in Q4 and 44% for FY25, highlighting the effectiveness of new product development strategies.

In conclusion, while Bajaj Consumer Care Ltd faced profitability challenges in Q4 FY25, the overall financial indicators reflect a company that is navigating market dynamics effectively. With continued growth across various channels and regions, Bajaj Consumer is poised to leverage its strong brand portfolio for future expansion.