Earnings strengthen alongside EPS growth, while FMCG index extends gains for third straight session
Bajaj Consumer Care reported a strong year-on-year (Y-o-Y) performance for the quarter, with profit before tax (PAT) for the quarter also nearly doubled to Rs 78.08 crore, compared with Rs 38.14 crore a year earlier, reflecting improved operating performance. Earnings per share rose to Rs 4.79 from Rs 2.27 in the year-ago period.
Revenue from operations stood at Rs 308.31 crore, up from Rs 2 crore a year ago, while total income came in at Rs 313.90 crore. Total expenses increased to Rs 235.82 crore from Rs 213.45 crore in the corresponding period last year.
NCLT Clears Demerger
In a parallel development, the company received the certified copy of the final order from the National Company Law Tribunal (NCLT), Jaipur Bench, approving a scheme of arrangement between Vishal Personal Care (VPCL) and Bajaj Consumer Care (BCCL).
The order, received via email on 13 April 2026, sanctioned the demerger of VPCL into BCCL under Sections 230 to 232 of the Companies Act, 2013. The company said it will also collect the physical copy of the order from the NCLT registry shortly.
Bajaj Consumer Care operates in the fast-moving consumer goods segment, with a primary focus on hair care. Its flagship product, Bajaj Almond Drops Hair Oil, remains among the leading light hair oils in India. The company has also expanded into skincare and other personal care categories, supported by a distribution network spanning urban and rural markets.
Part of the Bajaj Group, the company draws on the legacy of one of India’s most diversified business conglomerates.
FMCG Stocks Extend Rally
The broader fast-moving consumer goods (FMCG) pack continued its upward trend, with the Nifty FMCG index extending gains for a third consecutive session on Friday, rising as much as 2.5 per cent. Over the past three trading sessions, the index has advanced more than 4 per cent.
Shares of Bajaj Consumer Care rose 8.2 per cent during trade on the BSE, hitting an intra-day high of Rs 464 per share. By 1.02 pm, the stock pared some gains and was trading 7.04 per cent higher at Rs 458.6. In comparison, the BSE Sensex was up 0.29 per cent at 78,211.83, with buying interest following the company’s Q4FY26 results announced during market hours.
The rally was broad-based, with all constituent stocks trading in the green. Hindustan Unilever led gains on the benchmark Nifty50 index, with its shares rising 5 per cent. Other major players, including Nestle India, ITC and Tata Consumer Products, posted gains in the range of 1.5 per cent to 2 per cent.
Hindustan Unilever has reportedly increased prices across its soap portfolio to offset higher input and packaging costs. On the earnings front, the company is scheduled to report its March quarter results on 30 April, while ITC will announce its fourth-quarter earnings on 21 April.
Demand conditions have shown early signs of recovery following the rollout of GST 2.0, although supply-side risks linked to the US-Iran war remain a concern.
