FMCG stock jumps 19% after its net profit soars 84% YoY; Check the stock target

Synopsis:-Shares surged 19% after a strong Q3FY26 performance, supported by 31% YoY sales growth, 84% profit jump, and OPM expansion from 11% to 18%. Strong festive marketing delivered 566 GRPs, while brokerage upgraded estimates by 4% and raised the target to ₹400.

The shares of the leading FMCG company jumped 18 percent in today’s trading session from the intraday high after the company reported robust earnings in Q3FY26.

With a market capitalization of Rs 3,766.69 crore, the shares of Bajaj Consumer Care Ltd were trading at Rs 285.90 per share, increasing around 16 percent as compared to the previous closing price of Rs 247.55 apiece.

Q3 FY26 Highlights

The shares of Bajaj Consumer Care Ltd have seen significant movement after announcing its financial performance in Q3FY26, in which revenue increased by 31 percent on a year-on-year basis from Rs 234 crore in Q3FY25 to Rs 306 crore in Q3FY26. However, on a Quarter-on-Quarter basis, revenue zoomed by 15 percent from Rs 265 crore in Q2FY26 to Rs 306 crore in Q3FY26.

Moreover, net profit increased by 84 percent on a yearly basis from Rs 25 crore in Q3FY25 to Rs 46 crore in Q3FY26, meanwhile, on a quarter-on-quarter basis, net profit increased by 10 percent from Rs 42 crore in Q2FY26 to Rs 46 crore in Q3FY26.

Bajaj Consumer Care Limited showed a clear improvement in FY25 operating performance. Operating profit increased from  Rs 26 crore in Dec-24 to  Rs 56 crore in Dec-25, while OPM expanded from 11% to 18%. The steady margin expansion across FY25 reflects better cost control, operating leverage, and improving profitability momentum.

Portfolio performance

Bajaj Consumer Care Limited strengthened its festive marketing push through targeted digital and influencer campaigns for Abhyanga Snan. A region-specific TVC and Marathi digital content drove deep penetration in Maharashtra, delivering 566 GRPs, strong 3+ frequency, and high engagement via mobile-first formats. Influencer-led Diwali activations generated 60L+ views and 36L+ reach, enhancing brand recall.

Brand performance reflected this momentum, led by Almond Drops Hair Oil (ADHO), which recorded strong domestic growth supported by double-digit volume expansion. Revival in the LUP and sachet segments further aided volumes. The non-ADHO portfolio also performed steadily, with mid single-digit growth, while Bajaj Coconut and Banjara brands posted high single-digit and mid-teen value growth, respectively.

Brokerage Recommendations

Citing the company’s stellar outperformance, Antique has raised its earnings estimates by 4% for FY25–FY28. The brokerage reiterated its Buy rating on the stock and revised the target price to  Rs 400 from  Rs 362, reflecting improved confidence in the company’s growth outlook and execution strength.

According to Antique Stock Broking, management believes near-term revenue growth will be led by volume expansion and a richer product mix, with a strong emphasis on reviving the ADHO brand, while profitability is expected to improve gradually over time.

Bajaj Consumer Care Limited is an Indian FMCG company best known for its flagship brand Almond Drops Hair Oil. It operates in the personal care segment, focusing on hair oils and related products, with a strong domestic presence and selective international operations driven by brand-led growth and steady cash generation.

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