Honasa Consumer Share Price

Consolidated revenue from operations stood at 657.08 crore

• Business Line
• 4 days 16 hours ago

Conference Call with Honasa Consumer Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 5 days 14 hours ago

Personal Products company Honasa Consumer announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from Operations: For Q4FY26, revenue stood at Rs 6,570.84 million, representing a YoY increase of 23.15% compared to Rs 5,335.60 million in Q4FY25 and a QoQ growth of 9.23% from Rs 6,015.41 million in Q3FY26. For the full year FY26, revenue reached Rs 23,919.42 million, marking a 15.72% YoY increase from Rs 20,669.49 million in FY25. Total Income: In Q4FY26, total income was Rs 6,759.62 million, an increase of 21.94% YoY and 8.64% QoQ. Annual total income for FY26 was Rs 24,755.26 million, a growth of 15.37% YoY. Profit After Tax (PAT): For Q4FY26, PAT reached Rs 694.38 million, reflecting a substantial YoY growth of 177.98% from Rs 249.79 million and a QoQ increase of 38.32% from Rs 502.00 million in Q3FY26. For the full year FY26, PAT was Rs 2,001.90 million, an increase of 175.41% YoY from Rs 726.87 million in FY25. Exceptional Items: The Group recognized an exceptional expense of Rs 47.97 million for FY26 as an incremental past service cost related to the implementation of the New Labour Codes. Standalone Financial Highlights: Revenue from Operations: Standalone revenue for Q4FY26 was Rs 6,076.48 million, showing a YoY growth of 16.28% from Rs 5,225.72 million and a QoQ increase of 3.44% from Rs 5,874.42 million in Q3FY26. For the full year FY26, standalone revenue was Rs 23,054.12 million, a 14.02% YoY increase compared to FY25. Profit After Tax (PAT): Standalone PAT for Q4FY26 was Rs 644.73 million, an increase of 161.94% YoY compared to Rs 246.14 million in Q4FY25 and a QoQ increase of 34.02% from Rs 481.06 million in Q3FY26. For the full year FY26, standalone PAT reached Rs 1,908.27 million, a YoY growth of 176.68% from Rs 689.70 million in FY25. Business Highlights: Segment Wise Performance: The Group is principally engaged in the trading of a variety of beauty and personal care products and related services across baby care, skin care, hair, and other categories. These operations constitute a single segment as per Ind AS 108. Acquisitions: During Q4FY26, the Company acquired a 95% shareholding in BTM Ventures Private Limited for a purchase consideration of Rs 1,979.62 million. The Group recognized a Brand value of Rs 793.68 million and goodwill of Rs 1,198.05 million as part of this transaction. Maiden Dividend: The Board of Directors recommended a maiden final dividend of Rs 3/- per equity share (30% of face value of Rs 10/- each) for FY26. Project 'Neev': The company executed a transition to a Direct distribution model across the top 50 cities, discontinuing super stockists and replacing them with Tier 1 distributors. As at March 31, 2026, the Company maintains an outstanding provision for sales return of Rs 27.52 million related to this transition. Amalgamation: The Company completed the amalgamation of its wholly-owned subsidiaries, Fusion Cosmeceutics Private Limited and Just4Kids Services Private Limited. Comparative standalone figures for FY25 have been restated to reflect this business combination. Legal Award: The Company received a favorable arbitral award on May 14, 2026, regarding its dispute with RSM General Trading LLC. The Tribunal ruled that RSM breached the agreement and is liable to pay AED 7.25 million (approximately Rs 188.84 million) towards claims filed by the Company. Internal Auditors: BDO India Services Private Limited has been appointed as the Internal Auditors of the Company for the financial year 2026-27. Varun Alagh, Chairman and CEO & Co-founder, Honasa Consumer said: “FY26 was a year of strengthening the core and building a more resilient growth engine for the future. Over the last few quarters, we stayed sharply focused on the six pillars that defined our strategy for the year - improving execution across our Focus Categories, strengthening Product Superiority, scaling Hero Products, sharpening our content engine, rebuilding momentum in Offline Distribution, and unlocking Innovation Engines. These efforts, combined with the right category playbooks, stronger execution discipline, and focused leadership hiring across key functions, started reflecting meaningfully in our performance trajectory. We delivered three consecutive quarters of 20%+ growth, with Q4 FY26 becoming our highest-ever quarter in both revenue and EBITDA. This year we also announced our first-ever dividend, reflecting the confidence we have in the long-term strength and direction of the business. The momentum is now visible across brands and channels. Mamaearth continued to gain market share across key categories, according to NielsenIQ. Our Hero SKUs grew 2x+ faster than the brand, led by products like Ubtan Face Wash and Onion Shampoo, as well as newer launches such as Rice Face Wash and Rosemary Anti-Hair Fall Shampoo, which continue to scale meaningfully. Our younger brands also maintained strong momentum, growing 40%+ during the year. In its first quarter of consolidation, Reginald Men crossed an ARR of Rs 100 crore+, doubling its revenue YoY. At the same time, our investments across AI-led content systems, R&D;, product innovation, and distribution infrastructure are beginning to reflect in stronger execution quality across the organization. Going forward, we remain focused on building a future-ready House of Brands through sharper category playbooks, disciplined capital allocation, stronger talent density, and sustained profitable growth,” Result PDF

• Trendlyne
• 5 days 17 hours ago