BAJAJCONNSE14 February 2025

Bajaj Consumer Care Limited

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Key numbers — 40 extracted
30%
E-Com continues to register strong growth QoQ; Quick-Commerce scaling up well ▪ OT Saliency at 30%; CAGR of 29% over last 3 years ▪ ▪ ▪ ▪ ▪ NPD’s scaling up well led by Bajaj 100% Pure Coconut
29%
ues to register strong growth QoQ; Quick-Commerce scaling up well ▪ OT Saliency at 30%; CAGR of 29% over last 3 years ▪ ▪ ▪ ▪ ▪ NPD’s scaling up well led by Bajaj 100% Pure Coconut Oil and AD H
100%
T Saliency at 30%; CAGR of 29% over last 3 years ▪ ▪ ▪ ▪ ▪ NPD’s scaling up well led by Bajaj 100% Pure Coconut Oil and AD Hair & Skin Care range NPD saliency at 20% Healthy growth across key mark
20%
s scaling up well led by Bajaj 100% Pure Coconut Oil and AD Hair & Skin Care range NPD saliency at 20% Healthy growth across key markets of Rest of World, Bangladesh, Nepal and GCC & Africa. Saliency
6%
ealthy growth across key markets of Rest of World, Bangladesh, Nepal and GCC & Africa. Saliency > 6%; CAGR of 37% over last 3 years Acquisition of Banjara’s– A strategic fit for Bajaj Consumer Care L
37%
h across key markets of Rest of World, Bangladesh, Nepal and GCC & Africa. Saliency > 6%; CAGR of 37% over last 3 years Acquisition of Banjara’s– A strategic fit for Bajaj Consumer Care Ltd Scaling u
INR 50
represented states Potential to leverage our wide Distribution in HSM markets Revenue of at least INR 50 Cr+ with High gross margins Acquisition of A strategic fit for BCCL Banjara’s – A South India b
14%
l Care Financials Trustworthy Brand • • • Annualised Revenue of over INR 50 Crs with CAGR of 14% (4 years) EBITDA in high single digit Debt Free & +ve Cash Flow Strong Consumer Connect • • Co
48%
fied Own manufacturing Facility Strong Play in ‘Naturals’ Hair and Skin Care Hair Care Saliency 48% Skin Care Saliency 52% Creme Shampoo Powder Face wash Moisturising Cream Aloevera Gels H
52%
Facility Strong Play in ‘Naturals’ Hair and Skin Care Hair Care Saliency 48% Skin Care Saliency 52% Creme Shampoo Powder Face wash Moisturising Cream Aloevera Gels Hair care combos Hair c
40%
acial Kits Rose Water The ‘Naturals’ market is sizeable, fast growing 1 Naturals BPC Size : ~40%+ of BPC 2 Naturals BPC Growth: 1.5x BPC 3 Consumers actively search for ‘Naturals’ attributes
1.5x
’ market is sizeable, fast growing 1 Naturals BPC Size : ~40%+ of BPC 2 Naturals BPC Growth: 1.5x BPC 3 Consumers actively search for ‘Naturals’ attributes Brand Positioning Rituals of Traditi
Guidance — 3 items
Naturals BPC Size
opening
49% in the first tranche and the remaining 51% will be acquired in the second tranche Estimated cash consideration of approx.
Naturals BPC Size
opening
Olive Oil and Glycerin Marketing Initiatives in Bangladesh ▪ ▪ Digital engagement activities - 7 Mn Reach and 13.7 Mn Impressions in Q3 FY25 Consumer Promotion with Bajaj 100% Pure Glycerin International Business Performance - Nepal ▪ ▪ Grew by 5% in Q3 FY25 YoY, 9M FY25 growth at 28%.
Naturals BPC Size
opening
Major Initiative for Carbon Emission reduction 1 2 3 Automation and installation of newer machines/technologies in the plants Energy efficient compressor Installation at our Plants Miyawaki Tree Plantation Project at Guwahati Sr.
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Speaking time
Naturals BPC Size
1
Opening remarks
Naturals BPC Size
~40%+ of BPC 2 Naturals BPC Growth: 1.5x BPC 3 Consumers actively search for ‘Naturals’ attributes Brand Positioning Rituals of Traditional Beauty Big Idea Traditional Beauty in Convenient Forms Positioning Natural, Pure, Wisdom, Innovation Attributes Face Rituals Hair Rituals Body Care Rituals Pillars Authentic, Ayurvedic, Convenient, Traditional, Affordable Proof Points Key Association with Brand by Consumers Natural Ingredients Safe to use No Side Effects Good Quality Highly Effective Affordable Banjara’s: An Excellent strategic fit Strong synergy between Banjara’s & Bajaj brands: Traditional & Indian Heritage Turbocharging our play in South India: Banjara’s wide GT distribution reach through Cosmetic Stores, Pharmacies and Groceries across all 5 southern states enhances BCCL’s current reach (2X+ Increase in reach) Enhancing play in Rest of India in GT: Launching Banjara’s products in BCCL’s stronghold HSM Building Organised Trade Channels and International Markets: Scale up of Banj
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