BAJAJ CONSUMER CARE LIMITED |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 230.4 INR | +1.83% |
|
+2.31% | +4.73% |
| Mar. 14 | Bajaj Consumer Care Limited Announces Board Changes | CI |
| Feb. 06 | Transcript : Bajaj Consumer Care Limited, Q3 2024 Earnings Call, Feb 06, 2024 |
Valuation
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 45,740 | 19,600 | 38,346 | 24,086 | 21,667 | 32,861 | - | - |
| Enterprise Value (EV) 1 | 43,357 | 15,223 | 32,463 | 24,086 | 21,667 | 32,861 | 32,861 | 32,861 |
| P/E ratio | 20.2 x | 10.3 x | 17.2 x | 13.8 x | 16 x | 20.1 x | 18.2 x | 16.2 x |
| Yield | 4.51% | 1.51% | 3.85% | 4.9% | 3.29% | 2.39% | 2.6% | 2.82% |
| Capitalization / Revenue | 5.03 x | 2.32 x | 4.19 x | 2.74 x | 2.28 x | 3.29 x | 3.02 x | 2.75 x |
| EV / Revenue | 5.03 x | 2.32 x | 4.19 x | 2.74 x | 2.28 x | 3.29 x | 3.02 x | 2.75 x |
| EV / EBITDA | 16.4 x | 9.31 x | 15.7 x | 13.5 x | 15.3 x | 19.7 x | 17.3 x | 15.4 x |
| EV / FCF | 25.9 x | 11.1 x | 16.3 x | 18.4 x | 22.1 x | 22.5 x | 17.7 x | 15.8 x |
| FCF Yield | 3.87% | 9.03% | 6.14% | 5.43% | 4.52% | 4.44% | 5.66% | 6.33% |
| Price to Book | 9.43 x | 2.89 x | 4.91 x | 2.87 x | 2.64 x | 3.31 x | 2.97 x | 2.66 x |
| Nbr of stocks (in thousands) | 147,500 | 147,534 | 147,540 | 147,540 | 142,642 | 142,626 | - | - |
| Reference price 2 | 310.1 | 132.8 | 259.9 | 163.2 | 151.9 | 230.4 | 230.4 | 230.4 |
| Announcement Date | 4/9/19 | 6/18/20 | 4/19/21 | 5/6/22 | 5/3/23 | - | - | - |
1INR in Million2INR
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 9,094 | 8,442 | 9,146 | 8,784 | 9,499 | 9,976 | 10,892 | 11,933 |
| EBITDA 1 | 2,784 | 2,106 | 2,435 | 1,785 | 1,414 | 1,667 | 1,894 | 2,132 |
| EBIT 1 | 2,718 | 2,052 | 2,377 | 1,739 | 1,333 | 1,586 | 1,807 | 2,037 |
| Operating Margin | 29.89% | 24.31% | 25.99% | 19.8% | 14.03% | 15.9% | 16.59% | 17.07% |
| Earnings before Tax (EBT) 1 | 2,883 | 2,309 | 2,709 | 2,115 | 1,695 | 1,993 | 2,243 | 2,505 |
| Net income 1 | 2,261 | 1,906 | 2,236 | 1,745 | 1,398 | 1,620 | 1,831 | 2,054 |
| Net margin | 24.87% | 22.57% | 24.44% | 19.87% | 14.72% | 16.24% | 16.81% | 17.22% |
| EPS 2 | 15.33 | 12.92 | 15.15 | 11.82 | 9.510 | 11.48 | 12.66 | 14.22 |
| Free Cash Flow 1 | 1,769 | 1,769 | 2,353 | 1,309 | 979.6 | 1,460 | 1,858 | 2,082 |
| FCF margin | 19.45% | 20.96% | 25.72% | 14.9% | 10.31% | 14.63% | 17.06% | 17.44% |
| FCF Conversion (EBITDA) | 63.54% | 84.02% | 96.61% | 73.31% | 69.27% | 87.58% | 98.11% | 97.65% |
| FCF Conversion (Net income) | 78.23% | 92.85% | 105.23% | 74.99% | 70.06% | 90.09% | 101.52% | 101.31% |
| Dividend per Share 2 | 14.00 | 2.000 | 10.00 | 8.000 | 5.000 | 5.500 | 6.000 | 6.500 |
| Announcement Date | 4/9/19 | 6/18/20 | 4/19/21 | 5/6/22 | 5/3/23 | - | - | - |
1INR in Million2INR
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 2,473 | 2,460 | 2,153 | 2,151 | 2,286 | 2,193 | 2,467 | 2,303 | 2,284 | 2,445 | 2,642 | 2,448 | 2,366 | 2,441 |
| EBITDA 1 | 631.4 | 608 | 523.5 | 487.1 | 402.3 | 372.6 | 358.2 | 306.6 | 328.5 | 420.8 | 469.7 | 400.3 | 401.5 | 385 |
| EBIT | 616.7 | 593.4 | 512.7 | - | 390.3 | - | - | - | - | - | - | - | 416 | 417 |
| Operating Margin | 24.94% | 24.12% | 23.81% | - | 17.08% | - | - | - | - | - | - | - | 17.58% | 17.09% |
| Earnings before Tax (EBT) 1 | 705.6 | 653.2 | 592.2 | - | 485.2 | - | - | - | 408.3 | 497.2 | 550.3 | 516.5 | 473 | 452 |
| Net income 1 | 582.3 | 539 | 488.7 | 472.5 | 400.4 | 383.7 | 333.8 | 317.7 | 337 | 409.8 | 454.1 | 421 | 400.7 | 385.5 |
| Net margin | 23.55% | 21.91% | 22.7% | 21.96% | 17.52% | 17.49% | 13.53% | 13.79% | 14.75% | 16.76% | 17.19% | 17.2% | 16.93% | 15.8% |
| EPS 2 | 3.950 | 3.650 | 3.310 | 3.200 | 2.710 | 2.600 | - | - | 2.290 | 2.820 | 3.180 | 3.100 | 3.000 | 2.800 |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 2/3/21 | 4/19/21 | 8/5/21 | 11/1/21 | 2/2/22 | 5/6/22 | 8/1/22 | 11/9/22 | 2/9/23 | 5/3/23 | 8/9/23 | - | - | - |
1INR in Million2INR
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - | - | - |
| Net Cash position | 2,383 | 4,377 | 5,883 | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 1,769 | 1,769 | 2,353 | 1,309 | 980 | 1,460 | 1,859 | 2,082 |
| ROE (net income / shareholders' equity) | 45.7% | 32.8% | 30.7% | 21.5% | 16.8% | 18.9% | 19.3% | 19.4% |
| ROA (Net income/ Total Assets) | - | - | - | - | 14.7% | - | - | - |
| Assets 1 | - | - | - | - | 9,525 | - | - | - |
| Book Value Per Share 2 | 32.90 | 45.90 | 53.00 | 56.90 | 57.50 | 69.70 | 77.60 | 86.80 |
| Cash Flow per Share | 12.40 | 12.30 | - | - | 7.070 | - | - | - |
| Capex 1 | 65.8 | 47.1 | 22.3 | 23.4 | 59.2 | 56 | 109 | 113 |
| Capex / Sales | 0.72% | 0.56% | 0.24% | 0.27% | 0.62% | 0.56% | 1% | 0.95% |
| Announcement Date | 4/9/19 | 6/18/20 | 4/19/21 | 5/6/22 | 5/3/23 | - | - | - |
1INR in Million2INR
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
C+
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +4.73% | 394M | |
| +8.76% | 129B | |
| +14.18% | 74.67B | |
| -16.59% | 62.59B | |
| +0.82% | 52.86B | |
| -12.40% | 36.11B | |
| +3.54% | 33.57B | |
| +7.92% | 17.29B | |
| +6.30% | 14.75B | |
| -8.65% | 10.82B |
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- Financials Bajaj Consumer Care Limited
