Boond Boond mein poshan!Bajaj Consumer Care Ltd
Risk to reward ratio looks good. Strong support 150. Made proper inverse head and shoulder pattern.
About
Bajaj Consumer Care is engaged in the business of cosmetics, toiletries and other personal care products. The Company has presence in both domestic and international markets.(Source : 201903 Annual Report Page No: 98)
Key Points
Product Portfolio
a) Hair Care Products
The segment is led by its flagship product, Bajaj Almond Drops Hair Oil (ADHO) — a premium, non-sticky oil that commands strong brand recognition. The Almond Drops brand has diversified into shampoos, conditioners, serums, and a cooling variant. The other products include Ayurvedic and functional oils like Brahmi Amla, Amla Aloe Vera, Sarson Amla, and Coco Onion. Their 100% Pure Coconut Oil has shown notable growth (19% in FY25), capturing a 2% all-India market share, with 6–10% shares in key states.
b)Skin Care Products
Bajaj extended its Almond Drops equity into personal care with products like Almond Drops Lotion, Soap, and Serum. It also offers the Nomarks range — known for its anti-marks positioning — including creams, face washes, and soaps, targeting consumers with skin blemish concerns.
c) Digital First & Premium Brands
The segment caters to evolving, health-conscious consumers. The Bajaj 100% Pure Series features chemical-free, cold-pressed oils like Castor, Olive, Jojoba, and Virgin Coconut, sold primarily online. Natyv Soul, a premium brand, sources exotic ingredients globally — offering Argan Oil products, enriched hair oils (with Marula, Rosehip, Apple Seed), and specialized serums and masks using ingredients from Peru, Brazil, and France.
Source: Screener.in
Leadership Changes at the Top:
The surge followed an exchange filing announcing key management changes by Bajaj Consumer:
Naveen Pandey has been appointed Managing Director with effect from July 1, 2025, subject to the approval of the members at the ensuing 19th Annual General Meeting. He succeeds Jaideep Nandi, whose tenure concludes on June 30.
Mr. Pandey previously served as Managing Director at Marico Bangladesh Ltd from 2016-2018, and currently as CEO of Unibic Foods India Pvt Ltd.
He brings over 20 years of experience across sales, strategic planning, and category innovation in the FMCG space.
The company also appointed Aakash Gupta as Head - Finance, replacing Richard D’Souza on the same date.
What Investors Need to Know:
The sharp rise in share price appears to be driven more by sentiment than by any change in business fundamentals.
While Naveen Pandey brings strong FMCG experience from companies like Marico and Unibic, there is no clarity yet on his specific plans or priorities for Bajaj Consumer. The company has not outlined any new strategy or directional change since his appointment.
For now, the stock seems to be reacting to the potential for leadership-driven change, not actual financial improvement. Investors may wait to see if the new MD introduces initiatives that can improve growth, expand margins, or revive demand in core categories.
Until real performance indicators emerge, this remains a speculative re-rating.
Conclusion:
The 20% jump in Bajaj Consumer’s share price was triggered by a leadership change, not by a shift in fundamentals. While the new MD brings relevant FMCG experience, the company’s recent performance remains weak, with declining profit and muted revenue growth. There’s been no strategic update or operational shift yet. For now, the rally looks like a sentiment-driven move. Whether it sustains will depend on what direction the new leadership takes and how soon the business sees a pickup. Until then, the core story remains unchanged.
Source: Indmoney.com
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