BAJAJ CONSUMER CARE Q2 CONCALL: MANAGEMENT TARGETS HIGH-TEENS REVENUE GROWTH, PLANS ~5% PRICE HIKE 🟢

• FY27 Growth: Management aspires to achieve high-teens revenue growth, with sustainable double-digit growth over the long term. • Almond Drops: Expects strong growth through premiumization, brand investments and wider distribution. • Distribution Expansion: Expected to contribute 2–3 percentage points to volume growth. • Project R1 2.0: Targets 10% urban direct distribution expansion and faster rural expansion over six quarters. • Q3 Price Hike: Plans ~5% effective increase through 2–3% direct price hikes and pack-size reductions. • EBITDA Outlook: Focus on absolute EBITDA growth despite raw material inflation; no specific margin guidance. • Gross Margins: Management remains cautious amid volatile raw material prices. • Growth Portfolio: Coconut oil, Banjara's, Amla and other personal-care brands targeted as a second growth engine. • International Business: Focus on revenue growth and profitability improvement.

BAJAJ CONSUMER CARE LTD

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