Bajaj Consumer Care Limited (BAJAJCON) Fair Value & Analysis
Consumer Defensive · IN · Market cap ₹75.5B
Fair value as of: Aug 2, 2026
From 26 valuation models · updated 11 days ago
Fair value updated Aug 2, 2026, revised from ₹246.77 to ₹198.11 (−19.7%) since Jun 29, 2026. Share price −18.5% over the past month.
A strong business, but screening 63% overvalued on our models.
What matters now
- A high-quality business (quality 89/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case (₹279.37). The favourable scenario is already priced in.
- A fairly wide model range (₹135.61 to ₹279.37) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.
How to read this chart
60‑month range ₹122.32 – ₹670.25 · fair‑value band ₹135.61 – ₹279.37 · the ₹538.25 price screens above the ₹198.11 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 2, 2026.
Analysis
Bajaj Consumer Care Limited (BAJAJCON) currently trades at ₹538.25, while our model-based Fair Value estimate is ₹198.11, implying the stock looks roughly 63.2% overvalued today. The Quality Score stands at 89/100 (high quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Bajaj Consumer Care Limited generated revenue of ₹11.6B at a net margin of 16.3%. Revenue grew 30.4% year over year. It earns a return on equity of 25.3%. The balance sheet holds a net cash position of ₹234M. Fundamentals as of Aug 2, 2026
Our scenario range runs from ₹135.61 (bear case) to ₹279.37 (bull case); at ₹538.25, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 162% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at -63%, BAJAJCON screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings (₹269.38) versus Asset-Based (₹38.73). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 84 · Market factors (momentum, volatility) 74
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Bajaj Consumer Care Limited manufactures, markets, distributes, and sells hair care, cosmetics, toiletries, and other personal care products in India and internationally.
Full company description
Bajaj Consumer Care Limited manufactures, markets, distributes, and sells hair care, cosmetics, toiletries, and other personal care products in India and internationally. The company offers hair oil and serum, shampoo, body lotion, and soap under the Bajaj Almond Drops brand name; and castor, coconut, virgin coconut, olive, kalonji, and jojoba oil under the Bajaj 100% Pure brand. It also provides face scrub, face wash, hand sanitizer, soap, cream, and face serum under the Bajaj Nomarks brand name; and hair masque, hair oil, argan oil, hair serum, and almond oil under the Natyv Soul brand name. In addition, the company offers hair oil under the Bajaj Jasmine and Bajaj Zero Grey brands, as well as Bajaj multipurpose sanitizer products; and other consumer care products under the Bajaj Gulab Jal, Bajaj 100% Pure Henna, Sarson Amla, Brahmi Amla, and Amla Aloe Vera brands. It serves customers in hair care, hair styling, and skin care categories through retail outlets serviced by its distribution network, including regional offices, carrying and forwarding agents, and distributors. The company was formerly known as Bajaj Corp Limited and changed its name to Bajaj Consumer Care Limited in January 2019. Bajaj Consumer Care Limited was founded in 1953 and is based in Mumbai, India.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Bajaj Consumer Care Limited reported revenue of ₹11.6B in FY2026 versus ₹8.7B in FY2022, a compound +7.7%/yr. Reported net income was ₹1.9B in FY2026, compounding +2.9%/yr from FY2022.
of which total revenue +2.4 pp · buybacks/dilution +0.7 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
BAJAJCON screens 63% overvalued. Compare with The Procter & Gamble Company →
Peer Group
Household & Personal Products · 245 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Household & Personal Products median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| The Procter & Gamble Company PG | $146.80 | $108.16 | -26% |
| Unilever PLC ULN | 1,080 MXN | 1,273 MXN | +18% |
| Hindustan Unilever Limited HINDUNILVR | ₹2,144 | ₹1,000 | -53% |
| Essity AB ESSITYA | kr 279.00 | kr 250.02 | -10% |
| Godrej Consumer Products Limited GODREJCP | ₹1,088 | ₹367.64 | -66% |
| Marico Limited MARICO | ₹846.75 | ₹233.05 | -72% |
| APR Co 278470 | 375,000 KRW | 151,222 KRW | -60% |
| Dabur India Limited DABUR | ₹429.45 | ₹181.60 | -58% |
| Kimberly-Clark de México, S. A. B. de C. V., KIMBERA | 38.07 MXN | 50.09 MXN | +32% |
| PT Unilever Indonesia Tbk UNVR | 1,730 IDR | 1,934 IDR | +12% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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