Honasa Consumer shares rocket 11% on strong Q4 business update. Here’s everything you need to know – News Air Insight

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Shares of Honasa Consumer, the parent company of Mamaearth, soared as much as 11.4% to their day’s high of Rs 348.75 on the BSE on Thursday after the company outlined a strong business outlook for the March quarter, backed by robust growth across its key categories.

The company expects to deliver growth in the late twenties during Q4 FY26, driven by continued momentum across its focus segments. On a reported basis, after adjusting for the Flipkart group‘s change in revenue recognition policy, growth is projected to be in the early twenties for the quarter.

Its flagship brand, Mamaearth, maintained its growth trajectory and is expected to post growth in the teens. The company noted that the brand continues to see strong consumer traction, supported by improving brand strength metrics. Meanwhile, its younger brands are expected to sustain their momentum, with growth anticipated in the mid-twenties.

The offline channel remained a key contributor, with General Trade and Modern Trade expected to continue their strong growth, aided by expanding distribution. The quarter also marks the first full contribution from BTM Ventures Private Limited, the parent of Reginald Men and Molecular Company, which is expected to deliver a strong performance.

On the profitability front, the company expects to maintain its overall operating profit margin profile in Q4 FY26, supported by operating leverage in marketing spends and fixed overheads. Honasa added that it remains watchful of the evolving geopolitical environment and will continue to take proactive steps to manage any potential impact on operations and costs.

Honasa Q3 snapshot

Consolidated net profit jumped 93% year-on-year to Rs 50 crore from Rs 26 crore in the corresponding period last year. The profit after tax (PAT) is attributable to the owners of the company.

Revenue from operations for Q3FY26 stood at Rs 602 crore, up 16% from Rs 518 crore in the year-ago quarter. On a sequential basis, net profit rose 28% from Rs 39 crore in Q2FY26, while revenue grew 12% quarter-on-quarter compared with Rs 538 crore.

On a like-for-like (LFL) basis, revenue from operations came in at Rs 630 crore, marking a 22% YoY increase and the highest-ever quarterly revenue reported by the company, according to its exchange filing.

Also read: Info Edge shares decline 3% on Q4 business update, billings up 7% to Rs 1,057 crore

Mamaearth shares have risen 15% in the last 1 month and have risen 50% in the last year.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)



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