Investor Presentation

October 14, 2026 To: To: DCS-CRD Listing Compliance BSE Limited National Stock Exchange of India Ltd. First Floor, New Trade Wing Exchange Plaza, 5th Floor Rotunda Building, Plot No. C/1, ‘G’ Block Phiroze Jeejeebhoy Towers Bandra- Kurla Complex Dalal Street, Fort, Mumbai 400 023 Bandra East, Mumbai 400 051 Stock Code: 533229 Stock Code: BAJAJCON Dear Sirs/Madam, Sub: Investor Presentation Please find enclosed a copy of the Investor Presentation for the first quarter ended September 30, 2026. The same may please be taken on record and suitably disseminated to all concerned. Thanking you, Yours Sincerely, For Bajaj Consumer Care Limited Jignesh Nagda Company Secretary & Compliance Officer Membership No.: A21827 Encl: as above Bajaj Consumer Care Limited 1231, 3rd Floor, Solitaire Corporate Park, 167, Guru Hargovind Marg, Chakala, Andheri (East), Mumbai 400 093 I Tel.: +91 22 66919477/78 I CIN: L01110RJ2006PLC047173 I Web: www.bajajconsumercare.com Registered Office: Old Station Road, Sevashram Chouraha, Udaipur- 313 001, Rajasthan Tel.: +91 0294-2561631, 2561632 Investor Presentation Q2 FY27 Note: Financial information has been restated to reflect the Scheme of Arrangement between the Company and Vishal Personal Care Limited (VPCL), approved by the Hon’ble NCLT on 9 April 2026 and effective from 1 May 2026, with an appointed date of 15 March 2025. Safe Harbour Statement This presentation has been prepared by Bajaj Consumer Care Limited (“BCCL”) solely for informational purposes. It does not constitute, and should not be construed as, an offer, recommendation, or invitation to purchase, subscribe to, or otherwise deal in any securities of the Company, nor shall it form the basis of or be relied upon in connection with any contract or commitment of any kind. Except for the historical information contained herein, certain statements in this presentation may be forward-looking statements. These may include terms such as “expects,” “anticipates,” “intends,” “plans,” “will,” “would,” “aims,” “estimates,” “projects,” “seeks,” “should”, and similar expressions, whether stated in the affirmative or negative, that suggest future performance or results. Such forward-looking statements are based on various assumptions, expectations and estimates, as well as broader factors including, but not limited to: fluctuations in earnings; competitive intensity; pricing dynamics; economic conditions affecting demand and supply; changes in input costs; the Company’s ability to maintain key customer relationships and supply chain arrangements; market and trade priorities; political or regulatory changes in India or globally; taxation policies; climatic conditions; natural calamities; commodity and currency volatility; litigation; and other risks beyond the Company’s control. The Company does not undertake any obligation to update forward looking statements that may be made from time to time by or on behalf of the Company to reflect the events or circumstances after the date hereof. Executive Summary Note: Financial information has been restated to reflect the Scheme of Arrangement between the Company and Vishal Personal Care Limited (VPCL), approved by the Hon’ble NCLT on 9 April 2026 and effective from 1 May 2026, with an appointed date of 15 March 2025. Executive Summary Q2 FY27- Consolidated GROSS PROFIT AFTER TOPLINE EBITDA MARGIN INR 332.7 Cr. INR 199.2 Cr. INR 83.3 Cr. INR 70.2 Cr. % to Sales 59.9% 25.0% 21.1% +27.3% +27.6% +71.0% +66.0% Executive Summary H1 FY27- Consolidated GROSS PROFIT AFTER TOPLINE EBITDA MARGIN INR 674.1 Cr. INR 410.1 Cr. INR 167.6 Cr. INR 140.9 Cr. % to Sales 60.8% 24.9% 20.9% +27.8% +33.5% +85.0% +74.8% Q2 FY27: Strong Growth & Margin momentum !! 350 327 341 333 100 25% 25% 80% 25% 24% 84 83 90 75% 266 77 261 80 247 20% 19% 19% 242 70% 250 231 231 16% 16% 57 15% 65% 60 62% 200 15% 13% 49 60% 60% 60% 50 12% 60% 42 57% 150 38 55% 40 54% 34 33 10% 53% 55% 20 5% 0 0 0% 40% Q1 FY 25 Q2 FY 25 Q3 FY 25 Q4 FY 25 Q1 FY 26 Q2 FY 26 Q3 FY 26 Q4 FY 26 Q1 FY 27 Q2 FY 27 Q1 FY 25 Q2 FY 25 Q3 FY 25 Q4 FY 25 Q1 FY 26 Q2 FY 26 Q3 FY 26 Q4 FY 26 Q1 FY 27 Q2 FY 27 EBITDA Sales GM EBITDA Portfolio Performance ADHO continues it’s strong run !! ▪ Domestic business continued its robust momentum with revenue growth of 30%+ growth in Q2 FY27 and H1 FY27. ▪ This growth was delivered on back of robust double digit unit volume growth. ▪ Price Point Packs continued to outperform and remained a key growth engine, growing ahead of the portfolio growth. ▪ Introduced a new integrated campaign with revised positioning towards the end of the quarter. Building the Strength-Beauty link: New TVC on the proposition of strength leading to beauty !! Growth Portfolio continues to build up!! ▪ Growth Portfolio sustained strong momentum and continues to scale meaningfully and also improve its profitability. ▪ Coconut portfolio maintained its role as the key growth engine, supported by healthy consumer and trade traction. ▪ Given the deflation in Coconut prices, the volume growth were significantly ahead of the revenue growths. ▪ The tweak in the portfolio continues with revamp of few selected brands and also introduction / launch of certain new products which are being piloted in select market / channels. Growth Portfolio: Activating both ends of spectrum Mass market GT & Premium OT Color Shampoo X LUP X GT Seed play in OT Lip Balm X LUP X GT “Non Sticky” Amla Nourishing Body Lotion Revamp of existing products Test Market of products Channel Performance Channel Performance Highlights • GT sustained strong momentum, delivering mid-twenties YoY growth in Q2; H1 growth remained in the high twenties. General Trade • Rural edged ahead of Urban this quarter, with both delivering robust and closely matched growth, reflecting broad-based demand across geographies. • OT delivered high twenties growth in Q2, building further on Q1 momentum and growing Organized Trade ahead of GT channel. • E-Commerce and Modern Trade continued to perform well, delivering broad-based growth across customers and sub-channels. Q – Com continued to be the fastest growing channel in this space. • IB continued its strong growth in Q2, sustaining exceptional growth momentum, growing International significantly ahead of the company average. Business • RoW sustained its turnaround, while Nepal and GCC & Africa delivered very strong growth. • Bangladesh maintained its growth in teens despite a tough operating environment. Project Aarohan: 8-Quarter Journey PHASES & STATES COVERED Phase 1 Phase 2 Phase 3 H2 FY25 H1 FY26 H1 FY27 Uttar Pradesh, Madhya Pradesh Delhi, Haryana, Rajasthan, Bihar, Jharkhand, Odisha, Chhattisgarh, Maharashtra, Punjab, Gujarat West Bengal TOTAL IMPACT 1 Lakh+ 1,100+ 670 Outlets added Distribution Partners appointed Vans closed Aarohan 2.0: Way Forward From a one-time project to an annual growth engine Q4 FY27 H2 FY27 Q1 FY28 Lift productivity in Complete Phase 3 Annual GTM expansion Phase 1–2 ANNUAL IMPACT TARGETTED ~60K ~1,000 All states Outlet Addition Distribution Partner Addition Key Commodity Trends Key Raw Materials: Purchase Price Index Index: Q1 FY25 = 100 Light Liquid Paraffin (LLP) Index Light Liquid Paraffin (LLP) 140 Prices remain elevated due to the ongoing West Asia conflict and 100 97 89 87 91 90 93 98 higher global freight costs. Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Refined Mustard Oil (RMO) Refined Mustard Oil (RMO) Index The Middle East conflict disrupted 139 141 138 139 oilseed supply chains, lifting RMO 127 129 127 prices in line with other edible oils. Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Copra Copra Index Prices rose in Q2 in anticipation of El Niño impact in Q3. A broader rise in the edible oil 162 171 basket also pushed rates higher. 121 124 100 103 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 InteB rnC aC tiL Breuastin Pelsasc Pee Trofo W [Showing first 8,000 characters — download PDF for full document]