HONASA NSE filing

Honasa Consumer Q4 FY26: 28% YoY Growth, ₹682 Cr Revenue, ₹98 Cr Dividend Payout

The RealCase readHigh impact Positive

Honasa Consumer reported Q4 FY26 revenue of ₹682 crore, a 28% YoY growth, marking the third consecutive quarter of over 20% growth. The company declared its first dividend of ₹3 per equity share, totaling ₹98 crore. Focus categories grew 35% YoY, and EBITDA increased significantly. Full-year FY26 saw 20% growth and a 9.3% EBITDA margin.

Why it matters

The announcement includes robust financial performance, a maiden dividend, and positive outlook on growth drivers, which is material information for investors and stakeholders.

The market read

The company reported strong financial results with significant YoY growth in revenue and EBITDA, alongside a maiden dividend payout, indicating positive financial health and future prospects.

Honasa Consumer Limited announced its Q4 and FY26 earnings, reporting a strong performance with a 28% year-on-year growth in Q4 FY26, reaching ₹682 crore in revenue. This marks the third consecutive quarter of over 20% growth for the company. The gross margin expanded by 70 basis points to 71.4%, and EBITDA stood at ₹77 crore, a significant increase from the previous year. Profit After Tax (PAT) was reported at ₹69 crore, representing a 10.2% margin.

The company highlighted that the growth was primarily volume-driven, with a negative working capital cycle maintained. The acquisition of BTM Ventures was included in the reported figures. For the full fiscal year FY26, Honasa Consumer reported a 20% YoY growth and tripled its EBITDA, achieving a full-year EBITDA margin of 9.3%. The company also declared its first-ever dividend of ₹3 per equity share, amounting to approximately ₹98 crore, signaling confidence in its cash generation capabilities.

Key business segments performed well, with focus categories growing by 35% YoY and increasing their contribution by 500 basis points. Mamaearth brand saw mid-teen growth with improved brand health and market share, while younger brands, including the recently acquired Reginald Men, grew by approximately 40%. The Derma Co. continued its strong performance with double-digit EBITDA and significant growth in its face cleanser business, now holding nearly 1% market share in the GT market according to Nielsen. Reginald, post-consolidation, doubled its revenue year-on-year, crossing ₹100 crore ARR.

Looking ahead, the company expects Mamaearth to achieve a double-digit CAGR over the next five years, driven by distribution expansion and share gains in focus categories. Honasa Consumer is also strengthening its organizational talent with new appointments to focus on building future businesses. The company reiterated its commitment to CSR initiatives focused on clean air, urban greenery, and education.

Filing to action

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Honasa Consumer Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Honasa Consumer Limited. Read the original for the full detail.

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