Analysts Say Hold Bajaj Consumer After March 2021 Results

Published 27-04-2021, 04:34 pm
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BACO
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By Aditya Raghunath

Investing.com -- Bajaj Consumer Care Ltd (NS:BACO) reported total income of Rs 255.24 crore for the quarter ended March 31, 2021, up 36.4% from the corresponding period last year. Net profit came in at Rs 54.68 crore for this quarter.

Brokerage firms are positive about the stock and have advised investors to buy it. The stock closed April 27 at Rs 286.1. ICICI Securities has given a target of Rs 400 for Bajaj Consumer, which’s an upside of almost 40% from current levels. The brokerage estimates an earnings increase of 6% for FY23.

Sharekhan has assigned a buy on the stock with a target price of Rs 355. April has been good for the company, with the rural market continuing to perform well. However, the management is cautious about the coming months and the impact of lockdowns in various states. The brokerage firm said, “However, medium-term aspiration is on achieving double-digit revenue growth with strategies in place. Gross margin will be lower compared to historical levels as revenue mix will change with new product launches and increasing amla hair oil share.” The company will focus on achieving operating margins above 25% through higher sales volume and cost efficiencies. 

Edelweiss has also upped its target price to Rs 350 from Rs 260. The firm said, “Baking in the sector revival and Bajaj’s steady improvement, we are raising the target valuation to 20x (from 15x), which yields a revised TP of Rs 350 (earlier Rs 260). Maintain ‘HOLD/SN’. The stock is trading at 16.7x FY23e EPS.”

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