Fast Moving Consumer Goods · Q1FY27 · Consolidated

Bajaj Hindusthan posts Rs 184.70 cr loss as operating margin turns negative

Expenses exceeded revenue, while interest and depreciation widened the loss below the operating level.

By Ashutosh

Filed 13 Aug 2026, 13:05 IST · Bajaj Hindusthan Sugar Ltd (BAJAJHIND)

Key takeaways

  • Bajaj Hindusthan Sugar reported a consolidated net loss of Rs 184.70 cr, with EPS at Rs -0.23.
  • Expenses of Rs 1,245.75 cr exceeded revenue of Rs 1,125.97 cr, producing a negative operating margin of -10.64%.
  • The company had the lowest operating margin among 44 reported FMCG peers, trailing the sector median by 26.75 percentage points.

Price around the results

Revenue could not cover the cost base

Bajaj Hindusthan Sugar's consolidated expenses exceeded revenue by Rs 119.78 cr, resulting in an operating loss of Rs 119.78 cr. Interest of Rs 11.40 cr and depreciation of Rs 56.13 cr widened the loss before tax to Rs 185.00 cr. Other income was only Rs 2.31 cr, so it did not materially offset the operating shortfall.

Operating margin trails every reported FMCG peer

The company's operating margin of -10.64% was 26.75 percentage points below the 16.11% median for the 44 FMCG peers that had reported. It ranked first from the bottom in that peer set. With no sequential or year-on-year comparison provided, the quarter's cost and margin direction cannot be assessed across periods.

Shares slipped after the filing

The stock fell 1.34% on the reaction date, while its volume was 2.24 times the reference level.

Q1FY27 at a glance

Consolidated figures as filed with NSE — cross-checked against an independent source.

Line itemQ1FY27
Revenue₹1,126 cr
Other income₹2 cr
Expenses₹1,246 cr
Operating profit₹-120 cr
Operating margin (%)-10.64%
Interest₹11 cr
Depreciation₹56 cr
Profit before tax₹-185 cr
Tax₹-0 cr
Net profit₹-185 cr
EPS (₹)₹-0.23

Operating margin of -10.64% compares with a Fast Moving Consumer Goods sector median of 16.11% across 44 peers that have reported Q1FY27.

How the stock reacted

WindowStockvs NIFTY
Results day-1.34%-1.18%

Volume on the results session was 2.24× its 20-day average.

What to watch

  • Whether operating margin moves above -10.64%.
  • Whether expenses remain below Rs 1,245.75 cr against revenue of Rs 1,125.97 cr.
  • Whether interest and depreciation stay below Rs 11.40 cr and Rs 56.13 cr, respectively.