Mamaearth's parent, Honasa Consumer, shares surge over 11% on robust Q4 updates; details

“Our business is expected to deliver growth in the high twenties during Q4 FY26, driven by strong momentum across focus categories,” the company said in a statement.

It added that the growth figure is adjusted for changes in settlement by the Flipkart Group, which has led to a shift in revenue recognition for marketplace sellers like Honasa Consumer. The reported revenue also includes the consolidation of BTM Ventures Private Limited.

Following the positive statement, shares of the company rallied in the early trade. The stock jumped as much as 11.24% to ₹348.65 on the NSE.

Q4 update: Key points

The company said that on a reported basis (adjusting for the change in revenue recognition policy by the Flipkart group), we expect the company to deliver growth in the early twenties in Q4 FY26.

"Our largest brand, Mamaearth, continued its growth momentum and is expected to deliver teens' growth during the quarter," it said.

The brand continues to garner consumer love, as evidenced by improving brand strength metrics. Its younger brands continue their growth trajectory and are expected to deliver growth in the mid-twenties.

Younger brands include The Derma Co., Aqualogica, BBlunt, Dr Sheth’s, Staze, and Lumineve.

"Our offline channel remained a key growth driver, with General Trade and Modern Trade expected to continue strong growth momentum, supported by improving distribution coverage," the company added.

This also marks the first full quarter of its acquisition, BTM Ventures Private Limited (parent of Reginald Men and Molecular Company), which is expected to deliver a strong performance.

The company added that it expects the business to sustain its overall operating profit margin profile in Q4 FY26, led by leverage in marketing spends and fixed overheads.

"We remain cognisant of the evolving geopolitical environment and will continue to undertake proactive measures to mitigate any potential impact on operations and cost structure," it added.