In a strong signal for D2C news India and the broader D2C ecosystem India, Honasa Consumer nearly doubled its quarterly profit, reinforcing momentum in the evolving Direct-to-consumer India landscape. The parent company of Mamaearth, The Derma Co, Aqualogica, Dr Sheth’s, and BBlunt reported a 92% year-on-year surge in after-tax profit to ₹48 crore in the December quarter, compared to ₹26 crore in the corresponding period last year. On a sequential basis, earnings rose from ₹39 crore in the September quarter, reflecting improving operating leverage and sharper execution across brands.
Operating revenue grew 16% year-on-year to ₹601.5 crore from ₹517.5 crore, while sequential topline improved from ₹538 crore. This performance marks a key highlight in D2C daily news, underscoring how D2C brands India are balancing profitability with scale. In the context of D2C industry news, Honasa Consumer’s performance stands out as a benchmark for sustainable D2C revenue growth and disciplined capital allocation.
Chairman, CEO and Co-founder Varun Alagh noted that flagship brand Mamaearth has returned to double-digit growth, driven by product superiority, sharper investments, and aspirational Gen Z-led communication. Market-beating formulations and focused investment choices translated into stronger traction and market share gains across key categories — reinforcing how D2C consumer behavior India continues to reward innovation-led brands.
The Derma Co maintained a healthy double-digit EBITDA profile during the quarter, while younger brands recorded over 25% growth. Focus categories such as moisturizers and sunscreens also expanded by 25%, reflecting strong demand within D2C beauty and skincare India and D2C personal care brands. These gains contribute to ongoing Indian D2C updates, particularly as investors track performance metrics amid broader conversations around D2C IPO news, D2C startup valuation, and long-term D2C exits India.
A major growth lever for Honasa Consumer has been its offline expansion. During the quarter, the company sharpened execution across the top 100 towns. Direct outlet coverage crossed 1 lakh outlets, while total distribution expanded over 25% year-on-year to more than 2.7 lakh outlets. This aggressive footprint expansion reflects a mature omnichannel D2C strategy, blending digital-first origins with physical retail depth — a recurring theme in D2C market trends 2025 and discussions around D2C retail vs ecommerce.
For those tracking what’s happening in India’s D2C space today, Honasa Consumer’s results highlight how scaled, publicly listed VC-backed D2C brands are shifting focus from pure top-line growth to margin improvement and operational discipline. As part of the larger D2C business India story, the company’s performance strengthens confidence in science-led, content-driven, and community-backed brands.
Shares closed 2.3% higher at ₹298 apiece on the NSE, reflecting positive investor sentiment. In the broader daily digest of D2C news in India, this quarter positions Honasa Consumer among the best performing D2C brands FY25 so far. As the D2C ecosystem India matures, the company’s consistent execution across brands, categories, and offline expansion reinforces how leading Direct-to-consumer India players are building durable, scalable businesses with long-term profitability at the core.
