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Earnings Call

Godrej Consumer Products Earnings Call: Key Takeaways

Godrej Consumer Products delivered solid Q4FY26 growth with 11% revenue and 10% PAT increase, driven by strong India home care performance, though commodity headwinds and regional pressures in personal care persist.

Why this was an Alfa AlertNot a filter event. Results were in line with strategic priorities without material guidance beats.
Highlights
Revenue growth11% YoY growth; 6% underlying volume growth at consolidated level.
MarginsAnticipated pressure on EBITDA margins due to high crude and palm oil.
Demand visibilityImproving demand trends in India; Indonesia showing clear signs of stabilization.
Management confidenceBalanced; optimistic on home care but wary of commodity price volatility.

Growth

India standalone grew 10% with 8% volume growth; home care leads at 12% while personal care remains muted at 3%.

Outlook

Management expects double-digit revenue and profit growth in Africa; Indonesia volume target of 5-6% for FY27.

Risks

Crude oil inflation and 'El Nino' weather volatility pose significant margin risks to household insecticide and soap segments.

Source

Earnings Call filed with BSE, NSE: GODREJCP. Summary written with AI assistance from the document.

Read the document ↗

Godrej Consumer Products Ltd: key numbers

Share price
₹880.00
Market cap
₹90,051 Cr
Revenue (annual)
₹15,178 Cr
Net profit (annual)
₹1,861 Cr
P/E (TTM)
47.1×Sector 43.4×
Promoter holding
53.05%+0.00% QoQ
FII holding
12.33%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Godrej Consumer Products Ltd

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12:15 IST BSE
Promoter Selling

Godrej Consumer Products Promoter Selling

Godrej Industries Limited sold 51,15,000 equity shares of Godrej Consumer Products Limited through an open market block deal.

12:03 IST BSE
Promoter Buying

Godrej Consumer Products Promoter Buying

Promoter members of Godrej Consumer Products Ltd acquired 1,02,30,000 shares (1%) via an open market block deal, increasing their aggregate shareholding.

Promoter stake change
+1.00%
22:06 IST BSE
Promoter Buying (Off-Market)

Godrej Consumer Products Promoter Buying (Off-Market)

Promoter group entities sold 1.02 crore equity shares (1%) through block deals, which were acquired by other promoter group members. Total promoter shareholding remains unchanged at 53.05%.

13:21 IST NSE
Debt & Borrowing

Godrej Consumer Products Debt & Borrowing

Godrej CP notified NSE of the record date for CP redemption maturing November 2026. No monetary value is disclosed in this routine intimation.

23:15 IST BSE
Annual General Meeting

Godrej Consumer Products Annual General Meeting

Godrej Consumer Products Ltd has issued a notice of postal ballot to seek shareholder approval for the appointment of Mr. Aasif Malbari as Managing Director & CEO. The voting process will be conducted through electronic means ending on October 7, 2026.