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Earnings Call

Godrej Consumer Products Earnings Call: Key Takeaways

Q4FY26 update for Godrej Consumer Products showing strong performance in the Standalone business and key international markets. The company implemented a regulatory-driven change in accounting for customer-related promotional spends.

Highlights
Revenue growth11% Consolidated revenue growth; 10% Standalone sales growth.
MarginsConsolidated EBITDA margin at 21.7%; Standalone at 24.7%.
Demand visibilityHigh momentum in Home Care and Personal Care segments.

Growth

Consolidated Revenue grew 11%, EBITDA 10%. Standalone Net Profit surged 70% (Reported) and 34% (Adjusted). Underlying volume growth was 6% consolidated and 8% standalone.

Outlook

Expect operating conditions in Indonesia to improve from FY27. Continued expansion of new categories like Godrej Spic (Toilet Cleaner) pan-India.

Risks

One-time costs impacted Latin America EBITDA (-63% YoY). Indonesia faces pricing pressure but shows early signs of stabilization.

Source

Earnings Call filed with NSE, 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.

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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.