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Investor Presentation

Godrej Consumer Products Investor Presentation: Key Takeaways

Q1 FY27 presentation highlighting consolidated revenue growth of 19% and EBITDA growth of 14%, driven by strong international performance and domestic category development.

Highlights
Revenue growth19% YoY Consolidated; 12% Standalone.
MarginsConsolidated EBITDA margin at 19%; Standalone at 21.6%.
Management confidenceHigh; citing category development and portfolio transformation.

Growth

Consolidated revenue grew 19% YoY (₹4,211 cr); Net Profit (reported) increased 11% to ₹505 cr.

Outlook

Entering Liquid Dishwash with 'Godrej Rizz'; scaling 'Speedboats' (17% salience); aiming for ESG plastic and energy targets.

Risks

Currency impact noted in Africa/USA (USG 47% vs 25% CC); macro sensitivity across international geographies.

Last quarter's promises, checked

Delivered

  • Guided Indonesia volume growth 4-6% → delivered 4% (= BEAT)
  • Guided double-digit Africa revenue growth → delivered 47% (= BEAT)
  • Guided India revenue growth mid-to-high single digit → delivered 12% (= BEAT)

Partly delivered

  • Guided absolute EBITDA growth despite margin pressure → delivered 14% growth vs 19% revenue (= PARTIAL)

Missed

  • Guided 7-9% blended inflation recovery → delivered EBITDA margin contraction to 19% (= MISS)
Source

Investor Presentation 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.