ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | 19% YoY growth, driven by 9% volume momentum. |
|---|---|
| Margins | Sequential compression in India; Africa margins structural improvement. |
| Demand visibility | Positive underlying momentum; Speedboats like Godrej Fab growing strongly. |
| Management confidence | Confident but cautious about El Nino and commodity volatility. |
Growth
Consolidated revenue grew 19% YoY, driven by 9% underlying volume growth. India volumes rose 7%.
Outlook
Management expects to exceed revenue guidance for FY27. Africa margins to stabilize at mid-teens.
Risks
Gross margins collapsed 450bps sequentially in India due to 3x spikes in LPG and Kerosene.
Last quarter's promises, checked
Delivered
- Guided Indonesia volume growth 4% → delivered 10% (= BEAT)
- Guided Africa double-digit revenue growth → delivered 17% (= BEAT)
- Guided India volume growth mid-single-digit → delivered 7% (= BEAT)
Partly delivered
- Guided consolidated revenue growth 11% → delivered 19% (= BEAT)
- Guided Godrej Fab INR 500 Cr ARR → achieved break-even with fast-paced growth (= PARTIAL)
Missed
- Guided India EBITDA margin sustainability → delivered sequential compression (= MISS)
Earnings Call Transcript filed with BSE, NSE: GODREJCP. Summary written with AI assistance from the document.
Godrej Consumer Products Ltd: key numbers
- Share price
- ₹878.30
- Market cap
- ₹89,891 Cr
- Revenue (annual)
- ₹15,178 Cr
- Net profit (annual)
- ₹1,861 Cr
- P/E (TTM)
- 45.5×Sector 41.3×
- Promoter holding
- 53.05%+0.00% QoQ
- FII holding
- 10.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Godrej Consumer Products Ltd
All →Godrej Consumer Products Earnings Call Transcript: Key Takeaways
Broad-based volume growth across geographies despite severe inflation in raw material inputs.
- Call
- Guides 10% growth
Godrej Consumer Products Investor Presentation: Key Takeaways
Q2 FY27 consolidated net sales ₹4,396 cr, +19% (15% constant currency); UVG 8%; EBITDA +12%; reported PAT ₹523 cr, +14%. Africa/USA/ME +40%, Indonesia +20%.
Godrej Consumer Products Results Update
Godrej Consumer Products reported Q2 FY27 consolidated revenue growth of 19% YoY and net profit of ₹523 crore. EBITDA grew 12% with double-digit volume growth across geographies.
Godrej Consumer Products Dividend
Godrej Consumer Products declared an interim dividend of Rs. 5 per equity share on October 29, 2026. This returns capital to shareholders alongside the half-year results.
Godrej Consumer Products Q2 FY27 Results: Net Profit ₹522.9 Cr, Up 13.8% YoY
Godrej Consumer Products Ltd reported revenue from operations of ₹4,413 Cr (+19.0% YoY) and net profit of ₹522.9 Cr (+13.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹522.9 Cr · +13.8% YoY
Godrej Consumer Products Production Started
Godrej Consumer Products' Indonesian subsidiary GCPI has commenced commercial production at its Kendal facility today, October 23, 2026. The plant manufactures household insecticides for the Indonesian market and exports.