| 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
- ₹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
All →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.
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%
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%.
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.
Godrej Consumer Products Earnings Call Transcript: Key Takeaways
Management update on strategy shift under new MD/CEO Aasif Malbari, focusing on a move to 'AND' culture, R&D doubling, and portfolio transformation.
- Call
- Guides 10% growth
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.