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Earnings Call Transcript

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.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growthHigh single-digit (Standalone), Double-digit (Consolidated) guided for FY27.
MarginsShort-term pressure due to INR 200Cr investments and inventory correction.
Demand visibilityStrong industry volume growth (15% CAGR) in Household Insecticides.
Management confidenceHigh; confident in 'when and not if' for outperformance.

Growth

FY27 guidance: high single-digit UVG for standalone and double-digit UVG for consolidated business.

Outlook

Goal of double-digit UVG and profit. INR 150Cr capex for new R&D center; INR 200Cr annual P&L investment in GTM and digital.

Risks

Commodity and currency volatility; inventory correction in India GT channel (INR 125-150Cr) to hit short-term profit.

Source

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

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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.

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