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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
₹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.