Thursday, 29 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Godrej Consumer Products Earnings Call Transcript: Key Takeaways

Broad-based volume growth across geographies despite severe inflation in raw material inputs.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growth19% YoY consolidated revenue growth; 15% in constant currency.
MarginsEBITDA grew 12% YoY; margins pressured by palm oil inflation.
Demand visibilityStrong outlook in Indonesia and Africa; India supported by product innovation.
Management confidenceBalanced; confident in structural improvements despite challenging input cost environment.

Growth

Consolidated revenue grew 19% YoY; standalone volume growth at 7% despite inventory correction.

Outlook

Management maintains FY27 guidance for high single-digit standalone volume growth.

Risks

High single-digit inflationary impact from crude and palm oil derivatives impacting margins.

Last quarter's promises, checked

Delivered

  • Godrej Zap online launch 'in few days' → launched (= BEAT)
  • Teens revenue growth ambition → consolidated revenue +19% (= BEAT)

Partly delivered

  • High-single-digit standalone UVG → +7%, floor of band (= PARTIAL)
  • Teens profit growth ambition → net profit +14%, EBITDA +12% (= PARTIAL)
  • ₹125–150 Cr trade-inventory correction over 3 qtrs → underway, amount undisclosed (= PARTIAL)

Missed

  • FY27 double-digit consolidated UVG → consolidated volume +8% this qtr (= MISS)
Source

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

Read the document ↗

Godrej Consumer Products Ltd: key numbers

Share price
₹837.00
Market cap
₹85,664 Cr
Revenue (annual)
₹15,178 Cr
Net profit (annual)
₹1,861 Cr
P/E (TTM)
44.8×Sector 38.3×
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 →