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
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Broad-based volume growth across geographies despite severe inflation in raw material inputs.
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 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 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 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.
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.
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Godrej Consumer Products Limited submitted the certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended September 30, 2026.
Godrej Consumer Products Limited confirmed the utilization of proceeds for Commercial Papers issued during Q2 FY2026-27. Total issuances for the quarter amounted to ₹3,000 Crore.
Godrej Consumer Products' shareholders approved the appointment of Aasif Malbari as Managing Director and CEO via postal ballot, as confirmed by the Scrutinizer's report.
Godrej Consumer Products Limited announced record dates for the redemption of three Commercial Papers maturing in November and December 2026.
Godrej Consumer Products scheduled a board meeting for October 29, 2026, to consider unaudited financial results and a potential interim dividend declaration.
Godrej Consumer Products inaugurated its new manufacturing facility in Kendal, Indonesia. This investment expands its home and personal care production capacity by approximately 15%.
Godrej Consumer Products released a Q2 FY27 quarterly business update, sharing expected revenue, volume, and EBITDA growth trends across its global markets.
Godrej Consumer Products allotted 1,57,122 equity shares under its Employee Stock Grant Scheme 2011 to eligible employees.
Godrej Consumer Products Limited allotted 1,57,122 equity shares under its Employee Stock Grant Scheme, 2011. This allotment increases the company's paid-up equity share capital.
Godrej Industries Limited sold 51,15,000 equity shares of Godrej Consumer Products Limited through an open market block deal.
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 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 CP notified NSE of the record date for CP redemption maturing November 2026. No monetary value is disclosed in this routine intimation.
Management update on strategy shift under new MD/CEO Aasif Malbari, focusing on a move to 'AND' culture, R&D doubling, and portfolio transformation.
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.
Godrej Consumer Products inaugurated its fourth manufacturing unit in Malanpur, Madhya Pradesh. The Rs. 480 Crore expansion creates Asia's largest integrated soap manufacturing facility.
Godrej Consumer Products has issued a notice to shareholders regarding the mandatory transfer of unclaimed dividends and equity shares to the Investor Education and Protection Fund. Investors should note.
Godrej Consumer Products appointed Aasif Malbari as MD and CEO following Sudhir Sitapati's resignation. Vishal Kedia was also appointed as Interim CFO.
Godrej Consumer Products announced the record dates for the upcoming redemption of two commercial papers. These are set to mature in October 2026.
Godrej Consumer Products Limited held its 26th Annual General Meeting on August 7, 2026, transacting all business items set out in the notice.
Godrej delivered strong volume growth but faced severe raw material inflation. Management pivots to structural turnarounds in Africa and Household Insecticides to mask short-term margin compression.
Amisha Jain resigned as Non-Executive Independent Director of Godrej Consumer Products Limited, effective August 7, 2026, due to increased professional commitments in other entities.
Godrej Consumer Products Limited declared an interim dividend of Rs. 5 per equity share for FY 2026-27. The record date is set for August 13, 2026.