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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
₹863.40
Market cap
₹88,366 Cr
Revenue (annual)
₹15,178 Cr
Net profit (annual)
₹1,861 Cr
P/E (TTM)
46.2×Sector 42.5×
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.

15:26 IST NSE
Production Started

Godrej Consumer Products Production Started

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.

Value
₹480.0 Cr