India · Delayed Price · Currency is INR Godrej Consumer Products Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY 2026 saw 11% revenue and 10% net profit growth, led by strong Home Care and international performance, though personal care remained muted. Margin pressure is expected in the near term due to raw material inflation, but pricing actions and innovation are set to support recovery.
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Q3 FY26 saw robust revenue and profit growth, with strong India and GAUM performance, margin expansion, and successful new product launches. International business showed resilience despite macro pressures, and the outlook remains positive with a focus on innovation and cost discipline.
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Q2 FY26 saw 4% consolidated revenue growth and resilient India performance despite GST transition and Indonesia headwinds. New launches and the Muuchstac acquisition expand the portfolio, with guidance for high single-digit volume and revenue growth and double-digit EBITDA growth in India and Africa.
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Standalone business saw mid-teen volume growth, while consolidated revenue rose 10% year-over-year and EBITDA declined 3%. India and Africa performed strongly, but Indonesia faced macro and competitive pressures. Margin recovery and improved performance are expected in H2 FY 2026.
Fiscal Year 2025
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Consolidated revenue grew 6% with flat volumes and a 10% EBITDA decline, as India faced margin pressure from high palm oil prices and weak urban demand, while international segments, especially Indonesia and Latin America, delivered strong growth. Margin normalization and volume recovery are expected by H1 FY26.
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India delivered 7% volume and value growth with flat EBITDA due to palm oil inflation, while international markets saw strong margin expansion, especially in Africa and LatAm. Rural growth outpaced urban, and new launches in HI and laundry liquids are driving future optimism.
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Q1 FY25 saw strong underlying volume and EBITDA growth in India and Indonesia, while GAUM and LATAM focused on profitability despite revenue declines. New launches and simplification actions are driving long-term growth, with a major push into pet care and continued innovation across categories.