Godrej Consumer Products Ltd - Quarterly Update - Q1FY26

Our Standalone business is likely to deliver high-single digit value growth on the back of mid-single digit UVG. Volume growth has been strongly competitive and is sequentially improving.

Home Care business has had a broad-based and strong growth trajectory with overall Home Care business likely to deliver double-digit value growth and UVG. Personal Care business is expected to grow value in low-single digit impacted by soaps. Standalone business excluding soaps (which is seeing a price-volume rebalancing driven by commodity volatility) is expected to deliver a very strong performance this quarter with double-digit UVG.

As guided during our latest Investor Meet (May 2025), we expect performance to improve sequentially in FY26. We believe for FY26, we are on track to deliver mid-high-single digit UVG for Standalone business, high-single digit Consolidated INR revenue growth and double-digit Consolidated EBITDA growth for the full year. Standalone EBITDA margin in Q1FY26 is likely to be below our normative range but is expected to improve. While palm oil prices have started moderating towards the end of June, benefits of this moderation will only be realized in H2FY26.

Indonesia business faced a significant increase in competitive pricing action across all major categories. This will likely result in flattish UVG.

GAUM (Godrej Africa, USA, and Middle East) business is likely to deliver strong doubledigit value growth and UVG for the second consecutive quarter. Profit growth continues to be healthy.

At a Consolidated level, we expect double-digit INR revenue growth on the back of highsingle digit UVG.

This update provides an overall summary of the operating performance and demand trends during the quarter ended June 30, 2025. This is based on internal unaudited management reports. This will be followed by a detailed performance update, post the approval of the Q1FY26 financial results by the Board of Directors. Please note: The update above excludes pet care business.

Shares of Godrej Consumer Products Limited was last trading in BSE at Rs. 1192.80 as compared to the previous close of Rs. 1170.80. The total number of shares traded during the day was 4446 in over 519 trades.

The stock hit an intraday high of Rs. 1199.05 and intraday low of 1170.45. The net turnover during the day was Rs. 5273133.00.

Source : Equity Bulls

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GodrejConsumerProducts INE102D01028 GCPL FMCG Q1FY25 Update