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Informist, Friday, Aug. 7, 2026

 

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--Godrej Consumer: Priority to move towards double-digit volume growth 
--CONTEXT: Comments by Godrej Consumer mgmt in post-earnings analyst concall 
--Godrej Consumer: Few qtrs away from consistent double-digit volume growth 
--Godrej Consumer: On track to deliver full-year guidance 
--Godrej Consumer: Have taken price increase for liquid detergent Godrej Fab 
--Godrej Consumer: Likely to exceed full-year guidance for several metrics 
--Godrej Consumer: India vol growth could be 100 bps higher for FY27 
--Godrej Consumer: Cut marketing spend by 7-8% in Q1 
--Godrej Consumer: India ops should return to normative margins in H2 FY27 
--Godrej Consumer: El Nino likely to benefit Indonesia business 
--Godrej Consumer: El Nino expected to hurt India business H1 but benefit H2 
--Godrej Consumer: Household insecticides margins hit in Q1 
 

 

By Shakshi Jain and Ruchira Kagita

 

NEW DELHI/MUMBAI – Godrej Consumer Products Ltd. is confident of significantly exceeding the revenue growth guided for the ongoing financial year, Managing Director and Chief Executive Officer Sudhir Sitapati told analysts in a post-earnings conference call Friday. The fast-moving conumer goods major may also slightly suprass the guided growth in earnings before interest, tax, depreciation, and amortisation, as well as volumes, according to Sitapati. "We remain firmly on track to deliver our guidance for the full year with the confidence to exceed the same in select areas," he said.

 

Earlier on the call, Sitapati said Godrej Consumer Products is a few quarters away from delivering consistent double-digit underlying volume growth, a top priority for the company. In the India business, volume growth could be 100 basis points higher for 2026-27 (Apr-Jun), as per the chief executive, who expects the said division to return to normative margins in the second half.

 

"I think in terms of gross margins, we've taken up prices by about 5%. We probably will still take up a little bit more. But...now costs have come down again and the last thing you want to do is to take down prices. So it remains a volatile situation until crude prices stabilise," Sitapati said.

 

For the June quarter, the Mumbai-based company reported a consolidated net profit of INR 5.05 billion, up over 11% on year. Its consolidated revenue rose over 18% on year to INR 42.25 billion for the three months. "The operating environment remained challenging through much of the quarter. Input costs were elevated, particularly during the early part of the quarter, and geopolitical developments contributed to significant volatility in crude and other commodities," Sitapati said.

 

In the June quarter, Godrej Consumer Products took price increase for the liquid detergent product Godrej Fab and cut marketing spend by 7-8%, Sitapati said answering queries from analysts. Margins in several categories took a hit in the quarter, including a significant dent for household insecticides.

 

Sitapati said El Nino conditions would likely hurt the company's household insecticides business in India during the first half of the year but may benefit the second half. The weather event, which some scientists are calling a "Super El Nino", is expected to benefit the said product category in Indonesia, as per Sitapati.

 

Godrej Consumer Products detailed its June quarter earnings during market hours Friday and shares of the company ended the session at INR 1,050 on the National Stock Exchange, down 2.5%.  End

 

Edited by Akul Nishant Akhoury

 

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