Godrej Consumer Products Limited has informed the Exchange about Transcript

Godrej Consumer Products delivered a strong Q4 FY26 with 11% consolidated revenue growth (6% volume growth) and 10% EBITDA growth, maintaining 21.7% operating margins. Standalone India business performed well with 8% volume growth and 24.7% EBITDA margins. Indonesia showed stabilization with 4% volume growth, while Africa/USA/Middle East grew 20% but deliberately doubled media spend for long-term franchise building. The company highlighted upcoming margin pressure in Q1-Q2 FY27 due to crude oil inflation at $100-110/barrel causing 7-9% cost inflation, though already implemented price hikes (soaps 5%, detergents 6-7%, HI 4-5%) should help recovery. Godrej Fab laundry brand reached INR 500 crore ARR and broke even in Q4. The management also announced an important revenue reporting change per ICA Expert Advisory Committee guidelines, reclassifying certain customer-related spends which impacts revenue presentation but not absolute EBITDA or cash flows.