GODREJCPNSEGodrej Consumer Products Limited· Personal CareLowNeutral
Announced Tue, 6 May · 19:07 IST

Godrej Consumer Products Limited has informed the Exchange regarding a press release dated May 06, 2025, titled "Q4 FY 2025 Results".

GODREJCP · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Godrej Consumer Products reported Q4 FY25 consolidated organic sales growth of 7% in INR terms, driven by 6% underlying volume growth. India business posted Q4 sales of ₹2,160 crore (+8% YoY) with 4% volume growth, led by a blockbuster performance in Household Insecticides (double-digit growth) and strong double-digit growth in Fabric Care. However, India EBITDA fell 9% to ₹488 crore, with standalone EBITDA margin at 22.6%, pressured by over 50% surge in palm oil prices and continued urban consumption headwinds. Indonesia delivered 5% volume growth and ~210 bps EBITDA margin expansion. Africa, USA and Middle East posted a strong 23% INR sales growth with EBITDA margin at 16.9% (up ~250 bps), marking the fifth consecutive quarter of profit and margin expansion. Full-year FY25 consolidated organic volume growth was 4% with sales up 4% in INR (8% in constant currency) and EBITDA up 2% YoY.

Likely market impact

Mixed results for shareholders — strong volume growth and international momentum (Africa, Indonesia margins expanding) are positives, but near-term margin pressure from palm oil inflation, urban demand weakness, and Personal Wash volume softness may weigh on stock sentiment in the short term. Watch for margin recovery as pricing actions flow through and palm oil costs normalize.