The attached file is self explanatory
GODREJCP · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Godrej Consumer Products reported strong Q4 FY2026 results with consolidated revenue up 11% YoY to ₹3,885 crore and EBITDA up 10%. Standalone business delivered particularly strong performance with net profit surging 70% YoY (34% excluding one-offs), driven by 10% revenue growth and 18% EBITDA growth. Home Care led growth at 12% while Personal Care grew 3%. Geography-wise, Africa, USA & Middle East delivered 20% growth and Latin America grew 26%, though Indonesia saw modest 3% growth. The company also changed its accounting treatment for customer-related spends (following ICAI guidance), reclassifying certain promotional costs from expenses to revenue deductions - this impacts reported revenue figures but has no effect on EBITDA, profit, or cash flows. The change was applied retrospectively to all comparative periods shown.
The strong standalone profitability improvement (70% net profit growth) is positive for shareholders. The accounting policy change is non-cash and neutral to earnings but makes historical revenue comparisons slightly complex. The company appears well-positioned with diversified geographic growth and category expansion.