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 FY26 consolidated revenue of ₹15,100 crore, up 8.5% from ₹13,917 crore in FY25. Net profit after tax grew marginally to ₹1,861 crore vs ₹1,852 crore (less than 1% growth). Q4 revenue was ₹3,885 crore with PAT of ₹422 crore. The board declared interim dividend of ₹5 per share for FY27. An unmodified audit opinion was issued with no qualifications. Significant exceptional items included restructuring costs (~₹81 crore across LATAM, Africa, India), SON USA litigation costs (~₹44 crore), and statutory impact of new labour codes (₹45 crore). The company reclassified promotional expenditures resulting in restated prior period figures. Mr. Sudhir Sitapati was reappointed as MD & CEO for 5 years from October 2026, while Mr. Nadir Godrej will retire effective August 2026.
The flat PAT growth despite revenue expansion indicates margin compression (net margin fell from 13.3% to 12.3%). The significant exceptional items and restructuring charges may concern investors, though the clean audit opinion and dividend declaration provide some comfort. The leadership transition and brand acquisition (Muuchstac) are medium-term positives.