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 delivered a strong Q4 FY26 with consolidated revenues growing 11% (6% volume growth) and EBITDA up 10% with 21.7% operating margin. The standalone India business showed 8% volume growth and 18% EBITDA growth with 24.7% margins. Management flagged near-term margin pressure expected in Q1-Q2 FY27 due to crude oil inflation at $100-110/barrel causing 7-9% input cost inflation. Price hikes of 5-7% have been taken across soaps, detergents and household insecticides to mitigate costs. Indonesia business is stabilizing with 4% volume growth, while Africa/US/ME delivered 20% revenue growth but margins were impacted by doubled media spending. The company announced a presentation change in revenue reporting per ICAI Expert Advisory Committee guidelines, with no impact on absolute profits.
The stock may face near-term margin pressure from crude inflation, though price hikes and market share gains from weaker local competitors should help offset costs. The company's diversified portfolio and strong India business provide a solid foundation despite expected EBITDA percentage decline in coming quarters.