Sells personal care and home care products (soaps, detergents, household insecticides, hair care, deodorants and air fresheners) to retail consumers, organised through geographic segments. India is the largest, contributing 62.4% of FY26 segment revenue at Rs 9,474.11 crore, with home care and personal care roughly split 49:51 on a standalone turnover of about Rs 9,376 crore. Africa (including the Strength of Nature business) is the second-largest at 20.8% (Rs 3,154.46 crore) and grew 20% in the most recent quarter as media spend was deliberately doubled to build the franchise in the U.S., Africa and Middle East. Indonesia contributes 12% (Rs 1,822.59 crore), where volumes stabilised at 4% growth after pricing pressure. Other geographies (Latin America, SAARC, etc.) make up the remaining 6.4%. The cost base is dominated by materials at 38.4% of revenue, with employees at 8.1% and other operating expenses at 22.4%; the business is taking price hikes (soaps +5%, detergents +6-7%, household insecticides +4-5%) to counter crude-linked input inflation of 7-9%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. India (62%), Africa (including Strength of Nature) (21%), Indonesia (12%), Others (6%). Branded FMCG, geographically diversified, currently absorbing crude-linked input inflation through pricing actions.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 12,277 | 13,316 | 14,096 | 14,364 | 15,178 |
| EBITDA (ex other income) | 2,385 | 2,376 | 467 | 2,940 | 2,923 |
| margin % | 19.4 | 17.8 | 3.3 | 20.5 | 19.3 |
| Owners' profit | 1,783 | 1,702 | (561) | 1,852 | 1,861 |
| EPS, as reported (₹) | 17.44 | 16.65 | (5.48) | 18.11 | 18.19 |
| ROE % · ROCE % | 15.4 · 18.6 | 12.3 · 16.2 | (4.4) · 3.8 | 15.4 · 23.7 | 14.7 · 21.4 |
| Debt / equity (x) | 0.14 | 0.07 | 0.25 | 0.32 | 0.33 |
| Cash from operations | 1,451 | 2,151 | 2,070 | 2,577 | 2,488 |
| Capex | (277) | (227) | (307) | (599) | (570) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3,666 | 3,768 | 3,598 | 3,662 | 3,825 | 4,099 | 3,900 | 4,225 |
| Profit before tax | 707 | 682 | 639 | 614 | 625 | 700 | 651 | 677 |
| Net profit | 491 | 498 | 412 | 452 | 459 | 498 | 452 | 505 |
| EPS (₹) | 4.80 | 4.87 | 4.03 | 4.42 | 4.49 | 4.87 | 4.42 | 4.93 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| a) India | 9,590 | 61.2 |
| b) Indonesia | 1,914 | 12.2 |
| c) Africa (including Strength of Nature) | 3,235 | 20.6 |
| d) Others | 997 | 6.4 |
| Total, before eliminations | 15,736 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| GODREJ CONSUMER PRODUCTS ◆ | 88,507 | 46.2 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · Postal ballot notice and remote e-voting details for shareholders | compliance | minimal | — | — |
| 7 Sept 2026 · Postal ballot to appoint Aasif Malbari as MD and CEO for 5 years | board shareholder meetings | low | — | — |
| 2 Sept 2026 · Recording of Investor and Analysts Meet call shared on website | investor communications | low | — | — |
| 2 Sept 2026 · Investor presentation filed post analyst meet | investor communications | medium | — | — |
| 28 Aug 2026 · Newspaper notice on transfer of unclaimed shares to IEPF | compliance | minimal | — | — |
| 27 Aug 2026 · Godrej Consumer schedules investor call on Sept 2 for business update | board shareholder meetings | low | — | — |
| 26 Aug 2026 · GCPL opens 4th Malanpur unit, now Asia's largest soap plant | compliance | low | — | — |
| 25 Aug 2026 · Public notice about loss of share certificates and duplicate issuance | compliance | minimal | — | — |
| 22 Aug 2026 · GCPL notice: Unclaimed dividends and shares to be moved to IEPF by December 2026 | compliance | minimal | — | — |
| 21 Aug 2026 · Godrej CP schedules analyst and investor meet on Aug 27 | board shareholder meetings | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 6.99 |
| 28.7 |
| 14.7 |
| 19.0 |
| 6.6 |
| 19.8 |
| DABUR INDIA LTD | 66,702 | 33.8 | 5.65 | 22.3 | 15.8 | 19.8 | 6.6 | 24.3 |
| COLGATE PALMOLIVE LTD. | 48,889 | 36.3 | 30.86 | — | 83.7 | 107.1 | — | 31.3 |
| CUPID LIMITED | 37,644 | 102.9 | 83.50 | 249.5 | 24.0 | 30.3 | — | 40.3 |
| P&G HYGIENE & HEALTH CARE | 24,410 | 30.9 | 32.40 | — | 113.7 | 134.4 | — | 20.1 |
| GILLETTE INDIA LTD | 23,807 | 35.6 | 25.15 | — | 69.1 | 83.4 | — | 29.8 |
| EMAMI LIMITED | 15,893 | 21.2 | 5.44 | 15.3 | 26.5 | 28.4 | 5.6 | 23.5 |
| HONASA CONSUMER LIMITED | 15,331 | 52.9 | 10.86 | 48.3 | 14.2 | 16.9 | — | 17.6 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 46.2 | 36.3 | 10 of 15 | 36% |
| P/B | 7.0 | 8.7 | 6 of 13 | 58% |
| ROCE | 19.0 | 19.4 | 9 of 16 | 47% |
| ROE | 14.7 | 15.8 | 8 of 13 | 42% |
| Debt / Equity | 0.3 | 0.0 | 13 of 13 | 0% |
| EBITDA margin | 19.8 | 23.5 | 9 of 13 | 33% |
| Revenue growth | 15.4 | 13.4 | 6 of 14 | 62% |
| Profit growth | 11.5 | 9.4 | 6 of 13 | 58% |
| Market cap | 88507 | 11078 | 1 of 16 | 100% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
