Godrej Consumer Products Ltd — earnings calls

Godrej Consumer Products reported consolidated revenue growth of 19% year-on-year with underlying volume growth of 9% in Q1 FY27, while EBITDA grew 14% with margins at 19% and net profit grew 11%. Management attributed India margin pressure to a spike in LPG, kerosene and LABSA costs, while highlighting an outstanding quarter for the Africa (GAUM) business and a market share gain in household insecticides after almost a decade. The company also announced the launch of Godrej Rizz, its entry into the liquid dishwash category.

Godrej Consumer Products reported Q4 FY26 consolidated revenue growth of 11% on 6% underlying volume growth, with EBITDA up 10% and operating margin at 21.7%, while net profit after tax grew 10% on a reported basis. Management adopted a new revenue presentation from this quarter following an Expert Advisory Committee opinion, netting certain customer-related spends against revenue rather than showing them as operating expense, with no impact on absolute EBITDA, PAT or cash flow. Management described strong standalone Home Care growth, muted Personal Care performance, stabilising conditions in Indonesia, and flagged expected margin pressure over the next couple of quarters due to crude and palm oil cost inflation.