Godrej Consumer Products Ltd (FMCG - Personal Care) — fundamental analysis, earnings data, and key metrics. PE: 53.1. ROE: 15.2%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: India business volume growth at 9% in Q3 with target of 7-8% over next 18-24 months
Impact: +₹550 Cr revenue
“We had two big objectives... to get to 10% volume growth we feel we're in the six to 7% volume growth in India - Sudhir Sitapati”
What: Media, supply chain, and product blending cost savings pushing margins toward historical highs
Impact: +₹175 Cr revenue
“Margins have returned to normative levels... structural cost savings in media, supply chain and product blending as key drivers for margin improvement - Sudhir Sitapati”
What: Peak competitive intensity behind with 5% volume growth, expected positive revenue growth soon
Impact: +₹225 Cr revenue
“The peak of competitive intensity is behind us... with expectations of positive revenue growth soon - Sudhir Sitapati”
Earnings deceleration risks from management commentary
Trigger: Continued unfavorable weather patterns
Impact: -60 bps margin impact
Management view: In quarter two and quarter 3 have actually had a negative impact on both soaps and HI - Sudhir Sitapati
Monitor: HI business growth rate
Trigger: Continued export mix decline
Impact: -30 bps margin impact
Management view: No specific commentary on export mix concerns
Monitor: Export vs domestic revenue split
Key quotes from recent conference calls
“Q3 FY26 has been a quarter of strong broad-based performance for Godrej Consumer Products Limited, fully aligned with our expectations and strategic priorities. — Sudhir Sitapati”
“Revenues grew 9% in INR terms, underpinned by a healthy 7% underlying volume growth. EBITDA expanded by 16% with margins reaching 21.6%. — Sudhir Sitapati”
“Our India business is expected to deliver continued growth performance while holding normative EBITDA margins in the business. — Sudhir Sitapati”
“For the year, we remain confident of achieving high single-digit revenue growth at a consolidated level. — Sudhir Sitapati”
Forward-looking targets from management for FY26
Revenue Growth Target
8.5%
Implied PAT Growth
12%
OPM Guidance
21.5%
Capex Plan
₹350 Cr
Key Milestones
• India business maintaining normative EBITDA margins
• GAUM on track for double-digit revenue and profit growth
• Indonesia returning to positive revenue growth
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Godrej Consumer Products Ltd's latest quarterly results (Dec 2025) show
Godrej Consumer Products Ltd's current PE ratio is 53.1x.
Godrej Consumer Products Ltd's price-to-book ratio is 8.5x.
Godrej Consumer Products Ltd's fundamental strength based on key financial ratios
Godrej Consumer Products Ltd has a debt-to-equity ratio of N/A.
Godrej Consumer Products Ltd's return ratios over recent years
Godrej Consumer Products Ltd's operating cash flow is positive (FY2025).
Godrej Consumer Products Ltd's current dividend yield is 1.98%.
Godrej Consumer Products Ltd's shareholding pattern (Dec 2025)
Godrej Consumer Products Ltd's promoter holding has decreased recently.
Godrej Consumer Products Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Godrej Consumer Products Ltd has 3 key growth catalysts identified from recent earnings analysis
Godrej Consumer Products Ltd has 2 key risks worth monitoring
In Q3 FY26, Godrej Consumer Products Ltd's management highlighted
Godrej Consumer Products Ltd's management has provided the following forward guidance for FY26
Based on quantitative research signals, here is why Godrej Consumer Products Ltd may be worth studying
Godrej Consumer Products Ltd investment thesis summary:
Godrej Consumer Products Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
