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A source-linked quarter view: reported numbers, management language, guidance, and the risks that should carry forward.
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Revenue
₹3,900 Cr
verified against source
Revenue YoY
11%
reported change
EBITDA
Pending
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Godrej Consumer Products delivered a strong Q4 FY26 with consolidated revenue growth of 11% YoY and EBITDA margin of 21.7%. India standalone posted 8% volume growth and 10% sales growth with margins at 24.7%, driven by home care (12% growth) and disciplined cost management. Personal care lagged at 3% growth due to muted soaps and hair color. Indonesia showed signs of stabilization with 4% volume growth, while Africa, USA, and Middle East grew 20%. Management expects near-term margin pressure from crude oil inflation (7-9% input cost inflation) but remains confident in volume recovery and pricing actions. Key risk: sustained crude above $110 could compress margins more than anticipated.
Colored figures show movement against the previous available record.
Guidance to track
- India standalone expected to maintain normative EBITDA margins supported by improving demand and innovation.
- Expect a meaningful step-up in Indonesia as pricing pressure abates and market normalizes.
- Medium-term target of double-digit revenue and profit growth in Africa, USA, and Middle East.
- Expect lower EBITDA margins in Q1 and Q2 FY27 due to crude oil at $100-110, but absolute EBITDA to remain healthy.
Risks flagged
- If crude oil remains elevated beyond $110, margin pressure could persist longer than anticipated, impacting profitability.
- Personal care grew only 3% in Q4; if soaps and hair color do not recover, overall India growth could be constrained.
- Hotter summer could reduce household insecticide demand, while benefiting soaps; net effect uncertain.
- Pricing pressures in Indonesia have bottomed out but competitive dynamics could resurface, delaying recovery.
Key quotes
- We are increasingly confident in our ability to deliver sustained profitable growth and create long-term value for all our shareholders.
- I think the household insecticide problem that plagued us for 10 years is probably behind us.
- We are in the quest of product market fit and getting increasingly convinced we have it.
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