Godrej Consumer Products

Godrej Consumer Products delivered a strong Q4 FY26 with consolidated revenue growing 11% YoYCurrent 11% vs previous available quarter 9%. and EBITDA margin at 21.7%Current 21.7% vs previous available quarter 21.6%.. India standalone saw 8% volume growthCurrent 8% volume growth. Reported change: +8% YoY. and 10% sales growthCurrent reported value: 10% sales growth. No comparable prior figure is available in the source record., driven by home care (12% growth) while personal care lagged at 3%. International business showed mixed trends: Indonesia stabilized with 4%Current 4%. Reported change: +4% YoY. volume growth, Africa/US/Middle East grew 20% in revenue but EBITDA grew only 2% due to deliberate media investment. Management flagged near-term margin pressure from crude oil inflation (7-9%Current 7-9%. Reported change: +7-9% YoY. input cost inflation) but expects recovery within 2-3 quarters. Key positives include sustained market share gains in household insecticide, rapid scaling of Fab (ARR ~₹500 croreCurrent ₹500 crore. Reported change: N/A., now EBITDA break-even), and improving Indonesia outlook. Risk: prolonged crude above $100 could compress margins more than anticipated, especially if pricing elasticity limits pass-through.