Godrej Consumer Products Management Guidance Tracker

16 forward-looking guidance items tracked across 4 quarters.

Revenue

Q1 FY26FY26 consolidated revenue growth: high single-digit in INR termsTracked

Management expects high single-digit consolidated INR revenue growth for the full year FY26.

Q2 FY26Consolidated high single-digit revenue growth for FY26Tracked

The company targets high single-digit revenue growth at consolidated level for FY26, with stronger H2 trajectory.

Q3 FY26Africa/USA/Middle East double-digit revenue and profit growth for FY26Tracked

Management expects the Africa/USA/Middle East business to deliver double-digit revenue and profit growth for the full year.

Margins

Q1 FY26FY26 consolidated EBITDA growth: double-digitTracked

Management expects double-digit consolidated EBITDA growth for the full year FY26.

Q1 FY26Standalone EBITDA margins: H1 below normative, H2 improvementTracked

Standalone EBITDA margins in H1 FY26 will be below normative range but expected to improve in H2, aided by palm oil moderation.

Q2 FY26India and GAUM double-digit EBITDA growth for FY26Tracked

India standalone and GAUM businesses are expected to deliver double-digit EBITDA growth for the full year.

Q2 FY26India standalone EBITDA margin to return to normative band (24-26%) in H2Active

Management expects India standalone EBITDA margins to return to the normative 24-26% range in the second half, likely at the lower end.

Q3 FY26India EBITDA margin to sustain in 24-26% rangeActive

Management expects India EBITDA margins to remain in the 24-26% range annually, with quarterly fluctuations.

Q4 FY26India business to deliver calibrated growth at normative EBITDA marginsActive

India standalone expected to maintain normative EBITDA margins supported by improving demand and innovation.

Q4 FY26Near-term margin pressure from crude oil inflationActive

Expect lower EBITDA margins in Q1 and Q2 FY27 due to crude oil at $100-110, but absolute EBITDA to remain healthy.

Growth

Q1 FY26India standalone UVG: mid-to-high single digit for FY26Tracked

Management expects mid-to-high single-digit underlying volume growth for the standalone India business in FY26.

Q2 FY26India standalone high single-digit volume growth for FY26Tracked

Management expects high single-digit underlying volume growth in India for the full year, driven by recovery in soaps and continued momentum in other categories.

Q3 FY26India volume growth to inch up to 7-8% over 18-24 monthsTracked

Management aims to gradually improve India volume growth from current 6-7% to 7-8% over the next 18-24 months.

Q3 FY26Indonesia recovery to start meaningfully from FY27Tracked

Management expects Indonesia business recovery to begin meaningfully from FY27 as market conditions normalize.

Q4 FY26Indonesia performance to improve meaningfully from FY27Tracked

Expect a meaningful step-up in Indonesia as pricing pressure abates and market normalizes.

Q4 FY26Africa, USA, Middle East to deliver double-digit revenue and profit growthTracked

Medium-term target of double-digit revenue and profit growth in Africa, USA, and Middle East.