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Sustained crude oil inflation above $110
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Godrej Consumer Products Limited — Q4 FY26
Godrej Consumer Products delivered a strong Q4 FY26 with consolidated revenue growth of 11% YoY and EBITDA margin of 21.7%.
bullish
medium
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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.
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India standalone volume growth
8%
+8% YoY
India business delivered 8% underlying volume growth in Q4.
Home care value growth
12%
+12% YoY
Home care grew 12% driven by household insecticide, air fresheners, and fabric care.
Indonesia volume growth
4%
+4% YoY
Indonesia delivered 4% underlying volume growth for the second consecutive quarter.
FAB brand quarterly NSV
₹450 Cr
N/A
FAB brand reached ~₹450 crore net sales value in Q4, breaking even.
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Guidance and risk preview
India standalone expected to maintain normative EBITDA margins supported by improving demand and innovation.
If crude oil remains elevated beyond $110, margin pressure could persist longer than anticipated, impacting profitability.
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