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GODREJCONSUMERPRODUCTS Consumer 28 Apr 2026

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
Revenue ₹3,900 Cr +11%
EBITDA —
PAT ₹452 Cr +10%
EBITDA Margin 21.7%
Duration 51 min

✓ Verified against BSE filing

2-Min Summary

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.

Key Numbers

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.

Management Guidance

G

India business to deliver calibrated growth at normative EBITDA margins

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

margins
G

Indonesia performance to improve meaningfully from FY27

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

growth
G

Africa, USA, Middle East to deliver double-digit revenue and profit growth

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

growth
G

Near-term margin pressure from crude oil inflation

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

margins

Key Risks

R

Sustained crude oil inflation above $110

If crude oil remains elevated beyond $110, margin pressure could persist longer than anticipated, impacting profitability.

high · management_commentary
R

Personal care growth remains muted

Personal care grew only 3% in Q4; if soaps and hair color do not recover, overall India growth could be constrained.

medium · data_observation
R

El Niño weather impact on HI category

Hotter summer could reduce household insecticide demand, while benefiting soaps; net effect uncertain.

medium · management_commentary
R

Competitive intensity in Indonesia

Pricing pressures in Indonesia have bottomed out but competitive dynamics could resurface, delaying recovery.

medium · analyst_question

Notable Quotes

We are increasingly confident in our ability to deliver sustained profitable growth and create long-term value for all our shareholders.
Sudhir Sitapati · CEO
I think the household insecticide problem that plagued us for 10 years is probably behind us.
Sudhir Sitapati · CEO
We are in the quest of product market fit and getting increasingly convinced we have it.
Sudhir Sitapati · CEO