GODREJCP

Godrej Consumer Products share price & financials

Price
₹1,000.6
Market cap
₹1.0L Cr
Sector
Fast Moving Consumer Goods
Calls analysed
5
Latest concall · Q1 FY27 · call held 07 Aug 2026

Godrej Consumer Products Limited Q1 FY27

Consolidated EBITDA Margin 19%

What went well

  • Consolidated revenues grew 19% year-on-year with underlying volume growth of 9%.
  • EBITDA grew 14% with margins at 19%, and net profit grew 11%.
  • Africa (GAUM) business delivered an outstanding quarter with 25% constant currency growth.

What to watch

  • Input costs were elevated, particularly during the early part of the quarter, with LPG prices going up 3x and similar increases in other costs.
  • India's gross margin fell sharply due to these commodity cost increases.
Read the full call →

What Godrej Consumer Products Limited does

Godrej Consumer Products manufactures and markets fast-moving consumer goods in two broad categories: Home Care (household insecticides, air care, fabric care, home hygiene) and Personal Care (personal wash and hygiene, hair colour, deodorants and fragrances, premium beauty and professional products). It sells through its India (Standalone) business as well as subsidiaries in Indonesia, Africa/USA/Middle East, and Latin America, earning through branded product sales via general trade, modern trade, e-commerce and quick-commerce channels. The company holds category leadership positions in several of its core markets, including household insecticides and air care in India and Indonesia, and hair colour and hair-fixing categories in South Africa, Argentina and Chile.

Segments

  • India (Standalone)
  • Indonesia
  • Africa, USA & Middle East
  • Latin America & Others
Countries of operation
80+
Employees ("Godrejites")
7,500+
Consumers reached globally
1.4 billion
Geographic business segments
India (Standalone), Indonesia, Africa/USA & Middle East, Latin America & Others
Home Care product categories
Household Insecticides, Air Care, Fabric Care, Home Hygiene
Personal Care product categories
Personal Wash & Hygiene, Hair Colour, Deodorants & Fragrances, Premium Beauty & Professional Products
Founded 2000Headquarters Mumbai, India Company website

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 4 delivered 3 missed 7 open
  • Consolidated EBITDA Growth revised up said Q1 FY27 Promised: Achieve double-digit EBITDA growth for FY27 Q1 FY27: Management guided that they 'may exceed by a little bit' the original double-digit growth target for FY27.
  • India Standalone EBITDA Margin delivered said Q1 FY26 Promised: Return to normative 24-26% range in H2 FY26 Q4 FY26: Q4 margin was 24.7%; H2 average of 24.75% is squarely within the promised range.
  • Consolidated EBITDA Growth missed said Q1 FY26 Promised: Double-digit for full year FY26 Q4 FY26: The original double-digit target was not met, as foreshadowed by the Q2 guidance revision.

All 14 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 9.7%, net profit up 2.3% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue2,301 2,262 2,161 2,330 2,390 +4%2,466 +9%2,360 +9%2,557 +10%
EBITDA559 513 494 502 520 −7%625 +22%588 +19%557 +11%
Net profit393 342 248 355 356 −9%383 +12%422 +70%363 +2%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −31.1% 1Y

₹0.9k₹1.0k₹1.1k₹1.2kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 31 Oct 2025Q3 FY26 — 30 Jan 2026Q4 FY26 — 6 May 2026Q1 FY27 — 7 Aug 2026

1Y: ₹1,256.2 on 10 Sept 2025 → ₹865. High ₹1,266.5 (11 Sept 2025), low ₹861.9 (7 Sept 2026).

How the price took the results

close before → close after

Q1 FY27
−2.5%
7 Aug
Q4 FY26
−0.7%
6 May
Q3 FY26
−0.1%
30 Jan
Q2 FY26
+0.5%
31 Oct

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue fell 7.2% a year over 3 years, FY23 to FY26. Operating margin widened to 23.4%.

Year endingFY23FY24FY25FY26
Revenue₹11.9k Cr₹8.4k Cr₹8.9k Cr₹9.5k Cr
Operating profit₹2.3k Cr₹2.2k Cr₹2.1k Cr₹2.2k Cr
Operating margin19.0%26.7%23.6%23.4%
Interest₹124 Cr₹134 Cr₹192 Cr₹199 Cr
Depreciation₹202 Cr₹126 Cr₹140 Cr₹161 Cr
Net profit₹1.7k Cr₹647 Cr₹1.4k Cr₹1.5k Cr
Net margin13.9%7.7%15.2%15.9%
ROCE22.0%24.0%19.0%20.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹102 Cr₹102 Cr₹102 Cr₹102 Cr₹102 Cr₹102 Cr
Reserves₹6.3k Cr₹7.7k Cr₹9.3k Cr₹9.4k Cr₹12.1k Cr₹7.7k Cr
Borrowings₹44 Cr₹31 Cr₹66 Cr₹2.0k Cr₹4.1k Cr₹2.9k Cr
Other liabilities₹1.3k Cr₹1.0k Cr₹1.1k Cr₹1.4k Cr₹3.6k Cr₹2.6k Cr
Total liabilities₹7.7k Cr₹8.9k Cr₹10.6k Cr₹13.0k Cr₹19.9k Cr₹13.4k Cr
Fixed assets₹1.4k Cr₹1.4k Cr₹1.5k Cr₹4.3k Cr₹11.2k Cr₹5.5k Cr
Capital work in progress₹37 Cr₹78 Cr₹25 Cr₹70 Cr₹406 Cr₹142 Cr
Investments₹4.6k Cr₹5.2k Cr₹7.4k Cr₹6.8k Cr₹2.3k Cr₹5.8k Cr
Other assets₹1.7k Cr₹2.2k Cr₹1.6k Cr₹1.8k Cr₹5.9k Cr₹1.9k Cr
Total assets₹7.7k Cr₹8.9k Cr₹10.6k Cr₹13.0k Cr₹19.9k Cr₹13.4k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, DIIs added +7.18 pp while FIIs trimmed −7.02 pp. The shareholder count shrank 7% to 2,12,717.

Promoters
53.1%
FIIs
12.3%
DIIs
19.6%
Public
15.0%

Since Jun 2025

  • DIIs +7.18 pp
  • FIIs −7.02 pp
  • Public −0.15 pp

How it drifted, 12 quarters

Over this window DIIs went from 7.7% to 19.6% — +11.9 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 63.2%, FIIs 23.5%, DIIs 7.7%, Public 5.6%.Dec '23: Promoters 63.2%, FIIs 22.9%, DIIs 8.4%, Public 5.4%.Mar '24: Promoters 63.2%, FIIs 22.6%, DIIs 8.9%, Public 5.3%.Jun '24: Promoters 63.0%, FIIs 22.4%, DIIs 9.3%, Public 5.3%.Sep '24: Promoters 63.0%, FIIs 22.0%, DIIs 9.6%, Public 5.4%.Dec '24: Promoters 53.0%, FIIs 20.7%, DIIs 11.0%, Public 15.3%.Mar '25: Promoters 53.1%, FIIs 19.5%, DIIs 12.2%, Public 15.2%.Jun '25: Promoters 53.1%, FIIs 19.4%, DIIs 12.4%, Public 15.2%.Sep '25: Promoters 53.1%, FIIs 18.2%, DIIs 13.6%, Public 15.1%.Dec '25: Promoters 53.1%, FIIs 15.4%, DIIs 16.5%, Public 15.1%.Mar '26: Promoters 53.1%, FIIs 13.9%, DIIs 18.0%, Public 15.0%.Jun '26: Promoters 53.1%, FIIs 12.3%, DIIs 19.6%, Public 15.0%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 0 holders trimming and 2 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Godrej Consumer Products Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Godrej Seeds & Genetics Limited 27.71%unchanged
Godrej Industries Limited 23.73%unchanged
Godrej & Boyce Manufacturing Co Ltd 7.33%unchanged
NPS Trust- Through various Schemes Pension / PF3.46%+0.49 pp
Life Insurance Corporation of India through various schemes Insurer3.00%+0.56 pp
HDFC Mutual Fund through various schemes Mutual fund2.40%+0.35 pp
ICICI Prudential Mutual Fund through various schemes Mutual fund1.95%+0.94 pp
Aditya Birla Sun Life Trustee Private Limited through various schemes Mutual fund1.42%unchanged
Tanya Dubash And Pirojsha Godrej (Trustees Of Tad Family Trust) 0.28%unchanged
Nisaba Godrej And Pirojsha Godrej (Trustees Of Ng Family Trust) 0.28%unchanged
Pirojsha Godrej And Nisaba Godrej (Trustees Of Pg Family Trust) 0.26%unchanged
Burjis Nadir Godrej 0.19%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in GODREJCP

Filings to Aug 2026

1 new, 14 added, 6 trimmed, 0 sold out — net +23.06 L shares (+6.9%).

Held by funds
₹3.5k Cr
38 schemes
Biggest holder
HDFC Small Cap Fund
₹583 Cr · 1.4% of that fund
SchemeHoldingLast month
HDFC Small Cap Fund HDFC Mutual Fund₹583 Cr+2.50 L
Nippon India Large Cap Fund Nippon India Mutual Fund₹478 Cr+14.50 L
SBI Large and Midcap Fund SBI Mutual Fund₹424 Crheld
HDFC Hybrid Equity Fund HDFC Mutual Fund₹214 Crheld
HDFC Manufacturing Fund HDFC Mutual Fund₹189 Crheld
SBI ELSS Tax Saver Fund SBI Mutual Fund₹180 Crheld
SBI Arbitrage Fund SBI Mutual Fund₹154 Cr+3.90 L
HDFC Children's Fund HDFC Mutual Fund₹149 Crheld

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

14 added, 6 trimmed — net +23.06 L shares (+6.9%)

Funds are sitting on
-8%
vs est. average cost
Held by funds
₹3.5k Cr
38 schemes · ≈ 3.4% of the company
Biggest holder
HDFC Small Cap Fund
₹583 Cr · 1.4% of that fund
Longest holder
Nippon India ETF Nifty 100
13y 6m · since Mar '13

Shares held by these funds +233%

Aug '23 3.35 cr shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹865, this stock must grow earnings at 34% every year for 7 years. Our analysis caps realistic growth at ~-3%. At that growth it is worth ₹128 — downside of 85%.

Growth the price implies
33.7% a year
for 7 years, fading to 4%
It has actually compounded at
-2.9% a year
net profit, FY23–FY26 · EPS -2.9%
The gap
0.4 pp
-85% downside if it only repeats history
Price today ₹865 Value at the reference growth ₹128.03

Change the assumptions yourself →

All earnings calls (5)

Read the Q1 FY27 call →

Learn to analyse Godrej Consumer Products Limited

Guides on how to read this kind of business and the numbers that matter.