Godrej Consumer Products Ltd - Quarterly Update - Q3FY26

This update provides an overall summary of the operating performance and demand trends during the quarter ended Dec 31, 2025. This is based on internal unaudited management reports. A detailed performance update will be shared following the Board of Directors' approval of the Q3 FY26 financial results.

As referenced in our previous communication, demand conditions in India strengthened progressively during the quarter. We remain confident of a gradual improvement in consumption over the coming quarters, supported by falling inflation and improving affordability following lower GST rates.

Against this backdrop, our Standalone business is well positioned to deliver double-digit revenue growth for the quarter, underpinned by close to double-digit underlying volume growth (UVG), albeit on a supportive comparator. This outperformance continues to be driven by the Home Care segment, where momentum remains robust and we expect to deliver double-digit value growth, supported by sustained consumer demand and effective in-market execution. Personal Care is expected to record mid-single-digit value growth, driven by a marked recovery in the soaps category. This positive momentum reflects not only improving category fundamentals but also the tangible impact of our sharpened execution, leading to stronger competitive performance. Most importantly, we expect Standalone EBITDA margins to revert to the normative range for the business, aided by favourable input costs, disciplined cost management, calibrated pricing actions, and improved operating leverage-reinforcing our commitment to delivering profitable, quality growth.

In Indonesia, competitive pricing pressures across key categories persisted during the quarter. We do see early signs of stabilization and expect an improvement in both revenue and profitability from FY27 onwards.

GAUM (Godrej Africa, USA and Middle East) continued to deliver a strong and consistent performance both on topline and bottom-line. The cluster is well poised to deliver FY 26 in accordance with our guidance of double-digit top and bottom-line growth, reinforcing the resilience of the turnaround of this cluster.

At the consolidated level, we expect close to double-digit revenue growth in INR terms and double-digit EBITDA growth, reflecting the strength of our category development led growth strategy and improving trends across our international businesses.

Shares of Godrej Consumer Products Limited was last trading in BSE at Rs. 1253.65 as compared to the previous close of Rs. 1243.80. The total number of shares traded during the day was 11492 in over 1651 trades.

The stock hit an intraday high of Rs. 1255.20 and intraday low of 1225.60. The net turnover during the day was Rs. 14290593.00.

Source : Equity Bulls

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GodrejConsumerProducts INE102D01028 PersonalProducts GCPL Q3FY26 BusinessUpdate