Godrej Consumer Projects Double-Digit Revenue Growth in Q1FY26; Strong GAUM & Home Care Momentum
By Shishta Dutta | Published at: Jul 4, 2025 05:32 PM IST
Mumbai, July 4, 2025 — Godrej Consumer Products Ltd (NSE: GODREJCP, BSE: 532424) has issued a quarterly pre-result update for Q1FY26, highlighting robust consolidated performance led by double-digit revenue growth and steady underlying volume gains across key markets, barring Indonesia.
Q1FY26 Operating Highlights (Provisional)
The company expects double-digit consolidated revenue growth in INR terms, supported by high single-digit underlying volume growth (UVG).
| Segment | Q1FY26 Guidance |
|---|---|
| Standalone Revenue | High single-digit value growth |
| Standalone UVG | Mid-single digit |
| Home Care | Double-digit value growth and UVG |
| Personal Care | Low-single digit value growth (impacted by soaps) |
| Standalone ex-Soaps | Double-digit UVG |
| Indonesia | Flattish UVG due to price competition |
| GAUM (Africa, USA, Middle East) | Strong double-digit value growth and UVG |
| Consolidated Revenue | Double-digit INR growth |
| Consolidated UVG | High single-digit |
| Consolidated EBITDA | Expected double-digit growth for FY26 |
| Standalone EBITDA Margin (Q1) | Likely below normative range |
Segment-Wise Overview
- Home Care: Continued strong momentum with broad-based, double-digit growth both in value and volume.
- Personal Care: Impacted by pricing and volume rebalancing in soaps due to commodity volatility. However, performance excluding soaps remained strong.
- Indonesia: Faced intensified price competition leading to flattish UVG.
- GAUM: Recorded second consecutive quarter of double-digit growth, with continued healthy profit trajectory.
Strategic Commentary
Godrej reiterated its FY26 guidance of:
- Mid-to-high single digit UVG for the standalone business,
- High single digit consolidated INR revenue growth, and
- Double-digit consolidated EBITDA growth.
Management remains confident that sequential improvement will continue in FY26. Although palm oil prices have begun to soften, the benefit will accrue primarily in the second half of FY26.
Godrej Consumer Products Stock Performance
Godrej Consumer Products shares closed at ₹1,198, which is a 2.29% gain on July 4, 2025. Godrej Consumer Products shares have declined 12% over the last year, gained 10% year-to-date, and decreased 2.3% in the previous month.
About Godrej Consumer Products
Godrej Consumer Products Ltd. is a major FMCG player in emerging markets, serving over 1.4 billion consumers globally. It holds leadership positions in:
- Household Insecticides in India,
- Hair Care in Africa,
- Hair Colour in India and Sub-Saharan Africa,
- Air Fresheners and Wet Tissues in Indonesia,
- Soaps (Rank 2 in India)
REF: https://nsearchives.nseindia.com/corporate/GODREJCP_04072025162759_SE_Q1FY26_Pre_Quarter_Update_Signed.pdf
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