Godrej Consumer Products Limited its financial results for the quarter ended June 30, 2026

 

             Double-digit revenue and profit growth

 Godrej Consumer Products Limited (GCPL), a leading emerging markets FMCG company, announced its financial results for the quarter ended June 30, 2026.

  FINANCIAL OVERVIEW

Q1 FY 2027 FINANCIAL PERFORMANCE SUMMARY:

·         Q1 FY 2027 consolidated sales grew by 19% year-on-year on the back of underlying volume growth of 9%, Revenue and profit growth was broad based across all businesses

-   Standalone business sales grew by 12% on the back of underlying volume growth of 7%, year-on-year

-   Indonesia sales grew by 15% year-on-year

-   Africa, USA, and Middle East sales grew 47% year-on-year

·         Q1 FY 2027 consolidated EBITDA* grew by 14% year-on-year.

·         Q1 FY 2027 consolidated net profit grew by 11% year-on-year

MANAGING DIRECTOR AND CEO’S COMMENTS

Commenting on the business performance, Sudhir Sitapati, Managing Director, and CEO, GCPL, said:

Q1 FY27 has been a strong start to the year for Godrej Consumer Products Limited. At a consolidated level, revenues grew 19% year-on-year, with underlying volume growth of 9%. EBITDA grew 14%, with margins at 19.0%. Net profit grew 11%, reflecting healthy underlying earnings quality, even as margins absorbed some near-term commodity pressure. This was on the back of an exceptional performance in Africa driven by a number of countries and categories performing and extremely strong FMCG expansion. India did well, and Indonesia came back to stable growth.

The operating environment remained challenging through much of the quarter. Input costs were elevated, particularly during the early part of the quarter, and geopolitical developments contributed to significant volatility in crude and other commodities. Despite this backdrop, our underlying volume-led momentum strengthened sequentially, reflecting the resilience of our categories, the strength of our brands and, most importantly, the quality of our execution.

This quarter, consolidated underlying volume growth reached 9%, supported by increasingly broad-based momentum across geographies and categories. Our speed boats—Godrej Fab, GK Incense Sticks and Godrej Aer globally—continue to grow strongly and are becoming increasingly meaningful contributors to the overall company.

Our new entries in Toilet cleaners, Body wash, and Face wash are also showing strong progress. These businesses are meeting their stated milestones, and we are encouraged by the quality of consumer traction and execution that we are seeing. These businesses are still at an early-stage relative to their long-term potential. However, their progress gives us increasing confidence that we are building the next set of scalable growth platforms for GCPL.

Continuing our progress in expanding into fast growing categories, we are pleased to announce the launch of ‘Godrej Rizz’, our entry into Liquid Dishwash. Liquid dishwash is a 2.5K – 3K cr category which is growing in strong double digits as consumers are upgrading from bars to liquids. We are launching Godrej Rizz in select states and are confident of our ability to delight consumers with Godrej Rizz as we have done successfully with our other innovations.

While we are pleased with the overall financial performance this quarter, we are even more encouraged by being close to the structural changes that that has taken shape across our Africa (GAUM) business lead by Aasif Malbari and the team.

Our GAUM business delivered an outstanding quarter. This performance was led by our FMCG portfolio, where we doubled media investment, alongside continued strength in Hair Fashion across markets. We successfully scaled Air Fresheners across the GAUM region, and the initial pilot of Incense Sticks in Nigeria has received strong consumer feedback. There has also been a structural improvement in EBITDA from high single digit to a consistent mid-teens level and we are confident of holding this going forward.

More importantly, the Africa performance is no longer limited to a single quarter. We have now delivered several successive quarters of improvement in both top-line growth and profitability. The business is benefiting from portfolio simplification, stronger execution, improved cost discipline and increased investment behind our priority brands and categories.

With revenue growth tracking ahead of our original expectations and input costs beginning to ease, we enter the remainder of FY27 with increased confidence. We remain firmly on track to deliver our guidance for the full year with the confidence to the exceed the same in select areas.

We remain confident in the resilience of our portfolio, the strength of our brands, and our ability to deliver sustained, profitable growth going forward.

BUSINESS UPDATE – Standalone

 Performance Highlights

·         Q1 FY 2027 sales grew by 12% to ₹2,535 crore; UVG of 7%

·         Q1 FY 2027 EBITDA grew by 10% to ₹548 crore

 Category Review

 Home Care

Home Care grew by 12%

•          Household Insecticides performance improving driven by actions. Electrics continues to deliver as per plan, with the new "GK 6-min RNF" campaign gaining popularity. Incense sticks continue to scale up strongly and is the largest branded stick in the category. Non-mosquito portfolio continues to deliver, led by HIT ARG double-digit growth.

•          Air Fresheners continues to witness strong consumer traction and strengthen market leadership. Continue to gain market share and enjoy market leadership. Aer Spray 99 continues to reset category landscape and grow significantly ahead of peers and gain share.

•          Godrej Fab continues to deliver on stated momentum. of strong double-digit growth Fabric Care maintains robust growth momentum. Continues to increase market share driven by strong results on Godrej Fab. On track to deliver stated ARR plans shared during Investor meet 2026.

•          Godrej Spic Toilet Cleaner has been scaled up to pan-India in April post the robust results in Tamil Nadu; positive consumer feedback and healthy repeats. Toilet Cleaners is a ~3K crore category in India, growing at double digit.

•          Launching Godrej Rizz, entry into Liquid Dishwash. Liquid dishwash is a ~₹3k crore category, growing at a double-digit rate. The category has a huge headroom for growth, with household penetration in the mid-teens. Launching in select states.

 

Personal Care

Personal Care grew by 11%

•          Skin cleansing continues to upgrade to premium formats and outperform in the market. Strong recovery in soaps underlying volume growth leading to outperformance in the market. Magic Handwash continues to scale and enjoy market leadership in the handwash segment. Cinthol Bodywash witnessed highest ever offtake in Q1. Muuchstac performance and scale up in line with the business plan. Upgrading the consumers to liquids remains a key focus.

•          Hair Colour delivered strong growth. Hair Colour continues strong momentum and gains market share across our key bets on both Crème and Shampoo Hair Colour. Both Crème and Shampoo Hair Colour continue strong growth performance.

•         Perfumes & Deodorants actions as per plan. Perfume business continues to deliver strong growth momentum. Market restructuring actions underway to strengthen the Perfumes & Deodorants business KS99 continues to deliver strong performance and has been scaled up pan-India.

 

 BUSINESS UPDATE - INDONESIA

 •          Business on path to recovery on underlying volume and profit growth. Delivered strong 10% UVG and 15% sales growth led by Shampoo HC and Household Insecticides. Stella LV relaunch has witnessed robust consumer traction and sell-outs.

 BUSINESS UPDATE - AFRICA, USA AND MIDDLE EAST

 •         Strong FMCG scale up leading to high-teens underlying volume growth. Strong performance across all metrics: USG ~47% (25% in CC terms); UVG at 17%; EBITDA growth at 42%. FMCG business led growth driven by doubling media spends, Continued strong performance in Hair Fashion across key markets. Successfully scaled Air fresheners across markets. Good Knight incense Sticks piloted in Nigeria, strong early consumer feedback.