Arthneeti
All Q2 FY26 results →
GC

Godrej Consumer

Q2 FY26

Godrej Consumer Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹855
Market cap₹87.5K Cr
P/E42.2
Updated16 Oct 2026
Read4 min read

The short version

India: - Expecting high single-digit to double-digit underlying volume growth for the full year. India Business: Expected to achieve high single-digit underlying volume growth for the full year, with volume trajectory potentially improving to 7-8% in FY '27.

From Godrej Consumer's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • India:
  • Expecting high single-digit to double-digit underlying volume growth for the full year.
  • Volume growth trajectory around 7-8% for the next four quarters after adjusting for GST-related noise.
  • Soap category expected to grow faster due to GST benefits.
  • Non-soap portfolio showing strong momentum.
  • Indonesia:
  • Low single-digit volume growth expected for the next few quarters.
  • Pricing pressures causing some negative pricing (~4%) expected to continue for 3 more quarters but partly optical.
  • Market likely to grow at low single digits in near term.
  • Africa:
  • Revenue growth projected at high single digits to potentially double digits on a constant currency basis.

2 more points from Godrej Consumer's call on revenue

Pro opens every point from 15K+ earnings calls

Profitability & Margins

See what Godrej Consumer said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The transcript does not specify explicit details on current or future capex or strategic investments. However, some relevant points related to investments include: - Investment continued in Africa to maintain and improve margin levels, as mentioned around mid-teens EBITDA margins. - Marketing and expansion investments are planned for the Muuchstac brand to scale nationally beyond its current online presence. - The company is investing in innovative and disruptive products in categories such as toilet cleaners to fuel growth. - Cost savings and margin improvements are underway, indicating investments in efficiency.

2 more points from Godrej Consumer's call on capex

Pro opens every point from 15K+ earnings calls

Fundraising & Capital Structure

See what Godrej Consumer said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided transcript from Godrej Consumer Products Limited's Q2 FY '26 earnings call does not mention details related to the company's current or expected order book or pending orders. The discussion primarily revolves around: - Business performance across India, Indonesia, Africa. - Volume growth, pricing, and margin expectations. - Category insights in household insecticides, soaps, personal care.

2 more points from Godrej Consumer's call on order book

Pro opens every point from 15K+ earnings calls

Godrej Consumer — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.9K Cr, net profit ₹452 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What Godrej Consumer Products Ltd's management said in earlier quarters

Others in Personal Products this season

  • Honasa Consumer Ltd (Q2 FY26)

    Quick commerce channel is rapidly growing, currently about 10% of revenues, with healthy economics and fastest-growing channel. Key concall takeaways from…

  • Aakaar Medical (Q2 FY26)

    Long-term ambition to reach INR 1,000 crore revenue benchmark and become the number one Indian aesthetic company. Key concall takeaways from Aakaar Medical…

  • Dabur India Ltd (Q2 FY26)

    Rural growth is robust at around 7%, driven by initiatives like LUP bundles and expansion in rural distribution. Key concall takeaways from Dabur India Ltd's…

  • Emami Ltd (Q2 FY26)

    GST-driven price cuts (~INR 250-260 crores impact on MRP) intended to boost demand and consumer affordability. Key concall takeaways from Emami's Q2 FY26…

Compare:vs Dabur India Ltdvs Colgate-Palmolive (India) Ltdvs Cupid Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Godrej Consumer and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Godrej Consumer Q2 FY26 results?

India: - Expecting high single-digit to double-digit underlying volume growth for the full year. India Business: Expected to achieve high single-digit underlying volume growth for the full year, with volume trajectory potentially improving to 7-8% in FY '27.

What is Godrej Consumer share price analysis?

Godrej Consumer currently shows a neutral. The stock trades at a P/E of 42.1 with a market cap of ₹87,493 Cr. Investors should review the full earnings analysis for detailed insights.

Is Godrej Consumer planning capital expenditure?

The transcript does not specify explicit details on current or future capex or strategic investments.

Keep Godrej Consumer on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.