Godrej Consumer Products Ltd
Godrej Consumer Products Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹3,998Cr
- +6.1% YoY
- Net profit
- ₹498Cr
- 0% YoY
- Margin
- 22%
- +2 pp YoY
Guidance rank: #5 of 8 in Personal Products
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The short version
Soap value growth expected at 4%-6% long-term with low single-digit volume and pricing growth. The company targets sustaining aggregate volume growth of around 10%, moving up from current 6-7%, driven by fast-growing categories like air care, laundry liquid, incense sticks, perfumes/EDP, hair color, and non-mosquito household insecticides.
From Godrej Consumer Products Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Soap value growth expected at 4%-6% long-term with low single-digit volume and pricing growth.
- Personal wash categories (hand wash, face wash, body wash) growing 30%-40%, contributing less than 10% currently but expected to increase, leading personal wash growth to 6%-7%.
- Overall company volume growth targeted to inch from current 6%-7% towards 9%-10% over next 18-24 months.
- Categories like air care, laundry liquids, incense sticks, and perfumes (EDP) exhibit double-digit volume growth with large TAMs and long growth runways.
- Africa business expected to maintain high single-digit volume growth despite currency fluctuations.
- Indonesia volume growth positive (~5%), revenue growth expected to turn positive soon.
- Market share gains in soaps continue but at a slightly slower pace.
2 more points from Godrej Consumer Products Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Godrej Consumer Products has set up a plant in Nashik for their pet food business, indicating capital investment in manufacturing capacity.
- They are pursuing innovation-led growth with new product launches such as Spic (toilet cleaner) and Fab (laundry liquid) in Home Care, emphasizing strategic investments in product development.
- The company is methodical and cautious with new category entries, focusing on products materially better than competition, which implies ongoing investment in R&D and marketing.
- Plans to build capabilities and infrastructure in new businesses like pet food (test market in Tamil Nadu) and markets like Africa with category expansion and new segment launches suggest strategic investment over the next 2-3 years.
Top-ranked in Personal Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Godrej Consumer Products Ltd — Quarterly revenue & net profit
Godrej Consumer Products Ltd Q3 FY26 results — key figures
| ₹ Cr | Q3 FY26 | Q3 FY25 | YoY | Q2 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 3,998 | 3,768 | +6.1% | 3,708 | +7.8% |
| Operating profit (EBITDA) | 880 | 756 | +16.4% | 733 | +20.1% |
| Operating margin | 22% | 20% | +2 pp | 20% | +2 pp |
| Profit before tax | 700 | 682 | +2.6% | 625 | +12% |
| Net profit (PAT) | 498 | 498 | 0% | 459 | +8.5% |
| EPS (₹) | 4.87 | 4.87 | 0% | 4.49 | +8.5% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹4.4K Cr, net profit ₹523 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Godrej Consumer's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Personal Products
on management's own guidance
- Strong growth2
- Strong growth1
- Honasa ConsumerGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Godrej Consumer Products Ltd Q3 FY26 results?
Soap value growth expected at 4%-6% long-term with low single-digit volume and pricing growth. The company targets sustaining aggregate volume growth of around 10%, moving up from current 6-7%, driven by fast-growing categories like air care, laundry liquid, incense sticks, perfumes/EDP, hair color, and non-mosquito household insecticides.
What is Godrej Consumer Products Ltd share price analysis?
Godrej Consumer Products Ltd currently shows a neutral. The stock trades at a P/E of 46.0 with a market cap of ₹95,607 Cr. Investors should review the full earnings analysis for detailed insights.
Is Godrej Consumer Products Ltd planning capital expenditure?
Godrej Consumer Products has set up a plant in Nashik for their pet food business, indicating capital investment in manufacturing capacity.
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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.