Godrej Consumer
Godrej Consumer Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹3,900Cr
- +11% YoY
- Net profit
- ₹452Cr
- +9.7% YoY
- Margin
- 22%
- 0 pp YoY
Guidance rank: #5 of 7 in Personal Products
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The short version
Volumes may be slightly lower than initially expected at the beginning of the year. Expectation of slightly lower volumes than initially anticipated for the year.
From Godrej Consumer's Q4 FY26 earnings-call transcript · updated 24 Sept 2026.
Revenue & Sales Performance
- Volumes may be slightly lower than initially expected at the beginning of the year.
- Revenue growth is anticipated to be slightly higher than earlier projections.
- EBITDA is expected to be slightly lower than initial estimates but still relatively strong under current cost conditions.
- In India, calibrated growth with normative EBITDA margins is expected, supported by improving demand trends and a strengthening innovation pipeline.
- Pricing growth is anticipated to increase to offset margin pressures from crude and raw material inflation.
- Certain categories like laundry and household insecticides are showing market share gains and growth potential.
- Personal care growth is expected to improve with higher pricing and innovation-led growth, despite some current softness.
2 more points from Godrej Consumer's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- The company has set up a state-of-the-art pet food plant in Nasik, indicating ongoing capital investment in the pet food category. (Page 9)
- Fab portfolio is rapidly growing, with a gross sales value (GSV) of about INR 500 crores in Q4; this segment is seen as a hypergrowth market worth INR 4,000 crores in India, implying potential further investment to capture market share. (Page 12-13)
- The company is focused on category development, cost discipline, and operational excellence, as part of its strategic roadmap to deliver sustained profitable growth. (Page 4)
- (Page 4, 18)
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 — Quarterly revenue & net profit
Godrej Consumer Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 3,900 | 3,514 | +11% | 3,998 | -2.5% |
| Operating profit (EBITDA) | 841 | 759 | +10.8% | 880 | -4.4% |
| Operating margin | 22% | 22% | 0 pp | 22% | 0 pp |
| Profit before tax | 651 | 639 | +1.9% | 700 | -7% |
| Net profit (PAT) | 452 | 412 | +9.7% | 498 | -9.2% |
| EPS (₹) | 4.42 | 4.03 | +9.7% | 4.87 | -9.2% |
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
Others in Personal Products this season
- Recode Studios (Q4 FY26)
The company plans to sustain marketing spends at about 20% of revenue to support growth and brand visibility, implying continued focus on operating profits…
- Anondita Medicare (Q4 FY26)
Current unexecuted order book stands at approximately INR137 crores, which remains intact from the previous year. Key concall takeaways from Anondita Medicare…
- Cupid (Q4 FY26)
Q4 FY26 Revenue from operations: ₹119.96 Cr, up 112.39% YoY from ₹56.48 Cr in Q4 FY25 (Page 18). Key concall takeaways from Cupid Ltd's Q4 FY26 earnings call…
- Bajaj Consumer (Q4 FY26)
Revenue growth momentum is strong, with a 21% increase for the full year FY26 and a 30% top-line growth noted in Q4. Key concall takeaways from Bajaj Consumer…
Potential multibaggers · Q2 FY27
Potential multibaggers in Personal Products
on management's own guidance
- Strong growth2
- Strong growth1
- EmamiGood 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 Q4 FY26 results?
Volumes may be slightly lower than initially expected at the beginning of the year. Expectation of slightly lower volumes than initially anticipated for the year.
What is Godrej Consumer share price analysis?
Godrej Consumer currently shows a neutral. The stock trades at a P/E of 43.4 with a market cap of ₹90,051 Cr. Investors should review the full earnings analysis for detailed insights.
Is Godrej Consumer planning capital expenditure?
The company has set up a state-of-the-art pet food plant in Nasik, indicating ongoing capital investment in the pet food category.
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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.