Arthneeti

Godrej Consumer Products Q2 FY27 Share Price & Earnings Call Analysis

Part of: Nifty Next 50 · Nifty 100 · Nifty FMCG · NIFTY100 Quality 30 · Nifty India Consumption · Nifty Dividend Opportunities 50 · +4 more

₹850.65-0.25% today
Market cap
₹87,256 Cr
P/E
41.07
ROE
16.08%
PEG
8.76
Price to sales
5.28
Debt to equity
0.40
52W high / low
₹1,254 / ₹818
Sales growth (5Y)
6.60%
EBITDA margin
20.22%
Net profit margin
13.06%
Promoter holding
53.05%
Sales (last year)
₹16,537 Cr

Godrej Consumer Products is engaged in a fast moving consumer goods Company, manufacturing and marketing Household and Personal Care products.[1]

Guidance scorecard · Q2 FY27 call

What Godrej Consumer's management guided
and where it ranks in Personal Products

#5of 8 in
Personal Products
Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ2 FY27 call

10–20%
  • Godrej Consumer Products Limited expects high single-digit underlying volume growth in the India standalone business through FY27.
  • They aim for double-digit revenue and EBITDA growth at the consolidated level for FY27, with confidence in exceeding targets in certain areas.
  • The company maintains a focus on delivering sustained, profitable growth driven by broad-based volume growth across India, Indonesia, and Africa.
  • Growth momentum is supported by market share gains, new product launches (e.g., Godrej Rizz, Godrej Zap), and strong performance in home care and personal care segments.

2 more points from Godrej Consumer's call on revenue

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Full Q2 FY27 analysis

MarginsQ2 FY27 call

Flat

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

Full Q2 FY27 analysis

CapexQ2 FY27 call

Planned
  • Capacity expansions are planned in certain existing businesses in the GUAM region, as some operations are currently at very high capacity utilization, constraining growth.
  • The company is focusing on operational excellence and structural changes including trade inventory corrections, digital advertising capability upgrades, and capability building.
  • New product launches and scaling-up, such as Godrej Zap (stain removers online), Godrej Rizz, and the national rollout of Godrej Spic (toilet cleaner), suggest investments in new product development and distribution.
  • The pet care category is still in pilot mode, indicating potential future investments subject to evaluation.
Full Q2 FY27 analysis

FundraisingQ2 FY27 call

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

Full Q2 FY27 analysis

Order bookQ2 FY27 call

Ask what Godrej Consumer said on the order book →

Full Q2 FY27 analysis
Full Personal Products ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Personal Products
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Honasa ConsumerGood growth
    3
See all potential multibaggersWhere does Godrej Consumer rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Personal Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹1,904 Cr56.9
240%+Flat₹452 Cr40.3
3Honasa Consumer20–40%Up 0–2%₹15,348 Cr53.6
420–40%Flat₹106 Cr9.6
5Godrej ConsumerThis stock10–20%Flat₹87,472 Cr41.2
610–20%Flat₹67,881 Cr33.3

Sign up free to see every company in the sector ranking and track Godrej Consumer.

Pro shows every company guiding 40%+ revenue growth →Full Personal Products ranking

Godrej Consumer announcements

All announcements →

Financials of Godrej Consumer

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Godrej Consumer

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +63.21%63.21%63.01%63.00%53.04%53.07%53.07%53.07%53.06%53.06%53.06%53.05%
FIIs +22.94%22.56%22.42%22.03%20.68%19.54%19.35%18.23%15.41%13.94%12.33%10.99%
DIIs +8.38%8.94%9.30%9.61%11.03%12.19%12.40%13.58%16.49%18.00%19.58%20.70%
Public +5.44%5.27%5.26%5.36%15.25%15.20%15.18%15.11%15.06%14.99%15.03%15.22%
No. of Shareholders1,87,0881,87,6921,89,7491,92,4212,25,1822,35,6212,28,6522,27,5052,19,7272,13,5652,12,7172,39,283

Pros & Cons

Godrej Consumer

Key positives and risks surfaced from the company insights section.

Pros
  • The company has delivered a poor sales growth of 6.60% over past five years.
  • Company has a low return on equity of 13.8% over last 3 years.
  • Promoter holding has decreased over last 3 years: -10.2%
Raw Insights
  • The company has delivered a poor sales growth of 6.60% over past five years.
  • Company has a low return on equity of 13.8% over last 3 years.
  • Promoter holding has decreased over last 3 years: -10.2%

Financials of Godrej Consumer

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +3,6023,6603,3863,3323,6663,7683,5143,6623,7083,9983,9004,2254,413
YoY Sales growth+6%+2%+6%-3%+2%+3%+4%+10%+1%+6%+11%+15%+19%
Expenses +2,8982,8192,6302,6072,9073,0122,7552,9672,9753,1183,0593,4243,593
Operating Profit704841756724760756759695733880841801820
OPM %20%23%22%22%21%20%22%19%20%22%22%19%19%
Other Income +5363-2,312578077426533-35-243642
Interest77677888839090867679908687
Depreciation61545049506273596666767578
Profit before tax619783-1,684644707682639614625700651677696
Tax %30%26%12%30%30%27%36%26%27%29%31%25%25%
Net Profit +433581-1,893451491498412452459498452505523
EPS in Rs4.235.68-18.514.414.804.874.034.424.494.874.424.935.11

Financials of Godrej Consumer

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +8,2738,4249,2689,84710,3149,91111,02912,27613,31614,09613,99715,17816,537
Sales growth+9%+2%+10%+6%+5%-4%+11%+11%+8%+6%-1%+8%+13%
Expenses +6,8946,7667,3617,7638,1837,7578,6299,86710,87311,13910,98212,00913,194
Operating Profit1,3791,6571,9072,0842,1322,1542,3992,4092,4432,9573,0153,1693,343
OPM %17%20%21%21%21%22%22%20%18%21%22%21%20%
Other Income +73-26276283362322378114-2,2092523319
Interest112128154173238228138122188310361344342
Depreciation91101142156170197204210236241234268296
Profit before tax1,2491,1671,6872,0392,0851,7602,0802,1552,1331982,6722,5902,724
Tax %22%29%22%20%-12%15%17%17%20%383%31%28%
Net Profit +9768311,3081,6342,3421,4971,7211,7831,702-5611,8521,8611,977
EPS in Rs8.888.1012.7615.9922.9114.6416.8317.4416.65-5.4818.1118.1919.33
Dividend Payout %21%24%39%42%44%55%0%0%0%-274%138%110%

Financials of Godrej Consumer

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital34343468102102102102102102102102102
Reserves4,2774,2335,2686,1907,1657,7969,33711,45413,69212,49611,89712,54612,516
Borrowings +2,7172,8914,0013,5083,3823,5751,8641,7041,1303,2224,0094,4215,047
Other Liabilities +2,0972,5213,6374,0983,4453,4072,9412,8222,5132,5713,2893,8734,641
Total Liabilities9,1259,67912,94013,86414,09414,88014,24416,08217,43718,39219,29820,94222,306
Fixed Assets +5,5515,9318,0838,3158,6709,2318,9059,2199,93410,44010,67612,55612,891
CWIP2254497845257571164583464229288
Investments1861909349975166726791,0153,0293,5043,6452,7672,822
Other Assets +3,1643,5143,8264,4684,8554,9204,6025,7314,4294,3654,5135,3906,306
Total Assets9,1259,67912,94013,86414,09414,88014,24416,08217,43718,39219,29820,94222,306

Financials of Godrej Consumer

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +1,0278471,8601,7231,7291,5882,0301,4512,1512,0702,5772,488
Cash from Investing Activity +-1,236-622-2,243-336274-552-292-844-1,754-3,431-343421
Cash from Financing Activity +-12-202665-1,384-2,039-1,295-1,816-380-7941,406-2,181-2,388
Net Cash Flow-221232823-36-259-79227-3984552522
Free Cash Flow8146391,6801,4121,5211,4361,8661,4532,1581,7932,0181,946
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit93%71%119%102%102%90%101%79%105%83%101%95%

Financials of Godrej Consumer

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days364841464643333334404744
Inventory Days10212312513512514612712884737982
Days Payable1031401522012042121491309997120114
Cash Conversion Cycle343213-20-33-2411311916712
Working Capital Days-25-6-22-31-20-42-33-7-2-60-83-85
ROCE %20%23%22%21%20%19%20%19%17%19%19%19%

Guidance history

How Godrej Consumer's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q2 FY27 call →10–20%FlatPlanned——
Q1 FY27 call →10–20%FlatPlanned——
Q4 FY26 call →10–20%Down 0–2%Planned——
Q3 FY26 call →10–20%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

11out of 100

Momentum score · price trend

11 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,920 stocks
Last 12 months−24.2%25%
Last 6 months−15.9%23%
Last 3 months−17.7%17%

The price is 43% below its all-time high of ₹1,491.3 (13 Sept 2024). Stocks more than 20% below their peak have their score halved, so 23 became 11.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,920 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Godrej Consumer: 0.4 × 25 + 0.4 × 23 + 0.2 × 17 = 23, halved to 11 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 9 Nov 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Godrej Consumer's management said in earlier quarters

Earlier calls (4)

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