Q3 2026 Godrej Consumer Products Ltd Earnings Call Transcript

Jan 23, 2026 / 11:30AM GMT

Release Date Price: ₹1240.25 (-0.48%)

Transcript

Key Points

Positve

Godrej Consumer Products Ltd (BOM:532424) reported a 9% revenue growth in INR terms, supported by a 7% underlying volume growth.
EBITDA expanded by 16%, with margins reaching 21.6%, indicating strong operational efficiency.
The standalone India business showed excellent performance with a 9% volume growth and healthy EBITDA margins of 24.8%.
The acquisition of Muuchstac was successfully completed, strengthening the company's portfolio in the men's face wash segment.
The Africa, USA, and Middle East GAUM business delivered outstanding results with a 19% sales growth in INR terms and an 18% increase in EBITDA.

Negative

The pet food business in Tamil Nadu showed mixed results, with market share lower than expected.
In Indonesia, pricing pressures persist, although early signs of stabilization are noted.
The Home Care segment faced challenges due to weather-related impacts, affecting the household insecticide business.
The margin profile of the incense sticks subsegment is lower, potentially impacting overall HI margins.
The international portfolio faced a mixed operating environment, with temporary macroeconomic and pricing pressures in Indonesia and LatAm.

Operator

Ladies and gentlemen, good day, and welcome to Godrej Consumer Products Limited Q3 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Vishal Kedia. Thank you, and over to you, sir.

Vishal Kedia

Godrej Consumer Products Ltd - Global Head - Strategy & Planning, FP&A, Investor Relations

Good evening to all. We are happy to welcome you to the investor and analyst conference call for Godrej Consumer for quarter three FY26. Today, we have with us Sudhir Sitapati and Mr. Aasif Malbari. We will start with opening remarks from Sudhir, post which we will move to the Q&A.

I now hand over to Sudhir for his opening remarks.

Sudhir Sitapati

Godrej Consumer Products Ltd - Chief Executive Officer, Managing Director, Executive Director

Good evening. Q3 FY26 has been a quarter of strong broad-based performance for Godrej Consumer Products Limited, fully aligned with our expectations and strategic priorities.

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