Q3 2025 Godrej Consumer Products Ltd Earnings Call Transcript

Jan 24, 2025 / 11:30AM GMT

Release Date Price: ₹1130.35 (-1.30%)

Transcript

Key Points

Positve

Godrej Consumer Products Ltd (BOM:532424) reported a consolidated EBITDA margin of about 20%, maintaining advertising spend at 10% despite margin pressures.
The international business showed strong performance, with Indonesia achieving 6% volume growth, 9% revenue growth, and 12% EBITDA growth.
The company is gaining rapid market share in the incense sticks segment and has seen growth in electrics, laundry, air fresheners, and sexual wellness businesses.
Godrej Consumer Products Ltd (BOM:532424) was included in the Dow Jones Sustainability Index, being one of the three FMCG companies worldwide recognized for sustainability leadership.
The Africa business showed a significant improvement in operating margins, reaching 15% over the past four quarters.

Negative

The India business faced challenges with flat volume growth and a 21% decline in EBITDA, attributed to macroeconomic slowdown and high palm oil prices.
The household insecticides category experienced a poor season, impacting overall performance.
There is a noticeable slowdown in urban consumption, particularly affecting premium products and modern trade channels.
The soaps business faced destocking issues due to price changes and inflation, impacting revenue growth.
The company anticipates the need for further price increases in soaps to restore margins to their normative levels.

Operator

Ladies and gentlemen, good day, and welcome to the Godrej Consumer Products Limited Q3 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to the Senior Management of Godrej Consumer Products Limited. Thank you, and over to you.

Unidentified Company Representative

Good evening, everyone. Welcome to the investor call for Godrej Consumer Products Limited. For GCPL, we will have Mr. Sudhir Sitapati; and Mr. Aasif Malbari. We will start with opening remarks by Sudhir. Following that, we will go into Q&A. .

Now I welcome Sudhir for his opening remarks.

Sudhir Sitapati

Godrej Consumer Products Ltd - Managing Director & Chief Executive Officer

Thanks, Vishal. Good evening to all. Quarter three FY25 has been a tough quarter for GCPL. In particular, our India business has had a poor performance, which has been somewhat compensated by our international business. On a consolidated basis, our organic revenues grew 6% in

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