Q2 2026 Godrej Consumer Products Ltd Earnings Call Transcript

Oct 31, 2025 / 11:30 AM GMT

Release Date Price: ₹1118.6 (+0.49%)

Transcript

Key Points

Positve

Godrej Consumer Products Ltd (BOM:532424) reported a resilient quarter with a 4% revenue growth in INR terms, supported by 3% underlying volume growth.
The India business, excluding soaps, delivered double-digit underlying volume growth, showcasing the strength of the core portfolio.
The company gained market share in key categories such as soaps and home care, with a 6% growth in air fresheners and fabric care.
The acquisition of the Mustach brand strengthens Godrej Consumer Products Ltd (BOM:532424)'s presence in the men's grooming segment, which is a high-growth category.
The Africa, USA, and Middle East markets delivered 25% sales growth in INR terms and 15% in constant currency, driven by hair fashion and air fresheners.

Negative

The international portfolio faced macroeconomic and competitive pressures, particularly in Indonesia, leading to negative revenue growth.
Consolidated EBITDA margins stood at 19.3%, with a net profit decline of 2% before exceptions.
The transition of GST in India led to short-term trade disruptions, impacting soaps and hair color sales.
Personal care segment declined by 2%, largely due to the GST-related impact on soaps.
The Indonesia business continues to face macroeconomic challenges and pricing pressures, resulting in a stable but low UVG of 2%.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GOCP.NS - Godrej Consumer Products Ltd
Q2 2026 Godrej Consumer Products Ltd Earnings Call
Oct 31, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Gold Rich Consumer Products Limited Q2 F 526 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing and then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Vishal Kea.

Thank you and over to you, sir.

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Unidentified_2 [2]
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