NSEGeneral Updates2d ago · 29 Oct 2026, 03:56 pm

General Updates

Godrej Consumer Products Limited · GODREJCP

✦ AI Summary▲ PositiveResults

Godrej Consumer Products Limited has announced its Q2 FY2027 financial results, showing strong performance with double-digit consolidated sales and earnings growth, driven by healthy volumes and broad-based performance across geographies.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Godrej Consumer Products Limited has informed the Exchange about General Updates

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GODREJCP_29102026155443_SE_Investor_Presentation_Signed.pdf

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Godrej Consumer Products Limited Godrej One, 4th Floor, Pirojshanagar, Eastern Express Highway, Vikhroli (E), Mumbai – 400 079, India Tel.: +91-22-2518 8010/ 8020/ 8030 Fax.: +91-22-2518 8040/ 8065/ 8069 Website: www.godrejcp.com CIN: L24246MH2000PLC129806 October 29, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra-Kurla Complex, Fort, Mumbai - 400 001 Mumbai 400 051 Scrip Code: 532424 Symbol: GODREJCP Subject: Investor Presentation - Financial Results for the Quarter and Half Year ended September 30, 2026 Dear Sir / Madam, Please find enclosed the Investor Presentation covering, inter alia, the Unaudited Financial Results of the Company for the Quarter and Half Year ended September 30, 2026. Kindly take the same on record. Thanking you, Yours faithfully, For Godrej Consumer Products Limited Tejal Jariwala Company Secretary & Compliance Officer (FCS 9817) Encl.: As above Q2 FY2027 Performance Update October 29, 2026 Disclaimer This communication is provided for information purposes only and does not constitute (and should not be construed as) an offer, invitation or solicitation to buy or sell any securities or other financial instruments, or any investment advice. Recipients should make their own independent assessment and consult appropriate professional advisers. The information and opinions contained herein are stated as of the date of this communication and are subject to change without notice; while reasonable care has been taken in its preparation, the Company makes no representation or warranty, express or implied, as to the accuracy, completeness or fairness of such information (including any third-party/industry data) and, to the fullest extent permitted by law, disclaims any liability for any loss arising from the use of this communication or its contents. Certain statements herein may constitute “forward-looking statements” under applicable laws and regulations, based on current expectations, assumptions and information available to the Company, and involve risks and uncertainties that could cause actual results to differ materially, including changes in economic and market conditions, competitive dynamics, laws, regulations, taxes and their interpretation, foreign exchange and interest rate movements, demand and supply conditions, operational or supply-chain disruptions, labour matters, litigation or regulatory proceedings, and the timing or impact of corporate actions. Forward-looking statements speak only as of the date hereof and undue reliance should not be placed on them; except as required by law, the Company undertakes no obligation to update or revise them. This communication should be read together with the Company’s disclosures and filings made from time to time in accordance with applicable legal and regulatory requirements; where alternative performance measures are included, they are presented for supplemental purposes, may not be comparable across companies, and should not be viewed as a substitute for financial information prepared in accordance with applicable accounting standards. Our Goodness Manifesto Our Our Values Purpose Crafting the goodness of health and beauty for consumers in emerging markets Inspire Trust Create Delight Be Bold Embed AI Strategy Lead through category Drive portfolio development transformation Simplify consumer invisible activities Our ‘AND’ Values Strategy Today UVG Core India AND People Culture AND Valuation AND Execution AND Tomorrow AND Profit AND New International AND Planet Our Measures >50% Godrejites (40% white collar) Double Digit UVG and Profit Retain #1 global position on DJSI are Women, PWD, LGBTQIA+ FINANCIAL PERFORMANCE UPDATE Key highlights – Strong performance despite difficult macros Consolidated Consolidated Consolidated UVG^ Revenue growth EBITDA growth ^Underlying Volume Growth Double-digit consolidated sales and earnings growth, supported by healthy volumes Growth (year-on-year) Consolidated Business Standalone Business Underlying Volume Growth 8% 7% Net Sales 19% 13% Net Sales (Constant Currency) 15% - EBITDA 12% 8% Net Profit (Reported) 14% -5% Strong broad based performance Sales Growth Constant Currency Growth Geography (₹ crore) (Year-on-year) (Year-on-year) Standalone 2,631 13% - Indonesia 538 20% 20% Africa, USA & Middle East 1,069 40% 23% Latin America & Others 297 43% 28% Total Net Sales 4,396 19% 15% Note: Total Net Sales includes the impact of contra and inter company eliminations Double-digit EBITDA growth despite significant commodity inflation Africa, USA Latin America Consolidated Standalone Indonesia & Middle East & Others Q2FY27 Operating 18.7% 21.0% 19.3% 15.0% 0.9% EBITDA margin* Growth in EBITDA 12% 8% 12% 43% -85% (y-y) *After adjusting business support charges, royalty and technical fees Net profit reconciliation statement Consolidated Business Q2 FY2027 Q2 FY2026 (A) Net Profit (Reported)* 523 459 (B) Exceptionals & one-offs (Post tax)*: Restructuring costs -11 8 Acquisition costs** and Others (Incl. Litigation) 20 20 (C) Net Profit (Without exceptional and one-off items) (A+B)* 532 487 *All values are in ₹ crore and rounded off **Acquisition cost relates to Increase in fair valuation of contingent consideration payable on acquisition of Muuchstac brand ₹ 20 crore due to higher revenue achieved verses prior estimates STANDALONE BUSINESS UPDATE Delivered double-digit sales growth Sales Growth Category (₹ crore) (Year-on-year) Home Care 1,329 19% Personal Care 1,303 8% Total Net Sales 2,631 13% Home Care (1/5): Household Insecticides gains market share Strong market share gain across formats; despite weak monsoons, led by an intensifying El-Niño Electrics delivered a sequentially improving performance; new "GK 6-min" campaign gaining popularity Incense sticks continue to scale up strongly and is the largest branded stick in the category Non-mosquito continues to witness momentum; new TVC on air 1122 Home Care (2/5): Air Fresheners sustained strong double-digit growth and category leadership Continue to gain market share and enjoy market leadership Aer Spray 99 continues to reset the category landscape and grow significantly ahead of peers and gain share Aer O continues to scale and strengthen its presence in the category with strong growth momentum 1133 Home Care (3/5): Fabric Care continues double-digit growth trajectory and strengthens market position Fabric Care maintains robust growth momentum Continue to gain market share driven by extremely strong double-digit UVG* on Godrej Fab Significant impact from commodity inflation; steep pricing taken already; further sequential pricing underway Launched Godrej Zap, expanding Fabric Care portfolio into stain removers *Underlying volume growth Godrej Zap: The latest launch in our Fabric Care range Stain remover is a niche but fast growing category in India Leveraged playbook from market leading Digital forward Indonesia distribution and portfolio marketing play Home Care (4/5): Godrej Spic scale-up continues, encouraging results Scaled up to pan-India in Q1 post the robust results in Tamil Nadu; positive consumer feedback and healthy repeats Continues to witness strong sequential growth; despite large pockets of distribution yet to be tapped 1166 Home Care (5/5): Godrej Rizz launched in select markets Liquid dishwash is a ~₹3k crore category, growing at a double-digit rate The category offers significant headroom given mid-teens household penetration Launched in select markets of West and South India Personal Care (1/3): Skin cleansing continues to upgrade to premium formats Stable performance in Soaps, despite significant price increase and grammage reduction albeit on a favourable comparator Cinthol Bodywash continues to scale sequentially driven by both media and on-platform investments Muuchstac performance and scale up in line with the business plan Magic Handwash continues to scale and enjoy market leadership [Showing first 8,000 characters — download PDF for full document]