BSECompany Update7 Aug 2026 · 7 Aug 2026, 12:17 pm

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Godrej Consumer Products Ltd · 532424

✦ AI Summary▲ PositiveResults

Godrej Consumer Products Ltd has announced its Q1 FY2027 financial results, showing a 19% year-on-year growth in consolidated net sales and 14% growth in EBITDA. The company reported a net profit of ₹505 crore in Q1 FY2027, with a 11% year-on-year growth. The standalone business delivered a 12% year-on-year growth in net sales, with strong performance across all geographies.

Analysis Scores

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

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Godrej Consumer Products Ltd - 532424 - Announcement under Regulation 30 (LODR)-Investor Presentation

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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 August 7, 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 Dear Sir / Madam, Subject: Investor Presentation - Financial Results for the Quarter ended June 30, 2026 Please find enclosed the Investor Presentation covering, inter alia, the Unaudited Financial Results of the Company for the Quarter ended June 30, 2026. Kindly take the same on record. Thanking you, Yours faithfully, For Godrej Consumer Products Limited Tejal Jariwala Company Secretary & Compliance Officer (F9817) Encl.: As above Q1 FY2027 Performance Update August 07, 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 Strategy Lead through category Drive portfolio Funded by development transformation simplification Our Operating Less is more; Much Consumer first, Think local, Tomorrow People and planet, Philosophy less is much more Business second Act global before today alongside profit Our Measures More spends on brands, More automation, More diversity, Less Industry beating UVG Less on cost to serve Less working capital environmental impact FINANCIAL PERFORMANCE UPDATE Key highlights Consolidated Consolidated Consolidated UVG^ Revenue growth EBITDA growth ^Underlying Volume Growth Broad-based performance in both Standalone and International businesses Growth (year-on-year) Consolidated Business Standalone Business Underlying Volume Growth 9% 7% Net Sales 19% 12% Net Sales (Constant Currency) 14% - EBITDA 14% 10% Net Profit (Reported) 11% 2% Strong performance across all geographies Sales Growth Constant Currency Growth Geography (₹ crore) (Year-on-year) (Year-on-year) Standalone 2,535 12% - Indonesia 487 15% 11% Africa, USA & Middle East 1,005 47% 25% Latin America & Others 264 21% 22% Total Net Sales 4,211 19% 14% Note: Total Net Sales includes the impact of contra and inter company eliminations Strong double-digit EBITDA growth across businesses Africa, USA Latin America Consolidated Standalone Indonesia & Middle East & Others Q1FY27 Operating 19.0% 21.6% 21.5% 12.8% 8.2% EBITDA margin* Growth in EBITDA 14% 10% 11% 42% 17% (y-y) *After adjusting business support charges, royalty and technical fees Net profit reconciliation statement Consolidated Business Q1 FY2027 Q1 FY2026 (A) Net Profit (Reported)* 505 452 (B) Exceptionals & one-offs (Post tax)*: Acquisition costs and Others (Incl. Litigation) 13 20 (C) Net Profit (Without exceptional and one-off items) (A+B)* 518 472 *All values are in ₹ crore and rounded off STANDALONE BUSINESS UPDATE Delivered double-digit sales growth Sales Growth Category (₹ crore) (Year-on-year) Home Care 1,115 12% Personal Care 1,420 11% Total Net Sales 2,535 12% Speedboats continue to gain salience and grow fast Speedboats salience as a % of standalone FY24 FY25 FY26 Q1 FY26 Q1 FY27 *Note - Speedboats include Fab LD, Incense Sticks, Air Fresheners, Spic and other scaled innovations Home Care (1/5): Household Insecticides performance improving driven by actions Electrics continues to deliver as per plan, with the new "GK 6-min RNF" campaign gaining popularity Incense sticks continue to scale up strongly and is the largest branded stick in the category Non-mosquito portfolio continues to deliver, led by HIT ARG double-digit growth Home Care (2/5): Air Freshener continues to witness strong consumer traction and strengthen market 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 Home Care (3/5): Godrej Fab continues to deliver on stated momentum of strong double-digit growth Fabric Care maintains robust growth momentum Continue to increase market share driven by strong results on Godrej Fab On track to deliver stated ARR plans shared during Investor meet 2026 Home Care (4/5): Godrej Spic Toilet Cleaner scaled up to pan-India; positive consumer traction Godrej Spic Toilet Cleaner has been scaled up to pan-India in April post the robust results in Tamil Nadu; positive consumer feedback and healthy repeats Toilet Cleaners is a ~3K crore category in India, growing at double-digit Home Care (5/5): Launching Godrej Rizz, entry into Liquid Dishwash Liquid dishwash is a ~₹3k crore category, growing at a double-digit rate The category has a huge headroom for growth, with household penetration in the mid-teens Launching in select states Personal Care (1/3): Skin cleansing continues to upgrade to premium formats and outperform in the market Strong recovery in soaps underlying volume growth leading to outperformance in the market Magic Handwash continues to scale and enjoy market leadership in the handwash segment Cinthol Bodywash witnessed highest ever offtake in Q1 Muuchstac performance and scale up in line with the business plan Upgrading the consumers to liquids remains a key focus Personal Care (2/3): Hair Colour delivered strong growth Market share gains continue to be positive across our key bets on both Crème and Shampoo Hair Colour Both Crème and Shampoo Hair Colour continue strong growth performance Personal Care (3/3): Perfumes & Deodorants actions as per plan Perfume business continues to deliver strong growth momentum Market restructuring actions underway to strengthen the Perfumes & Deodorants business KS99 continues to deliver strong performance and has been scaled up pan-India https://www.youtu [Showing first 8,000 characters — download PDF for full document]