Analysts/Institutional Investor Meet/Con. Call Updates

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 11, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex, Dalal Street, Mumbai 400 051 Fort, Mumbai - 400 001 Symbol: GODREJCP Scrip Code: 532424 Dear Sir / Madam, Subject: Transcript of Conference Call with Investors and Analysts held on August 7, 2026 Please find enclosed herewith the transcript of Conference Call of Godrej Consumer Products Limited with the Investors and Analysts held on Friday, August 7, 2026 at 4.00 P.M. (IST). The aforesaid information is also being hosted on the website of the Company at the below mentioned weblink: https://www.godrejcp.com/investors/reports-and-financials/quarterly-updates 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 Godrej Consumer Products Limited Q1 FY27 Earnings Conference Call August 07, 2026 MANAGEMENT: MR. SUDHIR SITAPATI – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – GODREJ CONSUMER PRODUCTS LIMITED MR. AASIF MALBARI – GLOBAL CHIEF FINANCIAL OFFICER AND PRESIDENT MR. VISHAL KEDIA – GLOBAL HEAD, STRATEGY & PLANNING/IR – GODREJ CONSUMER PRODUCTS LIMITED Page 1 of 18 Moderator: Ladies and gentlemen, good day, and welcome to the Godrej Consumer Products Limited Q1 FY27 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 this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Vishal Kedia from Godrej Consumer Products. Thank you, and over to you, sir. Vishal Kedia: Good afternoon, and welcome to the conference call for Godrej Consumer. We have with us Sudhir Sitapati and Aasif Malbari. We will start with opening remarks from Sudhir. And post that, we will open the floor for questions from everyone. Now I will hand over to Sudhir for his opening remarks. Sudhir Sitapati: Q1 FY27 has been a strong start to the year for Godrej Consumer Products Limited. We delivered broad-based growth across India, Indonesia and GAUM, building on the confidence and strategic direction we shared at our Investor Meet in May 2026. The operating environment remained challenging through much of the quarter. Input costs were elevated, particularly during the early part of the quarter, and geopolitical developments contributed to significant volatility in crude and other commodities. Despite this backdrop, our underlying volume-led momentum strengthened sequentially, reflecting the resilience of our categories, the strength of our brands and most importantly, the quality of our execution. At a consolidated level, revenues grew 19% year-on-year with underlying volume growth of 9%. EBITDA grew 14% with margins at 19%. Net profit grew 11%, reflecting healthy underlying earnings quality, even as margins absorb some near-term commodity pressure. This was on the back of a strong broad-based performance in India, Indonesia coming back to stable growth and an exceptional performance in Africa driven by FMCG expansion. While we are pleased with the financial performance this quarter, we are even more encouraged by the structural changes that are continuing to take place across our company. Over the last few years, we have been working towards three important objectives: the first is to build the capability to deliver consistent double-digit volume growth backed by the next generation of growth engines while restoring competitiveness in some of our most important core categories. The second is to turn around our Africa business and reposition it as a meaningful driver of profitable growth. The third is to decisively turn around HI in India. Q1 provides further evidence that we are making meaningful progress against each of these objectives. Our first objective is to move towards consistent double-digit volume growth. Page 2 of 18 This quarter, consolidated underlying volume growth reached 9%, supported by increasingly broad-based momentum across geographies and categories. Our Speedboats, Godrej Fab, GK Incense Sticks and Godrej Air globally continue to grow strongly and are becoming increasingly meaningful contributors to the overall company. Our new entries in toilet cleaners, body wash, face wash and pet care are also showing strong progress. These businesses are meeting their stated milestones, and we are encouraged by the quality of consumer traction and execution that we are seeing. These businesses are still at an early stage relative to their long-term potential. However, their progress gives us increasing confidence that we are building the next set of scalable growth opportunities for GCPL. Continuing our progress in expanding into fast- growing categories, we are pleased to announce the launch of Godrej Rizz, our entry into liquid dishwash. Liquid dishwash is a INR2,500 crores to INR3,000 crore category, which is growing in strong double digits as consumers are upgrading from bars to liquids. We are launching Godrej Rizz in select states and are confident of our ability to delight consumers with Godrej Rizz as we have done successfully with our other innovations. Based on the progress we are seeing across these businesses, we believe we are now a few quarters away from consistently delivering double- digit underlying volume growth. Our second strategic objective has been the turnaround of GAUM. Our GAUM business has delivered an outstanding quarter. This performance was led by our FMCG portfolio where we doubled media investment alongside continued strength in hair fashion across markets. We successfully scaled air fresheners across the GAUM region and the initial pilot of incense sticks in Nigeria has received strong consumer feedback. There has also been a structural improvement in EBITDA from high single digit to a consistent mid-teens level, and we are confident of holding this going forward. More importantly, the Africa performance is no longer limited to a single quarter. We have now delivered several successive quarters of improvement in both top line growth and profitability. The business is benefiting from portfolio simplification, stronger execution, improved cost discipline and increased investment behind our priority brands and categories. Our third strategic objective has been the turnaround of India HI. Household insecticides recorded an important milestone during the quarter. After almost a decade, we gained overall market share in the household insecticide category in Q1 FY27. This improvement is consistent with the actions we have been taking to win in this category. While one quarter does not constitute a trend, the overall share gain is an encouraging indication that our strategy in household insecticide is beginning to deliver the intended results. We remain focused on sustaining this momentum through superior products, sharper consumer propositions, disciplined execution and continued category development. This year has been a year of volatility. Page 3 of 18 In Q1, we experienced significant input cost inflation and instability with LPG prices going up 3x and similar increases in other costs. This especially impacted India, where the cost impact was close to 6% on the business. Despite this, we delivered a double-digit EBITDA growth. While prices have cooled off from the highs, going ahead, we anticipate volatility to remain with both crude and palm being unstable and El Nino impacting demand across a few categories. Our response will remain consistent wit [Showing first 8,000 characters — download PDF for full document]