Godrej Consumer Products Limited — Q1FY27 earnings call summary

Filed 11 August 2026 · Official transcript

Q1 FY27 consolidated revenue grew 19% y-y; underlying volume growth 9%
India volume growth at 7%, expected to improve by ~100 bps per quarter
Multiple analyst queries on margin recovery and growth outlook; management confident on exceeding revenue and EBITDA guidance
India margins impacted by 3x inflation in LPG, kerosene, LABSA; recovery to normative levels expected by H2 FY27
Africa FMCG portfolio driving double-digit growth; mid- to high-teens growth sustainable for FY27
New product launches include Godrej Rizz liquid dishwash; expansion in pet care and home care categories ongoing
Pricing actions taken with ~5% price increase in India; cautious approach due to commodity volatility
EBITDA grew 14% with margins at 19%; net profit up 11%