Godrej Consumer Products Limited — Q2FY27 earnings call summary

Filed 04 November 2026 · Official transcript

FY27 guidance maintained: high single-digit volume growth stand-alone, double-digit revenue and EBITDA growth consol
Consolidated Q2 FY27 revenue grew 19% y-y (15% constant currency), underlying volume +8%
Stand-alone business sales +13%, volume +7%, impacted by 150 bps trade inventory correction
GUAM growth broad-based with capacity expansions planned
Commodity inflation high; pricing actions and cost savings ongoing to maintain double-digit profit growth
EBITDA grew 12%, net profit up 14% to INR 523 crores
Strong growth in Home Care (19% value), Personal Care (8% value), and international markets (Indonesia +20%, GUAM +40%)
Digital advertising capabilities and operational excellence improvements underway