Godrej Consumer Products Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Godrej Consumer Products reported Q2 FY26 revenue up 4% (INR) with 3% underlying volume growth, while net profit declined 2%. India (excluding soaps) achieved double-digit volume growth despite GST-related trade disruptions. Africa, USA & Middle East sales grew 25% (INR), offsetting Indonesia's -7% revenue. Management anticipates stronger H2 performance, targeting high single-digit India UVG and consolidated revenue. India margins are expected to recover to normative levels (24-26%) in H2. The company acquired Muuchstac, a profitable men's face wash brand (INR80Cr revenue, INR30Cr EBITDA LTM), strategically entering a high-growth segment. The firm remains confident in its strategy and innovation focus.