Godrej Consumer Products Limited — Investor Meet, 30-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GCPL reported a strong Q3 FY26: Revenues up 9% (INR terms) with 7% volume growth, EBITDA surged 16%, and margins hit 21.6%. India's business delivered 11% sales growth and 9% volume growth, with EBITDA margins at 24.8% due to cost savings and improving operating leverage. Personal Care saw meaningful recovery, with positive soap volumes.

Internationally, GAUM sales grew 19% (INR terms), and EBITDA rose 18%. Indonesia showed early signs of stabilization with 5% volume growth. The Muuchstac acquisition is on plan, bolstering men's face wash. Pet food is a patient, long-term build. Management expects India's 6-7% volume growth to gradually increase, driven by fast-growing segments like air care, laundry liquids, incense sticks, and EDPs. Confident in sustained profitable growth.