Godrej Consumer Products Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Godrej Consumer Products (GCPL) reported strong Q4 FY26 results. Consolidated revenue grew 11% with 6% volume, EBITDA +10%, and PAT +10%. India's standalone business saw 8% volume growth, 10% sales, and 18% EBITDA. Home Care delivered 12% value growth, while Personal Care grew 3%. Indonesia shows stabilization, Africa had strong top-line growth. GCPL implemented a revenue reporting change, which optically raises margins but doesn't affect absolute profits or cash flow. Management expects some margin pressure in Q1/Q2 due to raw material inflation but anticipates continued profitable growth, driven by innovation and market execution.