Godrej Consumer Q1 Results | Profit misses estimates, revenue rises 10%

Godrej Consumer Products Ltd (GCPL) reported a consolidated net profit of ₹452.5 crore for the first quarter of FY26, marginally up 0.4% from ₹450.7 crore in the same period last year but fell short of CNBC-TV18’s estimate of ₹480 crore.For the June quarter, revenue stood at ₹3,662 crore, up 10% year-on-year and broadly in line with the Street’s expectation of ₹3,665 crore. However, the company’s operating performance lagged estimates, with EBITDA falling 4% to ₹694.8 crore against a forecast of ₹739 crore. The EBITDA margin declined sharply to 19% from 21.7% a year ago and was also lower than the anticipated 20.2%.

The company attributed the topline growth to an 8% underlying volume increase, led by strong performance in India and Africa. India posted an 8% revenue growth with 5% volume growth, buoyed by robust demand in Home Care and Hair Colour. However, the soaps segment saw muted traction due to price-volume rebalancing.

In contrast, Indonesia struggled with macroeconomic headwinds and competitive pricing, leading to a 4% decline in sales. The Africa, USA, and Middle East segment delivered a standout performance with 30% sales growth, supported by new launches such as Aer Pocket, while Latin America and others recorded an 18% revenue rise.The company remains on track to deliver high-single-digit consolidated revenue growth and double-digit EBITDA growth for the full year. The company reiterated that margin recovery is expected in the second half of FY26 as the benefits of moderating palm oil prices begin to materialise.

The shares of Godrej Consumer Products ended 1.6% in the green at ₹1222.50 on the BSE. The stock has fallen 13.2% in the year so far.

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