Godrej Consumer shares fall 5% despite Q4 results that met expectations

Shares of Godrej Consumer Products Ltd. declined as much as 5% on Thursday, May 7, after the company reported its March quarter earnings.For Q4FY26, the company reported an 11% YoY rise in revenue, while EBITDA and net profit increased 10.8% and 9.7% respectively.

Revenue for the quarter came in at ₹3,900 crore, slightly below poll estimates of ₹3,950 crore. EBITDA stood at ₹841 crore, largely in line with expectations, while EBITDA margin improved to 21.6%, ahead of estimates of 21.3%.
However, profit after tax at ₹452 crore missed poll expectations of ₹565 crore, impacted by an exceptional loss of ₹92.95 crore during the quarter.The company’s domestic volume growth stood at 8%, within the expected range of 7-9%.

Within the India business, the home care segment reported 12% revenue growth to ₹1,098 crore, while the personal care segment grew 3% to ₹1,096 crore.

Looking ahead, the company said the India business is expected to continue delivering calibrated growth at normative EBITDA margins.

It also expects a meaningful improvement in Indonesia operations, while Africa, the USA and the Middle East businesses are likely to post strong revenue and profit growth.