Personal Products
Valuation | |
|---|---|
| Market Cap | 1.14 LCr |
| Price/Earnings (Trailing) | 62.81 |
| Price/Sales (Trailing) | 7.55 |
| EV/EBITDA | 37.27 |
| Price/Free Cashflow | 57.99 |
| MarketCap/EBT | 44.71 |
| Enterprise Value | 1.18 LCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 15.16 kCr |
| Rev. Growth (Yr) | 3.6% |
| Earnings (TTM) | 1.82 kCr |
| Earnings Growth (Yr) | -6.5% |
Profitability | |
|---|---|
| Operating Margin | 17% |
| EBT Margin | 17% |
| Return on Equity | 14.98% |
| Return on Assets | 9.16% |
| Free Cashflow Yield | 1.72% |
Growth & Returns | |
|---|---|
| Price Change 1W | -1% |
| Price Change 1M | -2.6% |
| Price Change 6M | -11.1% |
| Price Change 1Y | -12.8% |
| 3Y Cumulative Return | 10.1% |
| 5Y Cumulative Return | 11% |
| 7Y Cumulative Return | 6.6% |
| 10Y Cumulative Return | 10.1% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -343.55 Cr |
| Cash Flow from Operations (TTM) | 2.58 kCr |
| Cash Flow from Financing (TTM) | -2.18 kCr |
| Cash & Equivalents | 528.49 Cr |
| Free Cash Flow (TTM) | 1.98 kCr |
| Free Cash Flow/Share (TTM) | 19.33 |
Balance Sheet | |
|---|---|
| Total Assets | 19.9 kCr |
| Total Liabilities | 7.74 kCr |
| Shareholder Equity | 12.16 kCr |
| Current Assets | 6.84 kCr |
| Current Liabilities | 6.91 kCr |
| Net PPE | 1.78 kCr |
| Inventory | 1.77 kCr |
| Goodwill | 5.34 kCr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.2 |
| Debt/Equity | 0.32 |
| Interest Coverage | 6.49 |
| Interest/Cashflow Ops | 8.39 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 20 |
| Dividend Yield | 1.79% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.00% |
Updated Aug 14, 2025
The company has lowered its EPS estimates by 4-5% due to near-term margin challenges.
The target price has been revised down slightly from Rs 1,420 to Rs 1,410.
Near-term margin challenges could impact the company's financial performance.
The company is noted for its strong performance in various categories, pricing strategies, innovations, and growth potential.
FY28E estimates project a CAGR of 10% in revenue and 14% in EPS from FY25-28E.
The Buy rating is retained with a revised target price of Rs 1,410, indicating continued investor confidence.
Change in Management • 24 Oct 2025 The attached file is self explanatory |
Analyst / Investor Meet • 17 Oct 2025 The revised attached file is self explanatory |
Analyst / Investor Meet • 16 Oct 2025 The attached file is self explanatory |
General • 07 Oct 2025 The attached file is self explanatory |
Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018 • 07 Oct 2025 The attached file is self explanatory |
Allotment of ESOP / ESPS • 01 Oct 2025 The attached file is self-explanatory |
General • 30 Sept 2025 The attached file is self explanatory |
This information is AI-generated and may contain inaccuracies. Please verify from multiple sources.
Summary of Godrej Consumer Products's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Last updated:
Management's outlook for Godrej Consumer Products Ltd. (GCPL) emphasizes a positive trajectory moving forward, particularly in the second half of FY26. Key forward-looking points include:
Volume Growth: Management anticipates that the standalone business, excluding soaps, will achieve mid-to-high single-digit underlying volume growth (UVG) for FY26, while consolidated revenue growth is expected to be in the high single digits.
Revenue and EBITDA Growth: For FY26, management projects high single-digit revenue growth in INR terms and double-digit growth in consolidated EBITDA. The expectation is that improved performance will be realized sequentially in FY26, with the second half expected to outperform the first half in terms of margin.
Margins Expectations: Standalone EBITDA margins in H1 FY26 are anticipated to be below standard levels but are expected to improve in the second half. This improvement is highly dependent on moderating raw material costs, particularly palm oil prices, which have started to show signs of stabilization.
A&P Investments: Management is targeting cost savings of 150 to 200 basis points in advertising and promotion (A&P) investments without sacrificing media reach, achieved through better planning and negotiations.
International Performance: The Africa business has shown strong growth, with 30% sales growth and 15% EBITDA growth. However, the Indonesia business continues to face macroeconomic headwinds and pricing pressures, which management believes to be transitory. They expect the situation to improve in the coming months.
Product Innovations: Successful new product launches, including Aer Pocket in Africa and competitive pricing strategies in various segments, are expected to contribute positively to overall category growth.
In summary, GCPL's management appears confident in recovering margins and achieving growth, particularly in the second half of the fiscal year, despite current challenges in certain markets.
Last updated:
Question from Aditya Soman: You indicated the impact of the early monsoons potentially on soaps. Was there also a similar positive impact on home insecticides given that we had an early rain? And about the liquid detergents business, with Unilever being aggressive, do you see this as a challenge?
Answer: For household insecticides, the infestation index was only average this quarter. April was particularly hot, which impacted volumes. In terms of Fab, it continues to gain share and our mix remains strong, even with a 5% price increase recently that did not affect volume.
Question from Avneesh Roy: How much is the decline in coils for India HI? And regarding Q2, high monsoons typically flood mosquito larvae, which could impact HI demand. Any concerns?
Answer: I can't give specific coil numbers, but we're experiencing sustained high single-digit growth and are optimistic. For Q2, it's too early to tell; last year's monsoon affected mosquito populations, but we hope for a better season this year given past trends.
Question from Percy Panthaki: What has changed for the soaps volume growth this quarter?
Answer: Our soap volumes have declined, affected by sharp grammage cuts and a poor season in May. However, our ex-soaps business has seen mid-teens growth despite challenges in the soap category.
Question from Karthik Chellappa: How do you see the standalone margins trending on a year-on-year basis, excluding soaps?
Answer: Margins on ex-soaps have dipped slightly due to some price corrections in household insecticides and hair color. However, aggressive cost-saving measures are in place, and we expect to recover margins over the year.
Question from Mihir Shah: Is the growth in Africa sustainable, and what's the long-term outlook?
Answer: With interventions made over the last year, we expect to sustain double-digit growth in Africa. However, part of the growth may relate to base corrections from previous inventory adjustments.
Question from Nihal Mahesh Jham: Can you provide feedback on the deodorant portfolio revamp?
Answer: We're pleased with the results in Tamil Nadu. We've noticed a doubling of volumes and revenue after adjusting pricing, showcasing a strong consumer response to the INR99 strategy.
Analysis of Godrej Consumer Products's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Sep 30, 2025
| Description | Share | Value |
|---|---|---|
| a) India | 61.5% | 2.4 kCr |
| c) Africa (including Strength of Nature) | 20.7% | 804.7 Cr |
| b) Indonesia | 12.4% | 480.1 Cr |
| d) Others | 5.4% | 209.1 Cr |
| Total | 3.9 kCr |
Understand Godrej Consumer Products ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Godrej Seeds & Genetics Limited | 27.72% |
| Godrej Industries Limited | 23.73% |
| Godrej Boyce Manufacturing Co Ltd | 7.33% |
| NPS Trust- Through various Schemes | 2.54% |
| Hdfc Mutual Fund - Hdfc Mid-Cap Fund | 1.49% |
| Aditya Birla Sun Life Trustee Private Limited A/C - Aditya Birla Sun Life Large Cap Fund | 1.18% |
| Government Of Singapore | 1.11% |
| NISABA GODREJ AND PIROJSHA GODREJ (TRUSTEES OF NG FAMILY TRUST) | 0.28% |
| PIROJSHA GODREJ AND NISABA GODREJ (TRUSTEES OF PG FAMILY TRUST) | 0.28% |
| TANYA DUBASH AND PIROJSHA GODREJ (TRUSTEES OF TAD FAMILY TRUST) | 0.28% |
| Burjis Nadir Godrej | 0.19% |
| Sohrab Nadir Godrej | 0.19% |
| NADIR GODREJ, HORMAZD GODREJ AND RATI GODREJ (TRUSTEES OF HNG FAMILY TRUST) | 0.17% |
| NADIR GODREJ, HORMAZD GODREJ AND RATI GODREJ (TRUSTEES OF BNG SUCCESSOR TRUST) | 0.06% |
| Hormazd Nadir Godrej | 0.05% |
| Azaar Arvind Dubash | 0.04% |
| Nisaba Godrej | 0.04% |
| Pirojsha Adi Godrej | 0.04% |
| Nadir Barjorji Godrej | 0.02% |
| ARYAAN ARVIND DUBASH | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of Godrej Consumer Products against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| HINDUNILVR | Hindustan Unilever | 5.79 LCr | 65.13 kCr | -2.80% | -2.50% | 53.2 | 8.89 | - | - |
| ITC | ITC | 5.27 LCr | 87.61 kCr | +3.60% | -14.00% | 15.01 | 6.01 | - | - |
| BRITANNIA | Britannia Industries | 1.41 LCr | 18.54 kCr | -2.20% | +1.90% | 64.08 | 7.58 | - | - |
| MARICO | Marico | 93.31 kCr | 11.67 kCr | +2.60% | - | 55.85 | 7.99 | - | - |
| DABUR | Dabur India | 86.48 kCr | 13.33 kCr | -1.50% | -9.70% | 47.75 | 6.49 | - | - |
| COLPAL | Colgate-Palmolive (India) | 61.01 kCr | 5.95 kCr | +0.80% | -26.80% | 46.01 | 10.25 | - | - |
Comprehensive comparison against sector averages
GODREJCP metrics compared to Personal
| Category | GODREJCP | Personal |
|---|---|---|
| PE | 62.81 | 52.09 |
| PS | 7.55 | 7.83 |
| Growth | 5.7 % | 0.1 % |
Godrej Consumer Products is a prominent Personal Care company, trading under the stock ticker GODREJCP. With a substantial market capitalization of Rs. 129,502.8 Crores, it operates primarily in the fast-moving consumer goods sector.
The company specializes in the manufacture and marketing of various personal care and home care products across multiple regions, including India, Africa, Indonesia, the Middle East, and the United States, along with other international markets.
Godrej Consumer Products provides a diverse range of products, which include:
Their extensive portfolio features well-known brands such as Good knight, Godrej Expert, Darling, Saniter, Inecto, HIT, and CINTHOL, among others.
Founded in 1897, the company is headquartered in Mumbai, India. Over the last year, it has reported trailing revenues of Rs. 14,462 Crores and has demonstrated consistent growth, achieving a revenue growth rate of 18.8% in the past three years. The company also rewards its investors with dividends, offering a yield of 1.97% per year, with a recent payout of Rs. 25 per share.
Godrej Consumer Products continues to thrive as a leader in the personal care industry, maintaining a strong presence in various global markets.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
GODREJCP vs Personal (2021 - 2025)