Godrej Consumer Products Limited (GCPL), a leading emerging markets FMCG company, reported a strong set of results for the third quarter ended December 31, 2025, delivering broad-based growth across geographies and categories.
The company posted double-digit profit growth, supported by healthy volumes, operating leverage, disciplined cost control, and steady demand across core markets.
Financial Performance Highlights (Q3 FY26)
| Metric | Performance |
|---|---|
| Consolidated Sales | +9% YoY (INR), +7% in constant currency |
| Underlying Volume Growth | 7% |
| EBITDA Margin | 21.6%, up 16% YoY |
| Net Profit (ex-exceptional) | +14% YoY |
Regional Performance
- India (Standalone):
- Sales: ₹2,484 crore (+11%)
- Volume Growth: 9%
- EBITDA: ₹616 crore (+22%)
- EBITDA Margin: 24.8%
- Indonesia:
- Volume Growth: 5%
- Sales: -3% (pricing pressure)
- EBITDA: +2%
- Africa, USA & Middle East (GAUM):
- Sales: +19% (INR)
- EBITDA: +18%
CEO Commentary
Sudhir Sitapati, Managing Director & CEO, said:
“Q3 FY26 has been a quarter of strong, broad-based performance aligned with our strategic priorities. Revenue grew 9%, EBITDA expanded 16%, and profit before exceptional items rose 14%, reflecting the strength and sustainability of our business model.”
He added that India continues to deliver robust growth, GAUM remains a strong growth engine, and Indonesia is showing early signs of stabilisation.
Business Update – India
Home Care (Growth: 12%)
- Strong performance in Air Fresheners, Fabric Care, and Household Insecticides
- Market share gains in Electrics and Incense Sticks
- New launch: Godrej Spic Toilet Cleaner in Tamil Nadu, gaining traction in a ₹3,000 crore category
Personal Care (Growth: 7%)
- Soaps recovery driven by GST reduction
- Strong momentum in Hair Colour
- Growth in Perfumes & Deodorants, led by KS99
- Muuchstac acquisition completed; operations live and on plan
International Performance
Indonesia
- 5% volume growth led by Shampoo Hair Colour and Baby Care
- EBITDA improved due to cost controls
- Market conditions expected to improve from FY27
Africa, USA & Middle East
- Strong traction in Hair Fashion and Air Fresheners
- Aer Pocket gaining wide consumer acceptance
- Hair Care growing at double-digit rates across Africa
Dividend Announcement
The Board declared an interim dividend of ₹5 per share (500%).
- Record Date: January 30, 2026
- Payment Date: On or before February 22, 2026
Stock & Technical Snapshot
| Indicator | Value |
|---|---|
| Current Price | ₹1,240 |
| 52-Week High | ₹1,309 |
| 52-Week Low | ₹979 |
| Macquarie Target | ₹1,400 |
Pivot Levels
- Resistance: R1 ₹1,242 | R2 ₹1,261 | R3 ₹1,275
- Support: S1 ₹1,208 | S2 ₹1,194 | S3 ₹1,175
Delivery Trend
- Last 5 months: 66%
- Last 5 weeks: 61%
This indicates strong long-term investor participation.
Outlook
Godrej Consumer remains confident of:
- High single-digit revenue growth for FY26
- Sustained margins in India
- Double-digit growth in GAUM
- A strong exit trajectory into FY27
With innovation-led growth, category expansion, and cost discipline, GCPL continues to strengthen its position as a resilient FMCG leader.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
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