GCPL

GCPL expects high-teens revenue growth and double-digit Ebitda growth in Q2FY27, but commodity inflation and higher investments could keep margins under pressure

Godrej Consumer Products shifts focus to core brands and sharper execution as new CEO Aasif Malbari takes charge after Sudhir Sitapati's exit

Sudhir Sitapati's sudden exit has raised concerns over execution and strategy, though GCPL has retained its guidance and appointed internal executives to key roles

Malbari, previously GCPL's global CFO and president of Godrej Africa, takes charge with immediate effect; Vishal Kedia has been named interim chief financial officer

The FMCG company said the capital infusion will support its wholly owned subsidiary's business operations, growth plans and capital requirements

GCPL's Q4FY26 update signals steady demand, broad-based growth and resilient margins, with cost pressures likely but manageable, supporting valuations in a volatile environment

Fast-moving consumer goods company Godrej Consumer Products Ltd on Friday reported a marginal decline in its consolidated net profit at Rs 497.91 crore in the third quarter ended December 2026. It posted a net loss of Rs 498.31 crore in the October-December period a year ago, according to a regulatory filing from Godrej Consumer Products Ltd (GCPL). Revenue from sales of the Godrej group's FMCG arm was up 8.81 per cent at Rs 4,079.47 crore in the quarter under review. It was at Rs 3,749.11 crore in the corresponding quarter a year ago. Its revenue from operations was at Rs 4,099.12 crore in the latest third quarter, up 8.77 per cent from a year ago. GCPL's total expenses were at Rs 3,364.03 crore, up 6.3 per cent year-on-year. GCPL operates in soap, hair colourants, toiletries and liquid detergents and has a presence in several emerging markets. Revenue of GCPL from the Indian market, where it operates with brands such as Good Knight, Cinthol and HIT, was Rs 2,510.34 crore in the

Godrej Consumer Products Ltd on Tuesday said demand conditions in India strengthened progressively during the third quarter ended December 2025, and the company is confident of a gradual improvement in consumption over the coming quarters. In its quarterly update, Godrej Consumer Products Ltd (GCPL) said falling inflation and improving affordability following lower GST rates would support growth of consumption, and its standalone business is well-positioned to deliver double-digit revenue growth in the third quarter. "...demand conditions in India strengthened progressively during the quarter. We remain confident of a gradual improvement in consumption over the coming quarters, supported by falling inflation and improving affordability following lower GST rates," GCPL said in a regulatory filing. Against this backdrop, it said, "Our standalone business is well-positioned to deliver double-digit revenue growth for the quarter, underpinned by close to double-digit underlying volume .

Godrej Consumer Products expects double-digit consolidated revenue and EBITDA growth in the October-December quarter, led by strong home care demand and improving consumption trends

Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.

FMCG major Godrej Consumer Products Ltd (GCPL) has completed the acquisition of Muuchstac in a Rs 450-crore deal and its promoters would continue to be in the driving seat, running the business. GCPL Managing Director and CEO Sudhir Sitapati, in a post on social media platform LinkedIn, said its founders "Vishal and Ronak will continue to run this business with GCPL supporting them". Moreover, GCPL, which is increasing its investment in high-margin categories, is looking for more new-age D2C businesses as Muuchstac. "If anyone else knows of a new-age D2C business with numbers as good as this one, please write a comment or DM me," said Sitapati. Last month, GCPL had announced the signing of a definitive agreement to acquire the FMCG business of Triology Solutions, operating primarily in the male grooming category with 'Muuchstac' brand via slump sale to "drive profitable growth". Muuchstac was founded in 2017 by two boys from Bhayander -- Vishal Lohia and Ronak Bagadia. "On 10 Nov

Analysts see short-term pain from GST disruption but expect recovery in H2FY26 as palm oil costs ease, home care stays strong, and new categories drive growth

Implementation of new GST slabs to lower the duty has resulted in some short-term adjustments across trade in the domestic market, Godrej Consumer Products Ltd (GCPL) said while projecting a 'low-single digit' volume growth on a standalone basis in the September quarter. The GST rate reductions have resulted in some short-term adjustments across trade channels, as distributors and retailers focused on liquidating existing inventories, said Godrej Consumer in its quarterly updates. This has delayed the flow of new orders and temporarily deferred consumer purchases, impacting both growth and profitability, the FMCG business of Godrje Industries Group added. "Consequently, our Standalone business is expected to deliver mid-single digit value growth, supported by low-single digit UVG," it said. However, GCPL, which markets brands as Cinthol, Godrej No1, Good Knight and HIT, said the government's recent GST reforms represent an 'encouraging step' towards strengthening consumer ...

This storage facility is spread across 2.84 lakh square feet

Nifty 50 has corrected 10 per cent from its peak in September 2024, Goldman Sachs said, driven by cuts in EPS growth following a slower macro as well as a sharp correction in valuation multiples

In the near term, GCPL's India profitability may continue to face pressure given modest volume growth and higher input cost

Godrej Consumer believes that due to an increase in soap prices, unseasonal rainfall, and slowdown in sales of its home insecticides (HI) segment a 'flattish' underlying volume growth

Stocks to Watch, Dec 9: Here is a list of stocks from Adani group shares to GCPL that will remain in focus today

GCPL said it expects a "flattish" earnings growth in the domestic market in the September quarter as higher palm oil prices added to input costs

The fall in the stock price came after the company's June quarter (Q1FY25) numbers missed the street estimates.