Page 2 - Godrej Consumer Products Ltd News
Confident of gradual improvement in consumption over coming quarters: GCPL
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 .
 "Confident of gradual improvement in consumption over coming quarters: GCPL")
GCPL expects consolidated revenue to be in double digits in Oct-Dec
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
 "GCPL expects consolidated revenue to be in double digits in Oct-Dec")
FMCG Q3 growth dull; recovery amid tailwinds key for valuations: Analysts
In the latest note on the consumer goods sector, Emkay analysts Nitin Gupta and Mohit Dodeja estimated revenue growth of around 6% Y-o-Y & Ebitda growth of about 7% for listed FMCG players in Q3.
 "FMCG Q3 growth dull; recovery amid tailwinds key for valuations: Analysts")
Stocks to buy today: Analyst bets on Ceat, Godrej Consumer; check target
Osho Krishan of Angel One has recommended buying Ceat and Godrej Consumer Products; here's why
 "Stocks to buy today: Analyst bets on Ceat, Godrej Consumer; check target")
Q3 sales recovery, easing costs to drive gains for Godrej Consumer Products
Emkay Research points out that GST cuts have boosted consumer sentiment, and growth benefits are likely to be visible going ahead
 "Q3 sales recovery, easing costs to drive gains for Godrej Consumer Products")
Indian consumer firms to see Q3 margin spur as input costs soften: Nomura
Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.