Godrej Consumer Products flags double-digit volume growth in Q3 FY26 as home care and soaps rebound, with margins set to recover on lower palm oil prices
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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
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.