Godrej Consumer Products Ltd

📈 Godrej Consumer Products Q4 FY26 Outlook: Double-Digit Growth Expected

• Expects double-digit underlying sales growth and high-single digit volume growth for Q4 FY26 in standalone business

• Consolidated revenue growth expected close to double-digit with EBITDA growth in line with revenue

• Excluding soaps, volume growth remains in double-digits across all future categories

• GAUM (Africa, USA, Middle East) business delivers double-digit sales growth and high-single digit volume growth

• Indonesia business shows stabilization with mid-single digit volume growth and sustained market share gains

• Crude oil price surge ($100-110 Brent) and palm oil costs (4500-4800 MYR) expected to create 6-9% cost impact

• Plans to offset cost increases through pricing actions, cost savings, and media optimization

• Maintains confidence in delivering sustained profitable growth into FY27 despite commodity volatility