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Godrej Consumer Products (GCPL) Q2 FY2027 Performance Update: the Indian FMCG company's earnings presentation for the quarter ended September 30, 2026, filed with BSE/NSE on October 29, 2026. Consolidated net sales rose 19% to ₹4,396 crore (15% in constant currency) on 8% underlying volume growth, EBITDA grew 12% despite heavy commodity inflation, and reported net profit rose 14% to ₹523 crore. The 32-slide deck covers consolidated and standalone financials, a net profit reconciliation, India Home Care and Personal Care category updates with new launches (Godrej Zap, Godrej Spic, Godrej Rizz, Hair Lab), Indonesia and Africa/USA/Middle East reviews, ESG target progress and the shareholding pattern.
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Godrej Consumer Products (GCPL) Q2 FY2027 Performance Update: the Indian FMCG company's earnings presentation for the quarter ended September 30, 2026, filed with BSE/NSE on October 29, 2026. Consolidated net sales rose 19% to ₹4,396 crore (15% in constant currency) on 8% underlying volume growth, EBITDA grew 12% despite heavy commodity inflation, and reported net profit rose 14% to ₹523 crore. The 32-slide deck covers consolidated and standalone financials, a net profit reconciliation, India Home Care and Personal Care category updates with new launches (Godrej Zap, Godrej Spic, Godrej Rizz, Hair Lab), Indonesia and Africa/USA/Middle East reviews, ESG target progress and the shareholding pattern.
Vista dettagliata di ogni pagina di slide, inclusi layout, contenuto chiave ed elementi visivi.
Cover slide with the Godrej Consumer Products logo, the title 'Q2 FY2027 Performance Update' and the date October 29, 2026, alongside a product shot of the new Hair Lab Smart Black shampoo hair colour (no ammonia, no peroxide, 15 minutes).
Dark charcoal full-bleed background; title block left-aligned on the left half, large product image on the right half, Godrej script logo bottom left.
Standard legal disclaimer: the communication is for information only and is not an offer or investment advice; contains forward-looking statements subject to risks such as economic conditions, competition, regulation, currency and interest rates, supply-chain disruption and litigation; alternative performance measures are supplemental and not a substitute for statutory accounting measures.
Single dense justified text block under a bold heading on a white background.
Company framework: Purpose 'Crafting the goodness of health and beauty for consumers in emerging markets'; Values Inspire Trust, Create Delight, Be Bold; Strategy to lead through category development, drive portfolio transformation, embed AI and simplify consumer-invisible activities; an 'AND' culture (Values AND Valuation, Strategy AND Execution, Today AND Tomorrow, UVG AND Profit, Core AND New, India AND International, People AND Planet); Measures: double-digit UVG and profit, retain #1 global position on DJSI, and more than 50% of Godrejites (40% of white collar) being women, PWD or LGBTQIA+.
Light grey background with stacked rounded white cards: header card, two-column Purpose/Values row, Strategy row with line icons, Culture row with seven divided pairs, Measures row with three divided statements.
Section divider introducing the financial results section.
Plain light grey background with oversized grey uppercase text, left-aligned and vertically centred.
Three headline metrics for Q2 FY27: consolidated underlying volume growth (UVG) of 8%, consolidated revenue growth of 19% and consolidated EBITDA growth of 12%.
Three equal white cards with drop shadows straddling a two-tone white/light-grey background; each card has a very large percentage on top and a label box below.
Year-on-year growth table. Consolidated: UVG 8%, net sales 19%, net sales in constant currency 15%, EBITDA 12%, reported net profit 14%. Standalone (India): UVG 7%, net sales 13%, EBITDA 8%, reported net profit -5%.
Three-column table (metric, Consolidated Business, Standalone Business) with a dark grey header row and thin row dividers.
Q2 FY27 sales by geography in ₹ crore: Standalone 2,631 (+13%); Indonesia 538 (+20%, +20% constant currency); Africa, USA & Middle East 1,069 (+40%, +23% constant currency); Latin America & Others 297 (+43%, +28% constant currency); total net sales 4,396 (+19%, +15% constant currency). Total includes contra and inter-company eliminations.
Four-column table (Geography, Sales ₹ crore, Growth, Constant Currency Growth) with a heavy rule separating the total row.
Q2 FY27 operating EBITDA margin (after business support charges, royalty and technical fees): consolidated 18.7%, standalone 21.0%, Indonesia 19.3%, Africa/USA/Middle East 15.0%, Latin America & Others 0.9%. EBITDA growth year-on-year: consolidated 12%, standalone 8%, Indonesia 12%, Africa/USA/Middle East 43%, Latin America & Others -85%.
Six-column matrix with segments across the top and two metric rows (margin shaded light grey, growth on white), closed by a heavy bottom rule.
Consolidated, ₹ crore: reported net profit 523 in Q2 FY2027 vs 459 in Q2 FY2026; exceptional and one-off items post tax: restructuring costs -11 vs 8, acquisition costs and others including litigation 20 vs 20; net profit without exceptional and one-off items 532 vs 487. The acquisition cost reflects a ₹20 crore increase in the fair value of contingent consideration for the Muuchstac brand because revenue exceeded prior estimates.
Three-column reconciliation table (line item, Q2 FY2027, Q2 FY2026) with shaded rows for the reported and adjusted totals and two footnotes.
Section divider introducing the India standalone business review.
Plain light grey background with oversized grey uppercase text.
Standalone sales by category in ₹ crore: Home Care 1,329 (+19%), Personal Care 1,303 (+8%), total net sales 2,631 (+13%).
Three-column table (Category, Sales ₹ crore, Growth) with tall rows and a shaded total row.
Strong market share gains across formats despite weak monsoons driven by an intensifying El Niño; electrics improved sequentially with a new 'GK 6-min' campaign gaining popularity; incense sticks keep scaling and are the largest branded stick in the category; non-mosquito products keep momentum with a new TVC on air.
Heading and four grey bullets on the top third; full-width video still in the lower two-thirds with a play button overlay.
Air fresheners continue to gain market share and hold leadership; Aer Spray 99 keeps resetting the category landscape and growing well ahead of peers; Aer O continues to scale with strong growth momentum.
Two-line heading and three bullets on top; full-width campaign image below with play button.
Fabric care maintains robust momentum and gains share on extremely strong double-digit UVG for Godrej Fab; significant commodity inflation has required steep price increases with further sequential pricing underway; Godrej Zap launched to extend the range into stain removers.
Heading and four bullets on top; bright yellow band below framing a campaign image with play button.
Launch rationale for Godrej Zap stain remover: stain removal is a niche but fast-growing category in India; digital-forward distribution and marketing play; leverages the playbook from GCPL's market-leading Indonesia portfolio.
Split layout: coral product panel on the left; bordered box on the right with three icon-and-text value propositions separated by thin rules.
Godrej Spic toilet cleaner was scaled up pan-India in Q1 after robust results in Tamil Nadu, with positive consumer feedback and healthy repeat purchases; it keeps delivering strong sequential growth while large pockets of distribution remain untapped.
Heading and two bullets on top; full-width TV ad still below with play button.
Godrej Rizz liquid dishwash enters a roughly ₹3,000 crore category growing at a double-digit rate, with significant headroom given mid-teens household penetration; launched in select markets of West and South India.
Heading and three bullets on top; deep blue product hero image below with play button.
Soaps were stable despite a significant price increase and grammage reduction against a favourable comparator; Cinthol Bodywash keeps scaling sequentially on media and on-platform investment; Muuchstac performance and scale-up are in line with the business plan; Magic Handwash continues to scale and leads the handwash segment.
Two-line heading and four bullets on top; six vertical colour panels below, each holding one product.
Market share gains remain positive across key bets; Godrej Rich Crème continues to deliver as per plan; Hair Lab launch marks GCPL's entry into the premium hair colour segment.
Heading and three bullets on top; full-width ad still below with play button.
Hair Lab positioning: B2C premium hair colour; single-step easy application with no gloves and no mixing; digital-forward distribution and marketing play; patented formulation.
Split layout: grey product panel on the left; bordered 2x2 icon grid on the right divided by thin rules.
Perfumes and deodorants grew double digits; deodorants posted strong double-digit growth on healthy underlying volumes; perfumes and EDPs keep growing well ahead of the category.
Two-line heading and three bullets on top; product hero image below with play button.
Section divider introducing the international business review.
Plain light grey background with oversized grey uppercase text.
Indonesia delivered 8% UVG and 20% sales growth across categories; EBITDA grew 12% even though LPG prices more than doubled; the Stella LV relaunch has seen robust consumer traction and sell-outs.
Two-line heading and three bullets on top; split lavender/jasmine campaign image below with play button.
Underlying sales growth of 40% (23% in constant currency), UVG of 16% and EBITDA growth of 43%; growth was broad-based across categories and geographies; wet hair and Aer continue to scale, and Goodknight incense sticks were piloted in Nigeria with strong early feedback.
Two-line heading and three bullets on top; pale yellow band below with a circular product badge.
Section divider introducing the ESG progress section.
Plain light grey background with oversized grey uppercase text over three lines.
Climate and resource stewardship (India): renewable energy 63% vs 65% target; specific energy consumption down 11% vs 6% target; water intensity up 2% vs a 6% reduction target while remaining water positive; GHG emission intensity down 16%; zero waste to landfill maintained with 11 of 13 sites at zero liquid discharge; SBTi commitment completed with a roadmap submitted and Scope 1 and 2 net-zero committed by 2035.
Four-column table (Pillars, KPIs, Commitment FY 2027, Progress H1 FY 2027) with a merged pillar cell and horizontal rules.
Sustainable products: recycled content targets of 40% rigid, 10% flexible and 5% multi-layer plastic vs FY26 actuals of 17%, 3% and 0%; LCAs completed for products covering 60% of India revenue with 7 new and 2 re-assessments initiated. Responsible value chain: 49% of India suppliers by spend under the new supplier ESG programme; about 50-60% recycled FSC-certified paper in packaging; four problem statements defined on multi-material plastic recyclability, fossil-fuel-derived materials and fibre products.
Same four-column ESG table with two merged pillar groups and denser multi-line progress cells.
Social: a skilling programme for women with disabilities in manufacturing (pilot locations and employer demand mapping with Uno Minda, Toyota Gosei, Nevia and Micron; first batch mobilising in Hosur); malaria and dengue control in Madhya Pradesh, Maharashtra and Uttar Pradesh reaching 1.85 lakh households and 2,000 frontline workers, with AI early-warning and ASHA apps in development; 10,164 tCO2e sequestered (offsetting 30% of global emissions) and water positivity achieved.
Four-column ESG table with a single Social pillar and bullet-heavy progress cells.
Section divider introducing the shareholding pattern.
Plain light grey background with oversized grey uppercase text.
Shareholding split: promoters 53.0%, DII 20.7%, FII 10.7%, others 15.5%. A second exploded pie names the largest institutional holders: LIC, HDFC MF, ICICI MF, BlackRock, Vanguard, Mirae MF, Aditya Birla Sun Life MF, SBI Pension Fund, Fidelity and SBI MF; holdings are shown at fund-house level and may not match PAN-based statutory disclosures.
Two greyscale exploded pie charts side by side; the right chart uses leader lines to labels stacked on the far right.
Investor relations contacts: institutional investors at ir@godrejcp.com (+91 22 2519 5721) and retail investors at investor.relations@godrejcp.com (+91 22 2519 5104).
Heading top left with two contact columns centred on a white background.
Closing slide with 'Thank you' and links to YouTube, www.godrejcp.com and LinkedIn.
Dark charcoal background with a soft radial glow at the bottom; centred text and a row of social logos near the bottom edge.
Domande comuni su questa slide e il contenuto della presentazione sottostante.
For the quarter ended September 30, 2026, consolidated net sales rose 19% to ₹4,396 crore (15% in constant currency) on 8% underlying volume growth. Consolidated EBITDA grew 12% with an 18.7% operating EBITDA margin, and reported net profit rose 14% to ₹523 crore (₹532 crore before exceptional and one-off items).
Godrej Consumer Products filed the deck with BSE and NSE on October 29, 2026 (BSE: GODREJCP). India's financial year runs April to March, so FY2027 is April 2026 to March 2027 and Q2 FY27 is July to September 2026. The stock-exchange cover letter has been removed from this copy.
Standalone net sales grew 13% to ₹2,631 crore on 7% UVG. Home Care grew 19% to ₹1,329 crore and Personal Care grew 8% to ₹1,303 crore. Standalone EBITDA rose 8% with a 21.0% margin, while reported standalone net profit fell 5%.
Africa, USA & Middle East sales rose 40% to ₹1,069 crore (23% in constant currency) with 43% EBITDA growth. Indonesia grew 20% to ₹538 crore with 12% EBITDA growth despite LPG prices more than doubling. Latin America & Others grew 43% to ₹297 crore, but its EBITDA fell 85% to a 0.9% margin.
It covers Godrej Zap (stain remover), the pan-India scale-up of Godrej Spic toilet cleaner, Godrej Rizz liquid dishwash in select West and South India markets (a roughly ₹3,000 crore category), and Hair Lab, a premium no-mix shampoo hair colour with a patented formulation.
Yes. The original 32-page PDF can be downloaded from this page. Its minimalist layouts are useful references for your own earnings deck: KPI cards, growth and geography tables in ₹ crore, a net profit reconciliation, category update slides, ESG progress tables and shareholding pie charts. The figures and brand imagery belong to Godrej Consumer Products, so use the deck for reference and replace the content with your own.
For India, renewable energy reached 63% against a 65% target, specific energy consumption fell 11%, GHG emission intensity fell 16%, zero waste to landfill was maintained and 11 of 13 sites are zero liquid discharge. GCPL completed its SBTi commitment with Scope 1 and 2 net-zero by 2035 and sequestered 10,164 tCO2e.
As of September 30, 2026, promoters held 53.0%, domestic institutions 20.7%, foreign institutions 10.7% and others 15.5%. Named institutional holders include LIC, HDFC MF, ICICI MF, BlackRock, Vanguard, Mirae MF, Aditya Birla Sun Life MF, SBI Pension Fund, Fidelity and SBI MF.
Original filing of this investor presentation with BSE, including the stock-exchange cover letter.
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