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Stock Analysis

Description

Godrej Consumer Products is engaged in a fast moving consumer goods Company, manufacturing and marketing Household and Personal Care products.

Key Growth Triggers

Strong performance in India and Africa.
Double-digit volume growth in household insecticides (HI), particularly in electrics, with market share gains.
Acquisition of men's grooming brand Muuchstac.
Expansion into new categories like toilet cleaning with 'Godrej Spic'.

Key Red Flags

Stock trading at a high price-to-book ratio of 15.8.
Historically poor sales growth of 10.2% over the last five years.
Declining promoter holding over the past three years by -10.2%.

Key Dates To Watch

Board Meeting for Q3 FY26 Results and Interim Dividend: January 23, 2026.

Corporate Announcements

1st Apr 26

Impact Rating: 7

A Board Meeting for Godrej Consumer Products Ltd. is set for May 6, 2026. The agenda includes taking on record the audited financial results for FY26 and considering an interim dividend, with a record date of May 12, 2026, if declared.

27th Mar 26

Impact Rating: 4

Godrej Consumer Products Limited will close its trading window from April 1, 2026. Designated persons are prohibited from trading equity shares until 48 hours after the declaration of audited financial results for the quarter and fiscal year ending March 31, 2026.

26th Mar 26

Impact Rating: 7

Godrej Consumer Products announced the appointment of M. Pradeep Kumar as Chief Customer Officer, a key senior management position, starting April 1, 2026.

21st Mar 26

Impact Rating: -

No description available.

18th Mar 26

Impact Rating: 5

Godrej Consumer Products Limited informed exchanges about its upcoming "Investor Meet – 2026" set for Monday, May 11, 2026. Presentations will be shared with stock exchanges and the company's website.

Peer Comparision

S.No.	Name	Current Price (Rs.)	Price to Earning	Market Capitalization (Rs.Cr.)	Dividend yield (%)	Net Profit latest quarter (Rs.Cr.)	YOY Quarterly profit growth (%)	Sales latest quarter (Rs.Cr.)	YOY Quarterly sales growth (%)	Return on capital employed (%)	Sales (Rs.Cr.)	OPM (%)	Profit after tax (Rs.Cr.)	Profit after tax latest quarter (Rs.Cr.)	Price to book value	Return on assets (%)	Debt to equity
1.	Godrej Consumer	1247.70	97.73	127705.87	1.20	356.25	-9.25	2390.08	3.89	19.34	9166.64	22.13	1306.75	356.25	15.84	10.11	0.33
2.	Dabur India	520.90	51.07	92391.52	1.54	444.79	6.48	3191.32	5.37	20.24	12781.29	18.50	1808.97	452.55	8.43	11.06	0.12
3.	Colgate-Palmoliv	2076.60	42.60	56479.19	2.46	327.51	-17.10	1519.50	-6.15	105.34	5877.91	31.82	1325.91	327.51	35.69	46.23	0.04
4.	P & G Hygiene	12698.00	49.96	41295.38	0.87	209.86	-0.96	1150.17	1.32	103.79	4326.46	26.15	826.61	209.86	44.26	32.72	0.00
5.	Gillette India	8109.50	46.04	26426.90	1.38	143.65	8.00	810.81	3.71	56.06	2970.55	27.82	573.99	143.65	22.73	21.84	0.00
6.	Emami	526.35	30.47	22970.78	1.52	148.35	-30.24	798.51	-10.34	32.42	3715.13	25.35	753.77	148.35	7.84	22.73	0.02
7.	Cupid	433.80	189.37	11689.71	0.00	24.12	140.24	90.21	90.80	17.10	266.82	33.52	61.73	24.12	30.55	11.99	0.07
–	Median: 13 Co.	520.9	64.61	11689.71	0.3	42.29	6.48	526.69	5.37	19.2	2103.44	22.13	136.51	42.29	11.46	12.41	0.04

Quarterly Results

Standalone figures in ₹ crores

	Dec 2022	Dec 2023	Dec 2024	Jun 2023	Jun 2024	Jun 2025	Mar 2023	Mar 2024	Mar 2025	Sep 2022	Sep 2023	Sep 2024	Sep 2025
Sales	2,010	2,204	2,262	2,005	2,163	2,330	1,823	2,034	2,185	1,985	2,168	2,301	2,390
Expenses	1,465	1,556	1,749	1,510	1,629	1,828	1,342	1,492	1,691	1,557	1,611	1,742	1,870
Operating Profit	545	648	513	496	534	502	481	541	494	428	557	559	520
Other Income	32	49	63	105	62	65	50	-1,007	49	9	156	75	47
Profit before tax	551	634	489	531	526	479	495	-525	439	415	645	562	481
Tax %	17%	25%	30%	26%	30%	26%	18%	33%	43%	21%	25%	30%	26%
Net Profit	458	473	342	390	368	355	408	-701	248	328	485	393	356
EPS in Rs	4.48	4.62	3.34	3.82	3.60	3.47	3.98	-6.85	2.43	3.21	4.74	3.84	3.48

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	4,080	4,430	4,554	4,748	5,261	5,679	5,474	6,254	6,952	7,667	8,411	8,910	9,167
Expenses	3,331	3,588	3,556	3,612	3,931	4,167	4,027	4,602	5,223	5,798	6,169	6,810	7,138
Operating Profit	749	842	998	1,136	1,330	1,513	1,448	1,653	1,729	1,869	2,243	2,100	2,029
Other Income	40	65	50	64	74	94	91	49	127	112	-697	248	224
Interest	40	39	55	36	52	65	58	25	8	3	134	191	202
Depreciation	36	42	45	57	63	69	81	83	86	108	127	141	162
Profit before tax	713	827	948	1,107	1,289	1,473	1,400	1,594	1,762	1,870	1,285	2,016	1,889
Net Profit	565	654	723	848	1,000	1,755	1,180	1,224	1,479	1,514	647	1,351	1,301
EPS in Rs	5.53	6.41	7.07	8.30	9.78	17.17	11.54	11.97	14.46	14.80	6.33	13.20	12.72
Dividend Payout %	32%	29%	27%	60%	68%	58%	69%	0%	0%	0%	237%	189%	–

Balance Sheet

Standalone figures in ₹ crores

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Sep 2025
Equity Capital	34	34	34	34	68	102	102	102	102	102	102	102	102
Reserves	2,990	3,349	3,750	4,340	4,573	4,824	5,025	6,257	7,749	9,284	9,450	8,263	7,956
Borrowings	286	261	3	149	0	0	326	44	31	66	2,009	2,646	2,675
Other Liabilities	1,176	1,278	1,339	1,640	1,982	1,738	1,487	1,293	1,000	1,109	1,427	2,351	2,249
Total Liabilities	4,486	4,922	5,126	6,162	6,624	6,665	6,941	7,696	8,883	10,561	12,988	13,362	12,983
Fixed Assets	1,105	1,060	1,284	1,284	1,314	1,344	1,365	1,390	1,392	1,523	4,316	4,406	4,719
Gross Block	1,568	1,614	1,328	1,382	1,478	1,571	1,671	1,776	1,846	2,043	4,928	5,075	–
Accumulated Depreciation	463	554	44	99	164	227	306	385	454	520	612	669	–
CWIP	148	179	13	39	52	32	37	37	78	25	70	401	327
Investments	2,167	2,300	2,612	3,655	3,902	3,425	3,593	4,568	5,201	7,408	6,764	6,596	5,865
Other Assets	1,066	1,383	1,217	1,184	1,355	1,864	1,945	1,700	2,212	1,606	1,838	1,959	2,072
Total Assets	4,486	4,922	5,126	6,162	6,624	6,665	6,941	7,696	8,883	10,561	12,988	13,362	12,983

Cash Flows

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	750	783	512	1,177	1,235	1,082	920	1,374	961	1,977	1,823	2,114
Cash from Investing Activity	-553	-454	-100	-1,009	-302	460	-191	-1,019	-968	-2,004	-2,980	76
Cash from Financing Activity	-288	-309	-542	-121	-935	-1,548	-745	-356	-20	9	1,239	-2,165
Net Cash Flow	-91	19	-129	47	-2	-6	-16	-1	-28	-18	82	24

Ratios

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Debtor Days	12	12	22	16	17	23	20	14	18	15	21	24
Inventory Days	93	89	102	100	97	97	107	95	85	58	67	63
Days Payable	150	146	156	200	243	230	202	108	67	70	90	119
Cash Conversion Cycle	-45	-46	-32	-83	-130	-110	-75	1	36	4	-2	-32
Working Capital Days	-64	-68	-16	-38	-36	-25	-4	-3	22	2	-80	-115
ROCE %	23%	24%	27%	27%	29%	32%	28%	27%	24%	22%	24%	19%

Shareholding Pattern

Numbers in percentages

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	63.22%	63.22%	63.22%	63.21%	63.21%	63.21%	63.01%	63.00%	53.04%	53.07%	53.07%	53.07%
FIIs	24.04%	23.72%	23.53%	23.51%	22.94%	22.56%	22.42%	22.03%	20.68%	19.54%	19.35%	18.23%
DIIs	6.74%	7.11%	7.37%	7.65%	8.38%	8.94%	9.30%	9.61%	11.03%	12.19%	12.40%	13.58%
Public	6.01%	5.95%	5.87%	5.62%	5.44%	5.27%	5.26%	5.36%	15.25%	15.20%	15.18%	15.11%