Godrej Consumer Products Ltd.
GODREJCPFast Moving Consumer Goods filings
We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.
Earnings calls
13 transcript(s)/analyst meet(s) served; 5 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 13 documents here); elsewhere sentences render unattributed.
| Kind | Date | Period | Served | Attribution rate |
|---|---|---|---|---|
| TRANSCRIPT | 20220524 | 2022-03-31 | yes | |
| TRANSCRIPT | 20220808 | 2022-06-30 | yes | |
| COVER_LETTER | 20230811 | 2023-06-30 | no | |
| COVER_LETTER | 20231108 | 2023-09-30 | no | |
| COVER_LETTER | 20240207 | 2023-12-31 | no | |
| COVER_LETTER | 20240814 | 2024-06-30 | no | |
| COVER_LETTER | 20241030 | 2024-09-30 | no | |
| TRANSCRIPT | 20250131 | 2024-12-31 | yes | |
| TRANSCRIPT | 20250814 | 2025-06-30 | yes | |
| TRANSCRIPT | 20251104 | 2025-09-30 | yes | |
| TRANSCRIPT | 20260130 | 2025-12-31 | yes | |
| TRANSCRIPT | 20260513 | 2026-03-31 | yes | |
| TRANSCRIPT | 20260811 | 2026-06-30 | yes |
GODREJCP
files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.
Identity
| Statement division | general |
| Scope served | consolidated |
| Panels on this page | 4 |
Market
No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.
| Last close | 875.00 |
| 52-week range | 857.0 – 1254.0 |
| Return 1M | -5.83% |
| Return 3M | -15.43% |
| Return 1Y | -26.22% |
| Return 3Y | -10.43% |
| Return 5Y | -16.0% |
| Market capitalisation | not shown — we could not confirm it |
| Shares outstanding | not shown — we could not confirm it |
| P/E | not shown — we could not confirm it |
| P/B | not shown — we could not confirm it |
| EV/EBITDA | not shown — we could not confirm it |
Latest quarter filed — period ending 2026-06-30
In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.
| Revenue from operations | 4,225.00 |
| Other income | 52.00 |
| Total income | 4,277.00 |
| Cost of materials consumed | 1,728.00 |
| Purchases of stock-in-trade | 650.00 |
| Changes in inventories | -184.00 |
| Employee benefit expense | 319.00 |
| Finance costs | 86.00 |
Ownership — 2026-06-30, and the change from 2026-03-31
| Holder | Per cent | Change |
|---|---|---|
| promoter and promoter group | 0.53 | 0.00 |
| institutions foreign | 0.12 | -0.02 |
| institutions domestic | 0.20 | 0.02 |
| mutual funds | 0.11 | 0.01 |
| public | 0.47 | 0.00 |
Documents on file
| Class | Most recent | On file |
|---|---|---|
| COVER_LETTER | 2024-09-30 | 5 |
| TRANSCRIPT | 2026-06-30 | 8 |
Financial statements
Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.
Quarterly results, as filed
| Line | 2022-09-30 | 2022-12-31 | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 3,392.00 | 3,599.00 | 3,200.00 | 3,449.00 | 3,602.00 | 3,660.00 | 3,386.00 | 3,332.00 | 3,666.00 | 3,768.00 | 3,598.00 | 3,662.00 | 3,825.00 | 4,099.00 | 3,900.00 | 4,225.00 |
| Other income | 40.00 | 43.00 | 58.00 | 69.00 | 66.00 | 70.00 | 64.00 | 77.00 | 86.00 | 83.00 | 74.00 | 85.00 | 63.00 | 56.00 | 69.00 | 52.00 |
| Total income | 3,432.00 | 3,642.00 | 3,258.00 | 3,518.00 | 3,668.00 | 3,730.00 | 3,449.00 | 3,409.00 | 3,752.00 | 3,852.00 | 3,672.00 | 3,746.00 | 3,888.00 | 4,155.00 | 3,970.00 | 4,277.00 |
| Cost of materials consumed | 1,705.00 | 1,442.00 | 1,409.00 | 1,641.00 | 1,297.00 | 1,436.00 | 1,304.00 | 1,290.00 | 1,527.00 | 1,469.00 | 1,443.00 | 1,480.00 | 1,524.00 | 1,397.00 | 1,435.00 | 1,728.00 |
| Purchases of stock-in-trade | 101.00 | 81.00 | 50.00 | 126.00 | 256.00 | 108.00 | 165.00 | 215.00 | 220.00 | 193.00 | 237.00 | 343.00 | 465.00 | 448.00 | 416.00 | 650.00 |
| Changes in inventories | -38.00 | 236.00 | 48.00 | -172.00 | 73.00 | 70.00 | 16.00 | -34.00 | -119.00 | 66.00 | 29.00 | -62.00 | -156.00 | 87.00 | 19.00 | -184.00 |
| Employee benefit expense | 259.00 | 292.00 | 301.00 | 314.00 | 336.00 | 276.00 | 324.00 | 280.00 | 311.00 | 296.00 | 262.00 | 309.00 | 270.00 | 328.00 | 325.00 | 319.00 |
| Finance costs | 48.00 | 40.00 | 53.00 | 74.00 | 77.00 | 67.00 | 78.00 | 88.00 | 83.00 | 90.00 | 90.00 | 86.00 | 76.00 | 79.00 | 90.00 | 86.00 |
| Depreciation and amortisation | 53.00 | 57.00 | 69.00 | 76.00 | 61.00 | 54.00 | 50.00 | 49.00 | 50.00 | 62.00 | 73.00 | 59.00 | 66.00 | 66.00 | 76.00 | 75.00 |
| Other expenses | 822.00 | 822.00 | 751.00 | 897.00 | 937.00 | 929.00 | 821.00 | 857.00 | 968.00 | 988.00 | 867.00 | 897.00 | 990.00 | 959.00 | 865.00 | 911.00 |
| Total expenses | 2,951.00 | 2,970.00 | 2,680.00 | 2,956.00 | 3,036.00 | 2,939.00 | 2,758.00 | 2,744.00 | 3,040.00 | 3,164.00 | 3,001.00 | 3,113.00 | 3,233.00 | 3,364.00 | 3,225.00 | 3,585.00 |
| Profit before exceptional items and tax | 480.00 | 673.00 | 578.00 | 562.00 | 632.00 | 790.00 | 691.00 | 664.00 | 712.00 | 687.00 | 671.00 | 633.00 | 655.00 | 791.00 | 744.00 | 692.00 |
| Exceptional items | -23.00 | -7.00 | -22.00 | -82.00 | -13.00 | -7.00 | -2,376.00 | -20.00 | -6.00 | -6.00 | -31.00 | -20.00 | -30.00 | -91.00 | -93.00 | -16.00 |
| Profit before tax | 458.00 | 665.00 | 556.00 | 480.00 | 619.00 | 783.00 | -1,684.00 | 644.00 | 707.00 | 682.00 | 639.00 | 614.00 | 625.00 | 700.00 | 651.00 | 677.00 |
| Current tax | 87.00 | 118.00 | 108.00 | 123.00 | 134.00 | 150.00 | -12.00 | 118.00 | 141.00 | 120.00 | 68.00 | 124.00 | 139.00 | 185.00 | 158.00 | 133.00 |
| Deferred tax | 12.00 | 1.00 | -5.00 | 38.00 | 53.00 | 52.00 | 221.00 | 75.00 | 75.00 | 64.00 | 159.00 | 37.00 | 27.00 | 17.00 | 42.00 | 39.00 |
| Tax expense | 99.00 | 119.00 | 103.00 | 161.00 | 187.00 | 202.00 | 209.00 | 193.00 | 215.00 | 183.00 | 228.00 | 161.00 | 166.00 | 202.00 | 200.00 | 172.00 |
| Profit for the period | 359.00 | 546.00 | 452.00 | 319.00 | 433.00 | 581.00 | -1,893.00 | 451.00 | 491.00 | 498.00 | 412.00 | 452.00 | 459.00 | 498.00 | 452.00 | 505.00 |
| Profit attributable to owners | 359.00 | 546.00 | 452.00 | 319.00 | 433.00 | 581.00 | -1,893.00 | 451.00 | 491.00 | 487.00 | 412.00 | 452.00 | 459.00 | 637.00 | 452.00 | 505.00 |
| Profit attributable to non-controlling interests | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | 208.00 | 144.00 | -15.00 | -85.00 | 39.00 | -31.00 | -57.00 | -24.00 | 199.00 | -11.00 | -28.00 | 97.00 | 198.00 | 139.00 | 455.00 | -122.00 |
| Total comprehensive income | 567.00 | 691.00 | 437.00 | 233.00 | 472.00 | 550.00 | -1,950.00 | 427.00 | 690.00 | 487.00 | 384.00 | 549.00 | 657.00 | 637.00 | 907.00 | 383.00 |
| Earnings per share, basic | 3.51 | 5.34 | 4.42 | 3.12 | 4.23 | 5.68 | -18.51 | 4.41 | 4.80 | 4.87 | 4.03 | 4.42 | 4.49 | 4.87 | 4.42 | 4.93 |
| Earnings per share, diluted | 3.51 | 5.34 | 4.42 | 3.12 | 4.23 | 5.68 | -18.50 | 4.40 | 4.80 | 4.87 | 4.03 | 4.42 | 4.49 | 4.87 | 4.42 | 4.93 |
Annual results, as filed
| Line | 2019-03-31 | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 10,314.00 | 9,911.00 | 11,029.00 | 12,276.00 | 13,316.00 | 14,096.00 | 14,364.00 | 15,178.00 |
| Other income | 109.00 | 112.00 | 67.00 | 90.00 | 168.00 | 269.00 | 316.00 | 266.00 |
| Total income | 10,423.00 | 10,023.00 | 11,096.00 | 12,366.00 | 13,484.00 | 14,365.00 | 14,680.00 | 15,444.00 |
| Cost of materials consumed | 4,062.00 | 4,122.00 | 4,607.00 | 5,783.00 | 6,185.00 | 5,678.00 | 5,729.00 | 5,835.00 |
| Purchases of stock-in-trade | 337.00 | 313.00 | 365.00 | 354.00 | 305.00 | 656.00 | 865.00 | 1,671.00 |
| Changes in inventories | 155.00 | -173.00 | -42.00 | -62.00 | 213.00 | -13.00 | -58.00 | -112.00 |
| Employee benefit expense | 1,091.00 | 1,019.00 | 1,123.00 | 1,104.00 | 1,111.00 | 1,249.00 | 1,149.00 | 1,232.00 |
| Finance costs | 224.00 | 217.00 | 127.00 | 110.00 | 176.00 | 296.00 | 350.00 | 332.00 |
| Depreciation and amortisation | 170.00 | 197.00 | 204.00 | 210.00 | 236.00 | 241.00 | 234.00 | 268.00 |
| Other expenses | 2,552.00 | 2,487.00 | 2,588.00 | 2,702.00 | 3,071.00 | 3,583.00 | 3,676.00 | 3,395.00 |
| Total expenses | 8,591.00 | 8,182.00 | 8,971.00 | 10,201.00 | 11,298.00 | 11,690.00 | 11,945.00 | 12,621.00 |
| Profit before exceptional items and tax | 1,832.00 | 1,841.00 | 2,125.00 | 2,165.00 | 2,187.00 | 2,675.00 | 2,735.00 | 2,823.00 |
| Exceptional items | 253.00 | -81.00 | -44.00 | -10.00 | -54.00 | -2,477.00 | -63.00 | -233.00 |
| Profit before tax | 2,085.00 | 1,760.00 | 2,080.00 | 2,155.00 | 2,133.00 | 198.00 | 2,672.00 | 2,590.00 |
| Current tax | 418.00 | 379.00 | 408.00 | 397.00 | 396.00 | 395.00 | 447.00 | 605.00 |
| Deferred tax | -674.00 | -115.00 | -49.00 | -25.00 | 34.00 | 364.00 | 373.00 | 123.00 |
| Tax expense | -256.00 | 264.00 | 360.00 | 372.00 | 430.00 | 759.00 | 820.00 | 729.00 |
| Profit for the period | 2,342.00 | 1,497.00 | 1,721.00 | 1,783.00 | 1,702.00 | -561.00 | 1,852.00 | 1,861.00 |
| Profit attributable to owners | 2,342.00 | 1,497.00 | 1,721.00 | 1,783.00 | 1,702.00 | -561.00 | 1,852.00 | 1,861.00 |
| Profit attributable to non-controlling interests | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | 139.00 | 223.00 | -164.00 | 377.00 | 553.00 | -134.00 | 136.00 | 888.00 |
| Total comprehensive income | 2,480.00 | 1,720.00 | 1,557.00 | 2,160.00 | 2,256.00 | -695.00 | 1,988.00 | 2,749.00 |
| Earnings per share, basic | 22.91 | 14.64 | 16.83 | 17.44 | 16.65 | -5.48 | 18.11 | 18.19 |
| Earnings per share, diluted | 22.90 | 14.64 | 16.83 | 17.44 | 16.65 | -5.48 | 18.11 | 18.19 |
Balance sheet, as filed
| Line | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Total assets | 16,527.00 | 17,499.00 | 20,619.00 | 18,496.00 | 18,984.00 | 19,672.00 | 19,901.00 | 21,334.00 |
| Non-current assets | 11,245.00 | 11,693.00 | 14,496.00 | 12,935.00 | 12,221.00 | 12,334.00 | 13,049.00 | 14,289.00 |
| Current assets | 5,282.00 | 5,806.00 | 6,123.00 | 5,553.00 | 6,756.00 | 7,327.00 | 6,841.00 | 7,020.00 |
| Property, plant and equipment | 1,391.00 | 1,534.00 | 1,442.00 | 1,446.00 | 1,374.00 | 1,443.00 | 1,778.00 | 2,265.00 |
| Capital work-in-progress | 166.00 | 42.00 | 55.00 | 78.00 | 199.00 | 458.00 | 406.00 | 220.00 |
| Goodwill | 5,738.00 | 5,822.00 | 6,439.00 | 5,026.00 | 5,059.00 | 5,145.00 | 5,339.00 | 5,715.00 |
| Other intangible assets | 2,568.00 | 2,577.00 | 4,782.00 | 3,957.00 | 3,973.00 | 4,002.00 | 4,035.00 | 4,490.00 |
| Inventories | 1,991.00 | 1,537.00 | 1,595.00 | 1,271.00 | 1,492.00 | 1,419.00 | 1,770.00 | 1,659.00 |
| Trade receivables | 1,094.00 | 1,245.00 | 1,358.00 | 1,535.00 | 1,647.00 | 1,819.00 | 1,805.00 | 1,837.00 |
| Cash and cash equivalents | 301.00 | 358.00 | 524.00 | 403.00 | 271.00 | 455.00 | 528.00 | 977.00 |
| Total equity and liabilities | 16,527.00 | 17,499.00 | 20,619.00 | 18,496.00 | 18,984.00 | 19,672.00 | 19,901.00 | 21,334.00 |
| Equity | 12,678.00 | 13,794.00 | 14,500.00 | 12,599.00 | 12,170.00 | 12,004.00 | 12,164.00 | 12,653.00 |
| Equity share capital | 102.00 | 102.00 | 102.00 | 102.00 | 102.00 | 102.00 | 102.00 | 102.00 |
| Other equity | 12,576.00 | 13,692.00 | 14,398.00 | 12,496.00 | 12,068.00 | 11,902.00 | 12,061.00 | 12,551.00 |
| Total liabilities | 3,849.00 | 3,705.00 | 6,119.00 | 5,897.00 | 6,814.00 | 7,668.00 | 7,737.00 | 8,681.00 |
| Non-current liabilities | 592.00 | 413.00 | 255.00 | 307.00 | 487.00 | 734.00 | 831.00 | 973.00 |
| Current liabilities | 3,256.00 | 3,291.00 | 5,864.00 | 5,590.00 | 6,327.00 | 6,934.00 | 6,906.00 | 7,707.00 |
| Borrowings, non-current | 359.00 | 189.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Borrowings, current | 703.00 | 845.00 | 3,200.00 | 3,155.00 | 3,751.00 | 3,883.00 | 3,905.00 | 4,136.00 |
| Trade payables | 2,056.00 | 1,823.00 | 1,897.00 | 1,675.00 | 1,795.00 | 2,142.00 | 2,130.00 | 2,302.00 |
Cash flow, as filed
| Line | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Net cash from operating activities | 787.00 | 2,151.00 | 868.00 | 2,070.00 | 841.00 | 2,577.00 | 656.00 | 2,488.00 |
| Net cash from investing activities | -580.00 | -1,758.00 | -2,711.00 | -3,363.00 | 130.00 | -344.00 | 681.00 | 355.00 |
| Net cash from financing activities | -667.00 | -794.00 | 2,043.00 | 1,406.00 | -1,100.00 | -2,182.00 | -1,280.00 | -2,388.00 |
| Purchase of property, plant and equipment | 133.00 | 227.00 | 176.00 | 307.00 | 215.00 | 599.00 | 289.00 | 570.00 |
| Net increase in cash | -451.00 | -398.00 | 163.00 | 46.00 | -130.00 | 52.00 | 76.00 | 515.00 |
| con:CFO.BEFORE_TAX | 968.00 | 2,569.00 | 1,090.00 | 2,444.00 | 1,101.00 | 3,047.00 | 889.00 | 3,017.00 |
| con:INTEREST_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INTEREST_PAID.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:DIVIDENDS_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:TAX_PAID.OPERATING | 182.00 | 418.00 | 222.00 | 374.00 | 259.00 | 470.00 | 233.00 | 529.00 |
| con:CF_OTHER.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_PURCHASED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:PPE_DISPOSALS | 2.00 | 8.00 | 62.00 | 31.00 | 24.00 | 40.00 | 5.00 | 27.00 |
| con:CF_INVESTING.SUBSIDIARIES_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_ACQUIRED | 0.00 | 0.00 | 2,716.00 | 2,716.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Who owns it
The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.
| Holder | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoter and promoter group | 63.21 | 63.21 | 63.21 | 63.21 | 63.21 | 63.01 | 63.00 | 53.04 | 53.07 | 0.53 | 0.53 | 0.53 | 0.53 | 0.53 |
| Domestic institutions | 7.12 | 7.38 | 7.65 | 8.39 | 8.95 | 9.30 | 9.61 | 11.04 | 12.20 | 0.12 | 0.14 | 0.16 | 0.18 | 0.20 |
| Mutual funds | — | — | — | — | — | — | — | — | — | 0.08 | 0.08 | 0.10 | 0.10 | 0.11 |
| Insurance companies | 2.41 | 2.18 | 1.98 | 2.13 | 2.21 | 2.21 | 2.00 | 1.93 | 2.07 | 0.02 | 0.03 | 0.04 | 0.05 | 0.05 |
| Foreign institutions | 23.72 | 23.53 | 23.52 | 22.95 | 22.56 | 22.42 | 22.03 | 20.68 | 19.54 | 0.19 | 0.18 | 0.15 | 0.14 | 0.12 |
| Government | — | — | — | — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Public | 36.79 | 36.79 | 36.79 | 36.79 | 36.79 | 36.99 | 37.00 | 46.96 | 46.93 | 0.47 | 0.47 | 0.47 | 0.47 | 0.47 |
| Non-institutional | 5.94 | 5.87 | 5.62 | 5.46 | 5.29 | 5.27 | 5.36 | 15.24 | 15.20 | 0.15 | 0.15 | 0.15 | 0.15 | 0.15 |
| Shares outstanding | 1022695318 | 1022703123 | 1022758404 | 1022820329 | 1022820329 | 1022820329 | 1022924096 | 1023007847 | 1023007964 | 1023007964 | 1023074343 | 1023244581 | 1023244581 | 1023244581 |
Related parties
Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.
| Counterparty | Relationship | Type | Amount in the period | Transactions |
|---|---|---|---|---|
| Beleza Mozambique Limitada | Subsidiaries | Any other transaction, Dividend received, Sale of go | 2,667,700,000.00 | 18 |
| Subinite (Pty) Ltd | Subsidiaries | Any other transaction, Investment, Loan, Purchase of | 2,295,600,000.00 | 24 |
| Godrej Mauritius Africa Holdings Ltd. | Fellow subsidiary | Any other transaction, Loan | 2,090,200,000.00 | 11 |
| Godrej Africa Holdings Limited | Fellow subsidiary | Any other transaction, Investment | 1,249,900,000.00 | 3 |
| Weave Ghana Ltd | Fellow subsidiary | Any other transaction, Investment, Sale of goods or | 1,156,300,000.00 | 11 |
| Godrej Tanzania Holdings Limited | Fellow subsidiary | Any other transaction, Loan | 867,800,000.00 | 11 |
| Lorna Nigeria Ltd. | Fellow subsidiary | Any other transaction, Loan, Sale of goods or servic | 847,900,000.00 | 17 |
| Godrej Industries Limited | Investing Entity in which the repo | Any other transaction, Purchase of goods or services | 839,200,000.00 | 19 |
| Style Industries Limited | Subsidiaries | Any other transaction, Investment, Loan, Sale of goo | 665,100,000.00 | 15 |
| Godrej Global Mid East FZE | Subsidiaries | Any other transaction, Dividend received, Sale of go | 659,200,000.00 | 20 |
| Weave Mozambique Lda | Subsidiaries | Any other transaction, Sale of goods or services | 628,600,000.00 | 17 |
| Godrej Agrovet Limited | Companies Under Common Control | Any other transaction, Purchase of goods or services | 438,200,000.00 | 7 |
| Weave IP Holdings Mauritius Pvt. Ltd. | Fellow subsidiary | Any other transaction | 422,600,000.00 | 2 |
| Cosmetica Nacional | Fellow subsidiary | Any other transaction, Dividend received, Sale of go | 381,600,000.00 | 6 |
| Godrej Holdings (Chile) Limitada | Fellow subsidiary | Any other transaction, Dividend received | 337,700,000.00 | 4 |
What management said
Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.
| Date | Quarter | Who spoke | |
|---|---|---|---|
| 2026-08-11 | Q1FY27 | Read the call | |
| 2026-05-13 | Q4FY26 | Read the call | |
| 2026-01-30 | Q3FY26 | CONSUMER PRODUCTS, LIMITED | Read the call |
| 2025-11-04 | Q2FY26 | LIMITED | Read the call |
| 2025-08-14 | Q1FY26 | LIMITED | Read the call |
| 2025-01-31 | Q3FY25 | Read the call | |
| 2022-08-08 | Q1FY23 | CONSUMER PRODUCTS LIMITED, LIMITED | Read the call |
| 2022-05-24 | Q4FY22 | Read the call |
Some earlier announcements under this heading are covering letters only — no transcript was attached.
What they said about it, quarter by quarter
| Topic | Q1FY23 | Q1FY26 | Q1FY27 | Q2FY26 | Q3FY25 | Q3FY26 | Q4FY22 | Q4FY26 |
|---|---|---|---|---|---|---|---|---|
| Capital allocation | What really went wrong in dry hair care we were quite positive on this category when we did the acquisition in 2012 what went wrong here? | But it is one of the key reasons why we did this acquisition, which is to build the antiperspirant category. | I think the Muuchstac acquisition is working quite strongly. | Thanks and congrats on the Muuchstac acquisition. | — | So, I would say, whatever happens, this acquisition does look like a pretty good deal at a good price. | Sudhir has said, you can discuss the thought process on divestment of BBlunt. | We're doing extremely well on Magic handwash and now with Muuchstac we have an acquisition in face wash, which is also kind of very promising. |
| Costs | — | We have, in fact, as I said, gone the other way around and taken up prices on Fab, because actually raw material costs have gone up, SLES, which is a … | Input costs were elevated, particularly during the early part of the quarter, and geopolitical developments contributed to significant volatility in c… | Both in India and Indonesia, we have a lot of cost savings. | — | I think the biggest one has really been on cost savings. | My question was regarding the raw material side of the insecticides business. | My first question is on Muuchstac and your other recent acquisition, essentially in terms of the Raymond, what is the update and going ahead in terms … |
| Debt and cash | Okay and just a follow-up on this again do you not think that time is conducive right now to actually spend while gross margins are going down for you… | — | — | So -- and also, we did lose -- I mean, we also got deleveraged in Q2 because of GST. | — | — | — | — |
| Demand | Especially if you look at India where things are stable (Indonesia we have been doing a lot of pipeline corrections), if you take our last two quarter… | So would you be a bit cautious on the Q2 demand based on this premise? | We remain mindful that El Nino conditions can heighten weather volatility across our key markets with the potential to disrupt agricultural output and… | I feel that we have grown slightly -- see, it's also very hard to read Q2, Abneesh, because there's really been on soaps a lot of chaos in terms of pi… | These things take a little bit of time once demand builds up. | With strengthening demand trends, consistent portfolio actions, and a clear strategic road map, we are increasingly confident in our ability to delive… | So, it is not a smaller pack or anything like that, we were always selling Goodknight Activ+ and the refill we have just brought back the machine in a… | A strengthening innovation pipeline and consistent in-market execution. |
| Guidance | Yes we know Indonesia will turn around after Q3 onwards but I am not saying in terms of guidance but the bigger thing which I am seeing and I think so… | Should one revisit the HI guidance that you had called out? | While prices have cooled off from the highs, going ahead, we anticipate volatility to remain with both crude and palm being unstable and El Nino impac… | Firstly, on the margin guidance that you called out. | We expect majority of these issues to be transitory and hope that in Q4 FY '25, both our volume and value growth will see sequential improvement and b… | We expect recovery to start meaningfully from FY'27 as market conditions normalize. | I mean, Abneesh, despite this, we have kind of improved our margins in FY2022. And the combination I mean, it is a difficult time even there because o… | We have already seen parts of the portfolio that have started to significantly outstrip growth driven by investments and profitability driven by scale… |
| Margin | Simplification of the organization results in cost savings; those cost savings are again pretty evident in the numbers because if you knock off gross … | So we are now convinced that that is the right way for us to compete in this market, not give so much margin to the trade, give trade the margin that … | There has also been a structural improvement in EBITDA from high single digit to a consistent mid-teens level, and we are confident of holding this go… | Margin pressures and the price cuts, should one expect this to continue as the competitive intensity would have -- will sustain for some time? | On a consolidated basis, our organic revenues grew 6% in rupee terms, flat on volumes and minus 10% on reported EBITDA. | EBITDA grew 18%, led by strong performance in hair fashion and air fresheners. | To answer your question, I think there should not be margin deterioration in Africa at least on a full year basis in FY2023. If any, I mean, we should… | EBITDA grew by 10%, with operating margin at 21.7%, and net profit after tax grew by 10% on a reported basis, reflecting the underlying quality of ear… |
| Pricing | That is fair and the second and last question on marketing spends it is very good to see you talking about growth amongst various other things on the … | So liquid detergent, you did extremely good disruption with the pricing, packaging, product, etcetera. | Our response will remain consistent with our established approach to navigating commodity cycles, calibrated pricing actions, strong delivery on cost-… | Some of it -- and the margins and the rest of it is due to pricing pressure, some of it will come off. | Secondly, high palm oil prices have necessitated sharp price increases, including grammage cuts and trade scheme reductions. | Reliance Consumer plans to be aggressive here with 20%- 40% lower pricing. | My first question is on hair dye pricing in India. | In Indonesia, the pricing pressures we have been calling out over the last several quarters have now largely bottomed out, and we are seeing increasin… |
| Revenue growth | In the simplification part of the business we have started the process there which is to focus on the core of our business to reduce our SKUs to put m… | And lastly on Africa, you have done a very good top line growth, but -- and whereas the bottom line also has grown, but there has been a margin compre… | At a consolidated level, revenues grew 19% year-on-year with underlying volume growth of 9%. | See, I think, of this 25% revenue growth, about 10% is positive currency, which is a relatively rare occurrence for us. | Revenue growth was 4% and EBITDA growth was minus 21%. | Our Africa, U.S.A. and Middle East GAUM business delivered outstanding results, with sales growth of 19% in INR terms. | — | Our Africa, U.S.A. and Middle East business delivered another strong quarter with top line growth of 20%. |