Godrej Consumer Products Q1 FY26 update: Standalone business likely to see high-single-digit growth

Godrej Consumer Products on Friday, July 4, shared its first quarter FY26 updates, stating that its standalone business will likely deliver high-single-digit value growth bolstered by mid-single-digit underlying volume growth (UVG).

The FMCG company expects its performance to improve on a quarter-on-quarter basis in FY26, and projects mid-high single-digit UVG for its standalone business. Godrej Consumer Products expects its standalone EBITDA margin to be below its normative range, with a projection of improvement, the firm said in a regulatory filing.

While the prices of palm oil, a key raw material, started moderating by the end of June, the benefits from the moderation will only be realised in the second half of FY26, Godrej Consumer Products said.

For the entirety of FY26, it projects high single-digit revenue growth and double-digit EBITDA growth.

At a consolidated level, the FMCG firm projects double-digit rupee growth in its revenue, supported by high-single-digit UVG.

The home care segment is also expected to have double-digit growth and UVG, as it has had a broad-based and strong growth trajectory, the company stated. Moreover, its personal care business, impacted by soaps, is likely to deliver low-single-digit growth value.

Godrej Consumer Products’ standalone segment, excluding soaps, is projected to deliver a “very strong” performance in the quarter ended June 30, 2025, with double-digit UVG.

The FMCG firm’s Indonesia business will likely have a flattish UVG, on the back of a significant increase in competitive pricing actions across the major categories. On the other hand, Godrej Africa, USA and Middle East (GAUM) business is expected to deliver strong double-digit value growth and UVG for the second consecutive quarter. Its profit continues to be healthy, the firm added.

Shares of Godrej Consumer Products closed 2.29% higher at ₹1,198 apiece on the National Stock Exchange (NSE) on Friday. However, the update was shared after the market closed.

The company has a total market capitalisation of ₹1.23 lakh crore, as of July 4, 2025, as per the data on the NSE.