On Monday, 7th July, shares of Godrej Consumer Products Limited rose sharply by 4.99% to ₹1,252.40 on the NSE, gaining ₹59.50 during the session. The rally followed the company’s positive business update and continued brokerage support.
On Friday, 4th July, the FMCG major said it expects to report double-digit consolidated revenue growth in Q1 FY26, driven by high single-digit underlying volume growth (UVG). The standalone business is projected to post high single-digit value growth, supported by mid-single-digit UVG, which has shown sequential improvement and strong competitiveness.
The home care segment is expected to post double-digit growth in both value and volumes, while personal care is likely to see low single-digit value growth, impacted by the soaps category. Excluding soaps, which are undergoing price-volume rebalancing, the company expects a strong quarter with double-digit UVG from the standalone portfolio.
The company maintained its full-year FY26 guidance, projecting mid to high single-digit UVG for the standalone business, high single-digit consolidated revenue growth, and double-digit consolidated EBITDA growth. Standalone EBITDA margin for Q1 is expected to remain below its normative range, with improvement expected in later quarters.
Internationally, the Indonesian business is facing heavy pricing pressure and is expected to show flattish UVG, while the Godrej Africa, USA, and Middle East (GAUM) business is projected to deliver strong double-digit growth in value and volumes for the second consecutive quarter.
Brokerage HSBC reiterated its ‘Buy’ rating on GCPL with a target price of ₹1,420, suggesting an 18.5% upside from its earlier close of ₹1,198. HSBC highlighted the resilience in domestic demand and strength in the home care portfolio as key growth drivers.
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