WatchTalking point
Premium valuation, soft growth
The P/E of 45.08× is above the personal care median (35.01×) while profit grew 0.5% last year.
Importance 62 / 95 · valuation
Godrej Consumer Products · Research view
Godrej Consumer Products Ltd.
NSE: GODREJCPBSE: 532424ISIN INE102D01028Face value ₹1consolidated
₹843
−1.56% · 2026-10-01 · 52-wk ₹843–₹1,254
Financials to FY2026 · 5 years of history · prices to 2026-10-01consolidatedstandalone
Section 02 · Synthesis
What stands out?
The strongest observations the engine found, ranked. Every line is generated from the filed numbers by a fixed rule — no opinion, no estimate.
StrengthConcernWatchContext
WatchTalking point
Volatile earnings
Profit has swung sharply over 4 years (from ₹-561 to ₹1,861) — one year is a weak guide to the earnings power.
Importance 57 / 95 · growth
Strength
Consistently free-cash-flow positive
Free cash flow has been positive in 5 of the last 5 years.
Importance 44 / 95 · cash quality
Section 03 · The company
Who is this company?
Classified by the exchange under Fast Moving Consumer Goods › Fast Moving Consumer Goods › Personal Products › Personal Care.
- Market cap
- ₹86,256 cr
- FY2026 revenue
- ₹15,178 cr
- FY2026 net profit
- ₹1,861 cr
- Net worth
- ₹12,653 cr
- Total debt
- ₹4,136 cr
- EPS (basic)
- ₹18.19
- Listed
- NSE · BSE
- Reporting
- Ind-ASApr–Mar
Peer set used on this page: 3 personal care.
Section 04 · Business performance
Is the business growing?
RevenueNet profit
Watch
Profit has swung sharply over 4 years (from ₹-561 to ₹1,861) — one year is a weak guide to the earnings power.
Rule EARNINGS_VOLATILE
- Revenue growth per year
- +5.4%over 4 years
- Revenue growth
- +5.7%vs last year
- Net profit growth
- +0.5%vs last year
- Change in net profit since FY22
- +4%
Revenue has compounded at 5.4% a year over 4 years (₹12,277 → ₹15,178) — steady rather than rapid.
Section 05 · Recent activity
What changed recently?
Quarterly results, the trailing-twelve-months snapshot, and verified corporate actions — kept separate from each other and from the annual story above. Every figure traces to a filed number; nothing here is external news or commentary.
Strength
Q1 FY27 revenue was ₹4,225 cr, up 15.4% from ₹3,662 cr in Q1 FY26 a year earlier.
Rule QTR_REVENUE_GROWTH_YOY
Strength
Q1 FY27 net profit was ₹505 cr, up 11.5% from ₹452 cr a year earlier.
Rule QTR_PROFIT_GROWTH_YOY
Strength
Q1 FY27 revenue of ₹4,225 cr is the highest of the 13 quarters on record for this company.
Rule QTR_REVENUE_AT_RECORD
A. Quarterly results
RevenueNet profit
| Quarter | Revenue | YoY | Net profit | YoY | Net margin |
|---|---|---|---|---|---|
| Q2 FY25 | 3,666 | — | 491 | — | 13.4% |
| Q3 FY25 | 3,768 | +3.0% | 498 | −14.2% | 13.2% |
| Q4 FY25 | 3,598 | +6.3% | 412 | −121.8% | 11.4% |
| Q1 FY26 | 3,662 | +9.9% | 452 | +0.4% | 12.4% |
| Q2 FY26 | 3,825 | +4.3% | 459 | −6.5% | 12.0% |
| Q3 FY26 | 4,099 | +8.8% | 498 | −0.1% | 12.1% |
| Q4 FY26 | 3,900 | +8.4% | 452 | +9.7% | 11.6% |
| Q1 FY27 | 4,225 | +15.4% | 505 | +11.5% | 11.9% |
B. TTM snapshot
Trailing twelve months to 30 Jun 2026 · sum of the last 4 contiguous quarters
- Revenue
- ₹16,050 crTTM
- EBITDA
- ₹3,497 crTTM
- EBIT
- ₹3,213 crTTM
- PBT
- ₹2,653 crTTM
- Net profit
- ₹1,914 crTTM
C. Corporate actions
13 Aug 2026DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
12 May 2026DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
30 Jan 2026DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
7 Nov 2025DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
13 Aug 2025DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
13 May 2025DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
3 Feb 2025DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
31 Oct 2024DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
16 Aug 2024DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
14 May 2024DividendInterim Dividend - Rs. - 10.0000 — ₹10.00/share
9 Nov 2023DividendInterim Dividend - Rs. - 5.0000 — ₹5.00/share
5 Feb 2020DividendInterim Dividend - Rs. - 2.0000 — ₹2.00/share
14 Nov 2019DividendInterim Dividend - Rs. - 2.0000 — ₹2.00/share
8 Aug 2019DividendInterim Dividend - Rs. - 2.0000 — ₹2.00/share
10 May 2019DividendInterim Dividend - Rs. - 2.0000 — ₹2.00/share
5 Feb 2019DividendInterim Dividend - Rs. - 2.0000 — ₹2.00/share
13 Nov 2018DividendInterim Dividend - Rs. - 4.0000 — ₹4.00/share
12 Sept 2018Bonus issueBonus issue 1:2 — 2:3
6 Aug 2018DividendInterim Dividend - Rs. - 2.0000 — ₹2.00/share
15 May 2018DividendInterim Dividend - Rs. - 7.0000 — ₹7.00/share
6 Feb 2018DividendInterim Dividend - Rs. - 1.0000 — ₹1.00/share
8 Nov 2017DividendInterim Dividend - Rs. - 1.0000 — ₹1.00/share
7 Aug 2017DividendInterim Dividend - Rs. - 1.0000 — ₹1.00/share
22 Jun 2017Bonus issueBonus issue 1:1 — 1:2
16 May 2017DividendInterim Dividend - Rs. - 12.0000 — ₹12.00/share
Section 06 · Business performance
Is it becoming more profitable?
EBITDA marginNet margin
Margin and return trends are shown above.
- EBITDA margin now
- 22.5%
- 5-year range
- 19.5–23.1%
- ROE FY2026
- 15.1%
- ROCE FY2026
- 19.3%
Section 07 · Financial health
Is financial health improving?
Net worth (shareholders' funds)
Strength
Free cash flow has been positive in 5 of the last 5 years.
Rule FCF_CONSISTENTLY_POSITIVE
Operating cash flowNet profit
- Total debt
- ₹4,136 cr
- Operating cash flow ÷ net profit
- 1.34×FY2026
- Free cash flow
- ₹1,946 cr
- Current ratio
- 0.91×
Section 08 · Relative position
How does it compare with peers?
Ranked against 3 personal care (FY2026, consolidated).
Revenue growth
GODREJCP · 1st of 3 · set median 5.0%
EBITDA margin
GODREJCP · 3rd of 3 · set median 23.1%
Return on equity
GODREJCP · 3rd of 3 · set median 16.2%
P/E ratio
GODREJCP · 3rd of 3 · set median 35.0×
Watch
The P/E of 45.08× is above the personal care median (35.01×) while profit grew 0.5% last year.
Rule PRICED_FOR_GROWTH
- P / E
- 45.1×TTM to Jun 26
- P / B
- 6.8×latest book
- P / S
- 5.4×TTM sales
- Earnings yield
- 2.2%TTM to Jun 26
On the trailing twelve months. Last full year: P/E 46.3× · P/S 5.6× · ROE 15.1%.
Section 09 · The stock
How has the stock performed?
Long-term price performance is shown above.
- 1-year return
- −26.6%
- 3-year return
- −15.0%
- 5-year return
- −17.4%
- From 52-wk high
- −32.8%
Section 10 · Technical data
What does the technical data say?
Price-action indicators as of 2026-10-01. Secondary to the fundamentals above — included for timing context, not as a signal.
- vs 50-day avg
- Below₹953
- vs 200-day avg
- Below₹1,069
- RSI (14)
- 28.5oversold
- MACD histogram
- 2.7
- From 52-wk high
- −32.8%
- From 52-wk low
- 0.0%
- 30-day volatility
- 16.2%ann.
- 6-month return
- −16.3%
Section 11 · Open questions
What should I investigate further?
Observations the engine tagged watch or deteriorating — prompts for your own research, not conclusions.
- WatchPremium valuation, soft growthThe P/E of 45.08× is above the personal care median (35.01×) while profit grew 0.5% last year.PRICED_FOR_GROWTH · conviction 62
- WatchVolatile earningsProfit has swung sharply over 4 years (from ₹-561 to ₹1,861) — one year is a weak guide to the earnings power.EARNINGS_VOLATILE · conviction 57
- WatchReported profit carries a one-offFY2026 pre-tax profit includes a ₹233 exceptional charge (9.0% of PBT) — the underlying trend differs from the reported number.PROFIT_INCLUDES_EXCEPTIONALS · conviction 39
- The price-adjusted series does not correct for a rights issue (ex-date 2008-03-12) — BSE's corporate-actions feed does not carry the subscription price or ratio a rights adjustment needs, unlike splits and bonuses, which are corrected. Returns spanning that date may be modestly overstated or understated.
Section 12 · Reference
The numbers
The full statements, kept deliberately secondary. Every figure traces to a BSE Integrated Filing (inline XBRL); ratios are recomputed from the normalised facts.
| Metric | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 12,277 | 13,316 | 14,096 | 14,364 | 15,178 |
| Total income | 12,366 | 13,484 | 14,365 | 14,680 | 15,444 |
| EBITDA | 2,485 | 2,599 | 3,212 | 3,319 | 3,422 |
| Profit before tax | 2,155 | 2,133 | 198 | 2,672 | 2,590 |
| Net profit | 1,783 | 1,702 | −561 | 1,852 | 1,861 |
| EPS (₹) | 17.4 | 16.6 | −5.5 | 18.1 | 18.2 |
| Net worth | 11,556 | 13,794 | 12,599 | 12,004 | 12,653 |
| Total debt | 1,608 | 1,034 | 3,155 | 3,883 | 4,136 |
| Operating cash flow | 1,451 | 2,151 | 2,070 | 2,577 | 2,488 |
| Free cash flow | 1,174 | 1,931 | 1,793 | 2,018 | 1,946 |
| Ratio | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Growth | |||||
| Revenue growth YoY | — | 8.5 | 5.9 | 1.9 | 5.7 |
| Profit growth YoY | — | -4.5 | -132.9 | — | 0.5 |
| Profitability | |||||
| EBITDA margin % | 20.2 | 19.5 | 22.8 | 23.1 | 22.5 |
| Net margin % | 14.4 | 12.6 | -3.9 | 12.6 | 12.1 |
| Return on equity % | 15.4 | 13.4 | -4.2 | 15.1 | 15.1 |
| Return on capital % | 17.3 | 16.9 | 19.4 | 19.5 | 19.3 |
| Leverage & cash | |||||
| Debt to equity | 0.14 | 0.07 | 0.25 | 0.32 | 0.33 |
| Cash flow ÷ profit | 0.81 | 1.26 | — | 1.39 | 1.34 |
| Current ratio | 1.43 | 1.76 | 0.99 | 1.06 | 0.91 |