Godrej Consumer Products Ltd logo

Godrej Consumer Products Ltd

GODREJCP NSE

Godrej Consumer Products is engaged in a fast moving consumer goods Company, manufacturing and marketing Household and Personal Care products.[1]

AI Verdict: HOLD Confidence: 5%

Godrej Consumer Products commands a premium valuation at 56.1x PE with modest sales growth of 6% TTM and declining promoter holding. While 76% analyst buy ratings and improving ROE to 16% signal confidence, the stock's -13% one-year return and 8.25x price-to-book make the risk-reward unfavorable at current levels.

Key Fundamentals

MidcapPersonal CareConsumer Goods
Market Cap
1.1L Cr
Volatility
Moderate
P/E Ratio
56.85
EBITDA
₹2,845 Cr
Return on Equity
-4.45%
Debt to Equity
0.29
Book Value
₹123.66
EPS
₹17.15
52W High
₹1,309
52W Low
₹967.05

Technical Indicators

Key Insights

Weaknesses

4
  • Stock is trading at 8.25 times its book value
  • The company has delivered a poor sales growth of 6.60% over past five years.
  • Company has a low return on equity of 14.0% over last 3 years.
  • Promoter holding has decreased over last 3 years: -10.2%

Growth Rate

Revenue Growth
2.86%
Net Income Growth
7.15%
Cash Flow Change
24.48%
ROE
-446.74%
ROCE
519.32%
EBITDA Margin (Avg.)
-18.09%

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 1d ago
HOLD
Risk medium

Godrej Consumer Products commands a premium valuation at 56.1x PE with modest sales growth of 6% TTM and declining promoter holding. While 76% analyst buy ratings and improving ROE to 16% signal confidence, the stock's -13% one-year return and 8.25x price-to-book make the risk-reward unfavorable at current levels.

Bull Case 7
  • Strong analyst consensus with 76.47% buy ratings (26 out of 34 analysts recommend buy)
  • ROE has improved from 14% (3-year average) to 16% in the last year, indicating better capital efficiency
  • Compounded profit growth of 8% TTM outpaces sales growth of 6% TTM, showing margin expansion
  • Large-cap stability with market cap of Rs 1,04,115 crore providing institutional liquidity and index inclusion benefits
  • Only 2.94% of analysts (1 out of 34) rate the stock as a sell, reflecting minimal bearish sentiment
  • 10-year compounded sales CAGR of 6% and profit CAGR of 7% demonstrate consistent long-term business momentum
  • 10-year ROE average of 18% shows the franchise has historically generated strong shareholder returns
Bear Case 8
  • Stock trading at 8.25x book value is expensive for a company delivering only 14% 3-year average ROE
  • Negative stock return of -13% over the past 1 year signals significant price correction and weak momentum
  • Promoter holding has decreased by 10.2% over last 3 years, raising governance and confidence concerns
  • PE ratio of 56.1x is significantly elevated for a company growing profits at only 6% CAGR over 3 years, implying a PEG ratio above 9x
  • Compounded sales growth of just 6.6% over 5 years is below sector peers and indicates limited volume or pricing power
  • 5-year stock CAGR of only 3% has massively underperformed broader market indices like Nifty 50
  • Dividend yield of 0.49% offers negligible income support for investors waiting for capital appreciation
  • 3-year stock CAGR of 0% means shareholders have earned zero returns over a meaningful holding period

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 1d ago
Neutral 1
  • No promoter share encumbrance FY26 Jun 17

    Godrej Consumer Products promoters reported no new encumbrances on shares during FY26. Existing encumbrances from FY20 remain unchanged.

TL;DR: Limited recent news flow for Godrej Consumer Products. The confirmation of no new promoter share encumbrance is a routine corporate governance disclosure with no material impact on fundamentals. With only one neutral data point available, the near-term outlook depends on upcoming quarterly results and broader FMCG sector trends.

Quarterly Results

  Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales
3,200
3,449
3,602
3,660
3,386
3,332
3,666
3,768
3,514
3,662
3,825
3,998
3,900
Expenses
2,559
2,806
2,898
2,819
2,630
2,607
2,907
3,012
2,755
2,967
3,092
3,118
3,059
Operating Profit
641
643
704
841
756
724
760
756
759
695
733
880
841
OPM %
20%
19%
20%
23%
22%
22%
21%
20%
22%
19%
19%
22%
22%
Other Income
36
-13
53
63
-2,312
57
80
77
42
65
33
-35
-24
Interest
53
74
77
67
78
88
83
90
90
86
76
79
90
Depreciation
69
76
61
54
50
49
50
62
73
59
66
66
76
PBT
556
480
619
783
-1,684
644
707
682
639
614
625
700
651
Tax %
19%
34%
30%
26%
12%
30%
30%
27%
36%
26%
27%
29%
31%
Net Profit
452
319
433
581
-1,893
451
491
498
412
452
459
498
452
EPS in Rs
4.42
3.12
4.23
5.68
-18.51
4.41
4.8
4.87
4.03
4.42
4.49
4.87
4.42
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales
8,273
8,424
9,268
9,847
10,314
9,911
11,029
12,276
13,316
14,096
14,364
15,178
Expenses
6,894
6,766
7,361
7,763
8,183
7,757
8,629
9,867
10,873
11,139
11,349
12,022
Operating Profit
1,379
1,657
1,907
2,084
2,132
2,154
2,399
2,409
2,443
2,957
3,015
3,156
OPM %
17%
20%
21%
21%
21%
22%
22%
20%
18%
21%
21%
21%
Other Income
73
-262
76
283
362
32
23
78
114
-2,209
252
33
Interest
112
128
154
173
238
228
138
122
188
310
361
332
Depreciation
91
101
142
156
170
197
204
210
236
241
234
268
PBT
1,249
1,167
1,687
2,039
2,085
1,760
2,080
2,155
2,133
198
2,672
2,590
Tax %
22%
29%
22%
20%
-12%
15%
17%
17%
20%
383%
31%
28%
Net Profit
976
831
1,308
1,634
2,342
1,497
1,721
1,783
1,702
-561
1,852
1,861
EPS in Rs
8.88
8.1
12.76
15.99
22.91
14.64
16.83
17.44
16.65
-5.48
18.11
18.19
Div. Payout %
21%
24%
39%
42%
44%
55%
0%
0%
0%
-274%
138%
110%
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
34
34
34
68
102
102
102
102
102
102
102
102
Reserves
4,277
4,233
5,268
6,190
7,165
7,796
9,337
11,454
13,692
12,496
11,897
12,551
Borrowings
2,717
2,891
4,001
3,508
3,382
3,575
1,864
1,704
1,130
3,222
4,009
4,416
Other Liabilities
2,097
2,521
3,637
4,098
3,445
3,407
2,941
2,822
2,513
2,571
3,289
4,265
Total Liabilities
9,125
9,679
12,940
13,864
14,094
14,880
14,244
16,082
17,437
18,392
19,298
21,334
Fixed Assets
5,551
5,931
8,083
8,315
8,670
9,231
8,905
9,219
9,934
10,440
10,676
12,565
CWIP
225
44
97
84
52
57
57
116
45
83
464
220
Investments
186
190
934
997
516
672
679
1,015
3,029
3,504
3,645
2,767
Other Assets
3,164
3,514
3,826
4,468
4,855
4,920
4,602
5,731
4,429
4,365
4,513
5,782
Total Assets
9,125
9,679
12,940
13,864
14,094
14,880
14,244
16,082
17,437
18,392
19,298
21,334
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
1,027
847
1,860
1,723
1,729
1,588
2,030
1,451
2,151
2,070
2,577
2,488
Investing
-1,236
-622
-2,243
-336
274
-552
-292
-844
-1,754
-3,435
-343
355
Financing
-12
-202
665
-1,384
-2,039
-1,295
-1,816
-380
-794
1,406
-2,181
-2,388
Net Cash Flow
-221
23
282
3
-36
-259
-79
227
-398
41
52
456
Free Cash Flow
814
639
1,680
1,412
1,521
1,436
1,866
1,453
2,158
2,101
2,018
1,946
CFO/OP
93
71
119
102
102
90
101
79
105
83
101
96
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
36
48
41
46
46
43
33
33
34
40
46
44
Inventory Days
102
123
125
135
125
146
127
128
84
73
79
82
Days Payable
103
140
152
201
204
212
149
130
99
97
120
114
Cash Conversion Cycle
34
32
13
-20
-33
-24
11
31
19
16
6
12
Working Capital Days
-25
-6
-22
-31
-20
-42
-33
-7
-2
-60
-81
-40
ROCE %
20%
23%
22%
21%
20%
19%
20%
19%
17%
19%
19%
19%

Shareholding Pattern

As of Mar 2026
Promoters 53.05%
DIIs 18.00%
FIIs 13.94%
Others 10.25%
Public 4.75%
Total 99.99%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters
63.23%
63.23%
63.22%
63.22%
63.22%
63.22%
63.22%
63.21%
63.21%
63.21%
63.21%
63.21%
63.21%
63.01%
63.00%
53.04%
53.07%
53.07%
53.06%
53.05%
53.05%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
23.52%
0.00%
22.56%
22.42%
22.03%
20.68%
19.54%
19.35%
18.24%
15.41%
13.94%
DIIs
3.05%
1.22%
4.56%
4.98%
5.81%
5.93%
5.74%
6.73%
7.12%
7.38%
7.65%
7.28%
8.95%
9.30%
9.61%
11.04%
12.20%
12.40%
13.58%
16.48%
18.00%
Government
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%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
5.60%
7.14%
4.39%
4.50%
4.88%
4.75%
4.49%
4.57%
4.43%
4.39%
4.20%
4.06%
4.01%
3.99%
3.94%
5.06%
4.94%
4.92%
4.83%
4.82%
4.75%
Others
28.13%
28.41%
27.83%
27.30%
26.09%
26.10%
26.55%
25.49%
25.23%
25.02%
1.42%
25.45%
1.29%
1.28%
1.42%
10.18%
10.25%
10.27%
10.29%
10.23%
10.25%
No. of Shareholders
0
1,84,118
1,84,980
1,88,481
2,08,883
2,47,809
2,42,929
2,26,949
2,08,967
2,00,503
1,98,741
1,87,088
1,87,692
1,89,749
1,92,421
2,25,182
2,35,621
2,28,652
2,27,505
2,19,727
2,13,565

Documents

Frequently Asked Questions about Godrej Consumer Products Ltd

What does Godrej Consumer Products Ltd do?
Godrej Consumer Products is engaged in a fast moving consumer goods Company, manufacturing and marketing Household and Personal Care products.[1]
Where is Godrej Consumer Products Ltd (GODREJCP) listed?
Godrej Consumer Products Ltd is listed on the Indian stock exchanges. It is listed on NSE: GODREJCP and BSE: 532424. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Godrej Consumer Products Ltd belong to?
Godrej Consumer Products Ltd operates in the Fast Moving Consumer Goods sector within the Personal Products industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Godrej Consumer Products Ltd?
Godrej Consumer Products Ltd has a market capitalisation of approximately ₹105660.24 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Godrej Consumer Products Ltd?
The Price-to-Earnings (PE) ratio of Godrej Consumer Products Ltd is 56.85. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Godrej Consumer Products Ltd?
Over the past 52 weeks, Godrej Consumer Products Ltd has traded between a low of ₹967.05 and a high of ₹1,309. This range helps investors understand the stock's price volatility and recent trading levels.
Does Godrej Consumer Products Ltd pay dividends?
Yes, Godrej Consumer Products Ltd has a dividend yield of 0.49%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Godrej Consumer Products Ltd?
Godrej Consumer Products Ltd has a Return on Equity (ROE) of -4.45%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Godrej Consumer Products Ltd on Tapetide?
On Tapetide, you can view Godrej Consumer Products Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Godrej Consumer Products is engaged in a fast moving consumer goods Company, manufacturing and marketing Household and Personal Care products.[1]

Website godrejcp.com
CEO Ms. Nisaba Adi Godrej
Employees 2,962
Listed 2001-06-20
Face Value ₹ 1
Issued Size 1,02,32,44,581

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