Godrej Consumer Products Ltd logo

Godrej Consumer Products Ltd

GODREJCP NSE

Key Fundamentals

MidcapPersonal CareConsumer Goods
Market Cap
₹95,458 Cr
Volatility
Moderate
P/E Ratio
49.94
EBITDA
₹3,422 Cr
Return on Equity
14.71%
Debt to Equity
0.35
Book Value
₹123.6
EPS
₹17.15
52W High
₹1,309
52W Low
₹906.3

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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48 extracted metrics + investor summaries across FY05–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Weaknesses

4
  • Stock is trading at 7.56 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 13.8% over last 3 years.
  • Promoter holding has decreased over last 3 years: -10.2%

Growth Rate

Revenue Growth
7.90% ↗
Net Income Growth
0.50% ↘
Cash Flow Change
-3.43% ↘
ROE
-4.67% ↘
ROCE
-9.61% ↘
EBITDA Margin (Avg.)
-4.44% ↘

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 3h ago
AI opinion · based on fundamentals
Risk medium

Godrej Consumer Products Ltd has a market cap of ₹95,458 Cr and trades at a PE of 49.8x with a TTM sales growth of 9% and profit growth of 9%. The stock has underperformed with a 1-year return of -21% while ROE stands at 16% for the last year, and promoter holding has declined by 10.2% over 3 years.

Bull Case 7
  • TTM revenue growth has accelerated to 9%, above the 5-year compounded sales CAGR of 7% and 3-year CAGR of 4%, indicating improving top-line momentum
  • TTM profit growth of 9% is the highest recent period, outpacing the 5-year compounded profit CAGR of 3%, suggesting margin recovery
  • Last year ROE of 16% is above the 3-year average of 14% and 5-year average of 14%, showing improving capital efficiency
  • 10-year compounded sales CAGR of 6% and profit CAGR of 6% demonstrate long-term consistency in a consumer staples business with recurring demand
  • Market cap of ₹95,458 Cr reflects large-cap status with established brand portfolio across home and personal care categories, providing business stability
  • Dividend yield of 0.53% provides a small but consistent income component, typical for reinvestment-focused FMCG companies
  • Stock price decline of -21% over 1 year against improving TTM fundamentals (9% sales and profit growth) may indicate valuation compression from elevated levels
Bear Case 8
  • PE ratio of 49.8x is significantly elevated for a company delivering only 9% TTM profit growth, implying a PEG ratio above 5x
  • Price-to-book ratio of 7.54x is high, indicating the stock trades at a steep premium to its net asset value
  • Promoter holding has decreased by 10.2% over the last 3 years, signaling reduced insider confidence or strategic dilution
  • 5-year compounded sales CAGR of only 7% and 3-year sales CAGR of just 4% reflect sluggish revenue growth for an FMCG business
  • 5-year compounded profit CAGR of just 3% significantly trails revenue growth, indicating margin pressures over the medium term
  • 3-year ROE average of 14% is below the 10-year average of 18%, suggesting structural deterioration in return generation
  • Stock CAGR of -3% over 3 years and -1% over 5 years shows the stock has destroyed value for medium-term holders despite being in a defensive sector
  • 10-year stock CAGR of only 6% barely matches the compounded profit growth of 6%, offering no re-rating benefit over a full market cycle

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

AI News Digest

Anthropic anthropic claude-opus-4.6 3h ago
Headwinds 3
  • HSBC downgrades on CEO exit Aug 12

    HSBC downgraded GCPL to Hold with target cut to ₹1,120, reducing target P/E from 45x to 40x citing execution uncertainty after Sudhir Sitapati's sudden departure.

  • Q1 profit misses estimate Aug 7

    Q1 net profit of ₹5.04B came in below the ₹5.3B estimate, and revenue of ₹42.2B slightly missed the ₹42.5B consensus.

  • Cash constraints acknowledged Aug 10

    Management acknowledged cash constraints as a factor, with EBITDA and volume target beats contingent on commodity trends.

Positives 6
  • New CEO; FY27 guidance reaffirmed Aug 14

    Aasif Malbari appointed MD & CEO effective Aug 12, 2026. Management reaffirmed FY27 guidance of high-single-digit volume growth and double-digit revenue/profit growth. Africa EBITDA margins grew from ~9% in FY24 to ~15% in FY26 under his leadership.

  • Citi and Jefferies retain Buy Aug 12

    Citi maintains Buy with ₹1,350 target citing continuity; Jefferies retains Buy at ₹1,400 target pointing to HI/soaps recovery and volume-led growth.

  • India volume growth at 8% Aug 10

    GCPL projected India volume growth at 8% for the year and expressed confidence in meeting full-year revenue growth targets.

  • Q1 EBITDA beats estimates Aug 7

    Q1 EBITDA rose to ₹8B from ₹6.94B YoY, beating the ₹7.85B estimate, with margin steady at 18.96% vs 18.5% expected.

  • ₹200 Cr pet care investment Jul 22

    GCPL invested ₹200 Cr in its 100%-owned Godrej Pet Care subsidiary via rights issue to fund growth in new category.

  • ₹5 interim dividend declared Aug 7

    Board declared ₹5 per share interim dividend for FY27 with record date of August 13, 2026.

Neutral 3
  • Sitapati reappointed at AGM Aug 7

    Shareholders approved Sudhir Sitapati's 5-year reappointment as MD & CEO at the 26th AGM on Aug 7, though he subsequently departed days later.

  • Q1FY27 earnings call released Aug 7

    Audio recording of Q1FY27 earnings conference call held Aug 7 made available on company website.

  • Investor call on Aug 11 Aug 11

    GCPL hosted a virtual conference call for institutional investors on Aug 11 from 5:30-6:30 PM IST to address leadership transition.

TL;DR: GCPL delivered a mixed Q1 with EBITDA beating estimates but profit missing consensus. The abrupt CEO transition from Sitapati to Malbari introduces near-term execution uncertainty, though management has reaffirmed FY27 guidance of high-single-digit volume growth and double-digit profit growth. India volume growth projected at 8% and margin discipline remain positives. The key risk is whether leadership continuity holds under the new CEO — trend is stable but sentiment depends on execution proof points in coming quarters.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
3,449
3,602
3,660
3,386
3,332
3,666
3,768
3,514
3,662
3,825
3,998
3,900
4,225
Expenses
2,806
2,898
2,819
2,630
2,607
2,907
3,012
2,755
2,967
3,092
3,118
3,059
3,424
Operating Profit
643
704
841
756
724
760
756
759
695
733
880
841
801
OPM %
19%
20%
23%
22%
22%
21%
20%
22%
19%
19%
22%
22%
19%
Other Income
-13
53
63
-2,312
57
80
77
42
65
33
-35
-24
36
Interest
74
77
67
78
88
83
90
90
86
76
79
90
86
Depreciation
76
61
54
50
49
50
62
73
59
66
66
76
75
PBT
480
619
783
-1,684
644
707
682
639
614
625
700
651
677
Tax %
34%
30%
26%
12%
30%
30%
27%
36%
26%
27%
29%
31%
25%
Net Profit
319
433
581
-1,893
451
491
498
412
452
459
498
452
505
EPS in Rs
3.12
4.23
5.68
-18.51
4.41
4.8
4.87
4.03
4.42
4.49
4.87
4.42
4.93
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
8,273
8,424
9,268
9,847
10,314
9,911
11,029
12,276
13,316
14,096
13,997
15,178
15,949
Expenses
6,894
6,766
7,361
7,763
8,183
7,757
8,629
9,867
10,873
11,139
10,982
12,009
12,692
Operating Profit
1,379
1,657
1,907
2,084
2,132
2,154
2,399
2,409
2,443
2,957
3,015
3,169
3,257
OPM %
17%
20%
21%
21%
21%
22%
22%
20%
18%
21%
22%
21%
20%
Other Income
73
-262
76
283
362
32
23
78
114
-2,209
252
33
11
Interest
112
128
154
173
238
228
138
122
188
310
361
344
331
Depreciation
91
101
142
156
170
197
204
210
236
241
234
268
283
PBT
1,249
1,167
1,687
2,039
2,085
1,760
2,080
2,155
2,133
198
2,672
2,590
2,653
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
1,914
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
18.71
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
12,546
Borrowings
2,717
2,891
4,001
3,508
3,382
3,575
1,864
1,704
1,130
3,222
4,009
4,421
Other Liabilities
2,097
2,521
3,637
4,098
3,445
3,407
2,941
2,822
2,513
2,571
3,289
3,873
Total Liabilities
9,125
9,679
12,940
13,864
14,094
14,880
14,244
16,082
17,437
18,392
19,298
20,942
Fixed Assets
5,551
5,931
8,083
8,315
8,670
9,231
8,905
9,219
9,934
10,440
10,676
12,556
CWIP
225
44
97
84
52
57
57
116
45
83
464
229
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
5,390
Total Assets
9,125
9,679
12,940
13,864
14,094
14,880
14,244
16,082
17,437
18,392
19,298
20,942
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
-3,431
-343
421
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
45
52
522
Free Cash Flow
814
639
1,680
1,412
1,521
1,436
1,866
1,453
2,158
1,793
2,018
1,946
CFO/OP
93
71
119
102
102
90
101
79
105
83
101
95
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
47
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
7
12
Working Capital Days
-25
-6
-22
-31
-20
-42
-33
-7
-2
-60
-83
-85
ROCE %
20%
23%
22%
21%
20%
19%
20%
19%
17%
19%
19%
19%

Shareholding Pattern

As of Jun 2026
Promoters 53.05%
DIIs 19.59%
FIIs 12.33%
Others 8.72%
Public 6.31%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 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%
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%
12.33%
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%
19.59%
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%
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%
6.31%
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%
8.72%
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
2,12,717

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 Consumer Goods sector within the Personal Care 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 ₹95458.49 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 49.94. 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 ₹906.3 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 0.53%. 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 14.71%. 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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