Godrej Consumer: Citi maintains a Buy on Godrej Consumer with a Target Price of ₹1300, citing portfolio transformation and improving growth visibility across key geographies, with FY27 guidance indicating high single-digit volume growth, double-digit revenue and EBITDA growth, while commodity inflation remains a margin risk partly offset by recent 4–5% price hikes.

 12 May 2026 08:39 AM

Godrej Consumer: Citi maintains a Buy on Godrej Consumer with a Target Price of ₹1300, citing portfolio transformation and improving growth visibility across key geographies, with FY27 guidance indicating high single-digit volume growth, double-digit revenue and EBITDA growth, while commodity inflation remains a margin risk partly offset by recent 4–5% price hikes.

Godrej Consumer: Goldman Sachs maintains a Buy on Godrej Consumer Products with a Target Price of ₹1350, highlighting strong analyst day disclosures around its high-growth portfolio (air care, liquid detergents, incense sticks) which already forms 15% of revenues and is growing 30–35%, with management targeting 20% revenue share in FY27 and 40% by FY30, while these businesses—now past the investment phase—are expected to deliver faster profit growth and meaningfully drive overall volume growth alongside mid-teen non-soap volume expansion in FY26.

 12 May 2026 08:39 AM

Godrej Consumer: Goldman Sachs maintains a Buy on Godrej Consumer Products with a Target Price of ₹1350, highlighting strong analyst day disclosures around its high-growth portfolio (air care, liquid detergents, incense sticks) which already forms 15% of revenues and is growing 30–35%, with management targeting 20% revenue share in FY27 and 40% by FY30, while these businesses—now past the investment phase—are expected to deliver faster profit growth and meaningfully drive overall volume growth alongside mid-teen non-soap volume expansion in FY26.

Godrej Consumer: Citi maintains a Buy on Godrej Consumer with a Target Price of ₹1300 (cut from ₹1425), as in-line Q4 performance is overshadowed by delayed margin recovery due to elevated crude and palm oil inflation likely pressuring H1FY27 margins, though pricing actions and operating leverage may partly offset the impact while diversification and new category scale-up continue to support growth.

 07 May 2026 09:00 AM

Godrej Consumer: Citi maintains a Buy on Godrej Consumer with a Target Price of ₹1300 (cut from ₹1425), as in-line Q4 performance is overshadowed by delayed margin recovery due to elevated crude and palm oil inflation likely pressuring H1FY27 margins, though pricing actions and operating leverage may partly offset the impact while diversification and new category scale-up continue to support growth.

Godrej Consumer: Morgan Stanley on Godrej Consumer Products Equal-weight with Target Price ₹1,159 as Q4 was broadly in line, with stronger near-term topline growth aided by pricing but EBITDA margin pressure from 7–9% cost inflation, while supply chain disruptions could benefit GCPL versus smaller competitors in home insecticides and detergents.

 07 May 2026 08:58 AM

Godrej Consumer: Morgan Stanley on Godrej Consumer Products Equal-weight with Target Price ₹1,159 as Q4 was broadly in line, with stronger near-term topline growth aided by pricing but EBITDA margin pressure from 7–9% cost inflation, while supply chain disruptions could benefit GCPL versus smaller competitors in home insecticides and detergents.

Godrej Consumer: India Business Set For Steady Growth With Good Profit Margins, But Margins May Face Pressure From Oil Prices. Management Expects Increased Revenue And Solid EBITDA Numbers.

 07 May 2026 07:41 AM

Godrej Consumer: India Business Set For Steady Growth With Good Profit Margins, But Margins May Face Pressure From Oil Prices. Management Expects Increased Revenue And Solid EBITDA Numbers.

Godrej Consumer Products: Citi maintains Buy on Godrej Consumer Products with Target Price ₹1,425 citing near-double-digit consolidated growth, ~10.5% India revenue growth with high-single-digit volumes, Indonesia stabilization, strong GAUM growth, stable margins, and confidence in managing 6–9% FY27 cost inflation via pricing and efficiencies.

 07 Apr 2026 08:50 AM

Godrej Consumer Products: Citi maintains Buy on Godrej Consumer Products with Target Price ₹1,425 citing near-double-digit consolidated growth, ~10.5% India revenue growth with high-single-digit volumes, Indonesia stabilization, strong GAUM growth, stable margins, and confidence in managing 6–9% FY27 cost inflation via pricing and efficiencies.

Godrej Consumer Products: Nomura maintains Buy on Godrej Consumer Products with Target Price ₹1,525 citing near-double-digit revenue growth led by high-single-digit India volumes, expected 11–12% EBITDA growth, and management confidence in sustaining profitability despite 6–9% cost inflation in 1HFY27.

 07 Apr 2026 08:50 AM

Godrej Consumer Products: Nomura maintains Buy on Godrej Consumer Products with Target Price ₹1,525 citing near-double-digit revenue growth led by high-single-digit India volumes, expected 11–12% EBITDA growth, and management confidence in sustaining profitability despite 6–9% cost inflation in 1HFY27.

Godrej Consumer Products: Macquarie maintains Outperform on Godrej Consumer Products with Target Price ₹1,340 citing strong double-digit India sales with high-single-digit volume growth, margins in 24–26% range, weaker international margins leading to near-double-digit EBITDA growth, and confidence in FY27 earnings despite commodity inflation.

 07 Apr 2026 08:51 AM

Godrej Consumer Products: Macquarie maintains Outperform on Godrej Consumer Products with Target Price ₹1,340 citing strong double-digit India sales with high-single-digit volume growth, margins in 24–26% range, weaker international margins leading to near-double-digit EBITDA growth, and confidence in FY27 earnings despite commodity inflation.

Godrej Consumer Products: Morgan Stanley on Godrej Consumer Products maintains Equal Weight with Target Price ₹1,159 citing near double-digit Q4 revenue growth with EBITDA in line, strong India volume recovery, expected 6–9% input cost inflation in 1HFY27 with mitigation via pricing and efficiencies, and FY27 guidance maintained despite cost pressures.

 07 Apr 2026 08:51 AM

Godrej Consumer Products: Morgan Stanley on Godrej Consumer Products maintains Equal Weight with Target Price ₹1,159 citing near double-digit Q4 revenue growth with EBITDA in line, strong India volume recovery, expected 6–9% input cost inflation in 1HFY27 with mitigation via pricing and efficiencies, and FY27 guidance maintained despite cost pressures.

Godrej Consumer Products: Expects Double-Digit Underlying Sales Growth And High-Single Digit Underlying Volume Growth In Q4 FY26, While Targeting EBITDA Margins To Stay Within Normal Range As It Sees 6% To 9% Cost Pressure From Higher Brent And Palm Prices

 06 Apr 2026 05:59 PM

Godrej Consumer Products: Expects Double-Digit Underlying Sales Growth And High-Single Digit Underlying Volume Growth In Q4 FY26, While Targeting EBITDA Margins To Stay Within Normal Range As It Sees 6% To 9% Cost Pressure From Higher Brent And Palm Prices

Godrej Consumer Products: Analysts Expect Q4 EBITDA Growth In Line With Revenue, With Close-To Double-Digit Consolidated Revenue Growth In FY26, Plus Ongoing Inflation Into FY27

 06 Apr 2026 05:59 PM

Godrej Consumer Products: Analysts Expect Q4 EBITDA Growth In Line With Revenue, With Close-To Double-Digit Consolidated Revenue Growth In FY26, Plus Ongoing Inflation Into FY27

Godrej Consumer Products: Goldman Sachs maintains Buy on Godrej Consumer Products with Target Price Rs 1,425, stating margin concerns are overdone, with high single-digit India volume growth outlook intact and gradual recovery expected in the Indonesia business.

 09 Mar 2026 09:13 AM

Godrej Consumer Products: Goldman Sachs maintains Buy on Godrej Consumer Products with Target Price Rs 1,425, stating margin concerns are overdone, with high single-digit India volume growth outlook intact and gradual recovery expected in the Indonesia business.

Godrej Consumer Products: Reports 7% Growth In Underlying Sales Volume

 23 Jan 2026 08:18 PM

Godrej Consumer Products: Reports 7% Growth In Underlying Sales Volume

GODREJ CONSUMER PRODUCTS: Q3 CONS NET PROFIT 4.97B RUPEES VS 4.98B (YOY); EST 6.15B || Q3 REVENUE 40.99B RUPEES VS 37.7B (YOY); EST 41.8B

 23 Jan 2026 05:33 PM

GODREJ CONSUMER PRODUCTS: Q3 CONS NET PROFIT 4.97B RUPEES VS 4.98B (YOY); EST 6.15B || Q3 REVENUE 40.99B RUPEES VS 37.7B (YOY); EST 41.8B

GODREJ CONSUMER PRODUCTS: Q3 EBITDA 8.8B RUPEES VS 7.56B (YOY); EST 8.7B || Q3 EBITDA MARGIN 21.47% VS 20.06% (YOY); EST 21%

 23 Jan 2026 05:38 PM

GODREJ CONSUMER PRODUCTS: Q3 EBITDA 8.8B RUPEES VS 7.56B (YOY); EST 8.7B || Q3 EBITDA MARGIN 21.47% VS 20.06% (YOY); EST 21%

Godrej Consumer Products: Co Declares Interim Dividend Of Rs 5 Per Share

 23 Jan 2026 05:18 PM

Godrej Consumer Products: Co Declares Interim Dividend Of Rs 5 Per Share