Godrej Consumer Products
Godrej Consumer Products
Consumer Goods F&OKey Fundamentals
MidcapPersonal CareConsumer GoodsTapetide Score
Data-driven rating, 0–100. How it works →
Key Insights
Weaknesses
3- 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
AI Analysis — Bull vs Bear
Godrej Consumer Products Ltd trades at a market cap of ₹88,562 Cr with a PE of 46.6x and a PB of 7.05x. The company has delivered modest compounded sales growth of 7% over five years and 9% TTM, while compounded profit growth stands at 3% over five years and 9% TTM. The stock has declined 31% over the past one year, significantly underperforming its longer-term 10-year CAGR of 5%.
- TTM revenue growth has accelerated to 9%, up from a 3-year compounded sales growth of just 4%, indicating improving top-line momentum
- TTM profit growth of 9% marks a notable improvement over the 5-year compounded profit growth of only 3%, suggesting margin recovery or operating leverage
- Last year ROE of 16% is above the 3-year average of 14% and 5-year average of 14%, showing an improving return profile
- 10-year compounded sales growth of 6% and profit growth of 6% demonstrate consistency in long-term earnings delivery across economic cycles
- Dividend yield of 1.15% provides a modest income component, which is reasonable for an FMCG company reinvesting in growth
- The 31% stock price correction over the past year has compressed valuations from prior peaks, potentially offering a more reasonable entry versus historical premiums
- 10-year ROE average of 18% reflects the company's historically strong capital efficiency and brand franchise in home and personal care categories
- PE ratio of 46.6x is elevated for a company delivering only 9% TTM profit growth, implying a PEG ratio well above 1x
- Price-to-book ratio of 7.05x is high, meaning the stock trades at a steep premium to its net asset value
- 5-year compounded sales growth of just 7% and a noted poor sales growth of 6.6% over five years indicate structural top-line challenges
- 3-year ROE of approximately 13.8-14% is low for a premium consumer goods franchise and below its own 10-year average of 18%, signaling deteriorating capital efficiency
- Promoter holding has decreased by 10.2% over the last three years, which raises governance and alignment-of-interest concerns
- 5-year compounded profit growth of only 3% significantly trails sales growth of 7%, pointing to margin pressures or rising costs over the medium term
- Stock price CAGR of -5% over both 3-year and 5-year periods shows sustained wealth destruction for medium-term holders
- 10-year stock CAGR of just 5% has barely kept pace with inflation, underperforming broader market indices over the same period
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
- ₹480cr Malanpur plant inaugurated Aug 26
4th manufacturing unit at Malanpur inaugurated with ₹480 crore investment, bringing cumulative site spend to over ₹850 crore. Asia's largest integrated soap facility with 2 lakh MT capacity and projected revenue of ₹3,800 crore at full utilization.
- New MD & CEO appointed Sep 7
Aasif Malbari appointed as Managing Director & CEO for a five-year term effective August 12, 2026. Shareholder approval via postal ballot opening September 8.
- Double-digit volume growth target Sep 7
Management targets double-digit volume growth with revenue growth aimed at the high teens, signalling confidence in demand trajectory.
- Investor meet on Sep 2 Aug 27
GCPL scheduled an institutional investor and analyst virtual call on September 2, 2026 at 4:30 pm IST for business updates by senior management.
- Analyst meet on Aug 27 Aug 21
Physical analyst and investor meeting scheduled for August 27, 2026 at 10:00 am in Mumbai under SEBI regulations.
TL;DR: GCPL is on an expansion footing with a major ₹480 crore capacity addition at Malanpur now operational, positioning it as Asia's largest integrated soap manufacturer with ₹3,800 crore revenue potential. Leadership transition is underway with a new MD & CEO on a five-year mandate, and management is guiding for double-digit volume and high-teens revenue growth. No notable headwinds surfaced in recent news. The trend is constructive, with capacity build-out and growth ambitions suggesting an improving outlook if execution holds.
Quarterly Results
| Particulars | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 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 |
Profit & Loss
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | — |
Balance Sheet
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 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 |
Cash Flow
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 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 |
Ratios
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 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% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Godrej Consumer Products insights
71 extracted metrics + investor summaries across FY05–FY27.
Documents
Frequently Asked Questions about Godrej Consumer Products
What does Godrej Consumer Products Ltd do?
Where is Godrej Consumer Products Ltd (GODREJCP) listed?
Which sector does Godrej Consumer Products Ltd belong to?
What is the market capitalisation of Godrej Consumer Products Ltd?
What is the PE ratio of Godrej Consumer Products Ltd?
What is the 52-week high and low of Godrej Consumer Products Ltd?
Does Godrej Consumer Products Ltd pay dividends?
What is the Return on Equity (ROE) of Godrej Consumer Products Ltd?
Company Information
Godrej Consumer Products is engaged in a fast moving consumer goods Company, manufacturing and marketing Household and Personal Care products.[1]
For AI agents and developers
Reading this as an AI agent, LLM or automated pipeline? Every page on Tapetide is also published as clean Markdown — no navigation, no scripts, just the data. Fetch https://tapetide.com/stocks/GODREJCP.md for Godrej Consumer Products Ltd: company profile, latest price, key fundamentals, the Tapetide Score, growth rates, quarterly and annual financial statements, shareholding pattern, technical indicators, analyst ratings and exchange filings.
Append .md to any Tapetide URL for the
same treatment. A full index of what we publish is at /llms.txt and /llms-full.txt. For live,
structured queries instead of documents, use our MCP server.