Godrej Consumer Products Limited · NSE:GODREJCP
Godrej Consumer Products — Q1 FY2027 Earnings Presentation
32 slides from Godrej Consumer Products's earnings presentation, Aug 7, 2026
Slide 1: Investor Presentation filing letter to stock exchanges
Godrej Consumer Products Limited Godrej One, 4th Floor, Pirojshanagar, Eastern Express Highway, Vikhroli (E), Mumbai – 400 079, India Tel.: +91-22-2518 8010/ 8020/ 8030 Fax.: +91-22-2518 8040/ 8065/ 8069 Website: www.godrejcp.com CIN: L24246MH2000PLC129806 August 7, 2026 BSE Limited National Stock E
Slide 2: Q1 FY2027 Performance Update
Q1 FY2027 Performance Update August 07, 2026
Slide 3: Disclaimer
Disclaimer This communication is provided for information purposes only and does not constitute (and should not be construed as) an offer, invitation or solicitation to buy or sell any securities or other financial instruments, or any investment advice. Recipients should make their own independent a
Slide 4: Our Goodness Manifesto
Our Goodness Manifesto Our Our Values Purpose Crafting the goodness of health and beauty for consumers in emerging markets Inspire Trust Create Delight Be Bold Our Strategy Lead through category Drive portfolio Funded by development transformation simplification Our Operating Less is more; Much Cons
Slide 5: Financial Performance Update
FINANCIAL PERFORMANCE UPDATE
Slide 6: Key highlights
Key highlights 9% 19% 14% Consolidated Consolidated Consolidated UVG^ Revenue growth EBITDA growth ^Underlying Volume Growth 5
Slide 7: Broad-based performance in both Standalone and International businesses
Broad-based performance in both Standalone and International businesses Growth (year-on-year) Consolidated Business Standalone Business Underlying Volume Growth 9% 7% Net Sales 19% 12% Net Sales (Constant Currency) 14% - EBITDA 14% 10% Net Profit (Reported) 11% 2% 6
Slide 8: Strong performance across all geographies
Strong performance across all geographies Sales Growth Constant Currency Growth Geography (₹ crore) (Year-on-year) (Year-on-year) Standalone 2,535 12% - Indonesia 487 15% 11% Africa, USA & Middle East 1,005 47% 25% Latin America & Others 264 21% 22% Total Net Sales 4,211 19% 14% 7 Note: Total Net Sa
Slide 9: Strong double-digit EBITDA growth across businesses
Strong double-digit EBITDA growth across businesses Africa, USA Latin America Consolidated Standalone Indonesia & Middle East & Others Q1FY27 Operating 19.0% 21.6% 21.5% 12.8% 8.2% EBITDA margin* Growth in EBITDA 14% 10% 11% 42% 17% (y-y) 8 *After adjusting business support charges, royalty and tech
Slide 10: Net profit reconciliation statement
Net profit reconciliation statement Consolidated Business Q1 FY2027 Q1 FY2026 (A) Net Profit (Reported)* 505 452 (B) Exceptionals & one-offs (Post tax)*: Acquisition costs and Others (Incl. Litigation) 13 20 (C) Net Profit (Without exceptional and one-off items) (A+B)* 518 472 9 *All values are in ₹
Slide 11: Standalone Business Update
STANDALONE BUSINESS UPDATE
Slide 12: Delivered double-digit sales growth
Delivered double-digit sales growth Sales Growth Category (₹ crore) (Year-on-year) Home Care 1,115 12% Personal Care 1,420 11% Total Net Sales 2,535 12% 11
Slide 13: Speedboats continue to gain salience and grow fast
Speedboats continue to gain salience and grow fast Speedboats salience as a % of standalone 17% 15% 14% 11% 8% FY24 FY25 FY26 Q1 FY26 Q1 FY27 12 *Note - Speedboats include Fab LD, Incense Sticks, Air Fresheners, Spic and other scaled innovations
Slide 14: Home Care (1/5): Household Insecticides performance improving
Home Care (1/5): Household Insecticides performance improving driven by actions • Electrics continues to deliver as per plan, with the new "GK 6-min RNF" campaign gaining popularity • Incense sticks continue to scale up strongly and is the largest branded stick in the categor • Non-mosquito portfoli
Slide 15: Home Care (2/5): Air Freshener strong consumer traction
Home Care (2/5): Air Freshener continues to witness strong consumer traction and strengthen market leadership • Continue to gain market share and enjoy market leadership • Aer Spray 99 continues to reset the category landscape and grow significantly ahead of peers and gain share 14
Slide 16: Home Care (3/5): Godrej Fab strong double-digit growth
Home Care (3/5): Godrej Fab continues to deliver on stated momentum of strong double-digit growth • Fabric Care maintains robust growth momentu • Continue to increase market share driven by strong results on Godrej Fab • On track to deliver stated ARR plans shared during Investor meet 2026 15 m
Slide 17: Home Care (4/5): Godrej Spic Toilet Cleaner scaled pan-India
Home Care (4/5): Godrej Spic Toilet Cleaner scaled up to pan-India; positive consumer traction • Godrej Spic Toilet Cleaner has been scaled up to pan-India in April post the robust results in Tamil Nad ; positive consumer feedback and healthy repeats • Toilet Cleaners is a ~3K crore category in Indi
Slide 18: Home Care (5/5): Launching Godrej Rizz, entry into Liquid Dishwash
Home Care (5/5): Launching Godrej Rizz, entry into Liquid Dishwash • Liquid dishwash is a ~₹3k crore category, growing at a double-digit rat • The category has a huge headroom for growth, with household penetration in the mid-teen • Launching in select states 17 e s
Slide 19: Personal Care (1/3): Skin cleansing upgrading to premium formats
Personal Care (1/3): Skin cleansing continues to upgrade to premium formats and outperform in the market • Strong recovery in soaps underlying volume growth leading to outperformance in the market • Magic Handwash continues to scale and enjoy market leadership in the handwash segmen • Cinthol Bodywa
Slide 20: Personal Care (2/3): Hair Colour delivered strong growth
Personal Care (2/3): Hair Colour delivered strong growth • Market share gains continue to be positive across our key bets on both Crème and Shampoo Hair Colou • Both Crème and Shampoo Hair Colour continue strong growth performance 19 r
Slide 21: Personal Care (3/3): Perfumes & Deodorants actions as per plan
Personal Care (3/3): Perfumes & Deodorants actions as per plan • Perfume business continues to deliver strong growth momentum • Market restructuring actions underway to strengthen the Perfumes & Deodorants business • KS99 continues to deliver strong performance and has been scaled up pan-India https
Slide 22: International Business Update
INTERNATIONAL BUSINESS UPDATE
Slide 23: Indonesia: Business on path to recovery
Indonesia: Business on path to recovery on underlying volume and profit growth • Delivered strong 10% UVG and 15% sales growth led by Shampoo HC and Household Insecticides • Stella LV relaunch has witnessed robust consumer traction and sell-outs 22
Slide 24: Africa, USA & Middle East: Strong FMCG scale up
Africa, USA & Middle East: Strong FMCG scale up leading to high- teens underlying volume growth • Strong performance across all metrics : USG* 47% (25% in CC terms) ; UVG* at 17%; EBITDA growth at 42% • FMCG business led growth driven by doubling media spends; continued strong performance in Hair Fa
Slide 25: Environmental, Social, and Governance Update
ENVIRONMENTAL, SOCIAL, AND GOVERNANCE UPDATE
Slide 26: Our ESG targets for FY2026-27 and Q1 FY2027 performance
Our ESG targets for FY2026-27 and Q1 FY2027 performance Environment* Vision Goals for FY2026-27 Performance update Influence Identify business critical problem statements to explore possible Defined problem statements, sustainable alternatives, value engineering packaging material through locking th
Slide 27: Our ESG targets for FY2026-27 and Q1 FY2027 performance
Our ESG targets for FY2026-27 and Q1 FY2027 performance Environment* Vision Goals for FY2026-27 Performance update Lead in Achieve 65% renewables in energy mix 62% of energy is from renewables sustainability action Achieve 6% reduction in specific energy consumption from FY24 27% reduction in specif
Slide 28: Our ESG targets for FY2026-27 and Q1 FY2027 performance
Our ESG targets for FY2026-27 and Q1 FY2027 performance Social* Vision Goals for FY2026-27 Performance update Equip Persons With Pilot and launch programme for Women with Program design completed and pilot locations identified Disability with focus Disability in manufacturing roles on women with ski
Slide 29: Shareholding Pattern
SHAREHOLDING PATTERN
Slide 30: Shareholding pattern as on June 30, 2026
LIC HDFC MF ICICI MF Others 15.4% Blackrock Others Vanguard DII Aditya Birla Sun Life MF 19.6% SBI Pension Fund Promoters Fidelity 53.0% FII SBI MF 12% Kotak MF As on June 30, 2026 29 Note: Holdings are shown at a consolidated fund house level and may not align with PAN-based statutory disclosures
Slide 31: Contact Us
Contact Us Institutional investors Retail investors Email: [email protected] Email: [email protected] Tel: +91 22 2519 5721 Tel: +91 22 2519 5104 30
Slide 32: Thank you
Thank you www.godrejcp.com
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