Godrej Consumer Products has announced a schedule of analyst and investor meetings commencing on May 25, 2026. The company's management will engage with various financial institutions and equity firms through a series of group meetings. The interactions are planned under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The schedule includes participation in prominent conferences such as the Morgan Stanley India Investment Forum 2026 and Bank of America's flagship India conference. The meetings are set to take place from late May through early June, providing a platform for the company to present its performance and strategy to the investment community.

Meeting Schedule

The company has outlined the following schedule for its upcoming interactions with analysts and investors:

The company noted that the schedule is subject to change due to exigencies on the part of investors, analysts, or the company. During these meetings, Godrej Consumer Products may make a presentation consistent with the information available on the company and exchange websites. The disclosure was signed by Tejal Jariwala, Company Secretary & Compliance Officer (FCS 9817), on May 18, 2026.

Godrej Consumer Products has attracted positive analyst attention following its Investor Meet – 2026 disclosures, with Goldman Sachs and Citi both maintaining Buy ratings on the stock. The company has now hosted the audio/video recording of the Investor Meet – 2026 on its official website. The recording follows the meeting held on Monday, May 11, 2026, and a prior conference call on May 6, 2026, where management shared operational updates spanning India, Indonesia, and international businesses. The disclosure was submitted by Tejal Jariwala, Company Secretary and Compliance Officer, on May 12, 2026.

Analyst Ratings and Target Prices

Goldman Sachs has maintained a Buy rating with a target price of ₹1350, highlighting strong disclosures around the company's high-growth portfolio. The brokerage noted that the high-growth segment — comprising air care, liquid detergents, and incense sticks — forms 15% of revenues and is growing at 30–35%. Management has targeted a 20% revenue share for this portfolio in FY27 and 40% by FY30. Goldman Sachs further noted that these businesses are expected to deliver faster profit growth and drive overall volume expansion.

Citi has also maintained a Buy rating with a target price of ₹1300, citing portfolio transformation and improving growth visibility. The brokerage pointed to FY27 guidance indicating high single-digit volume growth, and double-digit revenue and EBITDA growth. Citi flagged commodity inflation as a margin risk, partly offset by recent 4–5% price hikes.

Business Outlook

Management expressed confidence in sustaining steady growth in the India business, with better personal care sales expected in FY27. In the longer run, the home care segment is anticipated to outpace personal care growth. For Indonesia, pricing issues have stabilized with the segment recording 4% volume growth. The company targets mid-single-digit volume growth and high single-digit value growth in Indonesia by FY27. Operations across Africa, the USA, and the Middle East are expected to achieve double-digit revenue and profit growth in the medium term.

Investor Meet Details

The audio/video recording of the Investor Meet – 2026 is accessible on the company's website. Key details regarding the event are summarised below: