Godrej Consumer Products Limited has revised the timing of its conference call to discuss the first quarter financial results for Q1 FY27. The event is now scheduled for August 7, 2026, from 4:00 pm to 5:00 pm IST. This update follows the company's earlier announcement regarding the announcement of its Q1 FY27 financial results.

The discussion will be led by the senior management team and is conducted pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015. Presentations made during the call will be submitted to the stock exchanges and hosted on the company’s website.

Participants can join the discussion via the following dial-in numbers:

A Diamond Pass registration link is available for participants. Investors are requested to dial in 10 minutes prior to the scheduled start time to avoid connectivity issues. For further information, investors may contact the Godrej Consumer Products Limited Investor Relations team via email at ir@godrejcp.com .

Godrej Consumer Products has reported consolidated revenue growth in the high teens for Q1FY27, backed by strong high single-digit underlying volume growth (UVG). The company's earnings before interest, taxes, depreciation, and amortisation (EBITDA) is expected to exceed its double-digit guidance for the quarter, despite margins remaining under pressure due to exceptional cost increases. The strong performance has drawn positive responses from leading brokerages, with Morgan Stanley, Nomura, and Macquarie all maintaining their constructive ratings on the stock.

Q1FY27 Performance Highlights

The company's Q1FY27 results reflect strong momentum across its consolidated business, with revenue expanding at a high-teens rate, meaningfully ahead of its full-year guidance of double-digit revenue growth. Volume growth in the high single digits further underscores the demand traction the company has experienced during the quarter. The following table summarises the key performance indicators reported for Q1FY27:

Segment Performance

Growth was broad-based across categories and geographies. The Standalone business delivered double-digit revenue growth, underpinned by high-single-digit underlying volume growth. The Indonesia business delivered a meaningful step-up in performance, with mid-teens revenue growth on the back of double-digit underlying volume growth. The GAUM (Godrej Africa, USA, and Middle East) business delivered another exceptionally strong quarter, with extremely strong double-digit sales growth on the back of strong underlying volume growth in the teens.

Analyst Views and Target Prices

The Q1FY27 performance has reinforced analyst confidence in the company's growth trajectory. Morgan Stanley, Nomura, and Macquarie have each maintained their ratings and target prices following the quarterly update. The table below summarises the latest analyst recommendations:

Nomura noted that consolidated revenue is expected to grow 16–17% YoY on high-single-digit volume growth, with EBITDA growth likely above 14% YoY—both ahead of full-year guidance. Macquarie highlighted the double-digit India sales performance with high-single-digit volume growth and a bullish FY27 outlook, citing the potential to exceed guidance on select metrics.

Margin Challenges and FY27 Outlook

Despite the strong revenue trajectory, Godrej Consumer Products acknowledged margin challenges during the quarter due to significant volatility in costs on account of movement in crude prices and other raw materials. However, the company's EBITDA performance is anticipated to surpass its own guidance, reflecting effective cost management and operational resilience. Encouragingly, costs have begun to ease in the closing weeks of the quarter. Management expects margins to recover progressively through the year and remains firmly on track to deliver its guidance for the full year, with a strong likelihood to exceed the same in select metrics.