Godrej Consumer Products Limited (GCPL) has announced a crucial board meeting scheduled for October 31, 2025, to review its financial performance and consider an interim dividend. This development comes as the company prepares to disclose its unaudited financial results for the second quarter and first half of the fiscal year 2025-26.

Key Meeting Agenda

The board meeting will focus on two primary objectives:

1. Review of Financial Results: The board will examine and record the unaudited financial results for the quarter and half-year ended September 30, 2025.
2. Interim Dividend Consideration: Directors will deliberate on the declaration of an interim dividend for shareholders.

Important Dates

For investors and stakeholders, two key dates are of particular importance:

The record date, set for November 7, 2025, will determine the eligibility of shareholders to receive the interim dividend, should the board decide to declare one.

Compliance and Transparency

GCPL's announcement adheres to the regulations set forth by the Securities and Exchange Board of India (SEBI), specifically Regulations 29 and 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This compliance underscores the company's commitment to transparency and timely disclosure of material information to its stakeholders.

The upcoming board meeting and potential dividend declaration reflect Godrej Consumer Products' ongoing engagement with its shareholders and its adherence to corporate governance standards. Investors and market analysts will be keenly watching the outcome of this meeting, as it may provide insights into the company's financial health and its approach to shareholder returns in the current economic climate.

As the meeting date approaches, market participants may closely monitor GCPL's stock performance and any additional announcements from the company. The financial results and any dividend declaration could potentially influence investor sentiment and the stock's near-term market performance.

Godrej Consumer Products Limited (GCPL) has released its quarterly update for Q2, providing insights into its performance and the impact of recent GST reforms. The company expects mid-single digit revenue growth at a consolidated level, despite short-term challenges arising from the GST transition in India.

Key Highlights

• GCPL anticipates mid-single digit consolidated revenue growth in Q2
• Standalone business expected to deliver mid-single digit value growth with low-single digit underlying volume growth (UVG)
• International markets show mixed performance, with strong growth in Africa, USA, and Middle East
• Short-term profitability impact expected due to GST transition effects

Impact of GST Reforms

The recent GST reforms have brought significant changes to GCPL's product portfolio:

• Nearly one-third of GCPL's portfolio now benefits from a reduced GST rate of 5%, down from the earlier ~18%
• Affected products include toilet soaps, talcum powders, shampoos, and shaving creams
• GCPL has passed on these GST benefits to consumers

While these reforms are expected to drive long-term growth, they have resulted in short-term adjustments across trade channels. Distributors and retailers are focusing on liquidating existing inventories, which has delayed new orders and temporarily deferred consumer purchases.

Segment-wise Performance

Outlook

Despite the short-term challenges, GCPL remains confident about its long-term prospects:

• The company views the GST reforms as a structural growth driver
• Expects volume-led expansion in the future
• Anticipates improved performance in the second half of the financial year

While the GST transition is likely to impact EBITDA in the current quarter, GCPL sees this as a temporary adjustment and remains optimistic about its future performance.

The company continues to focus on its purpose of bringing health and beauty to consumers in emerging markets, serving 1.4 billion consumers globally. GCPL maintains strong positions in various product categories across different geographies, positioning itself for future growth and value creation.