Godrej Consumer Products Limited has released the transcript of its Q2 FY27 earnings conference call, held on October 29, 2026. The call detailed strong broad-based performance with consolidated revenues growing 19% year-on-year. The company highlighted growth across India, Indonesia, and Africa, with key segments like Home Care and Personal Care showing positive momentum. Management expressed confidence in achieving FY27 guidance.
Godrej Consumer Products Details Q2 FY27 Performance and Outlook
Godrej Consumer Products Limited (GCPL) has published the transcript of its Q2 FY27 earnings conference call. The call, conducted on October 29, 2026, featured insights from Managing Director and CEO, Mr. Aasif Malbari, and Interim CFO, Mr. Vishal Kedia. Management highlighted a strong quarter marked by broad-based performance, with consolidated revenues up 19% year-on-year. Underlying volume growth stood at 8%, and EBITDA grew by 12%, contributing to a 14% increase in net profit to INR 523 crores.
Key Performance Drivers and Segmental Highlights
The company detailed robust performance across its key geographies. In India, the stand-alone business achieved 13% sales growth, driven by 7% underlying volume growth, despite a 150 bps impact from trade inventory correction. Home Care delivered 19% value growth, with strong contributions from air fresheners and home care liquids, alongside market share gains in Household Insecticides. The electric portfolio showed sequential improvement. Personal Care recorded 8% value growth, with soaps remaining stable despite price increases and grammage reduction. International operations also showed strong growth, with Indonesia sales up 20% and GUAM sales up 40% in INR terms.
Strategic Focus and Future Outlook
GCPL emphasized its strategic priorities, including enhancing digital advertising capabilities and driving operational excellence. The company is actively managing input cost challenges through pricing actions and cost-saving programs. Management reiterated its confidence in achieving the FY27 guidance of high single-digit underlying volume growth for the standalone business and double-digit revenue and EBITDA growth at the consolidated level. The company expressed optimism about sustained profitable growth driven by its strong brand portfolio.
Investor Interaction and Q&A Highlights
During the Q&A session, management addressed questions regarding management transition impacts, digital advertising strategies, product launches such as Godrej Rizz and Godrej Zap, and the progress of new initiatives like Godrej Spic and pet care. Discussions also covered personal care category performance, detergent sales trajectory, and the impact of commodity inflation on margins. The company indicated a focus on driving EBITDA growth and maintaining market share across its diverse product categories.
Source: BSE
