Mumbai : Godrej Consumer Products Limited (GCPL), a leading emerging markets FMCG company, today announced its financial results for the quarter ended December 31, 2025.

FY 2026 FINANCIAL PERFORMANCE SUMMARY:

  • Q3 FY 2026 consolidated sales grew by 9% in INR and 7% in constant currency terms year- on-year on the back of underlying volume growth of 7%,

             –  Standalone business underlying volume grew by 9%, sales grew by 11% year-on-year

             –  Indonesia underlying volume growth grew by mid-single-digit, sales de-grew by 3% in constant currency and INR terms, year-on-year

             –  Africa, USA, and Middle East sales grew 19% in INR and 8% in constant currency terms, year-on-year

  • Q3 FY 2026 consolidated EBITDA* margins stood at 21.6%, growing 16% year-on-year.
  • Q3 FY 2026 consolidated net profit grew by 14% year-on-year (without exceptional items and one-offs)

MANAGING DIRECTOR AND CEO’S COMMENTS

Commenting on the business performance, Sudhir Sitapati, Managing Director, and CEO, GCPL, said: Q3 FY26 has been a quarter of strong, broad-based performance for Godrej Consumer Products Limited, fully aligned with our expectations and strategic priorities. Our results demonstrate our belief in our Goodness Manifesto and the effectiveness of our focused execution across markets.

At a consolidated level, we delivered robust growth across all key financial metrics. Revenues grew 9% in INR terms, underpinned by a healthy 7% underlying volume growth. EBITDA expanded by 16%, with margins reaching 21.6%. Most notably, net profit before exceptionals and one-offs grew by an impressive 14%, underscoring the quality and sustainability of our earnings growth.

Our Standalone India business delivered excellent performance, driven by high single-digit underlying volume growth. EBITDA margins stood at a healthy 24.8%, supported by favourable input costs, disciplined cost management, calibrated pricing actions, and improved operating leverage.

Sales grew 11% with underlying volume growth of 9%, aided by a supportive base and robust in-market execution. In Home Care, we delivered 12% value growth, led by strong performance in Air Fresheners and Fabric Care, alongside continued market share gains in Household Insecticides, driven by our superior RNF- based formulations. We continue to expect similar share gains going forward. Personal Care witnessed a meaningful recovery, growing 7%, with soaps demonstrating a positive trajectory supported by improving affordability following the GST reduction and stable commodity prices. As guided earlier, margins have returned to normative levels, and we expect this trajectory to sustain through Q4 FY26.

I am pleased to confirm that our acquisition of Muuchstac was successfully completed on 10th November, with operations now fully live and performance on plan. This strategic addition strengthens our portfolio in the fast- growing men’s facewash segment and positions us well to capture emerging opportunities in this space.

Our international portfolio demonstrated resilience amidst a mixed operating environment. In Indonesia, while pricing pressures persist, we are encouraged by early signs of stabilisation. The business delivered a stable underlying volume growth of 5%, led by Shampoo Hair Colour, and Baby Care, with market share gains across all key categories. Revenue was flattish adjusting for the one-off changes in distribution arrangement. Encouragingly, profitability improved by close to 100 bps over the same period last year. We expect recovery to start meaningfully from FY27 as market conditions normalise.

Our Africa, USA, and Middle East (GAUM) businesses delivered outstanding results, with sales growth of 19% in INR terms. EBITDA grew 18%, led by strong performance in Hair Fashion and Air Fresheners. The launch of Aer Pocket has resonated strongly with consumers across these markets, reinforcing our innovation-led growth strategy.

For the year, we remain confident of achieving high single-digit revenue growth at a consolidated level. Our India business is expected to deliver continued growth performance while holding normative EBITDA margins in the coming quarter. GAUM continues to perform well and deliver on its stated objectives of double-digit revenue and profit growth for the year. At a consolidated level, while temporary macroeconomic and pricing pressures in Indonesia and Latin America may moderate full-year EBITDA growth, we remain confident in a robust exit trajectory and sustained profitability momentum into FY27.

As our execution momentum builds, our unwavering focus on category development, cost discipline, and operational excellence continues to translate into improving performance. With strengthening demand trends, consistent portfolio actions, and a clear strategic roadmap, we are increasingly confident in our ability to deliver sustained, profitable growth and create long-term value for all stakeholders.