Godrej Consumer Products (GCPL): Improving Sentiment
Jan 7, 2026
AdvisorAlpha
Summary
Godrej Consumer sees Q3 recovery: double-digit revenue, margin normalization, India demand improving.
Godrej Consumer Products shared an encouraging outlook for Q3, highlighting a gradual improvement in Indian consumption supported by lower GST rates and cooling inflation.
Key Q3 Highlights (YoY):
Demand conditions in India improved progressively
Standalone business expected to deliver double-digit revenue and volume growth
Home Care segment to post double-digit value growth
Personal Care segment to see mid-single-digit growth, with recovery in soaps
EBITDA margins expected to revert to the normative range
Indonesia pricing pressures expected to ease from FY27
GAUM business reaffirmed double-digit growth guidance
Consolidated revenue and EBITDA expected to grow in double digits
Management Commentary:
The company reiterated confidence in a gradual recovery in consumption trends in India.
Guidance reaffirmed for double-digit revenue and EBITDA growth for Q3.
More Insights
About the company
Registration Name – Renaissance Smart Tech Private Limited
Type of Registration- Non-Individual
Separate Identifiable division of RA: Advisor Alpha.
Date of grant and Validity of Registration: July 14, 2025 – Perpetual
SEBI registration No : INH000021818
BSE Enlistment No.: 6793
Office Address: Office No. 508, 5th Floor, B Wing, Mittal Commercial Premises CHS Ltd Off. M.V. Road. Near Mittal Estate, Marol, Andheri (East), Mumbai- 400059
Compliance & Grievance officer
Principal Officer
Investor and compliance
Disclosures
Investment in securities market are subject to market risks. Read all related documents carefully before investing.
Standard Disclaimer: Registration granted by SEBI, enlistment as RA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Analyst Disclaimer: We, the research analysts and authors of this report, hereby certify that the views expressed in this research report accurately reflect our personal views about the subject securities, issuers, products, sectors or industries. It is also certified that no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in this research. The analyst(s) principally responsible for the preparation of the research report have taken reasonable care to achieve and maintain independence and objectivity in making any recommendations.
SEBI regional office – G Block, Near Bank of India, Plot No. C 4-A, G Block Rd, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051
About the company
Registration Name – Renaissance Smart Tech Private Limited
Type of Registration- Non-Individual
Separate Identifiable division of RA: Advisor Alpha.
Date of grant and Validity of Registration: July 14, 2025 – Perpetual
SEBI registration No : INH000021818
BSE Enlistment No.: 6793
Office Address: Office No. 508, 5th Floor, B Wing, Mittal Commercial Premises CHS Ltd Off. M.V. Road. Near Mittal Estate, Marol, Andheri (East), Mumbai- 400059
Compliance & Grievance officer
Principal Officer
Investor and compliance
Disclosures
Investment in securities market are subject to market risks. Read all related documents carefully before investing.
Standard Disclaimer: Registration granted by SEBI, enlistment as RA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Analyst Disclaimer: We, the research analysts and authors of this report, hereby certify that the views expressed in this research report accurately reflect our personal views about the subject securities, issuers, products, sectors or industries. It is also certified that no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in this research. The analyst(s) principally responsible for the preparation of the research report have taken reasonable care to achieve and maintain independence and objectivity in making any recommendations.
SEBI regional office – G Block, Near Bank of India, Plot No. C 4-A, G Block Rd, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051
About the company
Registration Name – Renaissance Smart Tech Private Limited
Type of Registration- Non-Individual
Separate Identifiable division of RA: Advisor Alpha.
Date of grant and Validity of Registration: July 14, 2025 – Perpetual
SEBI registration No : INH000021818
BSE Enlistment No.: 6793
Office Address: Office No. 508, 5th Floor, B Wing, Mittal Commercial Premises CHS Ltd Off. M.V. Road. Near Mittal Estate, Marol, Andheri (East), Mumbai- 400059
Compliance & Grievance officer
Principal Officer
Investor and compliance
Disclosures
Investment in securities market are subject to market risks. Read all related documents carefully before investing.
Standard Disclaimer: Registration granted by SEBI, enlistment as RA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Analyst Disclaimer: We, the research analysts and authors of this report, hereby certify that the views expressed in this research report accurately reflect our personal views about the subject securities, issuers, products, sectors or industries. It is also certified that no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in this research. The analyst(s) principally responsible for the preparation of the research report have taken reasonable care to achieve and maintain independence and objectivity in making any recommendations.
SEBI regional office – G Block, Near Bank of India, Plot No. C 4-A, G Block Rd, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051