Godrej Consumer Products Limited · NSE:GODREJCP
Godrej Consumer Products — Q3 FY2026 Earnings Presentation
30 slides from Godrej Consumer Products's earnings presentation, Jan 23, 2026
Slide 1: Q3 FY2026 Performance Update
Q3 FY2026 Performance Update January 23, 2026
Slide 2: Disclaimer
Disclaimer This communication is provided for information purposes only and does not constitute (and should not be construed as) an offer, invitation or solicitation to buy or sell any securities or other financial instruments, or any investment advice. Recipients should make their own independent a
Slide 3: The Goodness Manifesto
The Goodness Manifesto OUR OUR PURPOSE Bringing the goodness of health and beauty to VALUES consumers in emerging markets OUR Lead through category development Funded by simplification STRATEGY OUR OPERATING 1 Less is more; Much 2 Consumer first, 3 Think local, 4 Tomorrow 5 People and planet, less i
Slide 4: Financial Performance Update
FINANCIAL PERFORMANCE UPDATE
Slide 5: Key highlights
Key highlights 9% 9% 16% Standalone Consolidated Consolidated Organic* Reported Reported UVG^ revenue growth EBITDA growth *Standalone organic doesn’t include Muuchstac 5 ^Underlying Volume Growth
Slide 6: Strong performance driven by rebound in Standalone
Strong performance driven by rebound in Standalone Growth (year-on-year) Consolidated Business Standalone Business Underlying Volume Growth 7% 9% Net Sales 9% (9%)* 11% (11%)* Net Sales (Constant Currency) 7% - EBITDA 16% 22% Net Profit (Reported) Flattish 12% Net Profit (without exceptional and one
Slide 7: Standalone and Africa, USA & Middle East deliver strong performance
Standalone and Africa, USA & Middle East deliver strong performance Sales Growth Constant Currency Growth Geography (₹ crore) (Year-on-year) (Year-on-year) Standalone 2,484 11% (11%)* - Indonesia 493 -3%^ -3%^ Africa, USA & Middle East 921 19% 8% Latin America & Others 249 -5% 7% Total Net Sales 4,0
Slide 8: Significant EBITDA growth led by Standalone and Africa, USA & Middle East
Significant EBITDA growth led by Standalone and Africa, USA & Middle East Africa, USA Latin America Consolidated Standalone Indonesia & Middle East & Others Q3FY26 Operating 21.6% 24.8% 22.6% 14.6% 7.6% EBITDA margin* Growth in EBITDA 16% 22% 2% 18% -36% (y-y) 8 * After adjusting business support ch
Slide 9: Net profit reconciliation statement
Net profit reconciliation statement Consolidated Business Q3 FY2026 Q3 FY2025 (A) Net Profit (Reported)* 498 498 (B) Exceptionals & one-offs (Post tax)*: Restructuring costs 3 4 Acquisition and stamp duty costs 12 One-time Gratuity provision adjustment 33 Others (Incl. Litigation) 26 (C) Net Profit
Slide 10: Standalone Business Update
STANDALONE BUSINESS UPDATE
Slide 11: Delivered double-digit sales growth
Delivered double-digit sales growth Sales Growth Category (₹ crore) (Year-on-year) Home Care 1,226 12% Personal Care 1,115 7% Total Net Sales 2,484 11% (11%)* 11 *Numbers in the bracket refers to organic
Slide 12: Home Care (1/4): Household Insecticides – winning in market through superior products
Home Care (1/4): Household Insecticides – winning in market through superior products • Electrics gaining market share; Incense sticks continues to scale up strongly and is the largest branded stick in the category • Non-mosquito portfolio continues to deliver solid growth • Category impacted by sev
Slide 13: Home Care (2/4): Air Freshener continues robust growth momentum
Home Care (2/4): Air Freshener continues robust growth momentum • Air Fresheners continues robust growth momentum • Continue to gain market share and enjoy market leadership 13
Slide 14: Home Care (3/4): Fabric care delivers consistent growth
Home Care (3/4): Fabric care delivers consistent growth • Fabric Care maintained robust growth momentum • Continued to increase market share driven by strong results on Godrej Fab • Ezee demonstrated a robust performance supported by a severe winter 14
Slide 15: Home Care (4/4): Godrej Spic Toilet Cleaner witnessed strong initial traction
Home Care (4/4): Godrej Spic Toilet Cleaner witnessed strong initial traction • New Launch of Godrej Spic Toilet Cleaner in Tamil Nadu has witnessed strong initial consumer traction and gained positive feedback • Toilet Cleaners is a ~3K crore category in India, growing at robust double digit 15
Slide 16: Personal Care (1/4): Personal Wash showing positive trajectory post GST reduction
Personal Care (1/4): Personal Wash showing positive trajectory post GST reduction • Personal Wash showing positive trajectory led by improving affordability post GST reduction • Personal wash continues to win competitively and gain market share • Commodity situation largely stable 16
Slide 17: Personal Care (2/4): Hair Colour continues to deliver strong performance
Personal Care (2/4): Hair Colour continues to deliver strong performance • Market share gains continue to be positive across our key bets on both Crème and Shampoo Hair Colour • Both Crème and Shampoo Hair Colour continues strong growth performance 17
Slide 18: Personal Care (3/4): Perfumes & Deodorants maintain steady performance
Personal Care (3/4): Perfumes & Deodorants maintain steady performance • Perfumes & Deodorants maintain steady performance led by Perfumes • KS99 continues to perform well and is scaled up to other states of southern India • New launch of women’s Perfumes in Modern trade and E-comm channel; aimed at
Slide 19: Personal Care (4/4): Acquisition of Muuchstac completed
Personal Care (4/4): Acquisition of Muuchstac completed • Acquisition completed on 10th November and operations are now live • Performance on track with business plan 19
Slide 20: International Business Update
INTERNATIONAL BUSINESS UPDATE
Slide 21: Indonesia: Pricing pressure continues; however early signs of stabilisation
Indonesia: Pricing pressure continues; however early signs of stabilisation • Delivered 5% UVG led by Shampoo HC and Baby care • Sales declined by 3%* (both Constant Currency and INR) due to competitive pricing pressure • EBITDA growth by 2% driven by strict cost discipline and controls • Expect ope
Slide 22: Africa, USA & Middle East: Strong growth led by Hair Fashion and scale up of Air Fresheners
Africa, USA & Middle East: Strong growth led by Hair Fashion and scale up of Air Fresheners; profitability improvement continues • Strong topline growth at 19%; EBITDA growth at 18% • Continued strong performance in Hair Fashion across key markets • Aer Pocket continues strong traction across market
Slide 23: Environmental, Social, and Governance Update
ENVIRONMENTAL, SOCIAL, AND GOVERNANCE UPDATE
Slide 24: Our ESG targets for FY2025-26 and Q3 FY2026 performance
Our ESG targets for FY2025-26 and Q3 FY2026 performance Environment* Vision Goals for FY2025-26 Performance update Influence Ongoing community waste management projects in 3 municipalities, 2 Ensure efficient waste management systems for 7 municipalities in India projects completed sustainable diver
Slide 25: Our ESG targets for FY2025-26 and Q3 FY2026 performance
Our ESG targets for FY2025-26 and Q3 FY2026 performance Environment* Vision Goals for FY2025-26 Performance update Lead in 45% reduction in GHG emission intensity and carbon neutrality for 57% reduction in GHG emission intensity sustainability Scope-1&2 from FY11 baseline action 40% reduction in spe
Slide 26: Our ESG targets for FY2025-26 and Q3 FY2026 performance
Our ESG targets for FY2025-26 and Q3 FY2026 performance Social* Vision Goals for FY2025-26 Performance update Equip communities Completed exit strategy Close to 200,000 women trained since 2013. Achieved 45% income with skills that increase and 51% increase in client footfall for beneficiaries. SROI
Slide 27: Shareholding Pattern
SHAREHOLDING PATTERN
Slide 28: Shareholding pattern as on December 31, 2025
HDFC BlackRock LIC Others 15.6% Vanguard Aditya Birla Sun Life Others MF SBI Life Insurance DII 16.4% ICICI MF Fidelity Promoters Kotak MF FII 53.0% 14.9% SBI Pension Fund As on December 31, 2025 Note: Holdings are shown at a consolidated fund house level and may not align with PAN-based statutory d
Slide 29: Contact Us
Contact Us Institutional investors Retail investors Email: ir@godrejcp.com Email: investor.relations@godrejcp.com Tel: +91 22 2519 5721 Tel: +91 22 2519 4359 29
Slide 30: Thank you
Thank you Cayoulhe eee Linked{f)
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