Godrej Shopper Merchandise Ltd. (GCPL) has launched a quarterly enterprise replace for Q1 FY26, highlighting regular development momentum in its standalone and international operations, notably in House Care and key worldwide markets.
The corporate’s standalone enterprise is predicted to ship excessive single-digit worth development, with mid-single digit underlying quantity development (UVG). Efficiency was led by a robust exhibiting within the House Care class, which clocked double-digit worth development and UVG, in line with the administration.
GCPL’s Private Care section grew in low single digits, weighed down by efficiency in soaps. The corporate famous that cleaning soap volumes have been impacted by ongoing price-volume rebalancing, a development pushed by commodity value fluctuations. Nonetheless, GCPL mentioned its standalone enterprise excluding soaps posted double-digit UVG, underscoring robust underlying demand elsewhere within the portfolio.
“Standalone EBITDA margin in Q1FY26 is prone to be beneath our normative vary however is predicted to enhance. Whereas palm oil costs have began moderating in direction of the top of June, advantages of this moderation will solely be realized in H2FY26.”
The corporate reiterated its FY26 outlook shared in its Could investor meet: aiming for mid to excessive single-digit UVG for standalone enterprise, excessive single-digit consolidated income development, and double-digit consolidated EBITDA development.
Worldwide Enterprise Snapshot
GCPL’s worldwide operations painted a combined image.
The Indonesia enterprise confronted intense pricing competitors throughout classes, resulting in flattish UVG.
Nonetheless, the Godrej Africa, USA, and Center East (GAUM) section stood out, posting robust double-digit worth development and UVG for the second consecutive quarter, with wholesome revenue development persevering with.
At a consolidated stage, GCPL expects double-digit INR income development, supported by excessive single-digit UVG throughout international markets.
Broader Strategic Context
The replace excludes GCPL’s pet care enterprise and is predicated on inside unaudited administration experiences forward of formal Board approval. The corporate additionally emphasised that these numbers must be learn as indicative and forward-looking in nature.
GCPL continues to give attention to margin restoration, with uncooked materials inputs like palm oil exhibiting beneficial developments. The model can also be actively balancing short-term commodity headwinds with long-term portfolio resilience throughout rising markets.
Written with the View : afaqs