Godrej Consumer Products Limited (GCPL) has released its Q3 FY26 quarterly update, highlighting strong operating performance, improving demand trends and a positive outlook for the coming quarters. The company remains confident about gradual recovery in consumption, supported by falling inflation and better affordability conditions.
Demand Trends Strengthen in India
During the quarter ended December 31, 2025, demand conditions in India showed steady improvement. Godrej Consumer Products expects this positive trend to continue in the coming quarters, driven by easing inflation and lower GST rates. These factors are helping improve consumer purchasing power and market sentiment.
Double-Digit Revenue Growth Expected
GCPL’s standalone business is well positioned to deliver double-digit revenue growth in Q3 FY26. This growth is supported by close to double-digit Underlying Volume Growth (UVG), indicating strong demand across key product categories. The company’s performance is being driven mainly by its Home Care segment.
Home Care Segment Leads the Growth
The Home Care segment continues to show robust momentum. Godrej expects double-digit value growth in this segment, supported by strong consumer demand and effective in-market execution. Products in this category are seeing healthy traction, helping the company outperform market trends.
Personal Care Shows Recovery
The Personal Care segment is expected to record mid-single-digit value growth during Q3 FY26. A key highlight is the recovery in the soaps category, which has contributed positively to overall performance. Improved execution strategies and better category fundamentals are helping Godrej regain competitive strength.
EBITDA Margins Return to Normal Range
One of the most encouraging aspects of the update is the expected recovery in EBITDA margins. Godrej Consumer Products expects margins to revert to the normative range, supported by:
- Favorable input costs
- Disciplined cost management
- Calibrated pricing actions
- Improved operating leverage
This reflects the company’s focus on delivering profitable and sustainable growth.
International Business Performance
In Indonesia, competitive pricing pressures continued during the quarter. However, early signs of stabilization are visible, and management expects improvement in revenue and profitability from FY27 onwards.
The GAUM cluster (Godrej Africa, USA and Middle East) delivered strong and consistent performance in both revenue and profitability. The company remains confident of achieving double-digit growth in this region for FY26
Consolidated Outlook Remains Positive
At the consolidated level, Godrej Consumer Products expects close to double-digit revenue growth in INR terms and double-digit EBITDA growth. This reflects the strength of its category development strategy and improving trends across international markets.
About Godrej Consumer Products
Godrej Consumer Products is a leading emerging markets company with a legacy of over 125 years. It serves around 1.4 billion consumers globally and holds strong positions in household insecticides, hair care, soaps, air fresheners and wet tissues across multiple regions. The company is also committed to sustainability through its “Good & Green” initiative and focuses on inclusive growth.
Godrej Consumer Products Ltd - 532424 - Quarterly Update Q3 FY26
Conclusion
Godrej Consumer Products’ Q3 FY26 update shows strong volume growth, improving margins and a positive demand outlook. With recovery in key categories, disciplined cost management and improving global performance, the company appears well positioned for sustained growth in the coming quarters. Investors and market watchers will closely track its detailed financial results for further insights.
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