The shares of a consumer goods company, engaged in household and personal care products, are expected to gain after a strong Q1FY26 update. Nuvama also has retained a ‘Buy’ rating with a target price of Rs1,460.
With a market capitalization of Rs 1,29,104 Crores, the share price of Godrej Consumer Products Ltd was trading over 6% up to hit an intraday high of Rs 1268.40 per share from its previous closing price of Rs 1192.80 per share.
Q1FY26 Update
Godrej Consumer Products Ltd (GCPL), in its Q1 FY26 business update, said its India operations are likely to post high-single-digit sales growth, driven by mid-single-digit volume gains.
The Home Care segment is showing strong double-digit growth, while Personal Care remains stable despite softness in soaps. At the consolidated level, the company expects double-digit revenue and EBITDA growth for FY26, supported by a stronger second half as palm oil prices ease.
Analyst Outlook
Nuvama has maintained a ‘Buy’ rating on GCPL with a target price of Rs 1,460, implying an upside of 21% from current levels. The firm noted a clear beat in India volumes and highlighted robust growth in the GAUM (Godrej Africa, USA, Middle East) business.
While the Indonesia unit faces pricing pressure and Q1 EBITDA margins are likely to remain below average, GCPL’s overall performance and strategic initiatives position it well for steady growth and margin recovery ahead.
Godrej Consumer Products Ltd (GCPL), part of the 125-year-old Godrej Group, is a leading FMCG company serving over 1.4 billion consumers across emerging markets.
It is a market leader in household insecticides in India, a top player in hair care for women of African descent, and ranks among the top in hair colour and soaps in India and Sub-Saharan Africa.GCPL focuses on responsible growth through sustainability and inclusion initiatives like Godrej Good & Green and its Diversity, Equity & Inclusion Lab.
The company also plans to invest Rs 700 crore in expanding its manufacturing capacity over the next 18–24 months to support future growth. The company posted a revenue of Rs 14,364 crore in FY25, up 1.9% from Rs 14,096 crore in FY24.
It made a strong comeback by reporting a net profit of Rs 1,852 crore in FY25, compared to a loss of Rs 561 crore last year. It also showed better returns, with ROE at 15.4% and ROCE at 19.4%, reflecting improved performance and efficient use of capital.
Written By Rohan Pandey
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