🧴 Financial Snapshot
| Metric | FY25 | YoY Change |
|---|---|---|
| Revenue | ₹14,284.81 crore | ↑ 2.2% |
| Net Profit | ₹1,896.10 crore | ↑ 63.8% |
| EBITDA Margin | 21.1% | ↓ 1.2 pp |
| Dividend | ₹5/share | Maintained |
📊 Quarterly Highlights
- Q4 FY25 Revenue: ₹3,577.81 crore, up 6.3% YoY.
- Q4 Net Profit: ₹432.10 crore, a significant turnaround from a loss in Q4 FY24.
- Volume Growth: Consolidated volumes grew by 6%, with India business up 4% and Indonesia up 5%.
🛍️ Segment Performance
- Home Care: Strong double-digit volume growth, driven by products like Goodknight and air fresheners.
- Personal Care: Moderate growth, with soaps impacted by volume-price rebalancing.
- International Markets: Africa, USA, and Middle East sales grew 23% in INR terms; Indonesia sales grew 1% in INR terms.
📉 Margin Pressures
Despite revenue growth, GCPL faced margin pressures due to:
- Input Costs: Surge in palm oil prices by over 50% negatively impacted EBITDA margins.
- Urban Consumption: Slowing urban demand affected premium product segments.
📈 Market Performance
- Stock Movement: Shares experienced volatility post Q4 results, reflecting investor concerns over margin pressures.
- Analyst Outlook: Cautious optimism, with expectations of margin recovery in H2 FY26.
🧾 Conclusion
Godrej Consumer Products demonstrated resilience in FY25, achieving revenue growth and a significant turnaround in profitability. However, margin pressures due to input cost inflation and urban consumption slowdown remain challenges. Strategic initiatives and cost optimization efforts are expected to support future growth.
