Godrej Consumer Q2 Revenue Up 19%, EBITDA Rises 12%

Date: October 29, 2026

Q2 FY2027 Performance:

Consolidated Revenue: ₹4,396 crore, growth of 19% year-on-year
Consolidated EBITDA: Growth of 12% year-on-year
EBITDA Margin: 18.7%
Net Profit (Reported): ₹523 crore (Q2 FY2026: ₹459 crore)
Net Profit (Without exceptional and one-off items): ₹532 crore (Q2 FY2026: ₹487 crore)

Exceptional & One-off Items (Post tax):

Restructuring costs: -₹11 crore (Q2 FY2026: ₹8 crore)
Acquisition costs and Others (Incl. Litigation): ₹20 crore (Q2 FY2026: ₹20 crore)
Acquisition cost relates to Increase in fair valuation of contingent consideration payable on acquisition of Muuchstac brand ₹20 crore due to higher revenue achieved versus prior estimates

Standalone (India) Business:

Category-wise Standalone Performance:

International Business:

Indonesia: Sales ₹538 crore, growth of 20% year-on-year (Constant Currency Growth: 20%)
Africa, USA & Middle East: Sales ₹1,069 crore, growth of 40% year-on-year (Constant Currency Growth: 23%)
Latin America & Others: Sales ₹297 crore, growth of 43% year-on-year (Constant Currency Growth: 28%)

International EBITDA Performance:

Home Care Performance:

Household Insecticides: Strong market share gain across formats despite weak monsoons due to El-Niño
Electrics: Sequentially improving performance with new "GK 6-min" campaign gaining popularity
Incense sticks: Largest branded stick in the category, scaling up strongly
Air Fresheners: Sustained strong double-digit growth and category leadership
Aer Spray 99: Growing significantly ahead of peers and gaining share
Fabric Care: Robust growth momentum with double-digit UVG on Godrej Fab
Significant impact from commodity inflation with steep pricing already taken and further sequential pricing underway

New Product Launches:

Godrej Zap: Stain remover launch in Fabric Care portfolio (niche but fast-growing category)
Leveraged playbook from market leading Indonesia portfolio
Digital forward distribution and marketing play
Godrej Spic: Scaled up to pan-India in Q1 with positive consumer feedback and healthy repeats
Godrej Rizz: Liquid dishwash launched in select markets of West and South India (~₹3,000 crore category with mid-teens household penetration)

Personal Care Performance:

Skin Cleansing: Stable performance in Soaps despite significant price increase and grammage reduction
Cinthol Bodywash: Scaling sequentially driven by media and on-platform investments
Muuchstac: Performance and scale up in line with business plan
Magic Handwash: Market leadership in handwash segment
Hair Colours: Market share gains continue across key bets
Godrej Rich Crème: Delivering as per plan
Hair Lab: Launch marking entry into premium hair colour segment with patented "no-mix" shampoo hair color
Perfumes & Deodorants: Double-digit growth with strong performance on deodorants and extremely strong growth in Perfume and EDPs

Indonesia:

Recovery continues as per plan with broad based performance across categories supported by El-Niño
Delivered strong 8% UVG and 20% sales growth
EBITDA growth at 12% despite LPG prices increasing by >2X
Stella LV relaunch witnessed robust consumer traction and sell-outs

Africa, USA & Middle East:

7 consecutive quarters of top-line growth and 11 consecutive quarters of bottom-line growth
Strong performance: USG 40% (23% in CC terms), UVG at 16%, EBITDA grew by 43%
Growth broad-based across categories and geographies
Wet hair and Aer scaling across markets
Goodknight Incense Sticks piloted in Nigeria with strong early consumer feedback

Climate & Resource Stewardship (H1 FY2027 Progress):

RE (India): 63% (Target: 65% by FY2027)
Energy Intensity: 11% reduction in specific energy consumption (Target: 6% reduction from FY25 baseline)
Water Intensity: 2% increase but continuing to be water positive (Target: 6% reduction while maintaining water positivity)
GHG Intensity: 16% reduction (Target: Reduction from FY25 baseline)
ZWL & ZLD: Continue to be zero waste to landfill and 11 out of 13 sites are zero liquid discharge
SBTi: Commitment completed, development of roadmap & submission for SBTi validation, committed to Scope 1 and 2 Net-zero by 2035

Sustainable Products & Innovation:

CAT-1 – Rigid Plastic: 17% (Target: 40%)
CAT-2 - Flexible plastics: 3% (Target: 10%)
CAT-3 - Multi-layer plastics: 0% (Target: 5%)
Life Cycle assessments: Completed LCAs covering 60% of India revenues, initiated across 7 products and 2 re-assessments

Responsible & Regenerative Value Chain:

Responsible Supply Chain: 49% of India suppliers covered under new supplier ESG assessment program
Paper Packaging: ~50-60% use of recycled paper (FSC certified)
Sustainable Consumption: Four problem statements defined on Non-Recyclability of Multi-Material Plastic, Fossil Fuel Derived Materials and Fibre Products

Social Initiatives:

Persons With Disability: Program design completed, pilot locations identified, employer demand mapping completed with Uno Minda, Toyota Gosei, Nevia, and Micron
Malaria and Dengue Control: 1.85 lakh households reached, 2,000 frontline health workers sensitized across Madhya Pradesh, Maharashtra, and Uttar Pradesh
Nature: Sequestered 10,164 tCO2e carbon (offsetting 30% of global emissions), achieved water positivity against annual global water use

Not Specified