Godrej Consumer Q2 FY27: High-teens revenue, double-digit EBITDA growth

Godrej Consumer Products Ltd (GCPL) expects a strong Q2 FY27 performance, projecting high-teens revenue growth, high-single-digit underlying volume growth, and double-digit EBITDA growth at the consolidated level. This is despite consumption being impacted by uneven monsoon conditions and intensifying El-Niño, alongside inflationary pressures on commodity-linked inputs. The standalone business anticipates teen revenue growth and high-single-digit volume growth, absorbing a 100-150 basis points impact from trade inventory correction. Both Indonesia and GAUM (Godrej Africa, USA, and Middle East) businesses are expected to deliver robust growth. GCPL is addressing intensified input costs through pricing actions and cost-saving initiatives, confident in meeting its full-year guidance.