Godrej Consumer expects double-digit standalone sales growth in Q4FY26, flags crude concerns

Godrej Consumer Products Ltd said on Monday, April 6, demand conditions and consumer sentiment remained steady in the domestic FMCG sector through Q4FY26, with trade channels normalising following the GST transition and food inflation easing.

It added that policy tailwinds, including personal income tax relief and GST rationalisation, position the industry well to offset the impact of crude-led inflation as it enters FY27.

In an exchange filing, the company said its standalone business is expected to deliver double-digit sales growth and high single-digit volume growth in Q4FY26, in line with guidance provided at its last analyst interaction.

It added that standalone EBITDA margins are expected to sustain within its normative range, supported by meaningful cost savings in Q4.

The company said its Indonesia business showed signs of stabilisation with mid-single-digit volume growth and sustained market share gains, while the GAUM (Godrej Africa, USA and Middle East) business reported double-digit sales growth and high single-digit volume growth across geographies and categories.

On a consolidated basis, the company expects close to double-digit revenue growth, with EBITDA growth broadly in line with revenue.

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However, it flagged rising crude oil prices and commodity costs as a key risk, estimating a potential impact of 6–9% on costs.

The company said it is taking measures, including pricing actions, cost efficiencies and procurement strategies, to mitigate the impact, while noting that sustained inflation may continue into the first half of FY27.

The firm added that it remains conscious of the volatility of the situation. If there is a further significant further cost escalation from current levels, it may have to re-assess the situation and its plans.

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Shares of Godrej Consumer Products Limited ended higher on Monday, closing at ₹1,004.20 on the NSE. The stock rose ₹9.40, or 0.94%, during the session, reflecting modest gains in the day’s trade.