Godrej Consumer is committed to deliver a strong performance in FY26 after reporting a 2% growth in both revenue and earnings before interest tax depreciation and amortisaion (Ebitda) in FY25, executive chairperson Nisaba Godrej said in the company’s annual report released on Wednesday.
Godrej said that the company has put into motion its vision for 2040, which would play out through its acquisition-led entry into deodorants, foray into pet foods and expansion into mass liquid detergents.
This vision for the future, she said, was supported by a sharp total addressable market strategy that was aimed at growing purposefully and with ambition.
“At 2% (4% organic) revenue and 2% Ebitda growth, we fell short of your expectations in FY25,” she admitted. “In India, a sharp spike in palm oil prices disrupted soap margins in the second half (of FY25). We made the deliberate choice not to compromise on our long-term plans, even if it meant taking a hit in the short term,” she said.
Godrej said that the company, which currently has a presence in categories such as soaps, household insecticides, fabric care, air care, hair colour and premium beauty, would relentlessly strengthen execution. “We must move faster, be more honest about what’s not working, resist blaming the macro too easily,” she said.
Godrej also said that the company saw strong momentum in innovation and working media investment, including brands such as Fab, its new liquid detergent brand, which crossed Rs 150 crore topline in FY25, its first year of operation. Goodknight incense sticks had been a big success. And Godrej Ninja, the company’s entry into pet food, was done in record time in FY25 in partnership with Godrej Agrovet, a group company.
“We also invested in strengthening our foundations, Rs 500 crore each in greenfield facilities at Chengalpattu in Tamil Nadu and at Malanpur in Madhya Pradesh,” she added.
Internationally, she said, margins improved significantly in FY25 including Africa, the US and the Middle East, which reached 15% Ebitda after simplification and restructuring.
“This sets the stage for more in FY26, especially in Chile,” she said. Meanwhile, products like Pocket (both Aer and Stella), Shampoo Hair Colour (both NYU and Issue) and Goodknight Liquid Vaporiser are scaling up rapidly, contributing Rs 400 crore to international sales in FY25, a 58% two-year CAGR,” she said.