Godrej Consumer products plunged over 4% after the FMCG major missed street estimates for the April to June quarter of fiscal year 2025. The share price of Godrej Consumer products fell 4.66% to an intra-day low of Rs 1,433.70 on NSE.
Godrej Consumer Products (GCPL) reported a 41.4% rise in net profit to Rs 450.7 crore for the June quarter, benefiting from lower input costs. However, this figure fell short of the street’s estimated profit of Rs 475 crore. The company’s revenue from operations declined by 3.4% to Rs 3,331.6 crore, compared to Rs 3,448.9 crore in the same period last year.
Brokerages on Godrej Consumer Products
Macquarie Godrej Consumer
Macquarie has maintained a neutral rating on Godrej Consumer, raising the target price to Rs 1,340 from Rs 1,275. According to the Macquarie report, the company is guiding for mid-teens FY25 EBITDA growth while largely maintaining its EPS estimate.
Realisation growth is expected to turn positive from Q2, with volume growth remaining strong. However, the report notes that the FY25 India EBITDA margin is expected to miss Raymond’s profitability targets. Despite these positive indicators, Macquarie remains cautious due to current valuations.
Investec on Godrej Consumer
Investec has maintained a buy rating on Godrej Consumer, raising the target price to Rs 1,531 from Rs 1,431. According to the Investec report, the company had a modest quarter but remains structurally intact.
Key highlights include solid volume growth in India and strong consolidated EBITDA margin delivery in Q1. The report also notes positive efforts to increase addressable markets, drive innovation, and improve international margins.
Additionally, Godrej Consumer continues to have the highest EPS CAGR among the large-cap FMCG coverage universe.
Motilal Oswal On Godrej Consumer
Motilal Oswal reiterates a BUY rating on GCPL with a target price of Rs 1,700, based on 60x Jun’26E EPS, up from the previous 55x. The report adds that the company is also making consistent efforts to address profitability and growth gaps in its international business.
According to a Motilal Oswal report on Godrej Consumer Products Ltd (GCPL), the firm broadly retains its FY24/FY25 EPS estimates. GCPL has demonstrated improved sales growth in its India business in recent years, achieving industry-leading volume growth over 9MFY24.
The company is expected to record double-digit EPS growth over FY24-26E, driven by disruptive innovations, the introduction of access packs, expansion into new growth categories, and increased advertising expenditure.
The Motilal Oswal report expects that these factors will sustain a robust growth trajectory in its high-margin and high-ROCE domestic business. Additionally, GCPL is focused on expanding its Total Addressable Market (TAM) in India and driving product innovation to increase purchase frequency.
Stock Performance In Last One Year
Godrej Consumer Products shares have delivered positive returns across various time frames. Over the last month, the stock has shown a positive return of 1.59%, indicating short-term growth. In the last six months, the performance has been even more impressive, with a substantial increase of 18.95%, showcasing the stock’s resilience and upward momentum.
Year-to-date, Exide Industries shares have surged by 26.47%, emphasizing the stock’s positive trajectory in the current calendar year. Looking back over the last twelve months, the stock has demonstrated significant growth, surpassing 43.42%. These consistent positive returns underscore the stock’s strong performance and appeal to investors.
