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2025-10-15 03:37:55 pm | Source: Motilal Oswal Financial Services Ltd
Buy Godrej Consumer Products Ltd For Target Rs. 1,450 by Motilal Oswal Financial Services Ltd
Buy Godrej Consumer Products Ltd For Target Rs. 1,450 by Motilal Oswal Financial Services Ltd

* We expect no material change sequentially and model 7% standalone revenue growth and 4% volume growth. Price hikes likely persisted in 2Q, especially in soaps.

* Extended monsoons to weigh on HI portfolio, while some GST transition impact may be seen in soaps. Other business segments are expected to perform well.

* We model a 340bp YoY decline in the GP margin to 52.2% and a 240bp YoY decline in EBITDA margins. We believe the benefit of lower palm oil prices will come in the 2HFY26

 

 

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