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Indian consumer goods maker of soaps, hair color and household insecticides (Godrej, HIT, Good Knight brands), with international operations.
Indian consumer goods maker of soaps, hair color and household insecticides (Godrej, HIT, Good Knight brands), with international operations.
Sells low-priced, fast-turnover household and personal-care goods through distributors and shops across India, and uses acquired businesses in Indonesia and Africa to widen its range. The Godrej family controls the company through its holdings in the wider Godrej group.
In one line: India's smaller Colgate-Palmolive/SC Johnson hybrid.
Moat: narrow (brand, distribution). Established, trusted brands with deep distribution across India and several emerging markets (Africa, Indonesia).
Headquarters: Mumbai, India · Founded: 1897 · Employees: 9,090
Size Godrej Consumer Products (GODREJCP.NS) is an India Consumer Staples company (Household/Personal Care) with a market value of $9.19B, the 131st largest of 1,058 India companies the cockpit tracks. Shares closed at ₹851.00 on 6 Nov 2026.
Performance Over six months the shares fell 17.9%, against +16.2% for the median peer and 0.0% for the India market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 12.0% over the last twelve months (peer median +6.2%); the operating margin is 18.3% (peer median 12.9%).
Valuation It trades at 37.0× forward earnings against a peer median of 23.8× (3rd most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 32% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +25 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.4 points above its cost of capital (14.2% WACC).
Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹166B | ₹152B | ₹140B | ₹141B | ₹133B |
| Revenue growth | — | +8% | -1% | +6% | — |
| Gross profit | ₹67.3B | ₹56.4B | ₹55.8B | ₹57.9B | ₹47.4B |
| EBITDA | ₹33.4B | ₹31.7B | ₹30.2B | ₹30.9B | ₹25.5B |
| Net income | ₹19.8B | ₹18.6B | ₹18.5B | -₹5.61B | ₹17.0B |
| Free cash flow | n/a | ₹17.9B | ₹18.3B | ₹17.3B | n/a |
| Capital expenditure | n/a | ₹5.70B | ₹5.99B | ₹3.07B | ₹0 |
| Total debt | ₹50.5B | ₹44.2B | ₹40.0B | ₹32.2B | ₹11.3B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Godrej Consumer Products GODREJCP.NS | $9.19B | -18% | +12% | 18% | 37.0× | 31.7% |
| Dabur India DABUR.NS | $7.13B | -19% | +9% | 15% | 32.1× | 27.3% |
| Marico MARICO.NS | $12.3B | +8% | +20% | 16% | 51.8× | 28.0% |
| Hindustan Unilever HINDUNILVR.NS | $49.6B | -12% | +6% | 21% | 41.5× | 27.2% |
| Reckitt Benckiser RKT.L | $47.6B | +22% | -2% | 28% | 16.4× | 1.6% |
| Jyothy Labs JYOTHYLAB.NS | $773M | -23% | +5% | 8% | 30.9× | 35.0% |
| L'Oreal OR.PA | $268B | +25% | +3% | 21% | 32.8× | 18.1% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GODREJCP.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.7% | +9.8% | 4th lowest of 21 |
| 6-month return | -17.9% | +16.2% | 5th lowest of 21 |
| Distance from 52-week high | -33.2% | -8.4% | 3rd lowest of 21 |
| Revenue growth (TTM) | +12.0% | +6.2% | 6th highest of 21 |
| Operating margin | 18.3% | 12.9% | 5th highest of 21 |
| Forward P/E | 37.0× | 23.8× | 3rd most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 31.7% | 4.0% | most demanding of 20 |
| Growth delivered (Del g) | +6.6% | +5.4% | 9th highest of 20 |
| Hurdle (Req g minus delivered) | +25.1 pp | -2.8 pp | 2nd most demanding of 20 |
| ROIC minus cost of capital | +1.4 pp | +5.4 pp | 6th lowest of 20 |
| EV / EBITDA | 26.6× | 13.8× | 2nd most expensive of 18 |
| Net debt / EBITDA | 0.6× | -0.4× | 8th most indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Godrej Consumer Products GODREJCP.NS | India | $9.19B | -18% | +12% | 18% | 37.0× | 31.7% | +6.6% |
| Shiseido 4911.T | Japan | $9.52B | +20% | +5% | 4% | 32.8× | 17.5% | +1.0% |
| Dabur India DABUR.NS | India | $7.13B | -19% | +9% | 15% | 32.1× | 27.3% | +6.6% |
| APR 278470.KS | South Korea | $7.04B | -40% | +119% | 23% | 17.4× | -1.4% | +47.3% |
| Clorox CLX | United States | $12.1B | +8% | +6% | 14% | 17.4× | 2.7% | -1.8% |
| Unicharm 8113.T | Japan | $12.1B | +15% | 0% | 12% | 24.5× | -2.0% | +5.4% |
| e.l.f. Beauty ELF | United States | $6.85B | +91% | +31% | 12% | 35.4× | 27.9% | +38.8% |
| Marico MARICO.NS | India | $12.3B | +8% | +20% | 16% | 51.8× | 28.0% | +11.1% |
| Puig Brands PUIG.MC | Spain | $12.5B | +16% | +4% | 16% | 17.9× | -3.0% | +11.7% |
| Amorepacific 090430.KS | South Korea | $6.03B | -1% | +10% | 9% | 23.8× | 4.0% | -0.8% |
| Reynolds Consumer Products REYN | United States | $5.08B | +10% | +2% | 14% | 14.6× | -0.2% | +2.7% |
| Mao Geping Cosmetics 1318.HK | Hong Kong | $4.92B | -28% | +32% | 31% | 15.0× | 4.7% | +41.1% |
| Cupid CUPID.NS | India | $4.83B | +158% | +122% | 34% | n/a | n/a | n/a |
| Colgate-Palmolive (India) COLPAL.NS | India | $4.83B | -23% | +9% | 28% | 32.2× | 30.8% | +4.5% |
| Interparfums IPAR | United States | $4.34B | +43% | +3% | 17% | 29.0× | 10.9% | +22.5% |
| Essity ESSITY-A.ST | Sweden | $19.9B | +17% | -2% | 12% | 15.4× | -3.3% | +2.6% |
| Beiersdorf BEI.DE | Germany | $20.4B | +21% | -2% | 12% | 22.6× | -2.3% | +7.0% |
| Rohto Pharmaceutical 4527.T | Japan | $3.97B | +17% | +10% | 12% | 16.7× | -2.1% | +13.7% |
| Kao 4452.T | Japan | $21.8B | +33% | +6% | 10% | 24.4× | 1.5% | +4.1% |
| Coty COTY | United States | $3.57B | +64% | -1% | 5% | 13.3× | 11.3% | +4.6% |
| Kobayashi Pharmaceutical 4967.T | Japan | $3.29B | +20% | +4% | 6% | 50.2× | 17.6% | +1.9% |