Godrej Consumer's business update showed broad-based 19% revenue growth with margin pressure from high palm oil input costs; Goldman Sachs maintained buy

Tue 6 Oct 2026

Consolidated revenue growth

19 percent

EBITDA growth

11 percent

Goldman Sachs target price

1030 rupees

Valuation multiple

31-32 times FY28 earnings

Heard on business television between 08:58:40 - 09:01:40 IST.

• Consolidated revenue growth of 19% and EBITDA growth of 11%, implying margin contraction.
• Growth broad-based across categories; Indonesia business showing good recovery along with Africa and US business.
• Company said it will prioritize volume growth despite inflationary pressure and is confident of exceeding full-year guidance.
• Inventory correction to be watched, expected to be distributed across three quarters.
• Goldman Sachs maintained buy with target price of 1030 rupees, citing strong quarter despite cost pressure and double-digit consolidated EBITDA guidance being met.
• Guest noted stock now trades at 31-32 times FY28 earnings after correction, calling it structurally positive with inflationary cost as the main headwind.

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