External broker reports(aggregated public sources), Sharekhan

Sharekhan

External broker reports(aggregated public sources)

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Godrej Consumer Products / Equity Bottom-Up

<ul><li>Godrej Consumer Products Limited’s (GCPL’s) Q2FY2025 performance was in line with expectations with revenue rising ~2% y-o-y (high single-digit domestic volume growth), OPM rising by 70 bps y-o-y to 20.8% and adjusted PAT growing by 12% y-o-y.</li><li>India business volume growth of 7% is much better as compared with some large FMCG peers in the current muted demand environment.</li><li>International biz continues see margin expansion supporting overall profitability.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Consumer Products Limited’s (GCPL’s) Q2FY2025 performance was in line with expectations with revenue rising ~2% y-o-y (high single-digit domestic volume growth), OPM rising by 70 bps y-o-y to 20.8% and adjusted PAT growing by 12% y-o-y.India business volume growth of 7% is much better as compared with some large FMCG peers in the current muted demand environment.International biz continues see margin expansion supporting overall profitability.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Consumer Products Ltd - Good Q2; with India/Indonesia Performing Well

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>GCPL’s 2QFY25 results were below our estimates, owing to the lower-than-expected performance of the domestic business (EBITDA margin contracted 170 bps YoY)</li><li>Management highlighted a spike in palm oil and slower-than-expected pick-up in Raymond’s business as key reasons for sub-par performance</li><li>However, subdued domestic performance was partially compensated via the margin uptick seen in Indonesia (up 140 bps YoY) and Africa (up 590 bps YoY).</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

GCPL’s 2QFY25 results were below our estimates, owing to the lower-than-expected performance of the domestic business (EBITDA margin contracted 170 bps YoY)Management highlighted a spike in palm oil and slower-than-expected pick-up in Raymond’s business as key reasons for sub-par performanceHowever, subdued domestic performance was partially compensated via the margin uptick seen in Indonesia (up 140 bps YoY) and Africa (up 590 bps YoY).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Consumer (2QFY25): Growth to Be Back-Ended. Maintain BUY

<ul><li>GCPL 1QFY25 results were below our estimates owing to the lower-than-expected performance of the domestic business (EBITDA margin remained flat YoY)</li><li>Management highlighted a spike in palm oil towards the end of 1Q as one of the key reasons for subpar performance</li><li>However, subdued domestic performance was partially compensated via the margin uptick seen in Indonesia (up 400 bps YoY) and Africa (up 660 bps YoY)</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

GCPL 1QFY25 results were below our estimates owing to the lower-than-expected performance of the domestic business (EBITDA margin remained flat YoY)Management highlighted a spike in palm oil towards the end of 1Q as one of the key reasons for subpar performanceHowever, subdued domestic performance was partially compensated via the margin uptick seen in Indonesia (up 400 bps YoY) and Africa (up 660 bps YoY)Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Consumer - India Disappoints, International Surprises. Maintain BUY

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Motilal Oswal's research report onGodrej Consumer Godrej Consumer (GCPL) reported a 6% YoY consolidated net revenue growth to INR33.8b (exactly in line); constant currency (CC) growth was 30% YoY in 4QFY24.</li><li>The India business clocked 12% YoY revenue growth (5% organic) with a volume growth of 15% YoY (7% organic).</li><li>In India, the home care and personal care segments registered 6% and 4% YoY growth, respectively.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Motilal Oswal's research report onGodrej Consumer Godrej Consumer (GCPL) reported a 6% YoY consolidated net revenue growth to INR33.8b (exactly in line); constant currency (CC) growth was 30% YoY in 4QFY24.The India business clocked 12% YoY revenue growth (5% organic) with a volume growth of 15% YoY (7% organic).In India, the home care and personal care segments registered 6% and 4% YoY growth, respectively.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Consumer - Playbook Remains Unchanged; Positive Outcomes Set to Continue

<ul><li>Sharekhan's research report onGodrej Consumer Products GCPL’s Q4FY2024 numbers were above our as well as street expectations due to better-than-expected OPM of 22.5%, leading to adjusted PAT growth of 22%; it achieved industry-leading organic volume growth of 9% (India business 7%).</li><li>GCPL met its target of high single-digit underlying volume growth and high-teen EBITDA growth for FY2024.</li><li>Management targets to achieve high single-digit volume growth for consolidated business with India and Indonesia business volumes growing in high single digits in the coming years.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sharekhan's research report onGodrej Consumer Products GCPL’s Q4FY2024 numbers were above our as well as street expectations due to better-than-expected OPM of 22.5%, leading to adjusted PAT growth of 22%; it achieved industry-leading organic volume growth of 9% (India business 7%).GCPL met its target of high single-digit underlying volume growth and high-teen EBITDA growth for FY2024.Management targets to achieve high single-digit volume growth for consolidated business with India and Indonesia business volumes growing in high single digits in the coming years.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Consumer Products Ltd - Q4 - Leading Volume Growth

India

Godrej Consumer Products Limited manufactures personal care, hair care, household care and fabric care products. The Company's products include toilet soaps, cosmetics, shaving creams, talcum powder, household cleaners and fabric detergents.

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Godrej Consumer Products (GCPL IN)

Godrej Consumer Products Ltd - Good Q2; with India/Indonesia Performing Well

India business volume growth of 7% is much better as compared with some large FMCG peers in the current muted demand environment.

Sharekhan

Godrej Consumer (2QFY25): Growth to Be Back-Ended. Maintain BUY

GCPL’s 2QFY25 results were below our estimates, owing to the lower-than-expected performance of the domestic business (EBITDA margin contracted 170...

HDFC Securities

Godrej Consumer - India Disappoints, International Surprises. Maintain BUY

GCPL 1QFY25 results were below our estimates owing to the lower-than-expected performance of the domestic business (EBITDA margin remained flat YoY)

HDFC Securities

Godrej Consumer - Playbook Remains Unchanged; Positive Outcomes Set to Continue

Motilal Oswal's research report onGodrej Consumer Godrej Consumer (GCPL) reported a 6% YoY consolidated net revenue growth to INR33.8b (exactly in...

Motilal Oswal

Godrej Consumer Products Ltd - Q4 - Leading Volume Growth

Management targets to achieve high single-digit volume growth for consolidated business with India and Indonesia business volumes growing in high...

Sharekhan

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