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Скачать или смотреть Godrej Consumer Q2 FY26 Concall: Resilient Growth Amid GST & Margin Pressure

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  • 2025-11-03
  • 5
Godrej Consumer Q2 FY26 Concall: Resilient Growth Amid GST & Margin Pressure
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Описание к видео Godrej Consumer Q2 FY26 Concall: Resilient Growth Amid GST & Margin Pressure

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Godrej Consumer Products delivered a steady performance in Q2 FY26, navigating a challenging FMCG environment marked by pricing adjustments and input cost variations. Revenue grew moderately on the back of stable demand in personal care and home care categories, while profitability was impacted by higher marketing spends and temporary channel disruptions.

During the earnings concall, the management discussed how recent GST rate changes influenced short-term trade patterns but are expected to aid long-term volume recovery. The company highlighted its continued focus on innovation, portfolio premiumization, and deeper rural reach to capture emerging consumer demand.

Internationally, Godrej Consumer maintained a healthy growth trajectory in key markets like Africa and the Middle East, though performance in Indonesia remained subdued due to competitive intensity. The company reiterated its goal of driving sustainable growth through stronger brand equity, digital expansion, and margin improvement in the second half of FY26.

This video covers the key takeaways from the management commentary, performance insights, and the company’s strategic roadmap for upcoming quarters.

📈 Stay tuned for detailed analysis on how Godrej Consumer Products is positioning itself for long-term value creation in India’s evolving FMCG landscape.

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