Godrej Consumer Products Ltd (GCPL) on Monday said it expects a 6–9% increase in input costs due to a sharp rise in crude-linked commodities, even as it guided for steady double-digit revenue growth, pointing to a balance between inflation pressures and demand resilience, according to a regulatory filing.
“We do expect sustained inflation into the first half of FY27 and will address the same through a combination of pricing actions and cost efficiency programs,” the company said, adding that it expects to offset most of the impact through pricing, cost savings and operating leverage.
In terms of the key strategic levers for FY26, the company has forayed into the expansion of the ₹1,000-crore men’s facewash market via the acquisition of the ‘Muuchstac’ brand. In the home care category.
The company has continued leadership in Air Fresheners and has already scaled up its presence in the branded incense sticks in the household insecticide category.
The company said it expects to deliver close to double-digit consolidated revenue growth in Q4 FY26, with EBITDA growth broadly in line, supported by steady demand conditions in the domestic FMCG market and strong performance in international businesses.
On the domestic front, GCPL expects double-digit underlying sales growth and high single-digit volume growth, with volume expansion remaining strong. “Excluding soaps, volume growth continues in double-digits, positioning GCPL among the volume growth leaders in the Indian FMCG sector,” it said.
The company added that demand conditions remained stable during the quarter, with trade channels normalising and food inflation easing. “Policy tailwinds, including personal income tax relief and GST rationalisation, do position the industry well to offset the impact of crude-led inflation,” it said.
GAUM biz
Internationally, Indonesia is showing signs of stabilisation with mid-single digit volume growth and sustained market share gains, while the GAUM (Godrej Africa, USA, Middle East) business continued to deliver double-digit sales growth with high single-digit volume growth, driven by broad-based traction across categories.
The company said elevated commodity costs could support formalisation in categories such as household insecticides and drive premiumisation in segments like laundry, even as it remains watchful of further cost escalation.
GCPL added that its exit trajectory for FY26, coupled with a favourable base and continued domestic execution, positions it for an acceleration in growth in FY27 despite near-term inflationary headwinds.