Investor Day: High Growth Portfolio Achieved Critical Mass

Godrej Consumer Products (GCPL) is poised for a significant earnings turnaround as its high-growth 'speedboat' portfolio reaches critical mass, supporting a 30% revenue growth target for these segments.

Key Takeaways

• 1.'Speedboat' high-growth segments (air care, liquid detergents, incense sticks) have achieved critical mass and are projected to grow revenue at ~30% and profits at ~40% over FY26-30.
• 2.The Home Insecticide (HI) segment has turned around, with GCPL becoming the market leader in the fast-growing incense sticks category with a 13% market share.
• 3.The Africa business has fundamentally transformed, with EBITDA doubling from Rs2.4bn in FY23 to Rs5.5bn in FY26.

Table of Contents

• Investment Thesis — Godrej Consumer Products Ltd.
• Price Target Risks and Methodology — Godrej Consumer Products Ltd.
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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