GODREJCP

Godrej Consumer delivered 10% YoY revenue growth in Q1 FY26, with strong performance in household insecticides and personal care. International business, especially in Africa, continues to scale well. Margins expanded to 19%. The company is focusing on innovation and rural penetration. At ~48x FY26 EPS, valuations are on the higher side, but the structural growth story remains intact. Suitable for long-term FMCG investors.