Godrej Consumer Products Ltd Strategy reset and guidance

Reiterated FY27 guidance: high single‑digit standalone underlying volume growth and double‑digit consolidated underlying volume growth, with consolidated revenue growth in the high teens. Announced a ₹150 crore investment in a new R&D centre and ₹200 crore of annual recurring investment in go‑to‑market and digital marketing. Flagged a plan to correct ₹125–150 crore of excess trade inventory in India over three quarters, which is expected to weigh on near‑term growth but improve channel health. Analysts noted that while guidance was maintained, India business growth could be softer in the near term due to the inventory reset, higher investments, and a challenging input‑cost environment.