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GODREJCP
is entering a new phase under MD & CEO Aasif Malbari, with management looking to improve execution, revive core brands and accelerate volume and profit growth. Malbari has described the company’s past five-year performance as good but not great, with underlying volume growth and PAT CAGR remaining in single digits.
The new strategy includes a ₹200 crore investment in a new R&D facility, stronger digital marketing, better demand forecasting and a reduction in general-trade inventory from around 20 days to 10 days. This could make the business more capital-efficient while improving product innovation and execution.
A key focus will be the core portfolio, including Godrej No.1, Cinthol and Good Knight, where growth has remained subdued. At the same time, GCPL plans to scale newer opportunities such as fragrances, dishwashing, stain removal and pet care.#WatchOutFor#StockInNews#EquityResearch#MacroViews#FundamentalViews
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