Godrej Consumer stock tracks Indonesia expansion and Q2 growth

Published on 10/07/2026 at 06:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Godrej Consumer stock reflects an October 6 update pointing to high-teens Q2 FY27 revenue growth and an IDR 500 billion factory. Q1 revenue rose 18.31 percent year over year.

Godrej Consumer, INE102D01028, Illustration mit AI erstellt.

Godrej Consumer Products (ISIN INE102D01028) was trading at INR 860.95 on the NSE on October 7, 2026, at 10:01 a.m. IST, down 1.32 percent from the prior close. The immediate company catalyst is Indonesia, where the group opened the first phase of a new manufacturing facility on October 6.

Indonesia adds production capacity

According to Upstox on October 6, 2026, the Kendal facility represents an IDR 500 billion investment. The first phase covers 2.5 hectares of a 5.5-hectare site and is focused on household insecticides.

The Indonesian operation is expected to deliver high-teens revenue growth and high-single-digit volume growth in Q2 FY27, while the company expects the wider consolidated business to produce high-teens revenue growth and double-digit EBITDA growth. Input inflation in palm oil, crude-linked derivatives and other commodities remains the key margin pressure.

Q2 outlook follows strong Q1

Sahi reported that consolidated Q1 FY27 revenue reached INR 4,225.47 crore, up 18.31 percent year over year, while net profit rose 11.5 percent to INR 504.52 crore. The comparison gives the Q2 outlook a measurable base rather than relying only on qualitative guidance.

The domestic business is expected to grow revenue in the teens, with high-single-digit underlying volume growth. According to CNBC TV18 on October 6, 2026, a 100 to 150 basis point inventory correction is expected to weigh on standalone performance.

Analyst targets stay above the stock

Investing.com lists a Buy consensus from 34 analysts, including 27 Buy, 6 Hold and 1 Sell ratings. The average 12-month target is INR 1,180.82, with a high of INR 1,485 and a low of INR 743. Against INR 860.95, the average target lies 37.2 percent above the price.

Godrej Consumer stock trades near its yearly low

Godrej Consumer Products was trading at INR 860.95 on the NSE on October 7, 2026. Its 52-week range is INR 832.60 to INR 1,273.90, while market capitalization stood at INR 881.0 billion.