fmcg

Godrej Consumer Products

GODREJCP · Nifty 50

1,020

Price 2026-06-17

BROAD EXPANSION73% confidence

At a Glance

Sector Positionfmcg sector. Flow: neutral. is not among current leaders. Regime: BROAD EXPANSION (73%).
Fundamental Score90/100 (STRONG). 1 positive flags, 4 concerns.
Historical Context156 similar technical setups. Average outcome: -8.8% decline. 0% positive.

Fundamental

90/100

STRONG

Trust

95/100

Verification

Coverage

44/100

LIMITED

Quick Take

Godrej Consumer Products scores 90/100 on fundamentals (strong). Godrej Consumer Products: BROAD EXPANSION regime.

Fundamental Score: 90/100 · STRONG · 0 signals detected

DuPont Analysis

ROE 14.3% broken into three drivers. Each shows how efficiently the company generates returns.

ROE14.3%=
12.0%Net Margin
×
0.7xTurnover
×
1.7xLeverage

ROE of 14.33% is moderate margin-driven and stable. Net margin of 12.0% × asset turnover of 0.71x × leverage of 1.7x.

What This Means

Net margin of 12.0% means the company keeps ₹12.0 as profit for every ₹100 of revenue. This is a healthy margin. Asset turnover of 0.71x means the company efficiently uses its assets to generate revenue. Leverage of 1.7x means the company uses moderate debt. Returns are primarily driven by operations, not borrowing.

Margin Structure

Gross

51.8%

Operating

19.5%

Net

12.0%

declining

Gross margin 51.8% → operating margin 19.5% → net margin 12.0%. Margins are DECLINING. Check if input costs are rising or competition is pressuring pricing.

Financial Health

Earnings Quality

ADEQUATE

Cash flow covers net income 1.4x — earnings are ADEQUATE quality. Cash conversion is reasonable.

Debt Sustainability

COMFORTABLE

Interest covered 8.5x — very comfortable. Debt service is not a concern. Debt/EBITDA at 1.4x is low — balance sheet has capacity.

Free Cash Flow

MODERATE

FCF margin at 12.7% — strong cash generation. Business is self-funding.

Peer Comparison

Godrej Consumer Products is compared against 10 peers in the fmcg sector.

Key Watchpoints

🟢

Breaks above ₹1071 (+5%)

Trend reversal confirmation

🔴

Breaks below ₹969 (-5%)

Further downside risk

🟢

Fmcg sector entering leadership

Sector rotation signal

Risk Flags

🔴 1 Critical⚠️ 3 Warning1 Positive5 total flags
🔴Cash covers only 13% of current liabilities
Balance Sheet

Liquidity squeeze. Company may struggle to meet short-term obligations without refinancing.

⚠️Special charges present in income statement
Earnings Quality

Special charges of ₹233K Cr. May indicate restructuring, impairment, or one-time costs.

⚠️Goodwill is 27% of total assets
Balance Sheet

Significant goodwill from acquisitions. Monitor for impairment risk.

⚠️94% of debt is short-term
Balance Sheet

High refinancing risk. Company needs to roll over debt frequently. Vulnerable to credit market freezes.

High promoter holding: 65%
Governance

Strong insider alignment. Promoters have significant skin in the game.

⚠️ 1 critical + 3 warning flags. Exercise caution.

Data Quality

95/100All ratios self-computed from verified sources. 🟢 5 years of financial data — sufficient for trend analysis

News Correlation

margin pressure (4)management outlook (4)
Our margin analysis (declining) matches news reports of cost/margin pressure

50 articles scanned for fundamental themes

Facts

P/E Ratio
56.8UNAVAILABLE
P/B Ratio
8.3HIGH
Market Cap
₹10573187.0L CrHIGH
From 52W High
78% of high
Sector Peers
10