Godrej Consumer Products Ltd (GCPL) forecasts double-digit revenue growth and high single-digit underlying volume growth for the fourth quarter of FY26, aligning with its earlier guidance. The company noted that demand conditions in the domestic fast-moving consumer goods (FMCG) sector have remained stable, supported by easing food inflation and the normalisation of trade channels post-GST transition. GCPL anticipates its standalone EBITDA margins to stay within the normative range, bolstered by significant cost savings during the quarter. On a consolidated basis, the company expects revenue growth to closely approach double digits, consistent with the sequential improvements observed throughout the year.

Internationally, GCPL's operations in Indonesia are stabilising, with underlying volume growth projected in the mid-single digits. The GAUM (Godrej Africa, USA, and Middle East) segment is also performing robustly, reporting double-digit sales growth. Despite facing a 6-9% cost impact due to elevated crude oil prices, GCPL plans to mitigate these through strategic pricing adjustments and cost management. However, the company's shares have faced a 19% decline recently, reflecting broader market pressures amid rising crude oil prices, which have affected the FMCG sector significantly.