GODREJCP
Godrej Consumer Products Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
GODREJCP
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹1,070 today
BEAR
₹799
-25%
1.7% a year · 43.2x exit
BASE
₹945
-12%
3% a year · 50.4x exit
BULL
₹1,133
+6%
4.1% a year · 59.9x exit
Where the market has priced it
30x59x today63x
- this company's own median multiple sits 38% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹18.19 (screener) |
|---|---|
| Guided growth | 3% a year, said on the call of 13-May-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 43.16x / 50.43x / 59.86x, this company’s own p20 / median / p80 across 9 filed years |
| Filed-industry peers | median 36.59x across 8 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
revenue growth 3%volume growth 3%generic growth 3%
The business delivered 4% underlying volume growth and 3% sales growth, and we continue to expect operating conditions to improve from FY 2027 as the market normalizes.
Call 13-May-2026 · bridge confidence medium · transcript PDF