Back to universe
GC

Godrej Consumer

B+Hold
GODREJCP · NSE · Large Cap · FMCG Supplier
FMCG Supplier
Fetching live…
₹1,080
1D 0.1%1M 0.5%1Y -2%
Fundamental (RQ-100)
70
Technical (TQ-100)
40
Valuation
38
Market cap
₹1.10L Cr
Live decision ratingB+Sell / Avoid
Fundamental score breakdown
70/100
Growth Quality
8.0 / 20
Rev 1Y 6.0%, 3Y CAGR 10.0%, 5Y CAGR 6.0%
Margin & Profitability
12.0 / 15
EBITDA 22.0%, PAT 12.0%
Return on Capital
13.0 / 20
ROCE 14.0%, ROE 16.0%
Cash Flow Quality
13.0 / 15
OCF/EBITDA 0.85
Leverage
8.0 / 10
ND/EBITDA 0.60
Reinvestment
5.0 / 8
Capex/Sales 2.0%
Accounting
7.0 / 7
Governance
4.0 / 5
Technical score breakdown
40/100
Trend Structure
8.0 / 20
↓ 200 · ↓ 50 · ↓ 20
Momentum
5.0 / 15
1Y -2.0%, 1M 0.5%
Volume Dynamics
8.0 / 15
Vol30 —%
Relative Strength
4.0 / 15
1Y -2.0%
MA Cluster
5.0 / 10
Extension
5.0 / 10
—% from 50DMA
Volatility
4.0 / 8
Price Action
1.0 / 7
-100.0% from 52W H

Business

What this company actually does

Personal & home care house-of-brands (Cinthol, HIT, Good Knight).

Stores
—
Dark stores
—
Cities
—
Listed status
Listed

Format exposure

How direct is this play?

Primary formatFMCG Supplier
Exposure typeMeaningful
Revenue visibilityHigh
Operating leverage stageMaturity
Policy beneficiaryNone
Data confidenceMedium

Financial snapshot

Live · green dot = live, falls back to curated

Revenue
₹14.5K Cr
Rev 1Y growth
6%
Rev 3Y CAGR
10%
EBITDA margin
22.0%
PAT margin
12.0%
ROE
16%
ROCE
14%
OCF/EBITDA
0.85
Net Debt/EBITDA
0.6

Financial statements

Multi-year P&L, balance sheet, cash flow — scraped live from Screener.in

Fetching from Screener.in…
Loading…

Valuation

Live multiples + retail-specific (curated)

P/E
60
Forward P/E
51
EV/EBITDA
38
EV/Sales
8.0
P/B
8.0
FCF Yield
1.6%

Mid-range valuation. Watch incremental ROCE.

Investment thesis

AI-generated · always cite sources before acting

Bull
Best-in-class 14% ROCE with 0.85 OCF conversion. Long-runway TAM with structural tailwinds.
Base
Earnings growth of ~11% over the next 3 years assuming margins hold. Multiple compression risk if growth slows; multiple expansion possible if FMCG Supplier GMV outperforms.
Bear
Format-level risk: regulation, gig-cess, or competitive pressure compress contribution margin.
Variant perception
Consensus views Godrej Consumer as a decent operator. Our differentiated take: the current multiple already prices in mid-cycle outcomes.
Key monitorables
  • Quarterly EBITDA margin trajectory
  • Revenue growth vs management guidance
  • Capex vs store/dark-store adds
  • Promoter holding and ESOP dilution