Q1 2025 Godrej Consumer Products Ltd Earnings Call Transcript
Key Points
- Godrej Consumer Products Ltd (BOM:532424) reported an 8% organic volume growth in India, despite a high base and challenging conditions.
- EBITDA growth in India was 8%, driven by strategic pricing actions and cost management.
- The company saw a 24% EBITDA growth in Indonesia, with a strong constant currency revenue growth of 11%.
- Godrej Consumer Products Ltd (BOM:532424) is expanding its total addressable market in India with new product launches in categories like laundry liquids and body wash.
- The formation of Godrej PetCare, a subsidiary focused on the growing pet food market, indicates strategic diversification and long-term growth potential.
- Indonesia experienced a significant decline in organic volumes (-21%) and organic revenue (-25%) due to currency volatility and other external factors.
- The African market faced challenges with currency appreciation and high interest rates, leading to reduced trade stocks and potential short-term volume pressure.
- The company acknowledged market share losses in urban central trade and the need to revert to a more focused distribution channel.
- Despite overall positive performance, the consolidated revenue showed a decline of 3%, indicating challenges in some segments.
- The Raymond acquisition is slightly behind profit expectations, with a potential shortfall of 15% to 20% in the targeted EBITDA.
Ladies and gentlemen, good day, and welcome to Godrej Consumer Products Limited Q1 FY 25 earnings conference call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star, then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sudeer Thank you and over to you, sir.
Hi, guys. I have got a bit here and you had a bit of a problem in that office and our MT. and L. lines are down. So I'm speaking from my mobile. So but am I clear an order book?
Yes, please go ahead.
You can hear me clearly right here. So please also let me boil.
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