Main industries:

• Personal care products
• Household products

TOP 3 markets:

1. India: approx. 55%
2. Indonesia: approx. 15%
3. Africa (including South Africa): approx. 10%

Godrej Consumer Products Limited generates the majority of its revenue from the personal care and household product industry. India remains the largest market for the company, followed by Indonesia and various African countries. These markets are crucial for the company's growth as they exhibit strong demand for Godrej's products.

Production Sites:

• India
• Indonesia
• South Africa
• Nigeria
• Bangladesh

Godrej Consumer Products Limited (GCPL) operates production facilities in several countries to manufacture its wide range of products. The main production site is located in India, where the company also has its headquarters. In addition, GCPL has production plants in Indonesia, South Africa, Nigeria, and Bangladesh to better serve the demand in these markets and make supply chains more efficient.

This geographical diversification enables GCPL to better address local market needs and optimize costs through local production.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024)

Godrej Consumer Products Limited is pursuing a multi-pronged growth strategy to further strengthen its market position and promote revenue growth. A key component of this strategy is expanding into international markets, particularly in Africa and Southeast Asia, where the company has already established a strong presence.

In addition, Godrej is focusing on product innovations to meet changing consumer preferences. This includes introducing new product lines in the personal care and household products sectors that emphasize sustainability and natural ingredients.

Another strategic focus is on digitization and improving distribution channels. By investing in e-commerce platforms and digital marketing strategies, the company aims to increase its reach and directly engage with end consumers.

These measures are intended not only to promote revenue growth but also to enhance brand awareness and customer loyalty.

Main raw materials: Palm oil, synthetic fragrances, chemical ingredients
Countries of origin: Indonesia, Malaysia, China, Europe

Godrej Consumer Products Limited imports a variety of raw materials necessary for the production of their products. Palm oil is one of the key raw materials and is mainly sourced from Indonesia and Malaysia, as these countries are among the largest producers worldwide.

In addition, the company imports synthetic fragrances and chemical ingredients used in the production of cosmetics and household goods. These materials often come from China and various European countries known for their advanced production capacities in the chemical industry.

Through this diversified procurement strategy, Godrej Consumer Products Limited can ensure the quality of their products and at the same time benefit from global market conditions.

Market share in India: 6.5% (2024, estimated)
EBITDA margin: 21.0% (2024)
R&D expenses: 2.3% of revenue (2024)

Godrej Consumer Products Limited (GCPL) has a significant competitive advantage that is composed of several factors. The company benefits from strong brand recognition and a diversified product portfolio that is well positioned both in India and internationally.

The EBITDA margin of 21.0% indicates that GCPL is able to operate efficiently and control costs, pointing to a strong operational performance. Additionally, the company continuously invests in research and development, indicated by 2.3% of revenue in 2024. These investments support product innovations and help differentiate from competitors.

Another advantage is the strong presence in emerging markets that offer high growth potential. The strategic expansion in these markets contributes to risk diversification and revenue growth. Overall, GCPL's competitive advantage is well secured by its strong market position, operational efficiency, and innovation capabilities.

Institutional Investor Share: approximately 30% (estimated, based on historical data and trends until 2023)

Insider Buys/Sells: No significant transactions reported (as of 2023)

The institutional investor share in Godrej Consumer Products Limited traditionally stands at around 30%, indicating the confidence of institutional investors in the company's long-term stability and growth potential.

There have been no significant insider buys or sells in recent years, suggesting a stable confidence from management in the company's future development. However, such transactions can vary and should be regularly reviewed to identify current trends.

Market share of Godrej Consumer Products Limited (GCPL): 8% (estimated, 2025)

Top competitors and their market shares:

1. Hindustan Unilever Limited (HUL): 25%
2. ITC Limited: 15%
3. Dabur India Limited: 10%
4. Marico Limited: 9%
5. Godrej Consumer Products Limited (GCPL): 8%
6. Colgate-Palmolive (India) Limited: 7%
7. Procter & Gamble Hygiene and Health Care Limited: 6%
8. Emami Limited: 5%

Moat of GCPL:

Godrej Consumer Products Limited has a moderate moat, mainly characterized by its strong brand presence in specific segments such as household insecticides and hair care products. Diversification into various product categories and presence in multiple international markets also strengthen their position.

Compared to competitors, HUL has a significantly stronger moat supported by a wide product range, strong brand loyalty, and extensive distribution channels. ITC benefits from a strong presence in the tobacco and FMCG segments, which also represents a robust moat.

GCPL needs to continue investing in innovation and brand strengthening to expand its moat and compete against the strong competitors. The ability to adapt to changing consumer trends and expand in emerging markets will be crucial for strengthening their competitive advantage.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in Household Products Segment: 25% (2024)

Godrej Consumer Products Limited (GCPL) achieved solid revenue growth of 10% in 2024, attributed to strong demand for its products and effective market expansion. The company has secured a significant market share of 25% in the household products segment, highlighting its competitiveness.

The 8% profit growth in 2024 indicates that GCPL is not only able to increase revenue but also effectively manage costs to enhance profitability. This is supported by continuous investments in product innovation and efficiency enhancements.

Overall, GCPL's financial performance and market position suggest that the company is well positioned to benefit from future growth opportunities. Investors may view this as a positive signal for investing in the company, especially if they are interested in long-term growth.

Dividend Yield: 1.8% (2024) Dividend Growth: 5% annually (last 3 years)

Godrej Consumer Products Limited regularly pays dividends to its shareholders. The dividend yield is currently around 1.8%, which can be considered moderate compared to other companies in the consumer goods industry.

Over the past three years, the company has consistently increased its dividend by an average of 5% per year. This indicates a reliable payout policy supported by stable cash flows and a solid financial position.

Analysts expect that Godrej Consumer Products will maintain its dividend policy unless significant economic or company-specific challenges arise.