Addressing portfolio gaps; margin headroom

11 Mar 2024
5 Min read 
  • Godrej Consumer has made significant strategic changes under the leadership of Sudhir Sitapati.
  •  The company has focused on addressing portfolio gaps and has adequate margin headroom.
  •  The India business has shown steady improvement with volume growth outperforming peers.
  •  The Indonesia business has experienced a recovery in revenue and EBITDA margin.
  •  The company has divested its stake in East Africa and is focusing on relevant business areas.
  •  The stock is trading at a P/E ratio of 54x and 47x on FY25E and FY26E, respectively.
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