GODREJCP Q4 FY26 Guidance vs Delivery (GODREJCP Management Mirror)

Consolidated Profitability & Margins

Management anticipates a near-term contraction in EBITDA percentage margins over the Jun'26 and Sep'26 quarters due to 7% to 9% raw material inflation, a shift from the Dec'25 Qtr expectation of sustained profitability momentum into FY27. While absolute consolidated EBITDA growth is expected to follow a moderating trajectory from Mar'26 levels, higher revenue growth is projected to help absolute EBITDA net out at a reasonably good level. [Status: Downgraded]