Godrej Consumer Products Ltd

Unclaimed dividends and shares transfer to IEPF

• 7-year unpaid dividends and related shares will be transferred to IEPF per Act provisions.
• Interim dividend from November 2019 will complete 7-year period on December 12, 2026.
• Claims to be lodged by November 15, 2026 with MUFG Intime India Private Limited as RTA.
• If not claimed, shares/dividends will be transferred to IEPF without further notice.
• KYC updates required: PAN linked to Aadhaar, contact details, bank details, and nomination.
• Electronic dividend payments only after updated KYC from April 1, 2024.
• RTA is MUFG Intime India Private Limited for processing claims.
• Indemnity letters required for Nil shares holders with unclaimed dividends; stamp duty for claims above ₹10,000.
• After transfer, claim via IEPF-5 online form and verification with RTA.

Meeting Details

• Event: Analyst/Investor meeting.
• Date and time: Thu, Aug 27, 2026, 10:00 IST onwards.
• Type and mode: Group meeting, Physical.
• Organizer: Godrej Consumer Products Limited.

Participants

• Key participants: Company management.

Purpose

• Purpose: Interaction with analysts and investors.

Availability

• Presentation may be available on company and exchange websites.

Meeting Details

• Event name: Analyst/Investor meeting; organizer: Godrej Consumer Products Limited.
• Wednesday, August 19, 2026 at 10:00 IST; Group Meeting; Physical.
• Thursday, August 20, 2026 at 10:00 IST; Group Meeting; Physical.

Participants

• Key participants: Company management to interact with analysts/investors.

Purpose

• Purpose: Interaction with analysts/investors; presentation may be shared.

Additional Notes

• Presentation will be made available on company/exchange websites.

Meeting Details

• Event: Motilal Oswal 22nd Annual Global Investor Conference, 2026.
• Date/Time: August 18, 2026, 9:00 IST onwards; Group Meeting, Physical.

Participants

• Key participants: Company management (senior executives) to interact with analysts.

Purpose

• Purpose: Investor interaction with company management.

Additional Notes

• Presentations may be made available on company/exchange websites.

Meeting Details

• Date and time: August 11, 2026 at 5:30 P.M. IST
• Type: conference call; mode not specified

Participants

• Key company participant: Company Secretary & Compliance Officer

Purpose

• Audio recording of investor/analyst conference call

Availability

• Recording available on company website; no links included

Appointment: Aasif Malbari as MD & CEO

• Appointed as MD and CEO for five-year term from August 12, 2026, subject to shareholder approval.

Cessation: CFO role

• Aasif Malbari ceases as CFO effective August 11, 2026 due to appointment as MD and CEO.

Resignation: Sudhir Sitapati

• Sudhir Sitapati resigns as MD and CEO with effect Aug 11, 2026.

Interim CFO: Vishal Kedia

• Vishal Kedia appointed Interim CFO and KMP from August 12, 2026 and Member of Risk Management Committee.

Materiality disclosure authority

• Board authorised Nisaba Godrej and others to determine materiality and disclosures from August 12, 2026.

Leadership change

• Aasif Malbari appointed MD & CEO, effective immediately; Sudhir Sitapati to step down.
• Aasif currently Global CFO and President, GCPL Africa.

Financial highlights

• Africa EBITDA margin improved to ~15% in FY26 from ~9% in FY24.
• Transformation of GCPL Africa driven by air care launch and stronger hair fashion portfolio.

Governance commentary

• Board endorses leadership transition and expects Aasif to accelerate GCPL's growth.

Meeting Details

• Date & time: Aug 11, 2026, 5:30–6:30 pm IST; Virtual conference call.
• Event: Institutional Investors & Analysts Meet
• Organizer: Godrej Consumer Products Limited
• Type: Group investor call

Participants

• Senior management team to represent GCPL.

Purpose

• Discuss change in Key Managerial Personnel.
• Investor interaction and Q&A.

Additional Notes

• Presentation to be submitted to stock exchanges and hosted on GCPL website.

Financial Performance

• Q1 FY27 consolidated revenues grew 19% YoY with underlying volume growth of 9%.
• EBITDA rose 14% with margins at 19%; net profit grew 11%.
• Africa exceptional; GAUM EBITDA improved to mid-teens from high single digits.
• Consolidated underlying volume growth reached 9% across geographies; Speedboats contributed.
• Rizz liquid dishwash launched in select states; full rollout forthcoming.

Segment Trends

• India HI share gained; overall household insecticide market share improved in Q1 FY27.
• GAUM driven by air fresheners; Nigeria incense pilot received strong feedback; EBITDA mid-teens.
• Indonesia growth around 10%; base effect and Stellar expansion aided.
• Spic and Fab progress; price disruption ongoing; continued category growth.
• Toilet cleaners, body wash, face wash, pet care showing early traction.
• Rizz is not yet widely available; launch imminent.

Costs and Pricing

• Input costs remained elevated; LPG up 3x and other costs volatile; India cost impact ~6%.
• Prices increased in Fab; commodity costs cooled recently.
• Management expects volatility to continue; calibrated pricing and cost-saving actions.
• Media spend reduced by 7-8%; media reach down 3% YoY; core investments maintained.
• Domestic revenue reconciliation completed; exports nearly nil; restated numbers align.
• Pricing hikes likely in Q2 similar to prior year cycle.
• India margins hurt by LPG, kerosene, LABSA; palm oil less material.
• 500 bps margin recovery expected in India as costs normalize.

Guidance and Outlook

• Full-year guidance reaffirmed; expect revenue growth to exceed initial targets and EBITDA to modestly exceed.
• El Niño risks remain; rural demand could be affected; portfolio diversification provides resilience.
• India volume to rise ~100 bps each quarter; Q1 was at lower end of range.
• Africa CC growth around mid-teens; rest of year likely sustainable.
• Muuchstac acquisition growing 70-80% from run rate and EPS accretive from day one.
• Pet care investment of INR 200 crores; Tamil Nadu launch ongoing for 1.5 years.

Q&A Highlights

• Dishwash launch timing: Rizz launch is imminent; no pin-code details disclosed.
• Indonesia 10% growth; drivers: Stellar and media investments; El Niño benefits.
• Africa currency tailwinds may linger 4-5 months; taper in H2.
• Muuchstac performance; growth and profitability; potential further brand acquisitions.
• India volume trajectory: maintain 100 bps quarterly increases; pricing in Q2 similar to prior year.
• Soaps volumes grew; expected to accelerate in following quarters.

Balance Sheet and Cash Flow

• No balance-sheet or cash-flow details disclosed in this transcript chunk.