Godrej Consumer Products
Market Cap
₹645.2b
Last Updated
2020/02/24 13:08 UTC
Data Sources
Company Financials +
Executive Summary
Godrej Consumer Products Limited manufactures and sells personal and household care products in India, Indonesia, Africa, and internationally.
Rewards
Risk Analysis
Snowflake Analysis
Flawless balance sheet established dividend payer.
Similar Companies
Share Price & News
How has Godrej Consumer Products's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: GODREJCP has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-1.7%
GODREJCP
-0.8%
IN Personal Products
-1.4%
IN Market
1 Year Return
-6.8%
GODREJCP
-0.6%
IN Personal Products
6.4%
IN Market
Return vs Industry: GODREJCP underperformed the Indian Personal Products industry which returned 0% over the past year.
Return vs Market: GODREJCP underperformed the Indian Market which returned 9.5% over the past year.
Shareholder returns
| GODREJCP | Industry | Market | |
|---|---|---|---|
| 7 Day | -1.7% | -0.8% | -1.4% |
| 30 Day | -17.9% | -8.8% | -3.3% |
| 90 Day | -12.5% | -6.0% | 0.4% |
| 1 Year | -5.7%-6.8% | 0.5%-0.6% | 8.4%6.4% |
| 3 Year | 16.5%12.1% | 34.9%29.4% | 20.9%14.1% |
| 5 Year | 71.6%63.8% | 57.8%48.8% | 30.7%18.5% |
Price Volatility Vs. Market
How volatile is Godrej Consumer Products's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Trade Alert: The Business Head of Darling & M&A Of Godrej Consumer Products Limited (NSE:GODREJCP), Omar Momin, Has Sold Some Shares Recently1 week ago | Simply Wall St
Why Godrej Consumer Products Limited (NSE:GODREJCP) Looks Like A Quality Company3 weeks ago | Simply Wall St
Despite Its High P/E Ratio, Is Godrej Consumer Products Limited (NSE:GODREJCP) Still Undervalued?Valuation
Is Godrej Consumer Products undervalued compared to its fair value and its price relative to the market?
28.54x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: GODREJCP (₹614.85) is trading above our estimate of fair value (₹304.52)
Significantly Below Fair Value: GODREJCP is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: GODREJCP is poor value based on its PE Ratio (28.5x) compared to the Personal Products industry average (24x).
PE vs Market: GODREJCP is poor value based on its PE Ratio (28.5x) compared to the Indian market (13.3x).
Price to Earnings Growth Ratio
PEG Ratio: GODREJCP is poor value based on its PEG Ratio (2.8x)
Price to Book Ratio
PB vs Industry: GODREJCP is overvalued based on its PB Ratio (8.3x) compared to the IN Personal Products industry average (1.8x).
Next Steps
Future Growth
How is Godrej Consumer Products forecast to perform in the next 1 to 3 years based on estimates from 27 analysts?
10.0%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: GODREJCP's forecast earnings growth (10% per year) is above the savings rate (6.5%).
Earnings vs Market: GODREJCP's earnings (10% per year) are forecast to grow slower than the Indian market (20.5% per year).
High Growth Earnings: GODREJCP's earnings are forecast to grow, but not significantly.
Revenue vs Market: GODREJCP's revenue (10.3% per year) is forecast to grow faster than the Indian market (9% per year).
High Growth Revenue: GODREJCP's revenue (10.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: GODREJCP's Return on Equity is forecast to be high in 3 years time (22.8%)
Next Steps
Past Performance
How has Godrej Consumer Products performed over the past 5 years?
20.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: GODREJCP has a high level of non-cash earnings.
Growing Profit Margin: GODREJCP's current net profit margins (21.6%) are higher than last year (19.5%).
Past Earnings Growth Analysis
Earnings Trend: GODREJCP's earnings have grown significantly by 20.8% per year over the past 5 years.
Accelerating Growth: GODREJCP's earnings growth over the past year (8.8%) is below its 5-year average (20.8% per year).
Earnings vs Industry: GODREJCP earnings growth over the past year (8.8%) exceeded the Personal Products industry 7%.
Return on Equity
High ROE: GODREJCP's Return on Equity (29%) is considered high.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is Godrej Consumer Products's financial position?
Financial Position Analysis
Short Term Liabilities: GODREJCP's short term assets (₹46.4B) exceed its short term liabilities (₹45.5B).
Long Term Liabilities: GODREJCP's short term assets (₹46.4B) exceed its long term liabilities (₹23.2B).
Debt to Equity History and Analysis
Debt Level: GODREJCP's debt to equity ratio (33.6%) is considered satisfactory.
Reducing Debt: GODREJCP's debt to equity ratio has reduced from 46.1% to 33.6% over the past 5 years.
Debt Coverage: GODREJCP's debt is well covered by operating cash flow (72.4%).
Interest Coverage: GODREJCP's interest payments on its debt are well covered by EBIT (30.6x coverage).
Balance Sheet
Inventory Level: GODREJCP has a low level of unsold assets or inventory.
Debt Coverage by Assets: GODREJCP's debt is covered by short term assets (assets are 1.8x debt).
Next Steps
Dividend
What is Godrej Consumer Products's current dividend yield, its reliability and sustainability?
1.52%
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: GODREJCP's dividend (1.52%) is higher than the bottom 25% of dividend payers in the Indian market (0.59%).
High Dividend: GODREJCP's dividend (1.52%) is low compared to the top 25% of dividend payers in the Indian market (2.59%).
Stability and Growth of Payments
Stable Dividend: GODREJCP's dividends per share have been stable in the past 10 years.
Growing Dividend: GODREJCP's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (37.1%), GODREJCP's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: GODREJCP's dividends in 3 years are forecast to be covered by earnings (55.6% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
3.6yrs
Average management tenure
CEO
Vivek Gambhir (51yo)
2.8yrs
Tenure
₹131,000,000
Compensation
Mr. Vivek Gambhir serves as Independent Director of Metropolis Healthcare Limited since September 7, 2018. He has been the Chief Executive Officer and Managing Director of Godrej Consumer Products Limited ...
CEO Compensation Analysis
Compensation vs Market: Vivek's total compensation ($USD1.82M) is above average for companies of similar size in the Indian market ($USD1.14M).
Compensation vs Earnings: Vivek's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairperson | 2.8yrs | ₹52.00m | 0.59% ₹3.8b | |
| MD, CEO | 2.8yrs | ₹131.00m | 0.021% ₹135.7m | |
| Chairman Emeritus | 2.8yrs | ₹60.70m | 0.00015% ₹967.7k | |
| CFO, Compliance Officer & Company Secretary | 4.8yrs | no data | 0.0019% ₹12.1m | |
| Head of Human Resources | 4.5yrs | no data | no data | |
| Head of Global Research & Development | 4.5yrs | no data | no data | |
| Business Head of Africa | 2.5yrs | no data | no data | |
| Business Head of Darling & M&A | 0yrs | no data | 0.0017% ₹10.9m | |
| Head of Design | 2.7yrs | no data | no data | |
| Business Head of ASEAN | 0yrs | no data | no data |
3.6yrs
Average Tenure
48yo
Average Age
Experienced Management: GODREJCP's management team is considered experienced (3.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairperson | 2.8yrs | ₹52.00m | 0.59% ₹3.8b | |
| MD, CEO | 2.8yrs | ₹131.00m | 0.021% ₹135.7m | |
| Chairman Emeritus | 2.8yrs | ₹60.70m | 0.00015% ₹967.7k | |
| Independent Non-Executive Director | 11.7yrs | ₹3.30m | no data | |
| Non Executive Director | 19.3yrs | ₹2.40m | 0.23% ₹1.5b | |
| Independent Non Executive Director | 13.8yrs | ₹4.00m | no data | |
| Non-Executive Director | 8.8yrs | ₹2.40m | 0.036% ₹233.5m | |
| Non Executive Director | 18.9yrs | ₹2.30m | 0.94% ₹6.1b | |
| Independent Non-Executive Director | 8.8yrs | ₹4.10m | 0.00029% ₹1.9m | |
| Lead Independent Director | 1.1yrs | ₹3.80m | no data |
8.8yrs
Average Tenure
65.5yo
Average Age
Experienced Board: GODREJCP's board of directors are considered experienced (8.8 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: GODREJCP insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Godrej Consumer Products Limited's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Godrej Consumer Products Limited
- Ticker: GODREJCP
- Exchange: NSEI
- Founded: 1897
- Industry: Personal Products
- Sector: Household
- Market Cap: ₹645.152b
- Shares outstanding: 1.02b
- Website: https://www.godrejcp.com
Number of Employees
Location
- Godrej Consumer Products Limited
- Godrej One
- 4th Floor
- Mumbai
- Maharashtra
- 400079
- India
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| 532424 | BSE (Mumbai Stock Exchange) | Yes | Equity Shares | IN | INR | Jun 2001 |
| GODREJCP | NSEI (National Stock Exchange of India) | Yes | Equity Shares | IN | INR | Jun 2001 |
Biography
Godrej Consumer Products Limited manufactures and sells personal and household care products in India, Indonesia, Africa, and internationally. The company offers home care and personal care products, household insecticides, hair colours, liquid detergents, soaps, air fresheners, hair extensions, hair care products, personal wash products, wet wipes, depilatory products, and colour cosmetics, as well as skin care, fabric care, hygiene, air care, and dry hair products. It provides its products primarily under the Good knight, Godrej Expert, Cinthol, Godrej No. 1, Hit, Darling, B Blunt, protekt, Godrej aer, Frika, issue, Ilicit Color, Godrej nupur, mitu, Godrej Ezee, Inecto, Stella, Pamela Grant, Renew, 919, Roby, Villeneuve, and Godrej Professional brands. The company was founded in 1897 and is headquartered in Mumbai, India.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/02/24 13:08 |
| End of Day Share Price | 2020/02/24 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/03/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.