Godrej Consumer Products Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Godrej Consumer Products Limited (NSE:GODREJCP) came out with its full-year results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. It looks like the results were a bit of a negative overall. While revenues of ₹144b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 6.4% to hit ₹18.11 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Godrej Consumer Products after the latest results.

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Taking into account the latest results, the most recent consensus for Godrej Consumer Products from 33 analysts is for revenues of ₹157.2b in 2026. If met, it would imply a notable 9.5% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to soar 30% to ₹23.56. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹157.3b and earnings per share (EPS) of ₹23.75 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Godrej Consumer Products

There were no changes to revenue or earnings estimates or the price target of ₹1,338, suggesting that the company has met expectations in its recent result. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Godrej Consumer Products at ₹1,500 per share, while the most bearish prices it at ₹1,053. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Godrej Consumer Products shareholders.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's clear from the latest estimates that Godrej Consumer Products' rate of growth is expected to accelerate meaningfully, with the forecast 9.5% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 7.6% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 7.2% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Godrej Consumer Products is expected to grow much faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at ₹1,338, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Godrej Consumer Products. Long-term earnings power is much more important than next year's profits. We have forecasts for Godrej Consumer Products going out to 2028, and you can see them free on our platform here.

Even so, be aware that Godrej Consumer Products is showing 1 warning sign in our investment analysis , you should know about...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.