Godrej Consumer Products Limited Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts

Last week saw the newest yearly earnings release from Godrej Consumer Products Limited (NSE:GODREJCP), an important milestone in the company's journey to build a stronger business. Things were not great overall, with a surprise (statutory) loss of ₹5.48 per share on revenues of ₹141b, even though the analysts had been expecting a profit. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Check out our latest analysis for Godrej Consumer Products

Taking into account the latest results, the most recent consensus for Godrej Consumer Products from 34 analysts is for revenues of ₹153.4b in 2025. If met, it would imply a meaningful 8.9% increase on its revenue over the past 12 months. Godrej Consumer Products is also expected to turn profitable, with statutory earnings of ₹23.23 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹153.6b and earnings per share (EPS) of ₹23.27 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

The analysts reconfirmed their price target of ₹1,436, showing that the business is executing well and in line with expectations. 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 ₹1,652 per share, while the most bearish prices it at ₹1,079. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 8.9% growth on an annualised basis. That is in line with its 8.0% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 7.6% annually. It's clear that while Godrej Consumer Products' revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

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. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at ₹1,436, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Godrej Consumer Products going out to 2027, and you can see them free on our platform here.

However, before you get too enthused, we've discovered 1 warning sign for Godrej Consumer Products that you should be aware of.

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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.

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