Godrej Consumer Products Limited (NSE:GODREJCP) Just Reported, And Analysts Assigned A ₹1,312 Price Target

Shareholders might have noticed that Godrej Consumer Products Limited (NSE:GODREJCP) filed its quarterly result this time last week. The early response was not positive, with shares down 3.4% to ₹1,127 in the past week. It looks like the results were a bit of a negative overall. While revenues of ₹38b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 3.1% to hit ₹4.87 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. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

View our latest analysis for Godrej Consumer Products

After the latest results, the 34 analysts covering Godrej Consumer Products are now predicting revenues of ₹158.1b in 2026. If met, this would reflect a notable 12% improvement in revenue compared to the last 12 months. Earnings are expected to improve, with Godrej Consumer Products forecast to report a statutory profit of ₹24.33 per share. In the lead-up to this report, the analysts had been modelling revenues of ₹161.3b and earnings per share (EPS) of ₹25.73 in 2026. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a minor downgrade to earnings per share estimates.

It'll come as no surprise then, to learn that the analysts have cut their price target 5.5% to ₹1,312. 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. The most optimistic Godrej Consumer Products analyst has a price target of ₹1,530 per share, while the most pessimistic values it at ₹984. 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.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 9.2% growth on an annualised basis. That is in line with its 7.9% 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 biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Godrej Consumer Products. They also downgraded their revenue estimates, although as we saw earlier, forecast growth is only expected to be about the same as the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Godrej Consumer Products going out to 2027, and you can see them free on our platform here..

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with Godrej Consumer Products , and understanding this should be part of your investment process.

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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.