Godrej

Consumer

Products

Volume Growth from

Category Development

20 December, 2021

I've spent the last few months getting to know the company

GCPL in a snapshot

$13 bn

$1.5 bn

12%

Market

Turnover

CAGR in the

Capitalisation

last decade

22%

+490 bps

Operating

expansion in

margin

the last decade

for 5 years in a row

Among the

top 3

in categories of presence

Presence in

6.1 mn

stores in India

3

After a few rough years, business performance is better

2011-152016-202021-H1 FY22

Volume growth

15%

5%

9%

Revenue growth

20%

5%

13%

Avg. EBITDA

17%

20%

22%

2016-20

FY21

H1 FY22

GAUM growth

13%

8%

32%

Avg. EBITDA

14%

10%

11%

Lat Am growth

(3%)

19%

11%

Avg. EBITDA

13%

14%

17%

Volume growth is improving

Some of our old laggards are turning

4

We have some terrific strengths…

PlasticBiodegradable

Cost X

Cost 0.5X

1

Break through

2 Quality Obsession

3

A frugal cost

innovation

mindset

5

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Godrej Consumer Products Limited published this content on 20 December 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 20 December 2021 13:49:07 UTC.