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.