Godrej Consumer Products Limited was among companies including Maruti Suzuki India, Marico, Hyundai Motor India, Hero MotoCorp, Bajaj Auto and Blue Star that increased contribution of exports to total revenue by 1-5 percentage points in FY26, according to an ET study of 20 large companies whose combined export forex earnings grew 29% to exceed Rs 1,08,269 crore.

Godrej Consumer Products Ltd saw the abrupt resignation of managing director and CEO Sudhir Sitapati earlier this month, just days after shareholders approved his reappointment for a fresh five-year term, causing its shares to fall as much as 11 per cent to a 52-week low, and named group Chief Financial Officer Aasif Malbari as his successor.

Godrej Consumer Products Limited's shares plunged 11.2% after the announcement of Sitapati's abrupt exit, marking the sharpest fall in more than six years, a reaction the article describes as showing investors were unsettled by the sudden management change that raised questions about professional management in family businesses.

Goldman Sachs maintained a bullish Buy recommendation on Godrej Consumer Products Limited, betting on portfolio transformation and sharper execution.

Godrej Consumer Products Ltd saw the sharpest gross margin compression in Q1FY27 due to input-cost inflation, according to JM Financial, though lower advertising and promotion spending and tighter cost controls helped keep EBITDA margins broadly stable.