Motilal Oswal Recommends 'BUY' on Godrej Consumer, Sets Rs 1450 Target

• Motilal Oswal has reiterated a 'BUY' rating for Godrej Consumer Products (GCPL) with a target price of INR 1,450.
• GCPL's consolidated revenue increased by 9% year-on-year to INR 40.8 billion, with a 7% volume growth.
• EBITDA saw a 16.5% year-on-year growth, surpassing estimates due to strong margins in India and Indonesia.
• India revenue grew by 11%, driven by a 9% volume growth, outperforming competitors.
• The company anticipates India volume growth of approximately 6% in FY26 and 7-8% over the next 18-24 months.

Why It Matters: Motilal Oswal maintains a positive outlook on Godrej Consumer, recommending a 'BUY' with a target of Rs 1450.