Godrej Consumer Products shares rise after hitting 52-week low; analysts split on outlook

Godrej Consumer Products shares rose after hitting a 52-week low, gaining 2.05 percent on Tuesday. The stock opened at ₹854.15 on the NSE, up ₹17.15 from Monday's close of ₹837.00. Throughout the day, it peaked at ₹862.35. Buy orders comprised 57.71 percent of the total traded quantity, while sell orders made up 42.29 percent. Despite the recent rally, the stock remains down 31.31 percent year-to-date and 25.57 percent over the past year. This decline contrasts with a 52-week high of ₹1,273.90 reached in January 2026.

Analysts share differing opinions on the company's future. Goldman Sachs maintains a Buy rating with a target price of ₹1,030, praising the strong Q2 performance. However, JM Financial reduced its target price to ₹985, citing leadership transition concerns due to CEO Sudhir Sitapati's resignation. HSBC kept a Hold rating at ₹990, warning of rising cost inflation as a key risk. CLSA is the most bearish, assigning an Underperform rating with a target of ₹743.

The company's quarterly update for Q2 FY27 revealed high-teens revenue growth and high-single-digit volume growth. However, trade inventory corrections are expected to trim growth by 100-150 basis points. In Indonesia, the India business is forecasted to see teen and high-single-digit revenue growth, while the GAUM segment is anticipated to deliver robust double-digit growth in both revenue and volume. Input costs from crude-linked derivatives and palm oils posed challenges during the quarter.