Godrej Consumer’s Q2 revenue rises 19% as pricing hikes offset cost pressures

Godrej Consumer reported movement of 8% and 19% for Q2FY27. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.

Against that, the stock is +1.8% on the day at ₹837.00, and has returned -22.2% over three months. It sits 33% below its 52-week high, which means a good deal of bad news was already in the price. The fmcg sector has moved -9.7% over the same period, so Godrej Consumer is running 12.6 points behind its peers.

For Godrej Consumer, the question is how much of this is already reflected in the price and how much re-rates the fmcg peer set alongside it.