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Godrej Consumer Products vs ITC

ITC: 34 reports on results in 90 days, against 12 for Godrej Consumer Products. Godrej Consumer Products leads on leadership: 8 against none for ITC.

Latest behind it: FMCG Stocks Face Q2 Earnings Test as Valuations Sit 25% Below Five-Year Average; ITC Sales Seen Down 20%NDTV Profit,

Godrej Consumer Products
30 reports in 90 days
11 in the 90 days before; most on results (12)
ITC
62 reports in 90 days
56 in the 90 days before; most on results (34)

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Reports by kind of move, last 90 days
Godrej Consumer Products versus ITC
MetricGodrej Consumer ProductsITC
Results1234
Leadership80
Deals25
Launches16
Strategy33
Stores14
Regulation02
Other38
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Counts are the reports we hold on each brand: one event counted once, phone and car launches and news outside retail left out. They show where each brand made news, not market share or store totals.

Deals and leadership moves, last 90 days
  1. 3 SeptGodrej Consumer Products · GCPL CEO plans ₹150 crore inventory reset, ₹200 crore capability push
  2. 17 SeptITC · Kotak adds ITC to large-cap model portfolio, trims Apollo Hospitals and ICICI Bank
  3. 25 SeptGodrej Consumer Products · Godrej family members buy 0.99% stake in Godrej Consumer for ₹900 crore
  4. 29 SeptITC acquires 13,445 additional shares in Sproutlife Foods
  5. 29 SeptITC takes Sproutlife ownership to 100% through secondary share purchase
  6. 29 SeptITC acquires remaining Yoga Bar stake for ₹645 crore
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Moves to read first

  1. Godrej Consumer Products · Results · exchange4media ·

    Festive ad spend forecast at ₹60,000–62,000 crore, but costs and a weak monsoon may make FMCG brands more selective

    Godrej Consumer Products · Datum Intelligence projected festive advertising spend of ₹60,000–62,000 crore, 13–17% growth.

  2. ITC · Results · NDTV Profit ·

    FMCG Stocks Face Q2 Earnings Test as Valuations Sit 25% Below Five-Year Average; ITC Sales Seen Down 20%

    All-India FMCG volume growth fell to minus 4% in the June 2026 quarter from 6% a year earlier, per Nielsen data.

  3. Godrej Consumer Products · Stores · CNBC-TV18 ·

    Godrej Consumer opens first phase of ₹250 crore Kendal plant in Indonesia, lifting local capacity ~15%

    Godrej Consumer Products inaugurated the first phase of its Kendal, Indonesia plant on Tuesday, part of an IDR 500 billion investment.

  4. ITC · Stores · Financial Express ·

    ITC completes Sproutlife acquisition as brands expand into protein

    ITC Limited · ITC completed its acquisition of Sproutlife Foods this week and introduced protein products under Aashirvaad and Sunfeast over the last 12 months.

  5. Godrej Consumer Products · Deals · ET Retail ·

    Godrej family members buy 0.99% stake in Godrej Consumer for Rs 900 crore

    Four Godrej family members bought a combined 0.99% stake in Godrej Consumer Products for Rs 900.24 crore through block deals, acquiring shares from…

  6. ITC · Deals · Moneycontrol ·

    ITC acquires remaining Yoga Bar stake for Rs 645 crore

    ITC bought the remaining Yoga Bar stake for Rs 645 crore, taking full ownership of the brand. Moneycontrol reported the transaction on September 29, 2026.

What to watch

est. = estimated from how soon after quarter-end the brand's last results came.

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Every report behind this page

Godrej Consumer Products: 30 reports in the last 90 days
  1. Results · Festive ad spend forecast at ₹60,000–62,000 crore, but costs and a weak monsoon may make FMCG brands more selective
  2. Results · FMCG Q2: GCPL and Dabur flag commodity-led margin squeeze despite strong sales growth
  3. Stores · Godrej Consumer opens first phase of ₹250 crore Kendal plant in Indonesia, lifting local capacity ~15%
  4. Results · Godrej Consumer guides high-teens Q2 FY27 revenue growth; Nomura retains Buy, target price Rs 1,110
  5. Results · Godrej Consumer eyes high-teens September-quarter growth, calibrates pricing as palm oil and crude costs rise
  6. Deals · Godrej family members buy 0.99% stake in Godrej Consumer for Rs 900 crore
  7. Other · Godrej Industries sells 0.50% GCPL stake for ₹450 crore
  8. Results · India’s hair-colour market shifts from grey coverage to fashion-led demand
  9. Other · BofA sees 41.4% implied upside in Godrej Consumer; flags Titan, Blinkit and Tata Consumer
  10. Strategy · Godrej Consumer targets faster core growth with D2C and ₹150–200 crore annual investments
  11. Other · Godrej Consumer to cut ₹125–150 crore of general-trade inventory over three quarters
  12. Leadership · GCPL CEO plans ₹150 crore inventory reset, ₹200 crore capability push
  13. Leadership · HDFC Securities retains Buy on Godrej Consumer, sees CEO strategy supporting FY27 growth
  14. Results · GCPL Reaffirms Double-Digit Revenue, EBITDA Growth Guidance for FY27
  15. Leadership · GCPL’s new CEO sets clean-up plan around core brands, leaner inventory and R&D
  16. Leadership · Godrej Consumer CEO Aasif Malbari sets execution reset, inventory correction plan
  17. Strategy · Godrej Consumer Products opens Rs 450 crore soap factory in Madhya Pradesh
  18. Leadership · CEO churn rises across India Inc as investors penalise abrupt exits
  19. Results · Macquarie retains Outperform on GCPL, Delhivery and Amber; sees 23%-25% 12-month TSR
  20. Leadership · Godrej Consumer CEO Sudhir Sitapati exits; Asif Malbari named successor
  21. Leadership · New GCPL CEO Aasif Malbari targets core revival and double-digit FY27 growth
  22. Leadership · GCPL shares slide 10% at open after Sudhir Sitapati’s sudden exit as CEO
  23. Launches · Godrej Consumer marketing head makes the case for building brands through memory
  24. Strategy · Godrej Consumer sets Aug. 13 record date for ₹5 interim dividend
  25. Results · Broker retains Buy on GCPL, sees ₹1,250 target after strong Q1 growth
  26. Results · Godrej Consumer shares fall as Q1 India margin contracts despite revenue growth
  27. Results · Godrej Consumer’s India margins fall 450 bps as fuel costs surge
  28. Results · GCPL Q1 revenue rises 18.3% as India volumes grow 9%
  29. Results · Godrej Consumer Products reports 11% rise in Q1FY27 profit
  30. Deals · GCPL invests ₹200 crore in Godrej Pet Care through rights issue
ITC: 62 reports in the last 90 days
  1. Results · FMCG Stocks Face Q2 Earnings Test as Valuations Sit 25% Below Five-Year Average; ITC Sales Seen Down 20%
  2. Results · ITC hits 52-week low as Rs 9,437 crore block deal weighs; Citi says 75% of cigarette tax hike passed through
  3. Results · ITC, Godfrey Phillips, VST seen rebuilding margins in Q2 FY27 as price hikes absorb the 40% GST slab
  4. Results · Citi upgrades ITC to Buy with Rs 300 target, 17% upside, as cigarette tax hike is largely passed through in prices
  5. Launches · ITC uses AI to optimise about 7,000 campaign line items, built from just three SKUs, several times a day
  6. Results · ITC shares fall 34% in 2026 as India FPI outflows top Rs 2.5 lakh crore
  7. Results · ITC market cap falls to ₹3.32 lakh crore after 34% slide in 2026
  8. Stores · ITC completes Sproutlife acquisition as brands expand into protein
  9. Deals · ITC acquires remaining Yoga Bar stake for Rs 645 crore
  10. Deals · ITC takes Sproutlife ownership to 100% through secondary share purchase
  11. Deals · ITC acquires 13,445 additional shares in Sproutlife Foods
  12. Stores · ITC expands Aashirvaad fresh-dairy presence in Eastern India
  13. Stores · ITC expands Aashirvaad Svasti dairy footprint across East India
  14. Launches · ITC raises cigarette prices as excise hike drives downtrading signal
  15. Launches · ITC raises Gold Flake Premium price to ₹135 per 10-cigarette pack
  16. Results · ITC recovery offers respite, but cigarette tax hike and weak Q1 keep pressure on outlook
  17. Launches · FMCG makers hold prices through festive season as they prioritise volume growth
  18. Results · 360 ONE retains ITC Buy, sets ₹440 target implying 68% upside
  19. Deals · Kotak adds ITC to large-cap model portfolio, trims Apollo Hospitals and ICICI Bank
  20. Launches · ITC cigarette price hike signals pricing power; UPI fee change flags merchant-cost shift
  21. Launches · ITC shares rise after price hikes in select cigarette brands
  22. Results · Kotak flags ITC valuation gap as large-cap investor apathy persists
  23. Strategy · ITC’s cigarette-tax shock puts its diversification story back under scrutiny
  24. Results · Systematix flags ITC cigarette volume pressure; prefers Marico, Bikaji and Dodla
  25. Strategy · ITC readies fresh-food expansion to Mumbai and Delhi as festive demand stays resilient
  26. Results · ITC’s ₹360 SoTP case rests on 19% FMCG EBIT CAGR through FY29
  27. Results · Kotak flags ITC de-merger as a route to unlock value across tobacco and growth businesses
  28. Results · FMCG brands shrink protein packs to widen affordability
  29. Other · ITC and rivals push smaller protein packs to bring high-protein snacks below ₹100
  30. Results · ITC sees steepest FY27 EPS cut among Nifty peers; Titan estimates rise 3%
  31. Regulation · ITC pledges to exceed FSSAI norms as it manages cigarette-tax pressure and pursues hotel growth
  32. Regulation · Delhi High Court stays FSSAI move to cancel ITC licence over Aashirvaad ‘100%’ claims
  33. Other · Consumer majors’ export forex earnings rise 29%, outpacing import costs in FY26
  34. Results · ITC and HUL hit 52-week lows as broker views split on recovery prospects
  35. Results · JPMorgan sees volume-led consumer staples recovery as ITC weighs on Nifty
  36. Results · ITC profit falls 22% as India Inc’s Q1 sales surge meets margin pressure
  37. Other · ITC partners to adopt 100 Andhra Pradesh villages for integrated rural development
  38. Other · ITC stays below ₹300 as cigarette-tax changes weigh on sentiment
  39. Deals · ITC completes ₹3,500 crore Century Pulp acquisition, lifts paper capacity over 50%
  40. Results · ITC leans on FMCG and product launches as cigarette tax shock hits earnings
  41. Results · ITC’s cigarette profit slumps 35% in Q1, while FMCG and packaging cushion the hit
  42. Results · ITC’s Q1 rally puts FMCG’s near-term risks against India’s consumption upside
  43. Results · ITC revenue rises 28% as profit falls 27%; shares gain on FMCG and cigarette optimism
  44. Results · HUL’s Q1 growth outpaces ITC as brokerages weigh margin recovery and dividends
  45. Results · HDFC Securities includes ITC in broad post-Q1FY27 coverage review
  46. Results · ITC cigarette volumes hold up after tax hike, easing illicit-trade concerns
  47. Results · ITC’s cigarette sales slump 22% as tax-led pricing hits volumes; FMCG grows 15%
  48. Results · ITC, Ather and Urban Company among retail-facing names due to report Q1 results
  49. Results · Motilal Oswal keeps ITC Neutral at Rs 300 after cigarette earnings miss
  50. Results · Tax-led cigarette revenue surge masks weaker volumes and profits at India’s top makers
  51. Results · Cigarette makers see volumes and profits fall in first full quarter after tax hike
  52. Results · Higher tobacco taxes hit ITC, Godfrey Phillips and VST’s Q1 underlying sales
  53. Results · ITC Q1 profit falls 16% YoY to ₹4,394 crore
  54. Results · ITC, Swiggy, Raymond Lifestyle and retail peers enter Q1 FY27 earnings spotlight
  55. Results · ITC Q1FY27 preview: FMCG growth may not offset cigarette tax-hit margins
  56. Other · ITC to pay ₹8 final dividend per share between July 24 and 29
  57. Results · ITC, HUL, Dabur, Swiggy and more line up for Q1FY27 earnings week
  58. Other · ITC says non-tobacco FMCG revenue has crossed ₹24,000 crore
  59. Strategy · ITC redesigns cigarette portfolio after tax hike, earmarks ₹20,000 crore for growth
  60. Other · ITC agri business doubles revenue to ₹20,300 crore, targets 10 million farmers by 2030
  61. Other · ITC reworks cigarette portfolio as tobacco taxes rise to about 70%
  62. Stores · ITC targets India’s Rs 8 lakh crore FMCG opportunity with Rs 20,000 crore manufacturing push

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