CompareFMCG
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%
- 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)
Free account. New reports on either brand collect on your Following page as they publish.
Side by side
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.
- 3 SeptGodrej Consumer Products · GCPL CEO plans ₹150 crore inventory reset, ₹200 crore capability push
- 17 SeptITC · Kotak adds ITC to large-cap model portfolio, trims Apollo Hospitals and ICICI Bank
- 25 SeptGodrej Consumer Products · Godrej family members buy 0.99% stake in Godrej Consumer for ₹900 crore
- 29 SeptITC acquires 13,445 additional shares in Sproutlife Foods
- 29 SeptITC takes Sproutlife ownership to 100% through secondary share purchase
- 29 SeptITC acquires remaining Yoga Bar stake for ₹645 crore
Moves to read first
- 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.
- 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.
- 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.
- 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.
- 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…
- 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
Godrej Consumer Products ·
Q2 FY27 results: EBITDA margin below Q1's 19.0% (NDTV Profit, 10 Aug)What it would mean: Raw-material and packaging suppliers should expect tougher terms as Godrej Consumer Products defends its margin.
ITC ·
Q2 FY27 results: EBITDA margin below Q1's 26.7% (Outlook Business, 31 Jul)What it would mean: Raw-material and packaging suppliers should expect tougher terms as ITC defends its margin.
est. = estimated from how soon after quarter-end the brand's last results came.
Keep tracking them
Every report behind this page
Godrej Consumer Products: 30 reports in the last 90 days
- Festive ad spend forecast at ₹60,000–62,000 crore, but costs and a weak monsoon may make FMCG brands more selective
- FMCG Q2: GCPL and Dabur flag commodity-led margin squeeze despite strong sales growth
- Godrej Consumer opens first phase of ₹250 crore Kendal plant in Indonesia, lifting local capacity ~15%
- Godrej Consumer guides high-teens Q2 FY27 revenue growth; Nomura retains Buy, target price Rs 1,110
- Godrej Consumer eyes high-teens September-quarter growth, calibrates pricing as palm oil and crude costs rise
- Godrej family members buy 0.99% stake in Godrej Consumer for Rs 900 crore
- Godrej Industries sells 0.50% GCPL stake for ₹450 crore
- India’s hair-colour market shifts from grey coverage to fashion-led demand
- BofA sees 41.4% implied upside in Godrej Consumer; flags Titan, Blinkit and Tata Consumer
- Godrej Consumer targets faster core growth with D2C and ₹150–200 crore annual investments
- Godrej Consumer to cut ₹125–150 crore of general-trade inventory over three quarters
- GCPL CEO plans ₹150 crore inventory reset, ₹200 crore capability push
- HDFC Securities retains Buy on Godrej Consumer, sees CEO strategy supporting FY27 growth
- GCPL Reaffirms Double-Digit Revenue, EBITDA Growth Guidance for FY27
- GCPL’s new CEO sets clean-up plan around core brands, leaner inventory and R&D
- Godrej Consumer CEO Aasif Malbari sets execution reset, inventory correction plan
- Godrej Consumer Products opens Rs 450 crore soap factory in Madhya Pradesh
- CEO churn rises across India Inc as investors penalise abrupt exits
- Macquarie retains Outperform on GCPL, Delhivery and Amber; sees 23%-25% 12-month TSR
- Godrej Consumer CEO Sudhir Sitapati exits; Asif Malbari named successor
- New GCPL CEO Aasif Malbari targets core revival and double-digit FY27 growth
- GCPL shares slide 10% at open after Sudhir Sitapati’s sudden exit as CEO
- Godrej Consumer marketing head makes the case for building brands through memory
- Godrej Consumer sets Aug. 13 record date for ₹5 interim dividend
- Broker retains Buy on GCPL, sees ₹1,250 target after strong Q1 growth
- Godrej Consumer shares fall as Q1 India margin contracts despite revenue growth
- Godrej Consumer’s India margins fall 450 bps as fuel costs surge
- GCPL Q1 revenue rises 18.3% as India volumes grow 9%
- Godrej Consumer Products reports 11% rise in Q1FY27 profit
- GCPL invests ₹200 crore in Godrej Pet Care through rights issue
ITC: 62 reports in the last 90 days
- FMCG Stocks Face Q2 Earnings Test as Valuations Sit 25% Below Five-Year Average; ITC Sales Seen Down 20%
- ITC hits 52-week low as Rs 9,437 crore block deal weighs; Citi says 75% of cigarette tax hike passed through
- ITC, Godfrey Phillips, VST seen rebuilding margins in Q2 FY27 as price hikes absorb the 40% GST slab
- Citi upgrades ITC to Buy with Rs 300 target, 17% upside, as cigarette tax hike is largely passed through in prices
- ITC uses AI to optimise about 7,000 campaign line items, built from just three SKUs, several times a day
- ITC shares fall 34% in 2026 as India FPI outflows top Rs 2.5 lakh crore
- ITC market cap falls to ₹3.32 lakh crore after 34% slide in 2026
- ITC completes Sproutlife acquisition as brands expand into protein
- ITC acquires remaining Yoga Bar stake for Rs 645 crore
- ITC takes Sproutlife ownership to 100% through secondary share purchase
- ITC acquires 13,445 additional shares in Sproutlife Foods
- ITC expands Aashirvaad fresh-dairy presence in Eastern India
- ITC expands Aashirvaad Svasti dairy footprint across East India
- ITC raises cigarette prices as excise hike drives downtrading signal
- ITC raises Gold Flake Premium price to ₹135 per 10-cigarette pack
- ITC recovery offers respite, but cigarette tax hike and weak Q1 keep pressure on outlook
- FMCG makers hold prices through festive season as they prioritise volume growth
- 360 ONE retains ITC Buy, sets ₹440 target implying 68% upside
- Kotak adds ITC to large-cap model portfolio, trims Apollo Hospitals and ICICI Bank
- ITC cigarette price hike signals pricing power; UPI fee change flags merchant-cost shift
- ITC shares rise after price hikes in select cigarette brands
- Kotak flags ITC valuation gap as large-cap investor apathy persists
- ITC’s cigarette-tax shock puts its diversification story back under scrutiny
- Systematix flags ITC cigarette volume pressure; prefers Marico, Bikaji and Dodla
- ITC readies fresh-food expansion to Mumbai and Delhi as festive demand stays resilient
- ITC’s ₹360 SoTP case rests on 19% FMCG EBIT CAGR through FY29
- Kotak flags ITC de-merger as a route to unlock value across tobacco and growth businesses
- FMCG brands shrink protein packs to widen affordability
- ITC and rivals push smaller protein packs to bring high-protein snacks below ₹100
- ITC sees steepest FY27 EPS cut among Nifty peers; Titan estimates rise 3%
- ITC pledges to exceed FSSAI norms as it manages cigarette-tax pressure and pursues hotel growth
- Delhi High Court stays FSSAI move to cancel ITC licence over Aashirvaad ‘100%’ claims
- Consumer majors’ export forex earnings rise 29%, outpacing import costs in FY26
- ITC and HUL hit 52-week lows as broker views split on recovery prospects
- JPMorgan sees volume-led consumer staples recovery as ITC weighs on Nifty
- ITC profit falls 22% as India Inc’s Q1 sales surge meets margin pressure
- ITC partners to adopt 100 Andhra Pradesh villages for integrated rural development
- ITC stays below ₹300 as cigarette-tax changes weigh on sentiment
- ITC completes ₹3,500 crore Century Pulp acquisition, lifts paper capacity over 50%
- ITC leans on FMCG and product launches as cigarette tax shock hits earnings
- ITC’s cigarette profit slumps 35% in Q1, while FMCG and packaging cushion the hit
- ITC’s Q1 rally puts FMCG’s near-term risks against India’s consumption upside
- ITC revenue rises 28% as profit falls 27%; shares gain on FMCG and cigarette optimism
- HUL’s Q1 growth outpaces ITC as brokerages weigh margin recovery and dividends
- HDFC Securities includes ITC in broad post-Q1FY27 coverage review
- ITC cigarette volumes hold up after tax hike, easing illicit-trade concerns
- ITC’s cigarette sales slump 22% as tax-led pricing hits volumes; FMCG grows 15%
- ITC, Ather and Urban Company among retail-facing names due to report Q1 results
- Motilal Oswal keeps ITC Neutral at Rs 300 after cigarette earnings miss
- Tax-led cigarette revenue surge masks weaker volumes and profits at India’s top makers
- Cigarette makers see volumes and profits fall in first full quarter after tax hike
- Higher tobacco taxes hit ITC, Godfrey Phillips and VST’s Q1 underlying sales
- ITC Q1 profit falls 16% YoY to ₹4,394 crore
- ITC, Swiggy, Raymond Lifestyle and retail peers enter Q1 FY27 earnings spotlight
- ITC Q1FY27 preview: FMCG growth may not offset cigarette tax-hit margins
- ITC to pay ₹8 final dividend per share between July 24 and 29
- ITC, HUL, Dabur, Swiggy and more line up for Q1FY27 earnings week
- ITC says non-tobacco FMCG revenue has crossed ₹24,000 crore
- ITC redesigns cigarette portfolio after tax hike, earmarks ₹20,000 crore for growth
- ITC agri business doubles revenue to ₹20,300 crore, targets 10 million farmers by 2030
- ITC reworks cigarette portfolio as tobacco taxes rise to about 70%
- ITC targets India’s Rs 8 lakh crore FMCG opportunity with Rs 20,000 crore manufacturing push
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