JEFFERIES ON GODREJ CONSUMER ; BUY | TP ₹1,075 (EARLIER ₹1,400)

• Jefferies maintains Buy rating on Godrej Consumer but cuts target price to ₹1,075 from ₹1,400. • Q2 revenue grows approximately 19% YoY, while EBITDA rises 13% and India volumes grow 7%. • Home Care segment grows 19%, while international business remains strong, led by Indonesia and GAUM (Godrej Africa, USA & Middle East). • Jefferies cuts FY27–28 EPS estimates by 3% amid rising input costs. • Company retains double-digit growth guidance despite increasing input cost pressures.

GODREJ CONSUMER PRODUCTS

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