Godrej Consumer Products - Clear Emphasis On Achieving Double-Digit Volume Growth: Motilal Oswal
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Motilal Oswal Report
In his first detailed interaction after taking over as Chief Executive Officer in October 2021, Mr. Sudhir Sitapati touched upon Godrej Consumer Products Ltd.’s growth prospects. The key takeaways are as follows:
There was a clear emphasis on driving double-digit underlying volume growth in the medium term. This would be achieved through:
50% coming from penetration gains in 50% of the portfolio,
15% from moderate market share gains in 50% of the portfolio,
25% from consumption-led market growth, and
10% from disruptive innovation.
The new CEO emphasised on Godrej Consumer’s core strengths of innovation, quality obsession, and a very frugal cost mindset. He also highlighted its other strengths: robust processes, good market distribution (which is somewhat urban-centric), and a top notch portfolio, with potentially high growth core categories and geographies.
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