BSE FMCG Sector Regulatory Filings — April 10, 2026

Board meeting on Apr 21, 2026, to approve audited FY26 standalone/consolidated results, high materiality 8/10, following Mar 24 intimation

Potential final dividend recommendation for FY25-26 at Apr 21 board, signaling capital allocation to shareholders amid closed trading window

Trading window closed Apr1-23, 2026, per Reg 29 SEBI LODR, reflecting disciplined insider compliance ahead of results

Senior management-led analyst meet on May 6, 2026 (6:30-7:30pm IST) for Q4 FY26 results discussion, low materiality 3/10 but key for guidance

Virtual call with global dial-ins and Diamond Pass link, enabling broad investor access to post-Q4 insights

Promoters (Suraj & Diwakar Finvest) converted 82L warrants to equity at Rs128.50/share on Apr8, boosting aggregate holding from 68.4497% to 73.4217%

Suraj Finvest stake rose from 30.6677% (1.34Cr shares) to 33.7143% (1.75Cr shares), signaling high promoter conviction

Diwakar Finvest stake increased from 31.0494% (1.36Cr shares) to 34.0358% (1.77Cr shares), no remaining warrants or encumbrances

Total equity capital up from Rs8.77Cr (4.38Cr shares) to Rs10.41Cr (5.20Cr shares), strengthening balance sheet via preferential allotment

Nestle's high materiality (8/10) results catalyst contrasts Emami's 9/10 promoter action, both indicating FY26 alignment

Godrej's May6 meet follows Nestle's Apr21 board, creating sequential FMCG Q4 disclosure chain

Public shareholding diluted from 31.5503% to 26.5783% via 82L new shares, reducing free float and liquidity

Promoter group now at 73.4217% (up 4.97% intraday), potential for reduced minority influence

Window closed Apr1-23, 2026, limiting insider transactions and signaling uncertainty around FY26 results

Audited FY26 results pending Apr21 disclosure, neutral sentiment with no forward guidance previews

Analyst meet notice discloses no financial metrics, Q4 FY26 details only on May6

All 82L warrants converted, no further equity overhang but locks in dilution

Nestle's window closure amid Emami's promoter buys highlights uneven conviction across FMCG peers

Mixed sentiment (9/10 materiality) outlier vs neutral peers, dilution worse than Nestle/Godrej governance norms

Position ahead of Apr21 FY26 results and dividend vote, high 8/10 materiality for margin/ROE trends reveal

Final FY25-26 dividend recommendation likely, capital allocation signal vs peers with no such updates

May6 virtual meet with senior mgmt offers direct Q4 FY26 guidance, register via Diamond Pass for alpha

Stake hike to 73.42% at Rs128.50/share entry, no encumbrances signal undervaluation

Suraj Finvest +4.05% to 33.71%, Diwakar +2.99% to 34.04%, insider alignment > peers

Rs1.64Cr raised via conversion (82L x Rs128.50), funds for growth without debt

Apr21 results into May6 meet, trade FMCG basket for relative outperformance

Post-dilution liquidity dip at 26.58% public float offers entry if promoter buys validate

2/3 filings on disclosures, front-run FY26 close with Nestle lead

2/3 companies (Nestle, Godrej) scheduling results discussions (Apr21-May6), building Q4/FY disclosure calendar amid neutral sentiment [IMPLICATION: Volatility ahead, position for guidance]

Emami promoters added 82L shares (+5% stake to 73.42%), outlier vs no insider trades elsewhere, no encumbrances [IMPLICATION: Conviction in FMCG realty sub-segment]

Nestle eyes FY26 dividend (8/10 materiality), contrasting Emami's equity infusion; no buybacks/splits noted [IMPLICATION: Shareholder returns vs growth funding]

Trading window closures (Nestle) and SEBI Reg29 compliance across filings, mixed with Emami dilution [IMPLICATION: Regulatory adherence but minority risks]

Avg materiality 6.7/10, Emami (9/10 mixed on dilution/conviction) drags vs neutral peers [IMPLICATION: Selective opportunities in control plays]

Monitor FY26 audited results, dividend quantum, margin trends on Apr21, 2026

Watch re-opening Apr24 for insider activity post-results, gauge conviction

Track Q4 FY26 guidance, mgmt commentary on May6, 2026, 6:30pm IST

Post-conversion price action at Rs128.50 entry, liquidity with 26.58% public float

Suraj/Diwakar future transactions after Apr8 conversion, no warrants left

Post-Apr21 recommendation, watch record date for yield implications

Follow-up queries to ir@godrejcp.com pre-May6 for presentation uploads

Comparative FY26 trends across BSE constituents post-Nestle Apr21 disclosure