Reckitt India posts steady Q3 growth amid GST disruptions and emerging market resilience

Reckitt reported third-quarter India net revenue of £3.61 billion, up 7% year-on-year on a like-for-like basis, with emerging market sales climbing 15.5%. The company cited strong performance from Dettol and Durex portfolios despite short-term distribution challenges caused by ongoing GST adjustments. Management reaffirmed full-year guidance, emphasizing continued margin discipline and innovation in hygiene and health categories. CEO Kris Licht noted stable demand across key geographies and improving cost structures in supply chains. Analysts expect modest margin expansion in Q4 as pricing power offsets input inflation and logistics costs.