Operates as a diversified holding with eight reporting segments spanning real estate, agribusiness, chemicals, financial investments and hospitality. Estate and Property Development was the largest contributor at Rs 8,504.33 crore (31.3% of segment revenue) and the most profitable at Rs 2,862.3 crore in EBIT. Animal Nutrition generated Rs 4,941.54 crore (18.2%) and Chemicals Rs 4,135.3 crore (15.2%), both relatively low-margin businesses. Finance and Investments, routed through wholly owned subsidiary Godrej Investment Limited, contributed Rs 3,257.18 crore (12.0%) and houses equity in Godrej Capital and Godrej Wealth and Asset Management. The agribusiness cluster also covers Veg Oils (Rs 2,372.04 crore, 8.7%), Dairy (Rs 1,589.02 crore, 5.9%), Crop Care (Rs 1,188.31 crore, 4.4%) and Hospitality (Rs 119.64 crore, 0.4%). Materials at 134.9% of revenue signal commodity-heavy businesses where raw material costs flow through pricing. Employee cost was 8.4% of revenue, other operating expenses 18.4%, depreciation 2.3% and capex 4.6%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Estate and Property Development (31%), Animal Nutrition (18%), Chemicals (15%), Finance and Investments (12%), Veg Oils (9%), Dairy (6%), Crop Care (4%), Others (4%), Hospitality (0%). Diversified holding company spanning real estate, agribusiness (animal feed, vegetable oils, dairy, crop protection), specialty chemicals, financial services and hospitality.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 14,130 | 16,740 | 16,601 | 19,657 | 22,237 |
| EBITDA (ex other income) | 960 | 1,510 | 1,245 | 2,099 | 2,176 |
| margin % | 6.8 | 9.0 | 7.5 | 10.7 | 9.8 |
| Owners' profit | 654 | 975 | 60 | 981 | 1,241 |
| EPS, as reported (₹) | 19.42 | 28.96 | 1.78 | 29.14 | 36.83 |
| ROE % · ROCE % | 7.6 · 8.5 | 9.9 · 10.2 | 3.9 · 8.7 | 8.7 · 9.6 | 10.4 · 11.8 |
| Debt / equity (x) | 1.10 | 1.36 | 1.91 | 1.77 | 2.20 |
| Cash from operations | (1,756) | (4,409) | (4,284) | (5,151) | (8,855) |
| Capex | (524) | (828) | (1,197) | (781) | (1,028) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4,805 | 4,825 | 5,780 | 4,460 | 5,032 | 5,051 | 7,694 | 5,448 |
| Profit before tax | 303 | 303 | 560 | 966 | 687 | 375 | 921 | 608 |
| Net profit | 489 | 312 | 416 | 725 | 493 | 353 | 841 | 523 |
| EPS (₹) | 8.54 | 5.59 | 5.44 | 10.37 | 7.20 | 6.07 | 13.19 | 8.44 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Chemicals | 4,135 | 15.2 |
| Animal Nutrition | 1,270 | 4.7 |
| Veg Oils | 2,372 | 8.7 |
| Estate and Property Development | 8,504 | 31.3 |
| Finance and Investments | 3,257 | 12.0 |
| Dairy | 1,589 | 5.9 |
| Crop Care | 313 | 1.2 |
| Hospitality | 120 | 0.4 |
| Others | 1,031 | 3.8 |
| Animal Feeds | 3,672 | 13.5 |
| Crop Protection | 875 | 3.2 |
| Total, before eliminations | 27,138 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Godrej Industries to raise Rs 750 Crore via NCDs on private placement | fund raising | medium | — | — |
| 27 Aug 2026 · Godrej Industries reminds physical shareholders to update details | compliance | minimal | — | — |
| 24 Aug 2026 · Godrej Industries signs MoU with Haryana for Rs 20,000 cr investment | compliance | low | — | — |
| 22 Aug 2026 · Godrej Industries informs Postal Ballot Notice dispatch via newspaper ads | compliance | minimal | — | — |
| 21 Aug 2026 · Postal Ballot - Appointment of Pirojsha Godrej as Executive Chairperson | board shareholder meetings | low | — | — |
| 14 Aug 2026 · AGM 2026: all 7 resolutions passed by shareholders | compliance | minimal | — | — |
| 13 Aug 2026 · Godrej Industries 38th AGM: 7 resolutions passed, Rs 1,500 cr NCD issue approved | board shareholder meetings | medium | — | — |
| 13 Aug 2026 · Pirojsha Godrej named Executive Chairperson from Aug 14, 2026 | board shareholder meetings | medium | — | — |
| 13 Aug 2026 · Godrej Industries Q1 FY27: Revenue up 11%, Net Profit down 19% | results | high | — | — |
| 13 Aug 2026 · Q1 FY27 Results: Revenue up 22 percent, PAT down 28 percent on consolidated basis | results | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| GODREJ INDUSTRIES LTD ◆ | 38,055 | 32.4 | 1.64 | 14.5 | 10.4 | 6.4 | 19.0 | 27.3 |
| 3M INDIA LIMITED | 36,735 | 60.1 | 17.11 | 42.6 | 27.2 | 35.7 | 6.8 | 21.7 |
| DCM SHRIRAM LIMITED | 15,675 | 10.8 | 2.03 | 10.9 | 11.1 | 9.5 | 11.4 | 11.7 |
| KAMA HOLDINGS LTD. | 7,275 | 7.8 | 0.48 | 1.9 | 12.3 | — | 13.5 | 22.4 |
| BALMER LAWRIE & CO LTD | 2,883 | 10.3 | 1.38 | 7.4 | 13.0 | 11.2 | 12.2 | 14.8 |
| TTK HEALTHCARE LIMITED | 1,576 | 21.3 | 1.41 | — | 5.9 | 7.4 | — | 12.2 |
| EMPIRE INDUSTRIES LTD. | 634 | 12.3 | 1.80 | — | 14.7 | 10.5 | — | 19.5 |
| GILLANDERS ARBUTHNOT LTD | 223 | 12.8 | 0.86 | 10.5 | 3.7 | 3.5 | 0.0 | 9.0 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 32.4 | 12.3 | 13 of 15 | 14% |
| P/B | 1.6 | 1.2 | 11 of 14 | 23% |
| ROCE | 6.4 | 8.4 | 10 of 14 | 31% |
| ROE | 10.4 | 10.7 | 8 of 14 | 46% |
| Debt / Equity | 2.2 | 0.3 | 14 of 14 | 0% |
| EBITDA margin | 27.3 | 20.6 | 3 of 14 | 85% |
| Revenue growth | 22.2 | 11.9 | 6 of 14 | 62% |
| Profit growth | (27.9) | 100.4 | 13 of 13 | 0% |
| Market cap | 38055 | 223 | 1 of 15 | 100% |
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| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
