Godrej Industries Ltd
Godrej Industries is one of the holding companies of Godrej Group. It is one of the leading manufacturers of oleochemicals on a standalone basis.
Godrej Industries is promoter of Godrej Agrovet Ltd and Godrej Properties Ltd. It also has stake in Godrej Consumer Products Ltd [1].
- Market Cap ₹ 39,349 Cr.
- Current Price ₹ 1,168
- High / Low ₹ 1,314 / 724
- Stock P/E 207
- Book Value ₹ 50.6
- Dividend Yield 0.00 %
- ROCE 8.54 %
- ROE 11.8 %
- Face Value ₹ 1.00
Pros
- Company is expected to give good quarter
- Company has delivered good profit growth of 31.0% CAGR over last 5 years
- Promoter holding has increased by 3.91% over last quarter.
Cons
- Stock is trading at 23.1 times its book value
- Company has low interest coverage ratio.
- Company has a low return on equity of 3.24% over last 3 years.
- Working capital days have increased from 33.8 days to 76.2 days
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Chemicals Industry: Chemicals
Part of BSE 500 Nifty 500 BSE MidCap BSE Allcap BSE Industrials
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
1,449 | 1,450 | 1,303 | 1,500 | 1,958 | 2,144 | 1,969 | 1,856 | 3,340 | 4,488 | 3,018 | 4,171 | |
1,352 | 1,378 | 1,209 | 1,432 | 1,722 | 1,750 | 1,676 | 1,719 | 2,955 | 3,768 | 2,645 | 3,262 | |
Operating Profit | 96 | 73 | 94 | 68 | 237 | 394 | 293 | 137 | 384 | 720 | 373 | 909 |
OPM % | 7% | 5% | 7% | 5% | 12% | 18% | 15% | 7% | 12% | 16% | 12% | 22% |
148 | 236 | 159 | 47 | 301 | -202 | 35 | 65 | 10 | 69 | 94 | 120 | |
Interest | 95 | 148 | 200 | 208 | 212 | 240 | 229 | 238 | 364 | 478 | 582 | 742 |
Depreciation | 25 | 29 | 44 | 52 | 69 | 54 | 69 | 72 | 75 | 79 | 87 | 97 |
Profit before tax | 125 | 132 | 8 | -145 | 257 | -101 | 31 | -108 | -44 | 233 | -203 | 190 |
Tax % | 4% | -13% | -314% | -0% | 6% | -0% | -0% | -0% | 0% | 0% | 0% | 0% |
120 | 149 | 34 | -145 | 242 | -101 | 31 | -108 | -44 | 233 | -203 | 190 | |
EPS in Rs | 3.57 | 4.43 | 1.02 | -4.32 | 7.18 | -3.01 | 0.92 | -3.20 | -1.31 | 6.91 | -6.02 | 5.63 |
Dividend Payout % | 48% | 40% | 172% | -40% | 24% | -38% | 0% | 0% | 0% | 0% | 0% | 0% |
Compounded Sales Growth | |
---|---|
10 Years: | 11% |
5 Years: | 16% |
3 Years: | 8% |
TTM: | 38% |
Compounded Profit Growth | |
---|---|
10 Years: | 18% |
5 Years: | 31% |
3 Years: | 212% |
TTM: | 179% |
Stock Price CAGR | |
---|---|
10 Years: | 12% |
5 Years: | 36% |
3 Years: | 38% |
1 Year: | 38% |
Return on Equity | |
---|---|
10 Years: | 0% |
5 Years: | 0% |
3 Years: | 3% |
Last Year: | 12% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 33 | 34 | 34 | 34 | 34 | 34 | 34 | 34 | 34 | 34 | 34 | 34 |
Reserves | 1,402 | 1,625 | 1,723 | 1,582 | 1,781 | 1,609 | 1,597 | 1,493 | 1,450 | 1,683 | 1,482 | 1,671 |
1,416 | 2,022 | 2,658 | 2,862 | 2,704 | 3,195 | 2,889 | 4,447 | 6,195 | 6,917 | 8,551 | 10,068 | |
790 | 590 | 297 | 400 | 465 | 475 | 502 | 780 | 1,006 | 1,079 | 795 | 1,076 | |
Total Liabilities | 3,640 | 4,271 | 4,712 | 4,877 | 4,985 | 5,313 | 5,022 | 6,753 | 8,683 | 9,712 | 10,862 | 12,849 |
615 | 648 | 1,172 | 1,526 | 1,494 | 1,483 | 1,483 | 1,770 | 1,746 | 1,811 | 1,852 | 2,053 | |
CWIP | 382 | 667 | 210 | 4 | 8 | 9 | 18 | 73 | 38 | 84 | 20 | 78 |
Investments | 2,048 | 2,378 | 2,623 | 2,785 | 2,828 | 2,705 | 2,614 | 3,998 | 5,547 | 6,548 | 7,868 | 9,123 |
596 | 578 | 707 | 562 | 655 | 1,116 | 907 | 913 | 1,352 | 1,270 | 1,123 | 1,595 | |
Total Assets | 3,640 | 4,271 | 4,712 | 4,877 | 4,985 | 5,313 | 5,022 | 6,753 | 8,683 | 9,712 | 10,862 | 12,849 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
41 | -124 | -363 | 248 | 284 | 448 | 411 | 138 | 159 | 837 | 318 | 931 | |
-240 | -298 | -1 | -226 | 171 | -214 | 3 | -1,713 | -1,587 | -1,118 | -1,353 | -1,552 | |
230 | 456 | 251 | -17 | -406 | 218 | -609 | 1,323 | 1,455 | 232 | 1,031 | 833 | |
Net Cash Flow | 31 | 34 | -112 | 5 | 49 | 452 | -195 | -251 | 26 | -49 | -4 | 211 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 24 | 26 | 52 | 30 | 22 | 31 | 37 | 49 | 44 | 36 | 42 | 43 |
Inventory Days | 94 | 62 | 117 | 104 | 87 | 88 | 81 | 121 | 101 | 69 | 95 | 80 |
Days Payable | 224 | 149 | 76 | 109 | 103 | 110 | 123 | 188 | 119 | 95 | 104 | 109 |
Cash Conversion Cycle | -107 | -60 | 94 | 24 | 7 | 9 | -5 | -18 | 26 | 10 | 34 | 14 |
Working Capital Days | -90 | -94 | 9 | -83 | -101 | -36 | -9 | -6 | 14 | 5 | 20 | 76 |
ROCE % | 4% | 2% | 2% | 1% | 4% | 8% | 6% | 2% | 5% | 8% | 4% | 9% |
Documents
Announcements
- 37Th Annual Geneal Meeting Of Godrej Industries Limited 15 May
- Intimation Of Book Closure Pursuant To Regulation 42 Of The SEBI (LODR) Regulations, 2015. 15 May
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Appointment Of Secretarial Auditor - Intimation Under Regulation 30 Of The SEBI (LODR) Regulations, 2015.
15 May - Godrej Industries approves MD re-appointment, increases borrowing limit to ₹11,500 Cr, plans ₹2,000 Cr NCD issue.
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Announcement under Regulation 30 (LODR)-Change in Management
15 May - Board approved ₹11,500 Cr borrowing limit and ₹2,000 Cr NCD issuance; re-appointed key directors.
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Board Meeting Outcome for Outcome Of The Board Meeting Held On May 15, 2025.
15 May - Godrej Industries reports audited FY25 standalone and consolidated results with profit growth and unmodified audit opinion.
Annual reports
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2012
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Financial Year 2012
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Financial Year 2011
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Concalls
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May 2025TranscriptNotesPPT
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Business Segments
Consumer (GCPL) - It includes Home care, Air Freshener, Fabric Care, Personal care like shampoo and hair color, Park Avenue, and KamaSutra. [1]