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Godrej Industries
SectorDiversified
Godrej Industries Limited is a holding company of the Godrej Group with diverse business interests. Its core operations include Chemicals, Estate Management, and Finance & Investments. The Chemical Division manufactures oleochemical products used in various industries. The company has significant stakes in consumer goods, real estate, agriculture, and gourmet retail through subsidiaries and associates across 18 countries. It owns 58% of Godrej Agrovet, a diversified agri-business company, and 100% of Nature's Basket, a gourmet store chain. Godrej Industries has manufacturing facilities in Gujarat and Maharashtra, and is involved in the production and marketing of oleo-chemicals, bulk edible oils, seeds, estate management, and investment activities. The company has undergone several structural changes, mergers, and acquisitions since its incorporation in 1988, expanding its business portfolio and market presence.
In the news
Godrej Family Buys 1% Stake in Godrej Consumer for ₹900 Cr
Godrej Industries to invest ₹20,000 cr in Haryana, create 40,000 jobs
Godrej Industries launches ₹2,000 cr private credit fund
Godrej Industries shares rise 2.37% to ₹1,339.80 on strong Q4 results
Godrej Industries Next Gen Focuses on Innovation Growth
Godrej Industries breaks ₹1,366 resistance, shares surge 59%
Godrej Industries invests ₹370 cr in subsidiary Godrej Investment
Trading Ideas: Pidilite, HDFC Bank, Oberoi Realty on June 25
Godrej Industries targets ₹1 lakh crore AUM in 5 years
Godrej Industries Q4 profit soars 143% to ₹444 cr, stock falls on valuation
Raja Venkatraman Recommends 3 Stocks for May 7 Trading
Godrej Industries targets ₹5 lakh crore market cap with dominant businesses
Godrej Group targets 15% growth as e-commerce drives FMCG volume
Pirojsha Godrej leads Godrej Group amid family business split
Pirojsha Godrej to take over as GIG chair from Nadir
Linde India shares fall 2.03% to ₹6,356; among Nifty Midcap losers
The Quarter story
The two most recent quarterly results, compared side-by-side.
Core segments show revenue recovery and strong promoter backing, though rising interest costs and slowing property sales weigh on overall momentum.
Promoter stake rises from 70.97% in Q1 FY26 to 74.64% in Q1 FY27 — insiders show strong confidence in the group.
Interest costs climb from ₹576 Cr in Q1 FY26 to ₹745 Cr in Q1 FY27 — rising debt servicing pressure weighs on margins.
Veg Oils revenue rebounds from ₹325 Cr in Q4 FY26 to ₹770 Cr in Q1 FY27 — demand recovery drives top-line growth.
Estate & Property units sold fall from 4,522 in Q2 FY26 to 3,738 in Q1 FY27 — slowing absorption rates signal market caution.
Chemicals revenue grows from ₹883 Cr in Q1 FY26 to ₹1,161 Cr in Q1 FY27 — consistent expansion supports segment stability.
Godrej Agrovet market value declines from ₹9,757 Cr in Q1 FY26 to ₹6,969 Cr in Q1 FY27 — valuation pressure impacts investment portfolio.
Estate & Property booking value climbs from ₹7,082 Cr in Q1 FY26 to ₹8,651 Cr in Q1 FY27 — sustained buyer interest fuels the pipeline.
Veg Oils PBIT drops from ₹127 Cr in Q2 FY26 to ₹89 Cr in Q1 FY27 — margin volatility requires close monitoring.
Godrej Properties market value recovers from ₹19,840 Cr in Q4 FY26 to ₹25,171 Cr in Q1 FY27 — real estate sector sentiment improves.
FII stake falls from 5.65% in Q1 FY26 to 4.57% in Q1 FY27 — foreign investors reduce exposure amid sector uncertainty.
Company insights, generated from the most recent coverage.
FY26 dividend of just ₹0.40/share (20%) equals a yield under 0.05% at ₹1,026 — no income-floor to attract long-only buyers during weakness.
Stock down 11.8% over 1 month and 15.2% over 3 months, sliding from ~₹1,187 in early Sept to ₹1,026 — today's -1.35% is continuation, not a new event.
The Jan-2026 restructuring (91.11% stake moved to Godrej Investment Ltd) plus the ₹5,000 Cr rights issue has become a valuation overhang rather than a positive, with the stock falling ~15% in the three months since.