NSE: GODREJIND · BSE: 500164 · ISIN INE233A01035
Godrej Industries Limited stock analysis
Godrej Industries Limited ranks #4087 in the TickerSutra evidence-ranked universe with a score of 36/100 and 95% data confidence. The latest captured fundamentals show ROCE of 8.2%, quarterly sales growth of 22.2% and quarterly profit growth of -18.6%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- CFO/EBITDA is below 0.6×
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹14,130cr | ₹1,047cr | ₹992cr | 7.0% |
| 2023 | ₹16,740cr | ₹1,510cr | ₹1,421cr | 9.0% |
| 2024 | ₹16,601cr | ₹1,195cr | ₹595cr | 7.0% |
| 2025 | ₹19,657cr | ₹2,104cr | ₹1,858cr | 11.0% |
| 2026 | ₹22,237cr | ₹2,242cr | ₹2,412cr | 10.0% |
| TTM | ₹23,225cr | ₹2,419cr | ₹2,210cr | 10.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Record Date Updates
RoutineChapter XIV - Centralized Database for corporate bonds/debenturesNSE · 28 Sept 2026Chapter XIV - Centralized Database for corporate bonds/debentures
RoutineConfirmation of Redemption/Payment of Interest and PrincipalNSE · 28 Sept 2026Confirmation of Redemption/Payment of Interest and Principal
RoutineGodrej Industries Ltd - 500164 - Closure of Trading WindowBSE · 28 Sept 2026Please find attached intimation of closure of trading window, commencing from October 1, 2026, till 48 hours after declaration of Unaudited Financial Results of the Company for the Quarter ....
RoutineGodrej Industries Ltd - 500164 - Shareholder Meeting / Postal Ballot-Outcome of Postal_BallotBSE · 25 Sept 2026Please find attached Outcome of the Postal Ballot Notice dated August 13, 2026, along with Scrutinizer''s Report.
MANAGEMENT COMMENTARY
Signals from filed documents
In addition, cost optimization initiatives through recipe reformulation and pricing improvements helped enhance product contribution margins. Kundaim Factory is planning a capacity expansion through the addition of one new reactor to further strengthen manufacturing capabilities. Post expansion, the plant is expected to achieve an approximate 30% increase in overall production capacity.
The year was led by exceptional performance in its Oil Palm and Animal Nutrition businesses. The Oil Palm business delivered an outstanding performance with strong volume growth, peak oil recovery and margin expansion, while Animal Nutrition outperformed through healthy volume-led growth supported by favorable commodity positions and sustained cost-optimization initiatives. Astec LifeSciences Limited delivered a stro
The increasing contribution of branded products, supported by wider distribution, focused marketing investments and new product introductions, reinforces GFL’s long term strategy of building a differentiated processed foods franchise. Over the medium to long term, favourable consumption trends for protein rich, convenient and branded foods are expected to support growth, with the business well positioned to benefit a
Strategic initiatives undertaken during the year, including upgradation of an ethoxylation plant and acquisition of a food additives business, have strengthened the portfolio and contributed to improved margin profiles. The Company continues to focus on value creation by offering a broader and more differentiated product basket, supported by investments in commercial, manufacturing infrastructure, business acquisitio
GODREJ FOODS LIMITED Godrej Foods Limited (“GFL”) [Formerly known as “Godrej Tyson Foods Limited”] is a wholly owned subsidiary of GAVL. GFL demonstrated resilience during FY 2 025–26, operating in a dynamic environment characterized by feed cost volatility and pricing pressures. Consumption demand showed gradual improvement over the course of the year, reflecting recovery in end markets.
Demand from the home and personal care segment remained stable during the year, providing a steady base for volumes. The Company continues to benefit from product approvals from several multinational customers, enabling participation in their global sourcing programs and strengthening its position in export markets. Despite operating in a highly competitive industry landscape, the Surfactants business recorded a volu
GAVL’s sustained investments in R&D, customized nutrition solutions and farmer-centric advisory reinforced its leadership position across key markets and strengthened long term competitiveness. CROP CARE BUSINESS The Crop Care business operated in a challenging environment due to adverse weather, sharp acreage decline in key crops, regulatory disruptions and channel inventory build-up. Despite this, GAVL continued to
We believe that these emergent businesses will create overall value to the Stakeholders. We remain encouraged and confident of achieving our long term objectives of inclusive, sustainable and profitable growth. As we look ahead, I feel confident of strong growth in the medium to long term.
The division benefits from in- house commodity expertise and a robust risk management framework aimed at mitigating the impact of input cost volatility. Continued emphasis on portfolio diversification, backward integration, and expansion into higher-margin specialty and bio-based products is expected to support growth and help in margin stability. The Company is also closely monitoring supply chain dynamics and logis
Credit growth across retail, MSME, and corporate segments remains robust, aided by improved underwriting standards, stronger borrower balance sheets, and greater use of data analytics for risk assessment. Asset quality has shown sustained improvement due to disciplined credit monitoring, proactive resolution mechanisms, and enhanced regulatory oversight. This has translated into lower non-performing assets and reduce
CDPL continues to invest in strengthening its milk sourcing infrastructure, quality assurance systems and processing capabilities, positioning the Dairy business to participate effectively in long term growth opportunities as operating conditions stabilize and input cost pressures moderate. CDPL faced margin pressures due to elevated milk procurement costs and demand disruptions, partially mitigated through cost opti
During the year, the segment witnessed a significant increase in volumes, driven by robust demand across end-use industries. The completion of capacity expansion and commencement of commercial production at 85 EXPORT TO 70+ COUNTRIES ACROSS THE WORLD the new plant further supported higher production and sales volumes. Surfactants The Surfactants portfolio comprises products derived from lauryl alcohol, including Sodi
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
DIRECTOR & BUSINESS NETWORK
Loading corporate intelligence
Loading universe coverage and exchange-backed evidence…