NSE: GODREJPROP · BSE: 533150 · ISIN INE484J01027
Godrej Properties Limited stock analysis
Godrej Properties Limited ranks #2764 in the TickerSutra evidence-ranked universe with a score of 44/100 and 95% data confidence. The latest captured fundamentals show ROCE of 7.6%, quarterly sales growth of 16.5% and quarterly profit growth of -41.7%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 4.42×
- 31.6% three-year sales CAGR
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- Operating margin has compressed materially
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹1,825cr | ₹-56cr | ₹351cr | -3.0% |
| 2023 | ₹2,252cr | ₹207cr | ₹621cr | 9.0% |
| 2024 | ₹3,036cr | ₹-130cr | ₹747cr | -4.3% |
| 2025 | ₹4,923cr | ₹-74cr | ₹1,389cr | -1.5% |
| 2026 | ₹5,131cr | ₹-453cr | ₹1,841cr | -9.0% |
| TTM | ₹5,203cr | ₹-564cr | ₹1,592cr | -11.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Godrej Properties Limited has informed the Exchange regarding a press release dated September 28, 2026, titled "Press Release".
RoutineRecord Date UpdatesNSE · 23 Sept 2026Record Date Updates
RoutineConfirmation of Redemption/Payment of Interest and PrincipalNSE · 23 Sept 2026Confirmation of Redemption/Payment of Interest and Principal
RoutinePress ReleaseNSE · 23 Sept 2026Godrej Properties Limited has informed the Exchange regarding a press release dated September 23, 2026, titled "Press Release".
RoutineGodrej Properties Ltd - 533150 - Announcement under Regulation 30 (LODR)-Press Release / Media ReleaseBSE · 23 Sept 2026Please find enclosed Intimation on Press Release.
MANAGEMENT COMMENTARY
Signals from filed documents
Delays in land use approvals, construction permits, and retrospective policy changes continue to introduce cost and timeline risks into project execution. As the market shifts towards larger-scale, premium developments, the stakes associated with approval delays have risen commensurately, making regulatory navigation a critical competency for developers. Affordability Compression and Demand Bifurcation The sustained
1 developer by booking value, volume and collections FY 2024–25 FY 2025–26 29,444 34,171 Booking Value (₹Cr.) 16% 42,100 26,450 Business Development by Estimated Booking Value (₹Cr.) 59% 17,047 19,965 Customer Collections (₹Cr.) 17% 7,484 7,830 Net Operating Cash Flow (₹Cr.) 5% * CY 2025 for tier one cities. Of Area Delivered GRI 2-6, 201-1 Leadership Next FY 2026 Integrated Report FY 2025–26 Our Capitals, Our Value
This ongoing evolution is intended to support the responsible, trustworthy, and sustainable deployment of AI across the organisation while responding to changing stakeholder expectations and regulatory requirements. Employees at GPL Integrated Report FY 2025–26 Our Capitals, Our Value CreationAbout The Report Corporate Overview 40 41 Statutory and Financial Reports Scale and Market Leadership FY 2025–26 marked anothe
Developers unable to demonstrate credible sustainability credentials risk demand erosion, reduced pricing power, and loss of competitive positioning as buyer awareness and expectations continue to rise. Change in investor sentiment Institutional investors and lenders are integrating climate risk screening and decarbonisation requirements into capital allocation decisions. Portfolios without clear, independently valid
Portfolios without clear, independently validated transition strategies face growing risk of exclusion from sustainability-linked financing, reduced access to preferred capital, and downward pressure on asset valuations as climate-conscious investment mandates become standard practice across Indian real estate capital markets. Reputation risk Real estate developers face growing scrutiny from homebuyers, investors, re
AI-related investments and still accommodative financial conditions are supporting economic activity, even as bouts of heightened asset price volatility reflect shifting market sentiment. Recent energy price increases due to the West Asia conflict have heightened upside inflation risks and clouded the global growth outlook. The outlook is highly contingent on the evolving situation in West Asia: an early resolution w
Nature of Risk Material Risk Description Transition Risks Increasing regulatory and policy pressure Tightening regulations across green building standards, ECBC Plus and Super ECBC compliance, SEBI’s BRSR Core, and emerging IFRS S2-aligned mandatory climate disclosures are reshaping development approvals, environmental clearances, and reporting obligations. Non-compliance or delayed adaptation to evolving policy requ
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
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