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    Godrej Industries Limited

    Godrej Group holding co. running Chemicals & NBFC lending; holds stakes in GCPL, Godrej Properties, Agrovet

    Diversified
    Diversified
    ₹1,334.7
    +16.28% from avg

    Overview

    Price

    ₹1,334.7

    Market Cap

    ₹44.9k Cr

    Sector

    Diversified

    Diversified

    Rank

    2

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital3434343434343434
    Reserves5.8k7.5k7.1k8.0k8.0k10.1k10.4k11.1k
    Borrowings7.3k10.1k14.5k19.6k29.0k38.1k46.6k51.6k
    Other Liabilities7.1k11.2k12.2k16.1k24.3k39.5k52.6k63.2k
    Total Liabilities20.2k28.8k33.8k43.7k61.3k87.7k109.6k125.9k
    AssetsFixed Assets4.0k4.5k5.0k5.3k6.4k7.0k7.3k7.3k
    CWIP334444483942462258313432
    Investments6.6k10.0k9.6k8.0k8.7k11.2k12.7k11.2k
    Other Assets9.2k13.9k18.8k29.5k45.8k69.3k89.3k106.9k
    Total Assets20.2k28.8k33.8k43.7k61.3k87.7k109.6k125.9k

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating1.2k392-672-1.8k-4.4k-4.3k-5.2k-8.9k
    Cash from Investing-1.4k-1.9k-5.1k461.9k-2.6k-4.6k244
    Cash from Financing1.1k1.3k5.8k1.9k3.5k7.2k10.7k8.1k
    SummaryCapital Expenditure
    Free Cash Flow83611-1.4k-2.3k-5.2k-5.5k-5.9k-9.4k
    FCF Margin

    Valuation

    Assumptions

    Current — GODREJIND
    Price
    ₹1,335
    EPS (TTM)
    ₹36.83
    PE (TTM)
    36.2
    Profit growth
    19.3%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (38.9×) and current (36.2×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹1,335
    vs
    Fair value · 15% return
    ₹1,438
    8%Undervalued

    At 19.3% growth and a 36× exit, ₹1335 only delivers your return if you pay ₹1,438. The price is currently baking in 18% growth.

    EPS grows 19.3%/yr for 5 years, then fades to 6% over 2, exits at 36×.

    YearGrowthEPS (₹)
    FY2719.3%43.94
    FY2819.3%52.42
    FY2919.3%62.53
    FY3019.3%74.60
    FY3119.3%89.00
    FY3212.7% ·fade100.26
    FY336.0% ·fade106.28

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

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