Godrej Industries Ltd

Godrej Industries Ltd announced ratings actions and an intimation under Regulations 30 and 51 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, concerning its Commercial Paper Programme, Non-Convertible Debenture Programme, Non-Convertible Debentures, Non-Convertible Debentures (NCDs), and Commercial Paper Programme. CRISIL Ratings Limited reaffirmed the ratings for Non-Convertible Debentures with a “High degree of safety regarding timely servicing of financial obligations, very low credit risk” for an outstanding amount of approximately Rs 7,200 Crore, reaffirmed the Commercial Paper Programme rating of Crisil A1+ for a limit of Rs 500 Crore, assigned a CRISIL AA+ (Stable) rating to a proposed additional issue of Non-Convertible Debentures with an approximate amount of Rs 1,500 Crore, and reaffirmed ratings for Non-Convertible Debentures with N/A amount. No other rating agencies were mentioned, and no enhancements, assignments, or withdrawals were detailed beyond those explicitly stated.

Godrej Industries Limited will close its trading window for securities transactions from October 1, 2026, until 48 hours after the declaration of the unaudited financial results for the quarter and half-year ending September 30, 2026, in accordance with the company’s ‘Insider Trading - Code of Conduct’ and Securities and Exchange Board of India (Prohibition of Insider Trading) Regulations, 2015.

Godrej Industries Limited disclosed that it has made a further investment in its wholly owned subsidiary, Godrej Investment Limited, for an approximate consideration of Rs 335 crore, based on a valuation report. Godrej Investment Limited, incorporated on January 5, 2026, is an unregistered core investment company that holds equity shares of Godrej Capital Limited and Godrej Wealth & Asset Management Limited, and reported a total consolidated income of Rs 2,477.72 crore for the financial year ended March 31, 2026.

Godrej Industries Limited announced the allotment of 75,000 rated, listed, unsecured, redeemable, non-convertible debentures with a face value of Rs 1,00,000 each, aggregating to Rs 7,50,00,00,000, to investors on September 18, 2026, according to a filing with the BSE Limited and National Stock Exchange of India Limited. The debentures, listed on the NSE, have a tenor of 5 years and 6 months, a coupon rate of 8.50% payable annually, and will mature on March 18, 2032, with the proceeds intended for business purposes, investments, loan repayment, and general corporate purposes.

Godrej Industries Ltd share price declined by 4% to Rs 1235.75 after the company's net profit tumbled by 37.76% to Rs 523.36 crore, while revenue from operations dropped sharply 29.19% to Rs 5448.09 crore in Q2FY26 over Q1FY26. The market capitalization of Diversified industry group stocks on BSE stood at Rs 96431.53 crore, falling 14.47%. It has softened by 2.66% over last one week and gained upto 6.86% in last one month while the market capitalization of Godrej Industries Ltd has slipped by 5.30% and 9.18% in the same period respectively. Profit before tax (PBT) of Godrej Industries Ltd stood at Rs 732.2 crore in Q2 FY26, nosediving by 30.83% year-on-year, and tumbling by 34.95% quarter-on-quarter. EBITDA came in at Rs 338 crore, plunging by 60.86% YoY and crashing by 157.59% sequentially. Total expenses saw a steep drop of 24.91% to Rs 5006.78 crore in Q2FY26 over Q2FY25. During the quarter, cost of materials consumed stood at Rs 2911.37 crore, going up by 14.89% YoY, while employee benefits expense was at Rs 554.29 crore, soaring 15.85% YoY. For the TTM ended FY26, revenue from operations advanced 13.12% to Rs 22236.85 crore, while net profit saw a strong growth of 29.80% to Rs 2411.91 crore, compared to previous TTM. EBITDA saw a sharp decline of 9758% to Rs 1502.24 crore, and PBT surged 44.21% to Rs 3393.43 crore compared to previous TTM. The company's consolidated net cash flow from operating activities stood at Rs 8854.9 crore in FY26, as against Rs 5150.78 crore in FY25. Godrej Industries Ltd surged by 12.74% in last one year, significantly outperforming the benchmark BSE Sensex which has softened by 2.83% during the same period.

Godrej Industries Limited announced consolidated revenue of Rs 6,360 crore for the quarter ended June 30, 2026, an 11% increase compared to Rs 5,719 crore in the same quarter last year. The company’s consolidated net profit for the quarter was Rs 284 crore, down 19% from Rs 349 crore in the prior year. Godrej Industries’ Chemicals segment revenue rose 31% while Godrej Consumer Products Limited reported consolidated sales growth of 19% year-on-year, and Godrej Properties Limited’s booking value grew to Rs 8,651 crore, a 22% year-on-year increase.

Godrej Industries Limited announced that Pirojsha Godrej will be redesignated as a Whole Time Director and serve as Executive Chairperson of the company, effective August 14, 2026, through August 13, 2031, subject to shareholder approval. The appointment follows his succession to Nadir Godrej as Chairman and Managing Director, as part of a planned generational transition, and he will also serve as Chairperson of the Godrej Industries Group. Vishal Sharma, Clement Pinto, and Anupama Kamble were also identified as Key Managerial Personnel authorized to make disclosures to the stock exchanges.

Godrej Industries Limited will hold a board meeting on Thursday, August 13, 2026, to consider and approve the unaudited financial results (standalone and consolidated) for the quarter ended June 30, 2026, after review by the audit committee.

Godrej Industries has made a further investment of about Rs 370 crore in its wholly owned subsidiary, Godrej Investment Limited (GIVL), through a cash infusion. The company said the investment was made based on a valuation report and has been completed. GIVL will continue to remain a wholly owned subsidiary of Godrej Industries following the transaction. The investment is a related-party transaction as GIVL is a wholly owned subsidiary of the company. Godrej Industries said the transaction was carried out at arm's length. Incorporated on 5 January 2026, GIVL is an unregistered Core Investment Company. It holds equity shares of Godrej Capital and Godrej Wealth & Asset Management. The acquisition is within the overall investment limit approved by shareholders under Section 186 of the Companies Act, 2013, the company said. As of the date of the disclosure, GIVL had a paid-up share capital of Rs 42.10 lakh. The company reported total consolidated income of Rs 2,477.72 crore for the period from 5 January 2026 to 31 March 2026. The Godrej Industries Group serves more than 1.1 billion consumers globally through businesses spanning FMCG, real estate, financial services, agriculture and chemicals. It is a market leader in several Indian segments, including residential real estate, animal feed, crude palm oil, oleochemicals, household insecticides, hair colour and air care. On a consolidated basis, Godrej Industries' net profit surged 142.67% to Rs 444.28 crore while net sales rose 33.12% to Rs 7693.72 crore in Q4 March 2026 over Q4 March 2025. Shares of Godrej Industries rose 0.42% to settle at Rs 1158.15 on 25 June 2026. The Indian stock market is shut today, 26 June 2026 for Muharram. Powered by Capital Market - Live

Godrej Industries announced that the 38th Annual General Meeting(AGM) of the company will be held on 13 August 2026.