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Godrej Industries Ltd: Intrinsic Value & Share Price Analysis

Fair Value

₹867.22Overvalued by 14.05%vs CMP ₹1,009.00

P/E (26.9) × ROE (11.9%) × BV (₹332.00) × DY (2.00%)

₹661.89Overvalued by 34.40%vs CMP ₹1,009.00
MoS: -52.4% (Negative)Confidence: 53/100 (Moderate)Models: 1 Fair, 5 Over
ModelCategoryValueWeightSignal
PE-ROEEarnings₹985.6434%Fair (-2.3%)
Graham NumberEarnings₹524.5225%Over (-48%)
Net Asset ValueAssets₹308.7311%Over (-69.4%)
Earnings YieldEarnings₹368.3011%Over (-63.5%)
ROCE CapitalReturns₹607.3711%Over (-39.8%)
Revenue MultipleRevenue₹660.118%Over (-34.6%)
Consensus (6 models)₹661.89100%Overvalued

PE-ROE · Graham · EPV · DCF · NAV · EV/EBITDA · DDM · Earnings Yield · ROCE Capital · Revenue Multiple | CoE: 12% · Terminal: 4% · EPS CAGR: 13.7%

*Investments are subject to market risks

Analyst Summary

Godrej Industries Ltd operates in the Personal Care segment, NSE: GODREJIND | BSE: 500164, current market price is ₹1,009.00, market cap is 33,990 Cr.. At a glance, stock P/E is 26.9, ROE is 11.9 %, ROCE is 8.84 %, book value is 332, dividend yield is 0.00 %. The latest intrinsic value estimate is ₹661.89, around 34.4% below the current price, so expectations may already be running ahead of this modelled fair value. On operating trend, latest reported sales are about ₹22,237 Cr versus the prior period change of 13.1%, while latest net profit is about ₹2,412 Cr with a prior-period change of 29.8%. The 52-week range shown on this page is 1,381/744, which helps frame where the current quote sits within its recent trading band. Business context: About the Company - Qualitative AnalysisGodrej Industries Ltd. is a Public Limited Listed company incorporated on 07/03/1988 and has its registered office in the State of Maharashtra, India. Company's Corporate Identification Number(CIN) is…

This summary is generated from the stock page data available for Godrej Industries Ltd: Intrinsic Value & Share Price Analysis and is refreshed automatically when the underlying metrics change.

Investment Snapshot

56
Godrej Industries Ltd scores 56/100 (Average)
Based on 5 dimensions: health, institutional flow, earnings quality, momentum, and peer comparison
Stock Health46/100 · Moderate
ROCE 8.8% AverageROE 11.9% AverageD/E 1.29 High debtInterest Coverage 0.0x RiskyProfitable 5/5 years Consistent
Smart Money55/100 · Moderate
FII holding down -2.11% (6mo) SellingDII holding up 0.80% MF buyingPromoter increased by 3.33% Positive
Earnings Quality65/100 · Strong
OPM expanding (8% → 11%) Improving
Quarterly Momentum70/100 · Strong
Revenue (4Q): +17% YoY GrowingProfit (4Q): +53% YoY StrongOPM: 3.0% (down 9.0% YoY) Margin pressure
Industry Rank45/100 · Moderate
P/E 26.9 vs industry 47.6 Cheaper than peersROCE 8.8% vs industry 39.2% Below peersROE 11.9% vs industry 30.8% Below peers3Y sales CAGR: 10% Moderate

Weights: Health 30% · Earnings Quality 25% · Momentum 20% · Industry Rank 15% · Smart Money 10%. Scores are computed from reported financials and recalculated daily.

Share Price and Basic Stock Data

Last Updated: June 12, 2026, 6:37 am

Market Cap 33,990 Cr.
Current Price 1,009
Intrinsic Value₹661.89
High / Low 1,381/744
Stock P/E26.9
Book Value 332
Dividend Yield0.00 %
ROCE8.84 %
ROE11.9 %
Face Value 1.00
PEG Ratio1.97

Stock P/E, Current Price, and Intrinsic Value Over Time

View Share Price Target for Godrej Industries Ltd

Competitors

Stock Name ⇩Market Cap ⇩Current Price ⇩High / Low ⇩Stock P/E ⇩Book Value ⇩Dividend Yield ⇩ROCE ⇩ROE ⇩Face Value ⇩
Godrej Industries Ltd 33,990 Cr. 1,009 1,381/74426.9 3320.00 %8.84 %11.9 % 1.00
Procter & Gamble Hygiene and Health Care Ltd 29,294 Cr. 9,024 14,540/8,95534.2 2321.88 %157 %115 % 10.0
Gillette India Ltd 24,992 Cr. 7,668 11,505/7,20638.2 2901.56 %90.6 %66.4 % 10.0
Cupid Ltd 20,866 Cr. 155 157/17.6193 3.350.00 %33.5 %27.3 % 1.00
Emami Ltd 16,869 Cr. 386 635/37621.5 67.02.59 %29.6 %27.9 % 1.00
Industry Average68,514.00 Cr1,586.3547.61110.481.01%39.20%30.84%4.94

All Competitor Stocks of Godrej Industries Ltd

Quarterly Result

MetricSep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025
Sales 4,0213,8434,8524,5063,9383,5904,5674,2484,8054,8255,7804,4605,032
Expenses 3,8013,4694,2524,2643,6723,3114,5113,9144,2304,2285,1864,0634,898
Operating Profit 22037360024226627956334575597593397134
OPM % 5%10%12%5%7%8%1%8%12%12%10%9%3%
Other Income 3024134425323973805361,0724394366951,3521,294
Interest 223248284303333348369433477505542576584
Depreciation 767879868996100101108111110114121
Profit before tax 2244606793862402161228734294176351,059723
Tax % 2%17%17%24%32%24%121%27%-14%25%34%31%32%
Net Profit 219382562291164165-25641489312416725493
EPS in Rs 4.649.348.915.292.593.16-9.269.588.545.595.4410.377.20

Last Updated: January 1, 2026, 3:16 pm

Quarterly Chart

Profit & Loss - Annual Report

Last Updated: June 12, 2026, 3:30 am

MetricMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales 9,1017,4548,3659,07610,84811,2919,33414,13016,74016,60119,65722,237
Expenses 8,6157,0617,7088,80510,23310,4799,02013,08315,23015,40617,55319,995
Operating Profit 4873926572716158123141,0471,5101,1952,1042,242
OPM % 5%5%8%3%6%7%3%7%9%7%11%10%
Other Income 3172555209151,1429961,0151,1321,4181,4932,6364,123
Interest 1923434024135084914696239431,3521,9572,470
Depreciation 93117148175163234242274305371430501
Profit before tax 5191876265971,0861,0836171,2821,6819642,3533,393
Tax % 26%58%27%19%20%25%37%23%15%38%21%29%
Net Profit 5893234594848648123919921,4215951,8582,412
EPS in Rs 11.984.787.6310.0517.5316.469.9419.4228.961.7829.1436.83
Dividend Payout % 15%37%23%17%7%0%0%0%0%0%0%0%

Profit & Loss Yearly Chart

YoY Net Profit Growth

Year2015-20162016-20172017-20182018-20192019-20202020-20212021-20222022-20232023-20242024-20252025-2026
YoY Net Profit Growth (%)-45.16%42.11%5.45%78.51%-6.02%-51.85%153.71%43.25%-58.13%212.27%29.82%
Change in YoY Net Profit Growth (%)0.00%87.27%-36.66%73.07%-84.53%-45.83%205.56%-110.46%-101.37%270.40%-182.45%

Godrej Industries Ltd has shown an inconsistent trend in YoY Net Profit Growth (%) in the last 11 years from 2015-2016 to 2025-2026.

Growth

Compounded Sales Growth
10 Years:8%
5 Years:12%
3 Years:12%
TTM:22%
Compounded Profit Growth
10 Years:12%
5 Years:11%
3 Years:10%
TTM:393%
Stock Price CAGR
10 Years:13%
5 Years:22%
3 Years:37%
1 Year:-1%
Return on Equity
10 Years:8%
5 Years:7%
3 Years:7%
Last Year:10%

Last Updated: September 5, 2025, 5:05 am

Balance Sheet

Last Updated: December 4, 2025, 1:18 am

MonthMar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Sep 2025
Equity Capital 33343434343434343434343434
Reserves 2,7013,1942,9683,1623,3014,3135,7557,5207,0937,9517,96810,11810,366
Borrowings 4,1675,8857,2007,5546,9187,1167,27510,07114,50619,64228,99638,08846,566
Other Liabilities 4,3074,3923,9314,2416,5006,5307,14311,15712,20216,11724,33139,48852,622
Total Liabilities 11,20813,50414,13314,99116,75317,99320,20728,78133,83543,74461,32987,728109,588
Fixed Assets 1,6501,8372,8283,2813,3023,8244,0494,5204,9715,2696,3656,9547,333
CWIP 46677527454271202334444483942462258313
Investments 2,3362,6913,0523,2034,1375,4736,5949,9529,6098,0098,66911,16512,652
Other Assets 6,7578,2027,9798,4529,0428,4949,22913,86618,77229,52545,83269,35089,290
Total Assets 11,20813,50414,13314,99116,75317,99320,20728,78133,83543,74461,32987,728109,588

Reserves and Borrowings Chart

Cash Flow

MonthMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity + -1,0501995691,6891,240392-672-1,756-4,409-4,284-5,151-8,855
Cash from Investing Activity + -459-185-234-1,016-1,360-1,874-5,147461,851-2,646-4,562202
Cash from Financing Activity + 1,4092-528-9591,0561,3495,7721,9163,5357,21910,6898,056
Net Cash Flow -9916-193-286936-133-47206977288976-597
Free Cash Flow -1,533-1593001,22183611-1,399-2,256-5,150-5,471-5,912-9,417
CFO/OP -179%90%125%683%227%64%-179%-132%-273%-321%-222%-367%

Free Cash Flow

MonthMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Free Cash Flow482.00385.00650.00265.00608.00805.00304.00-13.00-18.00-27.00-36.002.00

Free Cash Flow = Income Generated from Operational Activities - Borrowings - Capital Work in Progress (CWIP)

Consistent positive free cash flow is crucial for businesses as it indicates their ability to generate cash from their core operations. It provides financial flexibility, allowing companies to invest in growth opportunities, pay dividends to shareholders, reduce debt, and weather economic downturns more effectively.

Free Cash Flow Chart

Financial Efficiency Indicators

MonthMar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Debtor Days 252542404039506043332830
Inventory Days 2903254373562991611715943359131,95210,759
Days Payable 131109103120101881173271623183981,622
Cash Conversion Cycle 1842413762762381111043272176271,5819,168
Working Capital Days 213-37-42-137-116-85-12-15-24-3617
ROCE %6%5%4%8%7%11%10%5%8%8%6%8%

Financial Efficiency Indicators Chart

Share Holding Pattern

MonthMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Promoters 67.17%67.17%67.16%67.16%67.16%67.16%67.69%65.73%69.65%70.97%71.31%74.64%
FIIs 10.41%10.76%10.39%10.17%7.92%8.02%8.38%8.24%6.97%5.66%5.12%4.86%
DIIs 2.13%1.84%2.34%2.90%4.86%5.01%4.76%4.42%2.49%2.54%2.77%3.29%
Public 20.28%20.23%20.12%19.77%20.05%19.81%19.17%21.61%20.89%20.83%20.81%17.22%
No. of Shareholders 96,47692,34291,44194,14790,39995,33887,92285,79787,74484,61082,21981,889

Shareholding Pattern Chart

No. of Shareholders

Godrej Industries Ltd: Intrinsic Value & Share Price Analysis - Shareholder trend analysis

Mutual Fund Holdings

Fund NameNo of SharesAUM (%)Amount Invested (Cr)Previous Number of SharesPrevious DatePercentage Change
Tata Small Cap Fund 3,930,913 3.56 382.913,617,2562026-01-25 02:16:078.67%
Bandhan Small Cap Fund 2,130,038 1.08 207.491,957,5542026-02-23 03:11:268.81%
Tata Large & Mid Cap Fund 1,745,663 2.09 170.051,510,0022026-02-22 05:06:1915.61%
WhiteOak Capital Mid Cap Fund 337,808 0.74 32.91N/AN/AN/A
Tata Retirement Savings Fund - Progressive Plan 253,496 1.21 24.69N/AN/AN/A
Tata Retirement Savings Fund - Moderate Plan 241,000 1.12 23.48N/AN/AN/A
Tata Multicap Fund 158,976 0.49 15.49N/AN/AN/A
Whiteoak Capital Large & Mid Cap Fund 105,026 0.5 10.23N/AN/AN/A
WhiteOak Capital Multi Cap Fund 76,317 0.25 7.43N/AN/AN/A
Tata Childrens Fund 50,000 1.39 4.87N/AN/AN/A

ROCE Trend

EPS Trend

Key Financial Ratios

MonthMar 25Mar 24Mar 23Mar 22Mar 21
FaceValue 1.001.001.001.001.00
Basic EPS (Rs.) 29.141.7828.9619.429.94
Diluted EPS (Rs.) 29.141.7828.9519.429.94
Cash EPS (Rs.) 56.8230.2739.5029.158.34
Book Value[Excl.RevalReserv]/Share (Rs.) 301.41449.04424.86388.62397.22
Book Value[Incl.RevalReserv]/Share (Rs.) 301.41449.04424.86388.62397.22
Revenue From Operations / Share (Rs.) 583.65493.04497.33419.79277.29
PBDIT / Share (Rs.) 129.6281.4075.2358.7628.96
PBIT / Share (Rs.) 116.8570.3966.1950.6421.76
PBT / Share (Rs.) 58.7530.2338.1829.637.83
Net Profit / Share (Rs.) 44.0519.2630.4621.021.14
NP After MI And SOA / Share (Rs.) 29.141.7828.9619.429.94
PBDIT Margin (%) 22.2016.5115.1213.9910.44
PBIT Margin (%) 20.0214.2713.3012.067.84
PBT Margin (%) 10.066.137.677.052.82
Net Profit Margin (%) 7.543.906.125.000.41
NP After MI And SOA Margin (%) 4.990.365.824.623.58
Return on Networth / Equity (%) 9.660.7412.209.174.42
Return on Capital Employeed (%) 9.618.7210.208.984.31
Return On Assets (%) 1.110.092.211.921.15
Long Term Debt / Equity (X) 1.881.450.880.760.41
Total Debt / Equity (X) 3.733.602.442.031.29
Asset Turnover Ratio (%) 0.260.310.200.170.13
Current Ratio (X) 1.271.151.181.351.46
Quick Ratio (X) 0.520.430.540.840.94
Inventory Turnover Ratio (X) 0.660.460.710.680.74
Dividend Payout Ratio (NP) (%) 6.88106.926.649.2412.85
Dividend Payout Ratio (CP) (%) 4.7814.885.056.517.45
Earning Retention Ratio (%) 93.12-6.9293.3690.7687.15
Cash Earning Retention Ratio (%) 95.2285.1294.9593.4992.55
Interest Coverage Ratio (X) 2.232.032.693.172.08
Interest Coverage Ratio (Post Tax) (X) 1.761.482.092.271.08
Enterprise Value (Cr.) 80466.3458691.6336408.7634165.4432983.65
EV / Net Operating Revenue (X) 4.093.542.172.423.53
EV / EBITDA (X) 18.4321.4114.3817.2733.84
MarketCap / Net Operating Revenue (X) 1.941.580.811.101.96
Retention Ratios (%) 93.11-6.9293.3590.7587.14
Price / BV (X) 3.763.281.702.192.42
Price / Net Operating Revenue (X) 1.941.580.811.101.96
EarningsYield 0.020.000.070.040.01

Profitability Ratios (%)

Liquidity Ratios

Liquidity Ratios (%)

Interest Coverage Ratios (%)

Valuation Ratios

About the Company - Qualitative Analysis

Godrej Industries Ltd. is a Public Limited Listed company incorporated on 07/03/1988 and has its registered office in the State of Maharashtra, India. Company's Corporate Identification Number(CIN) is L24241MH1988PLC097781 and registration number is 097781. Currently company belongs to the Industry of Personal Care. Company's Total Operating Revenue is Rs. 4809.15 Cr. and Equity Capital is Rs. 33.68 Cr. for the Year ended 31/03/2026.
INDUSTRYADDRESSCONTACT
Personal CareGodrej One, Mumbai Maharashtra 400079Contact not found
Management
NamePosition Held
Mr. Adi GodrejChairman Emeritus
Mr. Nadir GodrejChairman & Managing Director
Mr. Vishal SharmaExecutive Director & CEO
Ms. Tanya DubashExecutive Director & Chief Brand Officer
Mr. Pirojsha GodrejDirector
Ms. Nisaba GodrejDirector
Dr. Ganapati D YadavIndependent Director
Mr. Mathew EipeIndependent Director
Ms. Monaz NobleIndependent Director
Ms. Shweta BhatiaIndependent Director
Mr. Sandeep MurthyIndependent Director
Mr. Ajaykumar VaghaniIndependent Director

FAQ

What is the intrinsic value of Godrej Industries Ltd and is it undervalued?

As of 22 June 2026, Godrej Industries Ltd's intrinsic value is ₹661.89, which is 34.40% lower than the current market price of ₹1,009.00, suggesting the stock is overvalued. This is calculated using the PE ratio method factoring in ROE (11.9 %), book value (₹332), dividend yield (0.00 %), and 5-year EPS CAGR.

What is the current share price and 52-week range of Godrej Industries Ltd?

Godrej Industries Ltd is trading at ₹1,009.00 as of 22 June 2026, with a FY2026-2027 high of ₹1,381 and low of ₹744. The stock is currently in the middle of its 52-week range. Market cap stands at ₹33,990 Cr..

How does Godrej Industries Ltd's P/E ratio compare to its industry?

Godrej Industries Ltd has a P/E ratio of 26.9, which is below the industry average of 47.61. This is broadly in line with or below the industry average.

Is Godrej Industries Ltd financially healthy?

Key indicators for Godrej Industries Ltd: ROCE of 8.84 % is on the lower side compared to the industry average of 39.20%. Dividend yield is 0.00 %.

Is Godrej Industries Ltd profitable and how is the profit trend?

Godrej Industries Ltd reported a net profit of ₹2,412 Cr in Mar 2026 on revenue of ₹22,237 Cr. Compared to ₹1,421 Cr in Mar 2023, the net profit shows an improving trend.

Does Godrej Industries Ltd pay dividends?

Godrej Industries Ltd has a dividend yield of 0.00 % at the current price of ₹1,009.00. The company is currently not paying meaningful dividends.

Last Updated: June 12, 2026, 6:37 am
Author: Getaka|Social: XLinkedIn
Stock Ticker - BSE: 500164 | NSE: GODREJIND
Disclaimer: This article is for informational purposes only and should not be construed as financial advice. The author is not a SEBI registered financial advisor and does not have any vested interest in Godrej Industries Ltd. Investors are advised to conduct their own due diligence and consult with a financial professional before making any investment decisions. The information provided in this article is based on publicly available data and the author's analysis, but it may not be comprehensive or up-to-date. The author and getaka.co.in are not responsible for any errors or omissions in the content. This article is not intended to promote any particular investment strategy or recommendation, and readers should consult with their own financial advisors before making any investment decisions. Data Source: NSE
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