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Last Updated: April 2, 2026, 2:58 am
Author: Getaka|Social: XLinkedIn
Stock Ticker - BSE: 500164 | NSE: GODREJIND

Godrej Industries Ltd: Intrinsic Value & Share Price Analysis

Fair Value

₹675.73Overvalued by 18.78%vs CMP ₹832.00

P/E (27.8) × ROE (9.6%) × BV (₹309.00) × DY (2.00%)

₹542.02Overvalued by 34.85%vs CMP ₹832.00
MoS: -53.5% (Negative)Confidence: 63/100 (Moderate)Models: All 6: Overvalued
ModelCategoryValueWeightSignal
PE-ROEEarnings₹732.5534%Over (-12%)
Graham NumberEarnings₹449.6425%Over (-46%)
Net Asset ValueAssets₹308.8411%Over (-62.9%)
Earnings YieldEarnings₹290.8011%Over (-65%)
ROCE CapitalReturns₹607.5911%Over (-27%)
Revenue MultipleRevenue₹583.748%Over (-29.8%)
Consensus (6 models)₹542.02100%Overvalued

PE-ROE · Graham · EPV · DCF · NAV · EV/EBITDA · DDM · Earnings Yield · ROCE Capital · Revenue Multiple | CoE: 12% · Terminal: 4% · EPS CAGR: 8.4%

*Investments are subject to market risks

Investment Snapshot

51
Godrej Industries Ltd scores 51/100 (Average)
Based on 5 dimensions: health, institutional flow, earnings quality, momentum, and peer comparison
Stock Health41/100 · Moderate
ROCE 7.8% WeakROE 9.6% 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 Quality50/100 · Moderate
OPM stable around 9% Steady
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 27.8 vs industry 46.9 Cheaper than peersROCE 7.8% vs industry 29.2% Below peersROE 9.6% vs industry 23.9% Below peers3Y sales CAGR: 12% Moderate

Weights: Health 30% · Earnings Quality 25% · Momentum 20% · Industry Rank 15% · Smart Money 10%. Scores are computed from reported financials and recalculated daily. Not investment advice.

Share Price and Basic Stock Data

Last Updated: April 2, 2026, 2:58 am

Market Cap 28,017 Cr.
Current Price 832
Intrinsic Value₹542.02
High / Low 1,392/744
Stock P/E27.8
Book Value 309
Dividend Yield0.00 %
ROCE7.83 %
ROE9.64 %
Face Value 1.00
PEG Ratio3.31

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 28,017 Cr. 832 1,392/74427.8 3090.00 %7.83 %9.64 % 1.00
Gillette India Ltd 24,566 Cr. 7,538 11,505/7,20639.6 3571.59 %56.1 %41.6 % 10.0
Procter & Gamble Hygiene and Health Care Ltd 31,636 Cr. 9,748 14,543/8,97936.8 2871.74 %104 %75.7 % 10.0
Emami Ltd 17,174 Cr. 393 655/38521.4 67.12.54 %32.4 %30.2 % 1.00
Cupid Ltd 11,677 Cr. 86.8 105/10.0140 2.840.00 %17.1 %12.9 % 1.00
Industry Average60,427.93 Cr1,572.1446.89111.991.02%29.21%23.91%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: February 24, 2026, 5:46 am

MetricMar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Sales 7,7999,1017,4548,3659,07610,84811,2919,33414,13016,74016,60119,65720,323
Expenses 7,3438,6157,0617,7088,80510,23310,4799,02013,08315,23015,40617,55318,655
Operating Profit 4554873926572716158123141,0471,5101,1952,1041,668
OPM % 6%5%5%8%3%6%7%3%7%9%7%11%8%
Other Income 2013172555209151,1429961,0151,1321,4181,4932,6364,034
Interest 1191923434024135084914696239431,3521,9572,329
Depreciation 7093117148175163234242274305371430471
Profit before tax 4675191876265971,0861,0836171,2821,6819642,3532,903
Tax % 37%26%58%27%19%20%25%37%23%15%38%21%
Net Profit 4695893234594848648123919921,4215951,8581,987
EPS in Rs 9.7211.984.787.6310.0517.5316.469.9419.4228.961.7829.1429.08
Dividend Payout % 18%15%37%23%17%7%0%0%0%0%0%0%

Profit & Loss Yearly Chart

YoY Net Profit Growth

Year2014-20152015-20162016-20172017-20182018-20192019-20202020-20212021-20222022-20232023-20242024-2025
YoY Net Profit Growth (%)25.59%-45.16%42.11%5.45%78.51%-6.02%-51.85%153.71%43.25%-58.13%212.27%
Change in YoY Net Profit Growth (%)0.00%-70.75%87.27%-36.66%73.07%-84.53%-45.83%205.56%-110.46%-101.37%270.40%

Godrej Industries Ltd has shown an inconsistent trend in YoY Net Profit Growth (%) in the last 11 years from 2014-2015 to 2024-2025.

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 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Cash from Operating Activity + -394-1,0501995691,6891,240392-672-1,756-4,409-4,284-5,151
Cash from Investing Activity + -901-459-185-234-1,016-1,360-1,874-5,147461,851-2,646-4,562
Cash from Financing Activity + 1,4201,4092-528-9591,0561,3495,7721,9163,5357,21910,689
Net Cash Flow 126-9916-193-286936-133-47206977288976
Free Cash Flow -807-1,533-1593001,22183611-1,399-2,256-5,150-5,471-5,912
CFO/OP -49%-179%90%125%683%227%64%-179%-132%-273%-321%-222%

Free Cash Flow

MonthMar 2014Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Free Cash Flow451.00482.00385.00650.00265.00608.00805.00304.00-13.00-18.00-27.00-36.00

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. 4171.21 Cr. and Equity Capital is Rs. 33.68 Cr. for the Year ended 31/03/2025.
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 18 April 2026, Godrej Industries Ltd's intrinsic value is ₹542.02, which is 34.85% lower than the current market price of ₹832.00, suggesting the stock is overvalued. This is calculated using the PE ratio method factoring in ROE (9.64 %), book value (₹309), 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 ₹832.00 as of 18 April 2026, with a FY2026-2027 high of ₹1,392 and low of ₹744. The stock is currently near its 52-week low. Market cap stands at ₹28,017 Cr..

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

Godrej Industries Ltd has a P/E ratio of 27.8, which is below the industry average of 46.89. 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 7.83 % is on the lower side compared to the industry average of 29.21%. Dividend yield is 0.00 %.

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

Godrej Industries Ltd reported a net profit of ₹1,858 Cr in Mar 2025 on revenue of ₹19,657 Cr. Compared to ₹992 Cr in Mar 2022, 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 ₹832.00. The company is currently not paying meaningful dividends.

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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