Godrej Industries Limited · NSE:GODREJIND
Godrej Industries — H1 FY2026 Earnings Presentation
18 slides from Godrej Industries's earnings presentation, Nov 11, 2025
Slide 1: Performance Update Q2 & H1 FY 2025-26
Performance Update Q2 & H1 FY- 2025-26 November 11, 2025 1 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 2: Disclaimer
DISCLAIMER “Some of the statements in this communication may be ‘forward looking statements’ within the meaning of applicable laws and regulations. Actual results might differ substantially or materially from those expressed or implied. Important developments that could affect the Company’s operatio
Slide 3: Presentation Flow
PRESENTATION FLOW • Results • Financial Highlights – Consolidated • Segment Performance • Business Performance • Performance highlights including Subsidiaries and Associates • Other information 3 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 4: Financial Highlights – Consolidated
FINANCIAL HIGHLIGHTS – CONSOLIDATED 4 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 5: Financial Highlights - Consolidated
FINANCIAL HIGHLIGHTS - CONSOLIDATED Particulars Q2 Q2 % H1 H1 % (₹crore) FY 26 FY25 Growth FY 26 FY25 Growth Total Income 6,290 5,118 23% 12,009 10,378 16% PBDIT * 1,428 1,014 41% 3,176 2,420 31% Depreciation 121 108 - 234 209 - PBIT* 1,307 906 44% 2,942 2,211 33% Interest 584 477 - 1,160 910 - Net
Slide 6: Consolidated Results – Segment Performance
CONSOLIDATED RESULTS – SEGMENT PERFORMANCE 6 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 7: Segment-wise Contribution to Financials: Q2 FY 2025-26
SEGMENT-WISE CONTRIBUTION TO FINANCIALS: Q2 FY 2025-26 Revenue (₹ crore) PBIT (₹ crore) 26 3 1 220 83 97 840 1,059 71 9 16 127 1,217 1,950 393 674 776 213 7 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 8: Segment-wise Contribution to Financials: H1 FY 2025-26
SEGMENT-WISE CONTRIBUTION TO FINANCIALS: H1 FY 2025-26 Revenue (₹ crore) PBIT (₹ crore) 54 8 9 471 153 183 1,942 1,512 137 13 133 2,373 204 3,569 810 1,595 615 1,316 8 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 9: Business Performance: Performance Highlights incl. subsidiaries, JVs and Associates
BUSINESS PERFORMANCE: Performance Highlights incl. subsidiaries, JVs and Associates 9 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 10: Consumer (GCPL)
CONSUMER (GCPL) Business and Financial Highlights for Q2 FY 2025-26: • Q2 FY 2026 consolidated sales grew by 4% in INR and 4% in constant currency terms year-on-year on the back of underlying volume growth of 3% • Q2 FY 2026 consolidated net profit de-grew by 2% year-on-year (without exceptional ite
Slide 11: Chemicals
CHEMICALS Financial Highlights ₹ crore Q2 Q2 H1 H1 • Revenue for Q2 FY26 increased by 29% FY-26 FY-25 FY-26 FY-25 • PBIT for Q2 FY26 increased by 2% Revenue 1,059 819 1,942 1,551 • Revenue for H1 FY26 increased by 25% • PBIT for H1 FY26 increased by 5% PBIT 97 95 183 173 • Exports account for ~27% o
Slide 12: Real Estate
REAL ESTATE Godrej Properties Limited (GPL) - Consolidated Financial Highlights: ₹ crore Q2 Q2 H1 H1 FY26 FY25 FY 26 FY25 Total Income 1,867 1,343 3,460 2,981 Net Profit after tax 405 335 1,005 855 Business & Sales Highlights for Q2 FY 2025-26 • Q2 FY26 booking value grew 64% YoY and 20% QoQ to ₹ 8,
Slide 13: Agri Business
AGRI BUSINESS Godrej Agrovet Limited (GAVL) - Consolidated Financial Highlights ₹ crore Q2 Q2 H1 H1 FY26 FY25 FY26 FY25 Total Income 2,575 2,461 5,201 4,821 Net Profit after tax 93 112 253 247 ▪ Animal Feed: Animal Feed segment delivered record quarterly volumes, driven by sustained market share gai
Slide 14: Other Information
OTHER INFORMATION 14 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025
Slide 15: Godrej Industries Limited Corporate Structure
GODREJ INDUSTRIES LIMITED CORPORATE STRUCTURE Own Businesses: Chemicals, Estate Management, Shareholding % Finance & Investments Godrej Consumer Godrej Capital Godrej Properties Godrej Agrovet Products 90.9% (Financial Others 44.8% 64.8% 23.7% Services) • Other investments 15 I Godrej Industries Lim
Slide 16: Significant Appreciation in Investment Value
SIGNIFICANT APPRECIATION IN INVESTMENT VALUE Investment at Market Value ^ Holding Company Business cost of investment (%) (₹ crore) (₹ crore) FMCG, Personal and Godrej Consumer Household Care 23.7% 1,366 28,328 Products (GCPL) products Godrej Properties Real Estate and 44.8% 2732 26,567 (GPL) Proper
Slide 17: Shareholding Pattern as on Sep 30, 2025
SHAREHOLDING PATTERN AS ON Sep 30, 2025 Abudhabi Others, 7.43% Investment Vanguard Bandhan MF Authority DII, 2.77% TATA MF First Sentier FII, 5.12% SPDR Habrok Scottish Godrej Oriental LIC Foundation, 13.37% Promoter, Others 71.31% Major Institutional Investors 17 I Godrej Industries Limited I Q2 &
Slide 18: Thank You for Your Time and Consideration
THANKYOU THANK YOUFOR FORYOUR YOURTIME TIMEAND ANDCONSIDERATION CONSIDERATION 18 I Godrej Industries Limited I Q2 & H1 FY 2025-26 | Performance Update | Nov 11,2025