Godrej Industries Limited · NSE:GODREJIND
Godrej Industries — Q3 FY2025-26 Earnings Presentation
18 slides from Godrej Industries's earnings presentation, Feb 11, 2026
Slide 1: Performance Update Q3 & 9M FY 2025-26
Performance Update Q3 & 9M FY- 2025-26 February 11, 2026 1 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
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 Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
Slide 4: Financial Highlights – Consolidated
FINANCIAL HIGHLIGHTS – CONSOLIDATED 4 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
Slide 5: Financial Highlights - Consolidated
FINANCIAL HIGHLIGHTS - CONSOLIDATED Particulars Q3 Q3 % 9M 9M % (₹crore) FY 26 FY25 Growth FY 26 FY25 Growth Total Income 5,698 5,147 11% 17,706 15,525 14% PBDIT * 1,238 1,033 20% 4,414 3,452 28% Depreciation 126 111 - 360 320 - PBIT* 1,112 922 21% 4,054 3,132 29% Interest 626 505 - 1,786 1,415 - Ne
Slide 6: Consolidated Results – Segment Performance
CONSOLIDATED RESULTS – SEGMENT PERFORMANCE 6 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
Slide 7: Segment-wise Contribution to Financials: Q3 FY 2025-26
SEGMENT-WISE CONTRIBUTION TO FINANCIALS: Q3 FY 2025-26 Revenue (₹ crore) PBIT (₹ crore) 13 32 6 274 84 1,092 859 179 81 5 20 1,027 1,298 129 732 320 380 260 7 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
Slide 8: Segment-wise Contribution to Financials: 9M FY 2025-26
SEGMENT-WISE CONTRIBUTION TO FINANCIALS: 9M FY 2025-26 Revenue (₹ crore) PBIT (₹ crore) 22 86 14 745 267 332 3,033 2,372 218 18 153 3,672 333 4,596 1,190 1,915 2,047 875 8 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
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 Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
Slide 10: Consumer (GCPL)
CONSUMER (GCPL) Business and Financial Highlights for Q3 FY 2025-26: • Q3 FY 2026 consolidated sales grew by 9% in INR and 7% in constant currency terms year-on-year on the back of underlying volume growth of 7% • Q3 FY 2026 consolidated net profit de-grew by 14% year-on-year (without exceptional it
Slide 11: Chemicals
CHEMICALS Financial Highlights • Revenue for Q3 FY26 increased by 23% ₹ crore Q3 Q3 9M 9M FY-26 FY-25 FY-26 FY-25 • Revenue for 9m FY26 increased by 24% • Exports account for ~28% of Revenue Revenue 1,092 891 3,033 2,442 • Exports for Q3 FY26 increased by 22% • Exports for 9M FY26 increased by 22% P
Slide 12: Real Estate
REAL ESTATE Godrej Properties Limited (GPL) - Consolidated Financial Highlights: ₹ crore Q3 Q3 9M 9M FY26 FY25 FY 26 FY25 Total Income 1,020 1,222 4,480 4,203 Net Profit after tax 195 163 1,200 1,018 Business & Sales Highlights for Q3 FY 2025-26 • Q3 FY26 booking value grew 55% YoY to ₹ 8,421 crore.
Slide 13: Agri Business
AGRI BUSINESS Godrej Agrovet Limited (GAVL) - Consolidated Financial Highlights ₹ crore Q3 Q3 9M 9M FY26 FY25 FY26 FY25 Total Income 2,737 2,458 7,938 7,280 Net Profit after tax 115 111 368 359 ▪ Animal Feed: Animal Feed delivered robust volume growth, driven by sustained improvement in cattle feed,
Slide 14: Other Information
OTHER INFORMATION 14 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
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 29,661 Products (GCPL) products Godrej Properties Real Estate and 44.8% 2732 27,058 (GPL) Proper
Slide 17: Shareholding Pattern as on Dec 31, 2025
SHAREHOLDING PATTERN AS ON Dec 31, 2025 Others, 7.17% Abudhabi Investment Bandhan Mf Vanguard Authority First Seniter DII, 3.29% TATA Mf Habrok FII, 4.86% Godrej SPDR LIC Foundation, 10.04% Promoter, 74.64% Others Major Institutional Investors 17 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Pe
Slide 18: Thank You for Your Time and Consideration
THANKYOU THANK YOUFOR FORYOUR YOURTIME TIMEAND ANDCONSIDERATION CONSIDERATION 18 I Godrej Industries Limited I Q3 & 9M FY 2025-26 | Performance Update | Feb 11,2026
Godrej Industries — Q3 FY2025-26 Earnings Presentation on 6ix