Godrej Industries (500164) Q1 25/26 earnings summary

Executive summary

• Consolidated total income for Q1 FY 2025-26 rose 9% year-over-year to ₹5,719 crore.

• Net profit increased 8% year-over-year to ₹349 crore, including share of profit in associates.

• Unaudited standalone and consolidated financial results for the quarter ended June 30, 2025, were approved, with statutory auditors providing an unmodified review conclusion.

• Board approved divestment of entire stake in Godrej Capital Limited to a new wholly owned subsidiary, Godrej FS Limited, and further investment in the new entity, subject to shareholder approval.

• Proposal to seek shareholder approval for material related party transactions with Godrej FS Limited was also approved.

Financial highlights

• PBDIT grew 24% year-over-year to ₹1,748 crore; PBIT up 25% to ₹1,634 crore.

• Consolidated revenue from operations for Q1 FY26 was ₹4,459.80 crore, up from ₹4,247.93 crore in Q1 FY25.

• Consolidated net profit after tax for Q1 FY26 was ₹725.35 crore, compared to ₹640.86 crore in Q1 FY25.

• Earnings per share (consolidated, basic) for Q1 FY26 stood at ₹10.37, up from ₹9.58 in Q1 FY25.

• Interest expense increased to ₹576 crore from ₹433 crore year-over-year.

Outlook and guidance

• The company is expanding and diversifying into financial services, with a focus on leveraging growth opportunities in this sector.

• The divestment and reinvestment in Godrej FS Limited are expected to support long-term strategic objectives.