Godrej Industries' Q1 FY 2025-26 Quarterly Results

Result Summary

• Godrej Industries Ltd reported a 12.1% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Jun (Q1 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 8.7%.
• Its expenses for the quarter were up by 3.8% QoQ and 6.9% YoY.
• The net profit decreased 2962.5% QoQ and increased 13.2% YoY.
• The earnings per share (EPS) of Godrej Industries Ltd stood at 10.4 during Q1 FY 2025-26.

Financial Statments for Q1 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Godrej Industries Ltd is a prominent player in the Indian conglomerate space, focusing on a diverse range of businesses including consumer products, real estate, agriculture, and chemicals. The company operates primarily in the fast-moving consumer goods (FMCG) sector, with well-known brands that have a strong presence in the market. Godrej Industries has consistently focused on innovation, sustainability, and expanding its market reach, which are central to its business strategy. The company is part of the larger Godrej Group, which has a rich heritage of over a century in India. As of the latest developments, there are no specific major developments publicly available that can be highlighted.

Revenue

During Q1FY26, Godrej Industries Ltd reported a total income of ₹5718.97 crores, reflecting a robust increase from the previous quarter (Q4FY25) where the total income stood at ₹5102.96 crores. This marks a quarter-over-quarter (QoQ) growth of 12.1%. Compared to the same quarter in the previous fiscal year (Q1FY25), where the total income was ₹5259.41 crores, there is an 8.7% year-over-year (YoY) increase. This indicates a significant improvement in the company's revenue generation capabilities over both the quarterly and annual periods.

Profitability

The profitability metrics for Godrej Industries Ltd during Q1FY26 show a notable improvement. The company recorded a profit before tax of ₹966.06 crores, which is a substantial increase from Q4FY25's ₹524.47 crores, reflecting an 84.2% QoQ increase. Compared to Q1FY25's profit before tax of ₹811.90 crores, there is a 19.0% YoY growth. The tax expense for Q1FY26 was ₹333.21 crores, compared to ₹147.68 crores in Q4FY25 and ₹231.75 crores in Q1FY25, showing a QoQ increase of 125.6% and a YoY increase of 43.8%. The profit after tax for Q1FY26 was ₹725.35 crores, showcasing a dramatic recovery from a loss of ₹25.34 crores in the previous quarter, marking a QoQ change of -2962.5%. Compared to Q1FY25, where the profit after tax was ₹640.86 crores, there is a 13.2% YoY increase. The earnings per share for Q1FY26 were ₹10.40, a significant improvement from the previous quarter's negative earnings per share of ₹-9.30 and an 8.3% increase from the ₹9.60 recorded in Q1FY25.

Operating Metrics

Analyzing the operating metrics, the total expenses for Godrej Industries Ltd in Q1FY26 amounted to ₹4752.91 crores, up from ₹4578.49 crores in Q4FY25, marking a QoQ increase of 3.8%. Compared to Q1FY25, where total expenses were ₹4447.51 crores, there is a YoY increase of 6.9%. This reflects a moderate rise in operational costs over the comparable periods. The company has demonstrated a significant improvement in its overall financial metrics, with substantial gains in profitability, despite the increased expense levels. The trends in the financial data indicate a positive trajectory in the company's operational efficiency and financial health over the reported periods.