Godrej Industries' Q2 FY 2025-26 Quarterly Results

Result Summary

• Godrej Industries Ltd reported a 10.0% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 22.9%.
• Its expenses for the quarter were up by 17.9% QoQ and 16.4% YoY.
• The net profit decreased 32.0% QoQ and increased 0.8% YoY.
• The earnings per share (EPS) of Godrej Industries Ltd stood at 7.19 during Q2 FY 2025-26.

Financial Statments for Q2 FY 2025-26

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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 Indian conglomerate with a diverse range of businesses. It operates predominantly in the consumer goods, real estate, agriculture, and chemicals sectors. The company is part of the Godrej Group, which is a well-known name in India with a legacy spanning over a century. Godrej Industries focuses on innovative products and sustainable practices, catering to a broad market both domestically and internationally. Recent developments in the company might involve strategic expansions or product launches, though specific details are not available here.

Revenue

For the second quarter of fiscal year 2026 (Q2FY26), Godrej Industries Ltd reported a total income of ₹6289.69 crores. This represents a 10% increase from the first quarter of fiscal year 2026 (Q1FY26), where the total income stood at ₹5718.97 crores. When compared to the same quarter in the previous year (Q2FY25), where the company recorded ₹5118.23 crores, there is a year-over-year increase of 22.9%. This revenue growth may reflect the company's ability to enhance its market position and possibly expand its product offerings or market reach.

Profitability

The company's profit before tax (PBT) for Q2FY26 was ₹686.83 crores, which is a decrease of 28.9% compared to Q1FY26, where it was ₹966.06 crores. However, when compared to Q2FY25, where the PBT was ₹303.15 crores, there is a significant year-over-year increase of 126.6%. The tax expense for Q2FY26 was ₹230.24 crores, showing a decrease of 30.9% from the previous quarter. In Q2FY25, the company had a tax rebate of ₹60.20 crores, which results in a substantial year-over-year change. The profit after tax (PAT) for Q2FY26 was ₹492.95 crores, a decrease of 32.0% from Q1FY26's ₹725.35 crores, but a slight increase of 0.8% compared to Q2FY25's ₹488.86 crores. The earnings per share (EPS) for Q2FY26 was ₹7.19, showing a decrease from Q1FY26's ₹10.37 and a decrease from Q2FY25's ₹8.54.

Operating Metrics

During Q2FY26, the total expenses were ₹5602.86 crores, which marks a 17.9% increase from Q1FY26's ₹4752.91 crores. Compared to Q2FY25, where expenses were ₹4815.08 crores, there is a year-over-year increase of 16.4%. This rise in expenses could be attributed to various operational factors such as increased production costs or strategic investments. The overall significant increase in expenses could impact operating margins, but specific details on operating efficiency are not provided here. The decline in EPS from both the previous quarter and the same quarter last year highlights an area of operational focus, reflecting the impact of increased expenses and tax liabilities on shareholder returns.