Godrej Industries Ltd

Q4 FY26Diversified

Godrej Industries Q4 FY26: Revenue ₹1,102 Cr, PAT ₹444 Cr

Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹1,099

Market cap₹37.3K Cr

P/E31.0

Updated24 Sept 2026

Read4 min read

Based on Godrej Industries Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Chemicals (Q4 FY26): - Revenue: ₹1,102 crore, up 16% YoY - Sales volume growth: 9% in FY26 (annual figure, no explicit Q4 volume YoY given) - Godrej Consumer Products (Q4 FY26): - Consol Q4 FY26 EBITDA (PBDIT): ₹1,950 crore, up 51% YoY (from ₹1,288 crore in Q4 FY25) [Page 6] - Q4 FY26 Operating Profit (PBIT): ₹1,809 crore, up 54% YoY (from ₹1,178 crore in Q4 FY25) [Page 6] - Q4 FY26 Net Profit (PAT): ₹444 crore, up 143% YoY (from ₹183 crore in Q4 FY25) [Page 6] - Total Income for Q4 FY26: ₹8,274 crore, up 29% YoY (from ₹6,400 crore in Q4 FY25) [Page 6] - No explicit margin outlook: The presentation does not state any specific margin guidance or outlook for future periods.

From Godrej Industries Ltd's Q4 FY26 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

Chemicals (Q4 FY26):
Revenue: ₹1,102 crore, up 16% YoY
Sales volume growth: 9% in FY26 (annual figure, no explicit Q4 volume YoY given)
Godrej Consumer Products (Q4 FY26):
Consolidated sales grew 11% YoY
Underlying volume growth: 6% YoY
Godrej Agrovet (Q4 FY26):
Animal Nutrition volume growth: ~15% YoY overall, cattle feed volume up 24% YoY
Crop Care segment income: ₹313 crore vs ₹271 crore YoY
Godrej Properties (Q4 FY26):
Booking value growth: 21% QoQ; 16% YoY growth in FY26 total bookings

2 more points management made on revenue & sales performance

Profitability & Margins

Q4 FY26 EBITDA (PBDIT): ₹1,950 crore, up 51% YoY (from ₹1,288 crore in Q4 FY25) [Page 6]
Q4 FY26 Operating Profit (PBIT): ₹1,809 crore, up 54% YoY (from ₹1,178 crore in Q4 FY25) [Page 6]
Q4 FY26 Net Profit (PAT): ₹444 crore, up 143% YoY (from ₹183 crore in Q4 FY25) [Page 6]

2 more points management made on profitability & margins

See what Godrej Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The presentation does not explicitly detail specific capex amounts, capacity expansions, or new plant/project investments with statuses or timelines. However, it mentions: - Godrej Properties Limited (GPL) added 18 new projects in FY26, with an estimated saleable area of ~33.32 million sq. ft. and booking value potential of ~₹42,100 crore; in Q4 FY26, 6 new projects were added with nearly 11 million sq. ft. and expected booking value of ₹17,450 crore. - Delivery of 12.1 million sq. ft. across 9 cities in FY26. - The Chemicals segment has an NG Star Application Lab in Ambernath, Maharashtra, supporting product development and application testing (no capex or timeline details). No other explicit capex figures, capacity expansions, or new plant details with timelines were disclosed in the provided presentation pages.

Fundraising & Capital Structure

The presentation does not explicitly mention any fundraising through debt or equity.
There is no specific statement about changes in borrowings or net debt.
Financial highlights show interest expense increased from ₹1,957 crore in FY25 to ₹2,470 crore in FY26, indicating higher borrowing costs or increased debt.

2 more points management made on fundraising & capital structure

See what Godrej Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation reports the following regarding order book/inflow/pending orders: - Godrej Properties Limited (GPL) Booking Value: - FY26 booking value: ₹34,171 crore, growing 16% YoY. - Q4 FY26 booking value: ₹10,163 crore, highest ever quarterly bookings, 21% QoQ growth.

2 more points management made on order book & pipeline

Godrej Industries Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹7.7K Cr, net profit ₹841 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Godrej Industries Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Godrej Industries Ltd Q4 FY26 results?

What is Godrej Industries Ltd share price analysis?

Godrej Industries Ltd currently shows a neutral. The stock trades at a P/E of 31.0 with a market cap of ₹37,303 Cr. Investors should review the full earnings analysis for detailed insights.

Is Godrej Industries Ltd planning capital expenditure?

The presentation does not explicitly detail specific capex amounts, capacity expansions, or new plant/project investments with statuses or timelines.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.