Godrej Industries (500164) Q4 25/26 earnings summary

Executive summary

• Consolidated total income for FY26 rose 19% year-over-year to ₹25,981 crore, with Q4 income up 29% to ₹8,274 crore compared to Q4 FY25.

• Net profit for FY26 increased 26% year-over-year to ₹1,241 crore; Q4 net profit surged 143% to ₹444 crore.

• Audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, were approved with an unmodified audit opinion.

• Board approved re-appointment of the Executive Director & CEO (Chemicals) and authorized fund-raising via NCDs up to ₹1,500 crore, and further investment of up to ₹1,000 crore in a subsidiary.

• Strong performance across key subsidiaries, including consumer products, real estate, and agri-business.

Financial highlights

• FY26 PBDIT grew 34% year-over-year to ₹6,365 crore; Q4 PBDIT up 51% to ₹1,950 crore.

• FY26 PBIT increased 36% to ₹5,864 crore; Q4 PBIT up 54% to ₹1,809 crore.

• Consolidated revenue from operations for FY26 was ₹25,980.60 crore, up from ₹21,924.09 crore year-over-year.

• Consolidated net profit after tax for FY26 was ₹2,411.91 crore, compared to ₹1,858.24 crore in FY25.

• Basic and diluted EPS for FY26 were ₹36.83, up from ₹29.14 in FY25.

Segment performance

• Chemicals: FY26 revenue up 22% to ₹4,135 crore; PBIT at ₹307 crore. Exports contributed ~28% of revenue.

• Real Estate: FY26 income at ₹8,374 crore, net profit at ₹1,850 crore. Record booking value and project deliveries.

• Estate and Property Development segment reported the highest EBIT at ₹2,862.30 crore for FY26.

• Agri Business: FY26 income at ₹10,339 crore, net profit at ₹473 crore. Animal nutrition volumes up 15% in Q4.

• Consumer Products: Q4 FY26 sales up 11% year-over-year, net profit up 10% (excluding one-offs).