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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Godrej Industries Limited is a holding company. The Company's segments include Chemicals, Animal Feeds, Veg Oils, Estate and Property Development, Finance and Investments, Dairy, Crop Protection, Hospitality, and Others. Chemicals segment includes the business of production…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A middling, steadily growing business, reasonably priced — but flagged on governance.
Godrej Industries is scored on the general / industrial framework. It keeps a slim 9.3% of every rupee of sales as net profit. Cash conversion lags the reported profit (CFO/PAT -3.67×) — worth a closer look. Free cash flow is worth about -26.8% of its market value.
Over the last 3 years revenue compounded at 14%/yr and profit at 19%/yr. Book value itself has compounded 18%/yr — the hallmark of a genuine compounder. Return on equity is a modest 11.1%. In the latest quarter profit fell 38% versus the prior quarter.
At 26× earnings, the stock sits at the 29th percentile of its own 3-year range — the middle of where it has historically traded. Today's price implies ~5%/yr earnings growth for a decade. The forensic screen raises 2 red flags: Only ₹-3.61 of cash per ₹1 profit over 4 years — earnings not converting to cash; 110% of pre-tax profit is other income, not operations.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 14.59 | — | — |
| P/B | 2.88 | 2.66 | worse |
| EV/EBITDA | 12.47 | 9.95 | worse |
| ROE | 11.1 | — | — |
| ROCE | 9.34 | — | — |
| ROA | 1.75 | — | — |
| Quick Ratio | 0.35 | — | — |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Pidilite Industries | 59.1 | 14.3 | 23.9% |
| SRF | 32.3 | 4.8 | 14.9% |
| Linde India | 118.3 | 13.3 | 11.3% |
Revenue has grown every year across all 4 financial years shown. 14% CAGR over 3 years — steady double-digit compounder.
Profit is growing faster than revenue (19% vs 14%) — margin expansion is at work.
Operating margin has expanded from 9% to 13% — the business is keeping more of each rupee earned. The gap between operating and net margin is widening — interest or tax costs are rising.
ROE at 10% — modest; the capital isn't working hard.
Profit grew faster than EPS (19% vs 8%) — share dilution is eroding per-share value. 8% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
4 of 4 years had negative operating cash flow — profitability on paper may not translate to cash.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue fell 23% QoQ — could be seasonality or a genuine slowdown. Wide quarterly swings (31% spread) — likely seasonality, lumpy orders, or project-based revenue. Run-rate stepping up — recent quarters average 22% above earlier ones.
Profit fell 38% QoQ — one-quarter drops can be noise, but a pattern matters.
How today's P/E compares to the stock's own historical range. Dashed line = the 3y median.
Promoters hold 74.6% — heavily owner-operated with strong skin in the game.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.