GODREJIND
OVERVALUEDGodrej Industries Limited
Capital Goods · NSE
↓ 192.8% vs fair value
52W Low
₹744
+50.8% from low
52W High
₹1,390
-19.3% from high
Valuation Gauge
Current Price
₹1,122
Fair Value
₹383
Fair Value Analysis
₹383
Based on balance sheet strength analysis and earnings growth potential for Capital Goods sector companies | CAUTION: ROCE declining (latest 4.4%) — returns on capital are falling; verify this isn't a value trap. | COVID-resilient: PAT dropped from ₹864Cr (FY2019) to ₹391Cr (FY2021) during COVID but has fully recovered.
Balance Sheet Value
71% weight
Growth Valuation
29% weight
Price vs Market
Shareholding Pattern
Stock Health Score
Solid Fundamentals
Profitability
ROE of 19.1% is above the Capital Goods sector benchmark of 15% — strong returns
Debt & Leverage
D/E ratio of 2.1x is manageable for Capital Goods sector (norm: 2.0x)
Valuation vs Peers
P/E of 38.9x trades at a 65% discount to Capital Goods sector median (112x) — attractively valued
Cash Flow
Negative FCF of ₹-5,932 Cr — company is consuming more cash than it generates
Earnings Growth
5yr EPS CAGR of 14.5% is well below Capital Goods sector average of 42.2%
Dividend
No dividend — typical for growth-stage companies
Company Health Timeline
10-year financial health at a glance
Sentiment Trend — Last 30 Days
Historical Returns
Key Ratios & Growth
FCF Yield
-14.8%
Free cash flow / market cap
Revenue Growth (YoY)
+4.7%
Year-on-year revenue change
Profit Growth (YoY)
+13.1%
Year-on-year PAT change
Operating Cash Flow
₹-5.2K Cr
TTM cash from operations
Key Financials
EPS (TTM)
₹29.1
P/E Ratio
38.9x
P/B Ratio
6.3x
ROE
19.1%
ROCE
10%
Debt / Equity
2.13x
Beta
0.63
Div Yield
—
FCF (Cr)
₹-5,932 Cr
Revenue (Cr)
₹19,593 Cr
EPS Growth 5Y
14.5%
Mkt Cap (Cr)
₹38,229 Cr
52W High
₹1,390
52W Low
₹744.2
Book Value/Share
₹178.8
Financial History
| Period | Revenue | Op Profit | OPM% | PAT | EPS |
|---|---|---|---|---|---|
| TTM | ₹20.3K Cr | ₹1.7K Cr | 8.0% | ₹2.0K Cr | ₹29.08 |
| 2025-03-31 | ₹19.7K Cr | ₹2.1K Cr | 11.0% | ₹1.9K Cr | ₹29.14 |
| 2024-03-31 | ₹16.6K Cr | ₹1.2K Cr | 7.0% | ₹595 Cr | ₹1.78 |
| 2023-03-31 | ₹16.7K Cr | ₹1.5K Cr | 9.0% | ₹1.4K Cr | ₹28.96 |
| 2022-03-31 | ₹14.1K Cr | ₹1.0K Cr | 7.0% | ₹992 Cr | ₹19.42 |
| 2021-03-31 | ₹9.3K Cr | ₹314 Cr | 3.0% | ₹391 Cr | ₹9.94 |
| 2020-03-31 | ₹11.3K Cr | ₹812 Cr | 7.0% | ₹812 Cr | ₹16.46 |
| 2019-03-31 | ₹10.8K Cr | ₹615 Cr | 6.0% | ₹864 Cr | ₹17.53 |
| 2018-03-31 | ₹9.1K Cr | ₹271 Cr | 3.0% | ₹484 Cr | ₹10.05 |
| 2017-03-31 | ₹8.4K Cr | ₹657 Cr | 8.0% | ₹459 Cr | ₹7.63 |
| 2016-03-31 | ₹7.5K Cr | ₹392 Cr | 5.0% | ₹323 Cr | ₹4.78 |
| 2015-03-31 | ₹9.1K Cr | ₹487 Cr | 5.0% | ₹589 Cr | ₹11.98 |
| 2014-03-31 | ₹7.8K Cr | ₹455 Cr | 6.0% | ₹469 Cr | ₹9.72 |
Compounded Growth Rates
Sales Growth
Profit Growth
EPS Growth
Peer Comparison
Capital Goods| Stock | Price | Fair Value | MoS% | P/E | ROE | Signal |
|---|---|---|---|---|---|---|
Electrosteel Castings Limited | ₹78.2 | ₹228.8 | +65.8% | 16.1 | 13.2% | UNDERVALUED |
Vesuvius India Limited | ₹466 | ₹1,325.9 | +64.8% | 37.2 | 17.1% | UNDERVALUED |
Power Finance Corporation | ₹430.4 | ₹824.5 | +47.8% | 5.7 | 20.5% | FAIRLY_VALUED |
REC | ₹336.9 | ₹618.3 | +45.5% | 5.6 | 20.0% | FAIRLY_VALUED |
Surya Roshni Limited | ₹245.1 | ₹381.4 | +35.7% | 16.6 | 12.8% | FAIRLY_VALUED |
Shakti Pumps (India) Limited | ₹504.1 | ₹695.5 | +27.5% | 24.2 | 18.0% | UNDERVALUED |
AGI Greenpac Limited | ₹578.6 | ₹663.1 | +12.8% | 10.7 | 15.6% | FAIRLY_VALUED |
Elecon Engineering | ₹534 | ₹544.2 | +1.9% | 31.9 | 15.8% | FAIRLY_VALUED |
Institutional Activity
Bulk deals, block deals, short selling & delivery volume — NSE data
Insider Trading
Community Pulse
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