Godrej Industries (500164) Q4 24/25 earnings summary

Executive summary

• Consolidated total income for FY 2024-25 rose 21% year-over-year to ₹21,924 crore, with Q4 income up 25% to ₹6,400 crore.

• Net profit for FY 2024-25 surged to ₹1,858.24 crore from ₹595.16 crore last year, a 213% increase; Q4 net profit was ₹183 crore versus a loss of ₹312 crore in Q4 last year.

• Audited standalone and consolidated financial results for the quarter and year ended March 31, 2025, were approved, with an unmodified audit opinion from statutory auditors.

• Board approved re-appointments of key directors, increased borrowing powers, and authorized fund-raising via NCDs/bonds up to ₹2,000 crore.

• Strong performance across key subsidiaries: consumer, chemicals, real estate, and agri businesses.

Financial highlights

• FY 2024-25 PBDIT grew 76% year-over-year to ₹4,740 crore; Q4 PBDIT up 118% to ₹1,288 crore.

• FY 2024-25 PBIT increased 86% to ₹4,310 crore; Q4 PBIT up 140% to ₹1,178 crore.

• Consolidated revenue from operations for FY25 was ₹21,924.09 crore, up from ₹18,096.98 crore in FY24.

• Basic and diluted EPS for FY25 were ₹5.44 (standalone) and ₹29.14 (consolidated).

• Interest expenses for FY 2024-25 rose to ₹1,957 crore from ₹1,352 crore last year.

Outlook and guidance

• Forward-looking statements note potential impact from industry structure, political/economic changes, tax laws, and other external factors.

• The company completed a business transfer post-year-end, acquiring Savannah Surfactants' Food Additives and Emulsifier business for ₹74.08 crore to expand its chemical segment.

• Ongoing acquisition of remaining stake in Creamline Dairy Products Limited, expected to complete by September 30, 2025.