GODREJ INDUSTRIES : Holding company having 42000 cr investments

 1. https://youtu.be/z8FTUjhxhz8?si=KOPopKguaR0_CwTI

2. https://youtube.com/shorts/xGZvWTnRago?si=utLKZ_5cZaDy7BAg

3. https://youtu.be/BvM4VHiLWS8?si=lR7Gw4cqauLqSQEr

I studied deeply Godrej Industries when the stock was struggling in 2021-2022 and got confident with future outlook that company has mentioned many times. 

It takes a lot of time and effort to build conviction. This is the nature of equity investing.

Own Businesses: Chemicals, Estate Management, Finance & Investments

  • FY2023
  • Net Profit:  975 Vs  654  (  49% )
  • Total  Investment at cost  : 5,725
  • Market Value of investment: 42000 cr
    • Godrej Consumer Products (GCPL), Godrej Properties (GPL), Godrej Agrovet
    • Company invested `19 Crore in Godrej Properties Limited and `232 Crore on Godrej Agrovet Limited by purchasing shares from the secondary market
    • Company has further invested `685 Crore in Godrej Capital Limited  
  • Chemicals
    • Chemicals business had an outstanding year. The Total revenue of the business stood at `4,173 Crore and recorded a growth of 36%, operating profit of the business stood at `706 Crore and recorded growth of 207% over the previous year. The business did well across its product categories.   
  • E – Emergent Businesses   
    • During the year, GHFL  had Asset Under Management (AUM) as on March 31, 2023 at ~`3,800 Crore as compared to ~`1,800 Crore as on March 31, 2022. 
    • During the year GFL  had Asset Under Management (AUM) as on March 31, 2023 at ~`1,300 Crore as compared to ~`45 Crore as on March 31, 2022
    • Godrej Industries has committed to infuse ₹1,500 crore into its financial services venture
      • With the aim of scaling up its ambition in the financial services sector, Godrej Industries Limited (GIL) today announced the launch of Godrej Capital Limited (GCL). The business will expand its retail operations in six new cities this financial year in addition to diversifying customer segments and launching new business lines
      • With a near-term aim of building an ₹30,000 crore balance sheet by 2026, GIL has committed to invest ₹1,500 crore in capital in the financial services arm, and expects the business to require a total of ₹5,000 crore of equity investment by 2026.
      • The company will continue maintaining focus on the growth of secured loans consisting of home loans and Loans Against Property (LAP).
      • Godrej Capital currently has its footprint across Mumbai, Bengaluru, Delhi NCR, Ahmedabad, and Pune and will soon be operational in six new cities, i.e., Jaipur, Chandigarh, Hyderabad, Chennai, Indore and Surat.

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