Revenue distribution by sectors:

• Chemicals: 35%
• Real Estate: 30%
• Consumer Goods: 25%
• Agriculture: 10%

TOP 3 markets and their percentage shares:

• India: 55%
• Southeast Asia: 25%
• Africa: 15%

Godrej Industries Limited generates its revenues from several key sectors, with chemicals and real estate making up the largest shares. The Indian market is the most significant for the company, followed by Southeast Asia and Africa. These regions continue to offer potential for revenue growth due to their expanding economies and increasing demand for consumer goods and real estate.

Production sites of Godrej Industries Limited:

Godrej Industries Limited operates several production facilities in India. The main locations include:

• Valia, Gujarat: One of the largest production plants of the company is located here, focusing on the manufacturing of chemicals.
• Ambernath, Maharashtra: This facility is also significant for chemical production.
• Maharashtra: Additional production sites are located in this region, used for various business segments.

The company has strategically positioned itself in India to benefit from logistical advantages and proximity to sources of raw materials. Godrej Industries utilizes these locations to manufacture a variety of products used in different industries, including chemicals, consumer goods, and real estate.

Strategic Growth Areas:

• Diversification: Focus on new business fields
• Sustainability: Investments in environmentally friendly technologies
• Market Expansion: Exploration of new geographical markets

Godrej Industries Limited is pursuing a strategy of diversification to secure future growth. The company is investing in various business fields to reduce its dependence on individual markets and tap into new sources of revenue.

Another focus is on sustainability. Godrej Industries is increasingly relying on environmentally friendly technologies and processes to meet the growing demands for sustainability while increasing cost efficiency.

Additionally, the company plans to expand its presence in international markets. By exploring new geographical markets, Godrej Industries aims to increase its market share and benefit from global growth opportunities.

Main raw materials: Palm oil, chemicals, fats

Countries of origin:

• Palm oil: Indonesia, Malaysia
• Chemicals: China, Germany
• Fats: Brazil, USA

Godrej Industries Limited imports a variety of raw materials crucial for its production processes. Palm oil is one of the key raw materials and is mainly sourced from Indonesia and Malaysia, as these countries are the largest producers worldwide.

In addition, the company imports special chemicals necessary for the production of consumer goods and industrial products. These chemicals primarily come from China and Germany, known for their advanced chemical industries.

Fats used in the production of food and cosmetics are imported from Brazil and the USA. These countries offer high-quality products that meet the requirements of Godrej Industries.

Market share in the industry: 10% (estimated, 2025)
EBITDA margin: 18% (2024)
Research & Development (R&D) expenses: 5% of revenue (2024)

Godrej Industries Limited has a solid competitive advantage that is manifested through several factors. With an estimated market share of 10% in the industry, the company demonstrates a strong presence supported by its diversified business segments, including chemicals, real estate, consumer goods, and agricultural products.

The EBITDA margin of 18% in 2024 indicates an efficient cost structure and strong operational performance. This margin is an indicator that the company is able to control its costs well while operating profitably, providing a significant competitive advantage.

Additionally, Godrej Industries invests approximately 5% of its revenue in research and development. These investments in innovation and product development strengthen the company's market position and enable it to stand out from the competition. The continuous focus on R&D helps the company offer new products and services that meet changing customer needs.

Overall, Godrej Industries benefits from strong brand recognition, a diversified product range, and strategic investment in innovation, providing the company with a sustainable competitive advantage.

Institutional Investor Share: approximately 35% (estimated, based on historical data from 2023)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on typical reports)

The institutional investor share in Godrej Industries Limited traditionally accounts for about one-third of the total share capital. These investors include large investment funds and pension funds seeking long-term investments.

Regarding insider transactions, there have been no significant buys or sells in recent years indicating a substantial change in the company's strategy or management's confidence. Such transactions are regularly disclosed in the annual reports and to the relevant stock market supervisory authorities.

Market share of Godrej Industries Limited: Estimated around 3-5% (2025)

Top competitors and their market shares:

1. Hindustan Unilever Limited: around 15%
2. ITC Limited: around 12%
3. Nestlé India Limited: around 10%
4. Dabur India Limited: around 8%
5. Marico Limited: around 6%
6. Godrej Industries Limited: around 3-5%
7. Emami Limited: around 3%
8. Procter & Gamble Hygiene and Health Care Limited: around 2%
9. Colgate-Palmolive (India) Limited: around 2%
10. Britannia Industries Limited: around 2%

Moat of Godrej Industries Limited:

Godrej Industries Limited has a moderate moat, mainly driven by its strong brand recognition and diversification across various sectors such as consumer goods, real estate, and agricultural products. The Godrej brand is well-established in India and enjoys high consumer trust.

Compared to major competitors like Hindustan Unilever and ITC, which have a broader product mix and stronger international presence, the moat of Godrej Industries is less pronounced. These companies have a significant competitive advantage due to their extensive distribution networks and innovation capabilities.

Godrej Industries could strengthen its moat by advancing its product innovations and expanding its market presence in emerging markets. A focus on sustainability and environmentally friendly products could also provide a competitive edge, as consumers are increasingly valuing such aspects.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Market Share in the Industry: 12% (2024)

Godrej Industries Limited recorded a revenue growth of 8% in 2024, indicating stable demand for its products and services. The profit growth of 10% during the same period suggests that the company has improved its efficiency and optimized its cost structure.

The company holds a 12% market share in its industry, indicating a strong market position. This position could be further strengthened through strategic initiatives such as product diversification and geographic expansion.

Additionally, in recent years, Godrej Industries has invested in sustainable practices and innovations, which could have long-term positive effects on business development. Analysts see potential for future growth and a stronger market position in these investments.

Overall, Godrej Industries Limited could present an attractive investment opportunity, especially for investors interested in long-term growth. However, it is important to also consider external factors such as economic conditions and industry-specific risks.

Dividend Yield: 1.8% (2024)

Dividend History: Continuous payout over the last 5 years

Godrej Industries Limited has distributed dividends in recent years, with the dividend yield standing at approximately 1.8% in 2024. The company has a consistent dividend history and has been able to regularly pay dividends to its shareholders over the past five years.

The reliability of dividend payment is supported by the stable financial performance and strategic positioning of the company in its core markets. However, it is important to monitor the financial health and future earnings of the company to ensure the sustainability of dividend payments.