Godrej Industries shares fall over 3% as Q2 profit slumps 16% YoY to ₹242 crore , EBITDA margin contracts

At around 1:20 pm, the stock was trading 0.86% higher at ₹1,060.90 per equity share.

The scrip has lost above 3% over the last five days but gained more than 1% over the month. It has declined by about 5.5% in the past six months. On a year-to-date basis, it has slipped over 9%.

While the share reached a 52-week high of ₹1,390 on June 6, 2025, it touched a year’s low of ₹766 apiece on February 17, 2025.

Godrej Industries Q2 results

The oleochemicals producer posted a 15.7% year-on-year (YoY) decline in its consolidated net profit to ₹242.47 crore for the September quarter of FY26, compared to ₹287.62 crore it logged in the corresponding period of the previous fiscal year.

During the quarter under review, the company witnessed a 4.73% annual fall in its revenue from operations to ₹5,032.14 crore, as against ₹4,804.96 crore it clocked in the second quarter of the 2024-25 fiscal year (Q2FY25).

Segment-wise, the company derived ₹1,058.9 crore in revenue from the chemicals business in Q2FY26, marking a 29.22% YoY jump from ₹819.44 crore in the same quarter of FY25. Its revenue from the animal feeds segment rose marginally to ₹1,217.06 crore, from ₹1,205.35 crore. Furthermore, its revenue from the veg oils segment was up by 46.74% to ₹776.40 crore, as against ₹529.09 crore. It logged ₹26.06 crore as its hospitality segment revenue, reflecting an 18.51% YoY growth from ₹21.99 crore.

Its estates and property development business revenue came in at ₹1,949.6 crore, reflecting a 44.36% YoY increase from ₹1,350.47 crore. The finance and investments segment contributed ₹839.88 crore, up by 30.4% from ₹644.06 crore.

However, its revenue from the dairy business fell 2.35% to ₹393.19 crore, from ₹402.66 crore. Additionally, its crop protection segment revenue slipped 28.29% to ₹212.77 crore, compared to ₹296.73 crore.

The Mumbai-headquartered firm’s EBITDA (earnings before interest, tax, depreciation, and amortisation) (EBITDA), also known as operating profit, stood at ₹135 crore in the September FY26 quarter, marking a 76.5% annual slump from ₹574 crore in the year-ago period.

Its EBITDA margin contracted to 2.7% for the reporting quarter, in contrast to 11.9% in Q2 of FY25.

Godrej Industries has a total market capitalisation of ₹35,704.50 crore, as of November 12, according to data on the NSE.