Markets › Super Investors › Godrej Industries Limited
GL
Godrej Industries Limited
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹56,134 Cr
Today
+₹1,167 Cr +2.12%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -22.7% NIFTY 50 -4.4%behind NIFTY by 18.3 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
41.0
Wtd ROE
13.6%
Holdings
3
By market cap
Large 87% Mid 13% Small 0%
Bought / added last quarter
Godrej Agrovet Ltd+0.09pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Godrej Consumer Products Ltd GODREJCP · Fast Moving Consumer Goods | 23.73% | ₹25,174.8 Cr | +0.34% | – | 57.0 | 15% |
| Godrej Properties Ltd GODREJPROP · Realty | 44.77% | ₹23,817.1 Cr | +4.42% | – | 28.9 | 10% |
| Godrej Agrovet Ltd GODREJAGRO · Fast Moving Consumer Goods | 65.05% | ₹7,142.4 Cr | +1.04% | ▲ +0.09pp | 24.7 | 20% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Godrej Consumer Products Ltd | 23.73 | 23.73 | 23.73 | 23.74 |
| Godrej Properties Ltd | 44.77 | 44.77 | 44.77 | 44.77 |
| Godrej Agrovet Ltd | 65.05 | 64.96 | 64.84 | 64.84 |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.