Godrej Industries Limited Earnings Summary — Q4 FY2026

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Godrej Industries Limited

Q1 FY18 Earnings Conference Call Transcript
August 14, 2017

Moderator

Ladies and gentlemen, good afternoon and welcome to the Godrej Industries
Limited Earnings Conference Call. As a reminder all participant lines will be
in the listen-only mode and there will be an opportunity for you to ask
questions after the presentation concludes. Should you need assistance
during the conference call, please signal an operator by pressing ‘\*’ then ‘0’
on your touchtone phone. Please note that this conference is being
recorded. I would now like to hand the conference over to Mr. Anoop Poojari
of CDR India. Thank you and over to you sir.

Anoop Poojari

Thank you. Good Afternoon everyone and thank you for joining us on Godrej
Industries Q1 FY 2018 earnings conference call. We have with us Mr. Adi
Godrej – Chairman, Mr. Nadir Godrej – Managing Director, Mr Pirojsha
Godrej – Executive Chairman of Godrej Properties Ltd, Mr. Nitin Nabar,
Executive Director and President (Chemicals), Mr. Clement Pinto – CFO & Mr
S.Vardaraj CFO- Godrej Agrovet Ltd.

We would like to begin the call with brief opening remarks from the
management following which we will have the forum open for an interactive
question and answer session. Before we start I would like to point out that
some statements made in this call may be forward-looking and a disclaimer
to this effect has been included in the conference call invite sent out earlier.
I would now like to invite Mr. Adi Godrej to make the initial remarks.

Adi Godrej

Thanks Anoop. Good Afternoon everyone. I welcome you to the Godrej
Industries conference call to discuss the operating and financial performance
for the first quarter of the fiscal year 2018. I shall take you through some of
the key developments and operational highlights of each of our businesses
followed by a summary of our financial results.

We had a mixed performance in the first quarter of the fiscal year 2018, but
are confident in delivering better results in the quarters ahead.

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I am pleased to share that in the first quarter of fiscal year 2018 the market value of Godrej Industries’ investment in GCPL and GPL has increased by Rs.4,541 crore (26%, Y-O-Y) while Godrej Industries market capitalization increased by Rs. 8,069 crore (60%, Year-On-Year). GIL’s share price has increased by 40% CAGR since 2001.

Godrej Properties registered its highest ever residential sales in the quarter. Four new projects were added to GPL’s portfolio and it had one of its best ever quarters in terms of operating cash flow. The total sales booking for the quarter stood at Rs.1,474 crore which represents a YoY growth of 281%. GPL has started the year on a strong note by adding four new projects with a saleable area of 4.9 million sq. ft. and significantly strengthening its development portfolio especially in the NCR region. GPL had strong launches across Mumbai, Pune, and NCR. Godrej Origins at ‘The Trees’ in Mumbai witnessed sales of 130 apartments within the first week of launch. Total Income for the quarter increased by 3% to Rs.345 crore. EBITDA increased by 9% to Rs.78 crore and net profit for the quarter stood at Rs.23 crore. With rapid consolidation underway in the sector, which will only accelerate with the enforcement of RERA, we believe there is an opportunity for more impactful business development and that is a key focus for us in the current financial year.

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