Godrej Industries Limited

rs,

industries.com CIN: L24241MH1988PLC097781 Dated: November 8, 2023 To, BSE Limited P. J. Towers, Dalal Street, Fort Mumbai – 400 001 To, National Stock Exchange of India Limited Exchange Plaza

23 %

08,2023 FINANCIAL HIGHLIGHTS - CONSOLIDATED Particulars (₹crore) Q2 FY Q2 FY 2023-24 2022-23 % Growth H1 FY H1 FY 2023-24 2022-23 % Growth Total Income 4,257 4,276 - 9,150 8,518

7%

Growth H1 FY H1 FY 2023-24 2022-23 % Growth Total Income 4,257 4,276 - 9,150 8,518 7% PBDIT * Depreciation PBIT* Interest Net Profit *# 663 89 574 333 87 522 27% 1,437 1,1

27%

,150 8,518 7% PBDIT * Depreciation PBIT* Interest Net Profit *# 663 89 574 333 87 522 27% 1,437 1,100 31% 76 447 223 - 175 28% 1,262 - 636 147 953 411 - 32% - 156 (44%)

31%

DIT * Depreciation PBIT* Interest Net Profit *# 663 89 574 333 87 522 27% 1,437 1,100 31% 76 447 223 - 175 28% 1,262 - 636 147 953 411 - 32% - 156 (44%) 265 360 (26%) *

28%

Interest Net Profit *# 663 89 574 333 87 522 27% 1,437 1,100 31% 76 447 223 - 175 28% 1,262 - 636 147 953 411 - 32% - 156 (44%) 265 360 (26%) * Including share of profit

32%

333 87 522 27% 1,437 1,100 31% 76 447 223 - 175 28% 1,262 - 636 147 953 411 - 32% - 156 (44%) 265 360 (26%) * Including share of profit in associates & exceptional. # With s

44%

27% 1,437 1,100 31% 76 447 223 - 175 28% 1,262 - 636 147 953 411 - 32% - 156 (44%) 265 360 (26%) * Including share of profit in associates & exceptional. # With share of profit

26%

00 31% 76 447 223 - 175 28% 1,262 - 636 147 953 411 - 32% - 156 (44%) 265 360 (26%) * Including share of profit in associates & exceptional. # With share of profit in associate com

6%

ONSUMER (GCPL) Business and Financial Highlights for Q2 FY 2023-24: • Consolidated sales grew by 6% INR terms, led by volume growth of 10% and 16% constant currency year-on-year. • Consolidated EBI

10%

l Highlights for Q2 FY 2023-24: • Consolidated sales grew by 6% INR terms, led by volume growth of 10% and 16% constant currency year-on-year. • Consolidated EBITDA grew by 30% year-on-year. • Consol

16%

ghts for Q2 FY 2023-24: • Consolidated sales grew by 6% INR terms, led by volume growth of 10% and 16% constant currency year-on-year. • Consolidated EBITDA grew by 30% year-on-year. • Consolidated n

“Added 1 new plotted development project in Nagpur with an estimated booking value of ₹ 725 crore.”

SEGMENT-WISE CONTRIBUTION TO FINANCIALS

2

Debt Segment NSE

1

Dairy

1

Own Businesses

1

Debt Segment NSE

NCD- GIL24 - ISIN: INE233A08030 NCD- GIL25 - ISIN: INE233A08048 NCD- GIL28 - ISIN: INE233A08055 NCD- GIL26 - ISIN: INE233A08071 NCD- GIL25A-ISIN: INE233A08063 NCD- GIL27 - ISIN: INE233A08089 Sub.: Performance Update The Board of Directors at its Meeting held today, i.e., on November 8, 2023, have approved the Unaudited Financial Results (Standalone and Consolidated) for the Quarter and Half Year ended September 30, 2023. We enclose herewith the performance update of the Financial Results. Kindly take the same on your record. Thanking you. Yours sincerely, For Godrej Industries Limited Tejal Jariwala Company Secretary & Compliance Officer (FCS 9817) Encl.: A/a Performance Update Q2 & H1- 2023-24 Nov 8, 2023 1 I Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023 DISCLAIMER “Some of the statements in this communication may be ‘forward looking statements’ within the meaning of applicable laws and regulations. Actual results might differ substantially or mater

SEGMENT-WISE CONTRIBUTION TO FINANCIALS

Q2 FY 2023-24 Revenue * (₹ crore) 342 683 PBIT * (₹ crore) 25 68 627 598 176 1,242 58 3 65 379 390 53 *excluding others segment. 7 Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023

SEGMENT-WISE CONTRIBUTION TO FINANCIALS

H1 FY 2023-24 Revenue * (₹ crore) PBIT * (₹ crore) 529 1,409 47 180 1,914 1,013 356 115 2,527 761 815 145 83 *excluding others segment. 8 Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023 BUSINESS PERFORMANCE: Performance Highlights incl. subsidiaries, JVs and Associates 9 Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023 CONSUMER (GCPL) Business and Financial Highlights for Q2 FY 2023-24: • Consolidated sales grew by 6% INR terms, led by volume growth of 10% and 16% constant currency year-on-year. • Consolidated EBITDA grew by 30% year-on-year. • Consolidated net profit grew by 17% year-on-year (without exceptional items and one offs). • Category Review • Home Care: Home Care grew by 5%. Performance in Household Insecticides was flattish due to poor monsoons. The non-mosquito portfolio continues to consistently perform well.Air Fresheners continue to consistently deliver strong double-digit volume and value growth • Perso

Dairy

In Q2FY24, revenues stood at ₹390 crore, a growth of 8% as compared to the corresponding quarter of the previous year. 13 Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023 OTHER INFORMATION 14 Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023 GODREJ INDUSTRIES LIMITED CORPORATE STRUCTURE

Own Businesses

Chemicals, Estate Management, Finance & Investments Shareholding % Godrej Consumer Products 23.7% Godrej Properties 47.3% Godrej Agrovet 64.9% Godrej Capital 88.8% (Financial Services) Others • Other investments 15 Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023 SIGNIFICANT APPRECIATION IN INVESTMENT VALUE Company Business Godrej Consumer Products (GCPL) FMCG, Personal and Household Care products Godrej Properties (GPL) Real Estate and Property Development Godrej Agrovet Animal Feed, Agri- inputs, Poultry, Dairy & Oil Palm Godrej Capital Ltd Financial Services Godrej International International Trading Godrej International & Trading International Trading & Investments Others Total Holding (%) Investment at cost (₹ crore) Market Value ^ of investment (₹ crore) 23.7% 1,366 24,077 47.3% 1780 20,463 5,988 64.9% 88.8% 100% 100% -- 1043 2112 15 4 19 6,339 16 Godrej Industries Limited I Q2 & H1 FY 2023-24 | Performance Update | Nov 08,2023 ^ as on Sep 30, 202