Godrej Industries Limited

rs,

www.godrejinds.com CIN: L24241MH1988PLC097781 Dated: May 13, 2019 To, BSE Limited P. J. Towers, Dalal Street, Fort Mumbai – 400 001 To, National Stock Exchange of India Limited Exchange Plaza

18 %

3,2019 FINANCIAL HIGHLIGHTS - CONSOLIDATED Particulars (` crore) Q4 FY Q4 FY 2018-19 2017-18 % Growth FY FY 2018-19 2017-18 % Growth Total Income 3,230 2,343 38% 11,712 9,697 21%

38%

FY 2018-19 2017-18 % Growth FY FY 2018-19 2017-18 % Growth Total Income 3,230 2,343 38% 11,712 9,697 21% PBDIT * Depreciation PBIT* Interest Net Profit *# 711 45 666 137 297

21%

8 % Growth FY FY 2018-19 2017-18 % Growth Total Income 3,230 2,343 38% 11,712 9,697 21% PBDIT * Depreciation PBIT* Interest Net Profit *# 711 45 666 137 297 293 142% 1,775 1

142%

12 9,697 21% PBDIT * Depreciation PBIT* Interest Net Profit *# 711 45 666 137 297 293 142% 1,775 1,185 50% 53 241 103 - 173 175 - 177% 1,602 1,010 59% - 516 413 - 143 108

50%

T * Depreciation PBIT* Interest Net Profit *# 711 45 666 137 297 293 142% 1,775 1,185 50% 53 241 103 - 173 175 - 177% 1,602 1,010 59% - 516 413 - 143 108% 590 338 75% *

177%

Net Profit *# 711 45 666 137 297 293 142% 1,775 1,185 50% 53 241 103 - 173 175 - 177% 1,602 1,010 59% - 516 413 - 143 108% 590 338 75% * Including share of profit in associ

59%

45 666 137 297 293 142% 1,775 1,185 50% 53 241 103 - 173 175 - 177% 1,602 1,010 59% - 516 413 - 143 108% 590 338 75% * Including share of profit in associates ; # With sha

108%

42% 1,775 1,185 50% 53 241 103 - 173 175 - 177% 1,602 1,010 59% - 516 413 - 143 108% 590 338 75% * Including share of profit in associates ; # With share of profit in associate c

75%

5 50% 53 241 103 - 173 175 - 177% 1,602 1,010 59% - 516 413 - 143 108% 590 338 75% * Including share of profit in associates ; # With share of profit in associate companies, post

4%

ss and Financial Highlights for Q4 FY 2018-19: • Consolidated constant currency sales increased by 4%* year-on-year. • Consolidated constant currency EBITDA declined by 3%* year-on-year. • Category R

3%

currency sales increased by 4%* year-on-year. • Consolidated constant currency EBITDA declined by 3%* year-on-year. • Category Review • Household Insecticides –Household Insecticides, delivered soft

“• Soaps– Soaps sustained a high single digit sales growth of 9% on a 2 year CAGR basis.”

SEGMENT-WISE CONTRIBUTION TO FINANCIALS

3

Own Businesses

1

SEGMENT-WISE CONTRIBUTION TO FINANCIALS

Q4 FY 2018-19 Revenue * (` crore) 148 415 PBIT * (` crore) 38 90 1,210 832 156 181 271 298 *excluding others segment. 7 I Godrej Industries Limited I Q4 FY 2018-19 | Performance Update | May13,2019 46 4 33 4 Godrej Industries Ltd. Regd. Office: Godrej One, Pirojshanagar, Eastern Express Highway, Vikhroli (E), Mumbai 400079. India. Tel.: 91-22-2518 8010/8020/8030 Fax: 91-22-2518 8068/8063/8074 Website: www.godrejinds.com CIN: L24241MH1988PLC097781 Dated: May 13, 2019 To, BSE Limited P. J. Towers, Dalal Street, Fort Mumbai – 400 001 To, National Stock Exchange of India Limited Exchange Plaza, Bandra - Kurla Complex, Bandra (East), Mumbai-400 051 Ref.: BSE Scrip Code No. “500164” Ref.: “GODREJIND” Sub.: Performance Update The Board of Directors at its Meeting held today, i.e. on May 13, 2019 has approved the Audited Financial Results (Standalone and Consolidated) for the Quarter and Financial Year ended March 31, 2019. We enclose herewith the performance update of the Financial Results. K

SEGMENT-WISE CONTRIBUTION TO FINANCIALS

Q4 FY 2018-19 Revenue * (` crore) 148 415 PBIT * (` crore) 38 90 1,210 832 156 181 271 298 *excluding others segment. 7 I Godrej Industries Limited I Q4 FY 2018-19 | Performance Update | May13,2019 46 4 33 4

SEGMENT-WISE CONTRIBUTION TO FINANCIALS

FY 2018-19 Revenue * (` crore) 466 1,673 3,298 1,124 PBIT * (` crore) 95 131 130 15 3,046 576 231 988 1,162 126 *excluding others segment. 8 I Godrej Industries Limited I Q4 FY 2018-19 | Performance Update | May13,2019 BUSINESS PERFORMANCE: Performance Highlights incl. subsidiaries, JVs and Associates 9 I Godrej Industries Limited I Q4 FY 2018-19 | Performance Update | May13,2019 OUR “CREATE” GROUP PORTFOLIO STRATEGY Consumer & Chemicals Real Estate Agri Transformation Emergent businesses 10 I Godrej Industries Limited I Q4 FY 2018-19 | Performance Update | May13,2019 4 core businesses Drive to full potential Focusedincubation of new CONSUMER (GCPL) Business and Financial Highlights for Q4 FY 2018-19: • Consolidated constant currency sales increased by 4%* year-on-year. • Consolidated constant currency EBITDA declined by 3%* year-on-year. • Category Review • Household Insecticides –Household Insecticides, delivered soft quarter. Sales declined by 6% to `553 crore driven by extended win

Own Businesses

Chemicals, Estate Management, Finance & Investments Shareholding % Godrej Consumer Products 23.8% Godrej Properties 53.6% Godrej Agrovet 58.2% Others • Nature’s Basket (100%) • Other investments 18 I Godrej Industries Limited I Q4 FY 2018-19 | Performance Update | May13,2019 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 International International Trading Godrej International & Trading International Trading & Investments Natures Basket Others Fresh Food & Gourmet Stores Total Holding (%) Investment at cost (` crore) Market Value ^ of investment (` crore) 23.8% 1,366 16,685 10,019 5,686 53.6% 58.2% 100% 100% 100% -- 747 341 15 4 200 23 2,696 19 I Godrej Industries Limited I Q4 FY 2018-19 | Performance Update | May13,2019 ^ as on Mar 31, 2019 SHAREHOLDING PATTERN A