Godrej Industries Limited has made a regulatory disclosure pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 regarding a significant capital infusion in its subsidiary Godrej Capital Limited.
Transaction Details
Temasek Holdings (Private) Limited, via its affiliate Jongsong Investments Pte Ltd, will invest ₹2,500 crore in Godrej Capital Limited. The investment values Godrej Capital at up to ₹28,000 crore. Post-transaction, Godrej Industries Group will retain approximately 80% ownership in Godrej Capital.
Company Background
Godrej Capital was founded in 2020 and brings the Group's 129-year legacy to financial services. Through its subsidiaries, the company serves businesses and individuals across India with various financial products including home loans, loans against property, working capital loans, construction finance, gold loans, supply chain finance, and personal loans.
Operational Metrics
The company has a presence in over 100 cities and reported Assets Under Management (AUM) of ₹35,000 crore as of October 31, 2026.
Management Commentary
Pirojsha Godrej, Chairperson of Godrej Industries Group, stated that financial services represents a major long-term growth area for the Group, with an ambition to build Godrej Capital into a ₹1 lakh crore AUM franchise by 2031.
Manish Shah, MD & CEO of Godrej Capital, indicated that the investment will help accelerate growth, expand reach across India, deepen offerings for businesses and individuals, and strengthen technology-led capabilities.
Conditions and Approvals
The transaction is subject to requisite regulatory approvals.
Group Context
The disclosure mentions that Godrej Industries Group serves over 1.4 billion people globally with revenues of USD 7.2 billion in FY26 and market capitalization of USD 19 billion as of March 31, 2026. The Group operates across FMCG, real estate, financial services, agriculture, and chemicals.