GODREJPROP.NS Godrej Properties Limited
INR·Price 1781.00·Mkt cap 534.74BComputed from the latest reported financials and the current market price.
Who's the real player?
A genuine play on this theme — most of its business sits right here.
Is the business healthy?
Shaky fundamentals — weak cash generation or a stretched balance sheet. Tread carefully.
- ⚠Weak FCF conversion (<50% of net income turns into free cash)
- ⚠High leverage: net debt > 3.5x EBITDA
- ⚠Thin interest coverage (<2x)
- ⚠Receivables growing much faster than revenue (channel-stuffing risk)
- ⚠Altman Z in distress zone (<1.8)
- Strong growth quality
- Positive net margin
Are the smart people buying?
No ownership-change data for this stock. The score reflects heavy growth investment (capex) and buybacks, not visible insider buying.
- Promoter/insider stake is high
- Institutional holdings are significant
- Insider net buys are positive
- Capex growth indicates belief in future
What is management saying?
No earnings-call transcript or filings found for this stock.
Is the price right?
DCF not meaningful here — no positive base FCF or share count — DCF not meaningful.
Through the masters' eyes
Each investor's numeric rules, checked against this stock's metrics: exact math, no guesswork. Tap one to see which rules pass, fail, and what to judge yourself.
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Passes 2 of 3 of Rakesh Jhunjhunwala's numeric checks. Still judge the non-numeric criteria below for yourself.
- Net margin ≥ 10% — now 36.1%
- Conservative leverage (D/E ≤ 1.0) — now 0.83
- ROE ≥ 18% — now 9.7%
- A large, scalable opportunity
- Trustworthy, ambitious management
- Conviction to hold through volatility
Couldn't check from available data: Earnings growth ≥ 15% — not available
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Passes 2 of 4 of Warren Buffett's numeric checks. Still judge the non-numeric criteria below for yourself.
- Net margin ≥ 10% — now 36.1%
- Conservative leverage (D/E ≤ 1.0) — now 0.83
- ROE ≥ 15% — now 9.7%
- Positive free cash flow — now -47%
- A business you can understand
- A durable competitive moat
- Honest, capable management
Couldn't check from available data: Trades below intrinsic value (margin of safety ≥ 0) — not available
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Passes 1 of 2 of Peter Lynch's numeric checks. Still judge the non-numeric criteria below for yourself.
- Manageable debt (D/E ≤ 1.0) — now 0.83
- Solid liquidity (current ratio ≥ 1.5) — now 1.27
- A simple business you understand
- Which 'type' it is (fast grower, stalwart, cyclical…)
- A believable growth story
Couldn't check from available data: PEG ≤ 1 (growth cheap vs price) — not available; Earnings growth ≥ 15% — not available
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Passes 1 of 2 of Raamdeo Agrawal's numeric checks. Still judge the non-numeric criteria below for yourself.
- Longevity: revenue consistency ≥ 70% — now 73.8%
- Quality: ROCE ≥ 18% — now -2.4%
- Durability of the growth (longevity)
- Quality and honesty of management
Couldn't check from available data: Growth: earnings CAGR ≥ 15% — not available; Price: PEG ≤ 2 — not available
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Passes 1 of 2 of Vijay Kedia's numeric checks. Still judge the non-numeric criteria below for yourself.
- Manageable debt (D/E ≤ 1.0) — now 0.83
- ROE ≥ 15% — now 9.7%
- Ambitious, capable management
- A small company with a large opportunity
- Patience to hold for years
Couldn't check from available data: Strong earnings growth ≥ 20% — not available
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Passes 1 of 3 of Charlie Munger's numeric checks. Still judge the non-numeric criteria below for yourself.
- Conservative leverage (D/E ≤ 1.0) — now 0.83
- High returns on capital (ROCE ≥ 15%) — now -2.4%
- ROE ≥ 15% — now 9.7%
- A high-quality, understandable business
- A durable moat
- Management of integrity
Couldn't check from available data: Trades below intrinsic value (margin of safety ≥ 0) — not available
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Passes 1 of 4 of Radhakishan Damani's numeric checks. Still judge the non-numeric criteria below for yourself.
- Positive net margin — now 36.1%
- High returns on capital (ROCE ≥ 18%) — now -2.4%
- Very low debt (D/E ≤ 0.5) — now 0.83
- Consistent revenue (consistency ≥ 80%) — now 73.8%
- A durable consumer franchise
- Pricing power
- A long runway, bought patiently
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Passes 1 of 6 of Benjamin Graham's numeric checks. Still judge the non-numeric criteria below for yourself.
- Debt below equity (D/E ≤ 1.0) — now 0.83
- P/E ≤ 15 — now 28.9
- P/B ≤ 1.5 — now 2.79
- Graham number: P/E × P/B ≤ 22.5 — now 80.6
- Strong liquidity (current ratio ≥ 1.5) — now 1.27
- Financially safe (Altman Z ≥ 3) — now 1.03
- A long record of stable earnings
- An uninterrupted dividend history
Financial statements (INR)
↗ sourceCash-flow lines highlighted — we trust cash over reported profit.
| Line | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue | 51.31B | 49.23B | 29.21B | 21.66B | — |
| Operating income | -5.32B | -293.00M | -1.74B | 2.23B | — |
| EBITDA | 28.03B | 19.70B | 9.32B | 8.94B | — |
| Net income | 18.50B | 14.00B | 7.25B | 5.71B | — |
| Operating cash flow | -20.03B | -22.42B | -6.93B | -28.61B | — |
| Capex | -4.06B | -2.12B | -6.95B | -3.06B | — |
| Free cash flow | -24.09B | -24.54B | -13.88B | -31.66B | — |
| Total assets | 818.94B | 554.66B | 357.35B | 231.05B | — |
| Total equity | 191.56B | 173.12B | 99.92B | 92.64B | — |
| Total debt | 158.94B | 126.41B | 106.79B | 64.31B | — |
| Cash & equivalents | 18.61B | 15.02B | 13.20B | 7.15B | — |