
Godrej Agrovet Limited (GODREJAGRO.NS)
ValueMarkers Composite Index
34% below intrinsic value ($10)
Godrej Agrovet Limited (GODREJAGRO.NS) — VMCI valuation read
Headline read on GODREJAGRO.NS: VMCI of 53/100 versus a Consumer Defensive sector median of 50. The 3-point above-median position is what makes Godrej Agrovet Limited a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on GODREJAGRO.NS: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on GODREJAGRO.NS: value (GODREJAGRO.NS trades at 15.0x earnings, 17% below the Consumer Defensive median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Consumer Defensive median (10.0%)), and risk (net debt to EBITDA of -0.3x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Defensive 12.0x baseline.
GODREJAGRO.NS fell 1.8% over the trailing 7 days, with a +5.3% read on a 30-day basis.
Godrej Agrovet Limited, an agri-business company, provides products and services that enhance crop and livestock yields in India and internationally. It operates through Animal Feed, Crop Protection, Vegetable Oil, Real Estate, Seed Business, Energy Generation through Windmill, and Cattle Breeding segments. The company offers animal feed, such as cattle, poultry, and aqua feed. It also engages in the oil palm cultivation with approximately 75,000 hectares of plantations across Andhra Pradesh, Telangana, Tamil Nadu, Goa, Maharashtra, and Mizoram producing crude palm oil, crude palm kernel oil, and palm kernel cake. In addition, the company produces and markets crop protection products, including plant growth regulators, bio-stimulants, herbicides, insecticides, fungicides, and fertilizers and organic manures. Further, it manufactures and markets poultry and meat products under the Real Good Chicken name; vegetarian and non-vegetarian ready-to-cook products under the Godrej Yummiez name; and processes and sells milk and milk products under the Godrej Jersey brand. Additionally, the company produces agrochemical active ingredients, intermediates, bulk and formulations, and pharmaceutical intermediates. The company was incorporated in 1991 and is based in Mumbai, India. Godrej Agrovet Limited is a subsidiary of Godrej Industries Limited.
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