Godrej Capital raises ₹2,500 crore from Temasek at ₹28,000 crore valuation

Godrej Industries reported ₹2,500 crore and ₹28,000 crore, with movement of 80% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.

Against that, the stock is +13.0% on the day at ₹1,095.20, and has returned -12.2% over three months. It sits 23% below its 52-week high. The diversified sector has moved -10.2% over the same period, so Godrej Industries is running 2.0 points behind its peers.

For Godrej Industries, the question is how much of this is already reflected in the price and how much re-rates the diversified peer set alongside it.