Godrej Enterprises' ₹1,500 cr storage arm leans on domestic demand as Middle East exports wobble

The storage solutions business targets 13% growth in FY27, riding e-commerce and PLI-led manufacturing demand. A ₹400 crore Chennai facility is planned over 3-5 years, with export share set to slip from 25% to 15-18% as domestic orders fill the gap. Holds one-third of India's ₹4,000 crore warehousing market.

— Source publishedThu, 11 Jun, 2026, 19:12 IST·First seen Thu, 11 Jun, 2026, 19:21 IST·Source The Hindu BusinessLine

What happened

Godrej Enterprises Group · Godrej Enterprises' storage solutions arm targets 13% growth in FY27, leveraging e-commerce and PLI-driven manufacturing demand to

Key facts

  • ₹1,500 crore FY26 topline
  • 13% growth expected
  • 25% export share FY26
  • 15-18% projected export share
  • 41 countries
  • 1,00,000 tonnes Chennai capacity
  • 20,000 tonnes Bengaluru capacity
  • 30-35% business from e-commerce
  • ₹400 crore new Chennai facility
  • ₹4,000 crore market
  • one-third market share

Why this matters

With one-third domestic share and a ₹400 cr Chennai expansion underway, Godrej is consolidating its lead—watch for bolt-on targets in regional racking or automation players as Middle East-exposed competitors weaken.