GODFRYPHLPBSEGodfrey Phillips India LtdHighNeutral
Announced Fri, 15 May · 17:03 IST

Audited financial results for the quarter and year ended 31st March 2026.

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionResults RestatedResults View source PDF

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AI summary

Godfrey Phillips India reported strong full-year results for FY26 ending March 31, 2026. Standalone revenue from operations grew 34.9% to Rs. 911,902 lakhs from Rs. 675,849 lakhs in FY25, while consolidated revenue rose to Rs. 912,094 lakhs. Standalone profit after tax jumped 44.5% to Rs. 150,748 lakhs (from Rs. 104,320 lakhs), and consolidated PAT increased 42.3% to Rs. 152,602 lakhs. Earnings per share (restated for a 2:1 bonus issue in September 2025) stood at Rs. 97.84 consolidated. The company declared a total dividend of Rs. 50 per share (Rs. 33 final plus Rs. 17 interim). Auditors S.R. Batliboi & Co. LLP issued an unmodified (clean) opinion. A notable note was a fire at a third-party tobacco processing plant in October 2025 with an insurance claim of Rs. 28,436 lakhs pending. The company also exited its retail business (24Seven) in Q4 FY25, classified as a discontinued operation.

Likely market impact

The results show robust growth in both revenue and profitability, well ahead of typical market expectations. The clean audit opinion and dividend payout reinforce financial health. The fire-related insurance claim is under assessment but the company expects full recovery, limiting shareholder risk.