Godfrey Phillips India Limited has informed the Exchange about Earnings Presentation for H1 FY25-26.
GODFRYPHLP · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Godfrey Phillips India reported H1 FY26 consolidated Gross Sales Value of Rs. 8,068 Cr, up 23.3% year-on-year, with Net Profit of Rs. 661 Cr, up 22.1% YoY from continuing operations. Domestic cigarette volumes grew 25% YoY, while unmanufactured tobacco exports fell 15% due to shipment postponements, which management expects to recover in H2 FY26. Gross profit margin compressed to 15.2% from 16.6% in H1 FY25, indicating some margin pressure even as overall profitability grew. The Board declared an interim dividend of Rs. 17 per share following a 2:1 bonus issue. Tobacco continues to contribute 99% of gross sales value, with international business at Rs. 691 Cr (20% of net sales) spanning around 35 countries.
Strong topline and profit growth, plus the interim dividend and bonus issue, are positive for shareholders. However, the decline in gross profit margin and a 15% drop in tobacco exports may draw investor attention to cost pressures and export volatility, though management's H2 recovery guidance offers reassurance.