GODFRYPHLPNSEGodfrey Phillips India Limited· CigarettesMediumNeutral
Announced Wed, 27 May · 16:12 IST

Godfrey Phillips India Limited has informed the Exchange about Arrangements for strategic, technical, manufacturing, or marketing tie up - Contract Manufacturing Agreement.

Strategic Transactions View source PDF

GODFRYPHLP · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.7%1-day move
₹2311.00
prior close
₹2319.90
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.1+0.4+0.1-0.1-1.7-1.3-3.1-3.3-3.9-1.8-0.9-5.0
Up moveDown movePending
AI summary

Godfrey Phillips India has signed a 9-year Contract Manufacturing Agreement with Polisetty Somasundaram Tobacco Products (India) Pvt. Ltd. Under this arrangement, Polisetty will manufacture cigarettes and other tobacco products exclusively for Godfrey Phillips at its own facility. Polisetty has 12 months to set up the manufacturing facility and obtain necessary licenses. The company will pay a manufacturing fee (fixed and variable components) to Polisetty and may also provide machines and equipment on a bailment basis. Polisetty is a relatively small entity with revenue of Rs. 186 lakhs and profit after tax of Rs. 164 lakhs for FY25. The agreement is not a related party transaction.

Likely market impact

This is a strategic manufacturing partnership that could help Godfrey Phillips expand production capacity and ensure uninterrupted product supply. However, it does not involve any change in ownership, acquisition, or joint venture structure, so the impact on the company's fundamentals may be limited.