GODFRYPHLPNSEGodfrey Phillips India Limited· CigarettesHighNeutral
Announced Mon, 3 Nov · 18:04 IST

Godfrey Phillips India Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Pat Growth 25pctResults RestatedResults View source PDF

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Godfrey Phillips India Limited reported its unaudited financial results for the quarter and half year ended September 30, 2025, along with an interim dividend of Rs. 17 per share (850%) for FY26. Standalone Q2 revenue from operations was Rs. 1,633 crore, broadly flat year-on-year, while standalone H1 revenue grew about 15.5% to Rs. 3,440 crore. Standalone profit after tax from continuing operations rose to Rs. 304 crore in Q2 (vs Rs. 255 crore in Q2 FY25) and Rs. 669 crore in H1 (vs Rs. 535 crore), a H1 growth of around 25%. The Board also noted a fire at a third-party tobacco processing plant in Andhra Pradesh on October 10, 2025, with inventories fully insured and no material loss expected. Operating cash flow turned strongly positive at Rs. 524 crore in H1 vs a Rs. 404 crore outflow last year.

Likely market impact

A robust H1 earnings print, strong interim dividend, and a sharp turnaround in operating cash flow are positive for shareholders. The prior-period results have been restated for a 2:1 bonus issue and the discontinued 24Seven retail business, so direct comparisons need that adjustment. Investors should also watch for any residual impact from the Andhra Pradesh fire, though the company says it is fully insured.