Intimation under Regulation 30 of SEBI LODR-Earnings Presentation
GODFRYPHLP · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Godfrey Phillips India reported strong FY26 results with consolidated Gross Sales Value of Rs 18,379 crore (up 27% YoY) and Net Profit of Rs 1,525 crore (up 32% YoY). The company declared total dividend of Rs 50 per share (Rs 33 final + Rs 17 interim). Domestic cigarette sales volume grew 20% YoY, with direct outlet coverage expanding 21% to over 15 lakh outlets. Q4 FY26 showed particularly strong performance with Net Profit of Rs 521 crore (up 77% YoY). The company highlighted a challenging outlook due to steep tax increases in Q4 FY26, which will impact the next year. Ferrero distribution partnership delivered over 2X revenue growth to Rs 51 crore. Tobacco contributed 99% to gross sales value, with unmanufactured tobacco exports at Rs 1,945 crore (21% of net sales).
Strong earnings beat with 32% profit growth is positive for shareholders, but management's explicit guidance about Q4 tax increases creating a challenging year ahead suggests near-term margin pressure. The 20% volume growth and 21% distribution expansion provide operational strength to offset headwinds.