ITCNSEITC Limited· CigarettesMediumNeutral
Announced Thu, 22 May · 17:29 IST

ITC Limited has informed the Exchange about Audited Financial Results - Media Statement and Presentation

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

ITC · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ITC Limited has submitted to NSE its audited financial results for Q4 and the full year ended 31st March 2025, along with a media statement and presentation on the company's financial performance. For FY25, Gross Revenue grew 10.2% YoY and EBITDA was up 2.3% YoY (4.4% YoY ex-Paper), while Q4 saw Gross Revenue rise 9.2% YoY and EBITDA up 2.5% YoY (4.2% YoY ex-Paper). The Hotels Business was demerged into ITC Hotels Limited (ITCHL) effective 1st January 2025, reported as discontinued operations, contributing Profit After Tax of Rs. 15,103.76 crores for FY25 (vs Rs. 511.74 crores in the prior year). Overall Profit After Tax for FY25 (including discontinued operations) stood at Rs. 35,195.61 crores compared with Rs. 20,421.97 crores in the previous year. The FMCG-Others segment posted resilient growth with FY25 segment revenue up 4.8% YoY (6.2% YoY ex-Notebooks) and Q4 segment revenue up 3.7% YoY (5.4% ex-Notebooks), though margins were pressured by sharp escalation in input costs (edible oil, wheat, maida, potato, cocoa).

Likely market impact

Strong topline growth and a sizeable one-time PAT boost from the hotels demerger are positives for shareholders, but underlying margin pressure from input cost inflation remains a key watchpoint for the core FMCG and paperboards businesses.