ITC Limited has informed the Exchange regarding Board meeting held on August 01, 2025.
ITC · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 0.7 pts less than Nifty 100 and in line with its Fast Moving Consumer Goods peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
ITC Limited reported Q1 FY26 standalone revenue from operations of ₹21,059 crores, up ~19.7% year-on-year from ₹17,593 crores, driven mainly by a sharp ~39% jump in Agri Business and steady growth in Cigarettes (+7.6%) and FMCG-Others (+5.2%). Despite the strong top-line, profit growth was muted — standalone PAT from continuing operations rose just 1.9% YoY to ₹4,912 crores, as segment profitability weakened in Paperboards (segment profit down ~38%) and FMCG-Others (segment profit down ~16.5%, with EBITDA falling from ₹619 cr to ₹546 cr). On a consolidated basis, revenue grew to ₹23,129 crores with PAT at ₹5,343 crores (~4.9% higher). Statutory auditors SRBC & Co LLP issued an unmodified limited review report. Key strategic moves include the acquisition of organic foods brand Sresta Natural Bioproducts (24 Mantra) as a wholly-owned subsidiary, a higher stake in Mother Sparsh Baby Care (39.47%), and board approval for amalgamating Sresta and Wimco into ITC. Hotels business remains classified as discontinued operations post-demerger effective January 1, 2025.
Revenue acceleration is positive, but the disconnect between strong topline growth and flat profitability could weigh on near-term sentiment, as investors watch for margin recovery in Paperboards and FMCG-Others. Strategic acquisitions in fast-growing natural and baby care segments strengthen the long-term non-tobacco FMCG story, and the hotels demerger keeps the continuing-operations picture cleaner for valuation.