ITC Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.
ITC · price
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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.
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ITC Limited reported standalone revenue from operations of ₹21,059 crore for Q1 FY26, up about 19.7% from ₹17,593 crore in Q1 FY25, driven by strong growth in the Agri Business segment (revenue up ~39%) and steady gains in cigarettes (~7.6%). Consolidated revenue grew to ₹23,129 crore from ₹19,350 crore. However, standalone profit after tax from continuing operations rose only marginally to ₹4,912 crore (vs ₹4,820 crore), while consolidated PAT grew about 5% to ₹5,343 crore, indicating margin pressure as input and other costs rose faster than profits. The Hotels business remains classified as discontinued operations following its demerger into ITC Hotels (effective Jan 1, 2025). The company also acquired 100% of organic foods firm Sresta Natural Bioproducts (wholly owned subsidiary from June 13, 2025) and increased its stake in Mother Sparsh Baby Care to 39.47%, with a scheme of amalgamation of SNBPL and Wimco into ITC approved subject to regulatory clearances. Statutory auditor SRBC & Co LLP issued an unmodified limited review report on both standalone and consolidated results.
Strong top-line growth from Agri Business and steady cigarette performance supports the revenue story, but subdued bottom-line growth and segment margin compression (especially in FMCG-Others and Paperboards) may temper near-term investor enthusiasm. The acquisitions and amalgamation move could strengthen the FMCG portfolio longer term, while the demerged Hotels business continues to separately track results.