ITCNSEITC Limited· CigarettesHighNeutral
Announced Thu, 21 May · 15:22 IST

ITC Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Exceptional ItemResults View source PDF

ITC · price

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Price reaction · full curve 14 horizons · vs prior close
-1.9%1-day move
₹307.90
prior close
₹307.45
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AI summary

ITC Limited reported standalone revenue from operations of ₹81,640 Crores for FY26, up 10% from ₹74,238 Crores in FY25. Profit after tax grew modestly by ~1% to ₹20,286 Crores from ₹20,093 Crores. The company declared a total dividend of ₹14.50 per share (₹8 final + ₹6.50 interim), marginally higher than ₹14.35 last year. Exceptional items of ₹183.87 Crores (standalone) included a one-time charge of ₹271.95 Crores due to new labour codes impacting gratuity liabilities, partially offset by ₹88.08 Crores insurance receipt. Auditors issued an unmodified (clean) opinion. The company completed amalgamation of Sresta Natural Bioproducts and Wimco subsidiaries during the year. ITC also faced sharp excise duty increase on cigarettes from February 2026 after GST Compensation Cess expiry.

Likely market impact

The results show steady but modest growth with PAT margin compression despite revenue expansion. The exceptional labour code charge and tax rate stability are key concerns. The clean audit and consistent dividend signal financial stability for shareholders.