Companies›Fast Moving Consumer Goods›Fast Moving Consumer Goods›Cigarettes & Tobacco Products
NSE:GODFRYPHLP

GODFREY PHILLIPS INDIA LT

Fast Moving Consumer Goods › Cigarettes & Tobacco Products·NIFTY 200NIFTY 500NIFTY LARGEMIDCAP 250NIFTY MIDCAP 100+7
₹1,727.90
at close · 28 Oct 2026
▲ 2.20 (+0.13%)

Latest filings

  1. Newspaper notice about loss of share certificates · Compliance
  2. RTA Compliance Certificate for Q2 FY26 Filed · Compliance
  3. Trading window closed for Q2 results · Compliance
All filings ↓
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Snapshot

What the business is, and whether it's a good one at a fair price.

AI · written from filings

Makes and sells cigarettes and related tobacco products in India and overseas, with cigarettes and tobacco accounting for 98.8% of segment revenue at Rs 9,008.2 crore in FY26 and the rest falling under an 'Others' bucket at Rs 112.74 crore. A February 2026 revision in the cigarette excise duty tax structure pushed the standalone excise duty line to Rs 2,614 crore in Q1 FY27 from Rs 327 crore a year earlier, compressing standalone gross margin to 7.8% from 15.3% and net profit down 51% despite revenue more than doubling to Rs 3,815 crore — the revenue jump is therefore not directly comparable. The cost mix is dominated by other operating expenses (38.8% of revenue) and direct materials (20.7%, mainly tobacco leaf), with employee cost at 5.0% and depreciation at 1.3%.

Revenue mix · reported segments
Cigarettes, Tobacco and related Products98.8%
Others1.2%
Operating scale
Consolidated Gross Sales Value FY26
Rs 18,379 croreFY26
International business
Rs 2,014 crore (22% of net sales)FY26
Tobacco share of consolidated Gross Sales Value
99%FY26
Domestic cigarette volumes
declined 2% YoYQ1 FY27
Permanent employees
1,095FY26
Renewable electricity share
33%FY26
Who pays it
Retail consumers of cigarettes and tobacco products via distribution and retail
Biggest cost
Other operating expenses (38.8% of revenue, including excise duty) and direct materials such as tobacco leaf at 20.7%
Kind of business
Regulated, excise-heavy FMCG tobacco business concentrated in a single product category
Where it sits
NSE and BSE listed cigarettes and tobacco products company with domestic and international operations
Market Cap
₹26,955 Cr
P / E (TTM)
19.7×
EV / EBITDA
16.5×
Div Yield
2.13%
Growth
25.2%▲
Revenue 5y CAGR
PAT +32.3% · EBITDA +22.1%
Quality
20.8%▲
ROCE (5y median)
ROE 20.4% (5y median) · margin 19.6%
Leverage
0.02·
Debt / Equity · low
Net debt ₹91 Cr
Revenue FY21→FY26
3.1×▲
Margin +4.0 pts
₹2,961 Cr → ₹9,121 Cr
Cash conversion
0.46×▼
Operating cash ÷ profit · 5 yrs
₹2,130 Cr on ₹4,611 Cr
Moves on a normal day
1.38%·
Median daily move
Last 267 sessions · the yardstick for filing-day moves
Where it sits among 342 Fast Moving Consumer Goods peersBar = share of peers beaten · tick = industry median · latest reported figures
P/E (TTM)#149/278
P/B#222/281
ROCE#29/331
ROE#28/283
Debt / Equity#58/281
EBITDA margin#156/272
Revenue growth#22/273
Profit growth#209/276

Scorecard

Measured from the filed financials, judged against its Fast Moving Consumer Goods peers · as of FY26 — not investment advice

Strengths
Revenue compounding 25% a year over 5 years
Profit compounding 32% a year over 5 years
Profit grew in every one of the last 5 years
Returns on capital 20.8% (5-year median)
#29 of 331 in Fast Moving Consumer Goods on the latest reported figures · up from 17.6% in FY21
Debt at 0.02× equity
lower than 80% of its 281 Fast Moving Consumer Goods peers
Pays out 38% of profit as dividend
Concerns
Over 5 years it reported ₹4,611 Cr of profit and ₹2,130 Cr of operating cash — 0.46×
Less than 60p of every ₹1 of profit arrived as cash
Customers are taking longer to pay — 15 → 36 days of receivables
FY21 → FY26
EPS grew slower than profit — the share count rose (bonus or dilution)

Charts

How has the market priced it — with filings on the timeline?

GODFRYPHLP · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Peers

How does it stack up on valuation, returns and growth?

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Financials

Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.

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Ownership

Who owns it — and is the promoter stake clean?

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Common questions

Answered from GODFREY PHILLIPS INDIA LT's filed financials and exchange disclosures

What does GODFREY PHILLIPS INDIA LT do?

GODFREY PHILLIPS INDIA LT is a Cigarettes & Tobacco Products company listed on NSE and BSE, trading under the symbol GODFRYPHLP.

Is GODFREY PHILLIPS INDIA LT profitable?

Yes. Over the trailing twelve months GODFREY PHILLIPS INDIA LT reported a net profit of ₹1,368 Cr on revenue of ₹11,127 Cr.

Does GODFREY PHILLIPS INDIA LT pay a dividend?

Yes. The dividend yield is 2.13% at the current price. It paid out 38% of its profit as dividend in FY26.

Is GODFREY PHILLIPS INDIA LT debt-free?

No. It reported borrowings of ₹95 Cr on its 31 Mar 2026 balance sheet, or net debt of ₹91 Cr after cash. Debt stands at 0.02× equity. That is lower than 80% of its 281 Fast Moving Consumer Goods peers.

Is GODFREY PHILLIPS INDIA LT expensive compared with its peers?

On trailing P/E, GODFREY PHILLIPS INDIA LT ranks 149 of 278 in Fast Moving Consumer Goods — cheaper than 47% of them, against an industry median of 17.8×. This is a position, not a valuation judgement.

How much does the GODFREY PHILLIPS INDIA LT share price move in a day?

On a typical session GODFREY PHILLIPS INDIA LT moves 1.38% — that is the median absolute close-to-close move across its last 267 trading days. MarketPing measures each filing's price reaction against it.

Where can I track GODFREY PHILLIPS INDIA LT's announcements?

Every NSE and BSE filing by GODFREY PHILLIPS INDIA LT appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.

Figures are as last reported and may lag the latest filing. Not investment advice.