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Earnings Call

Godfrey Phillips India Earnings Call: Key Takeaways

Godfrey Phillips India reports strong FY26 performance with 27% growth in Gross Sales and 32% growth in Net Profit, driven by a 20% surge in domestic cigarette volumes.

Highlights
Revenue growth27% YoY FY26 Gross Sales growth.
MarginsFY26 Gross Profit Margin 15.5% vs 16.3% FY25.
Demand visibilityStrong domestic volume growth of 20% in FY26.
Management confidenceHigh; sustained momentum from previous year despite tax headwinds.

Growth

FY26 Gross Sales Value reached ₹18,379 Cr (+27%); Net Profit stood at ₹1,525 Cr (+32%).

Outlook

Prioritizing cigarette business growth, international expansion (22% of net sales), and distribution infrastructure through AI-enabled mechanisms.

Risks

Steep taxation increase in Q4 FY26 expected to make next year challenging for volume/pricing.

Source

Earnings Call filed with BSE, NSE: GODFRYPHLP. Summary written with AI assistance from the document.

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Godfrey Phillips India Ltd: key numbers

Share price
₹1,970.40
Market cap
₹30,735 Cr
Revenue (annual)
₹6,391 Cr
Net profit (annual)
₹1,526 Cr
P/E (TTM)
22.5×Sector 29.0×
Promoter holding
72.58%+0.00% QoQ
FII holding
7.80%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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16:57 IST BSE
Financial Results

Godfrey Phillips India Q4 FY26 Results: Net Profit ₹521.5 Cr, Up 86.5% YoY

Godfrey Phillips India Ltd reported revenue from operations of ₹3,486 Cr (+84.6% YoY) and net profit of ₹521.5 Cr (+86.5% YoY) for Q4 FY26.

Key figure
Net profit ₹521.5 Cr · +86.5% YoY