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Investor Presentation

Godfrey Phillips India Investor Presentation: Key Takeaways

Godfrey Phillips India reported Q1 FY27 Gross Sales of Rs 5,676 Cr. Profitability declined 44% YoY to Rs 198 Cr due to steep Q4 FY26 tax increases.

Highlights
Revenue growth38.6% YoY Gross Sales growth.
MarginsGross Profit Margin contracted to 7.8% from 15.3% YoY.
Demand visibilityDemand moderation noted following recent tax hikes.
Management confidenceConfident in brand resilience despite tax-led price increases.

Growth

Gross Sales Value grew 38.6% YoY; however, Net Profit after tax fell 44.3% YoY to Rs 198 Cr.

Outlook

Prioritizing cigarette business sustainability, international expansion, and leveraging distribution for Ferrero products.

Risks

High tax burden fueling illicit trade; domestic cigarette volumes declined 2% due to price hikes.

Source

Investor Presentation filed with NSE, 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