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Investor Presentation

Godfrey Phillips India Investor Presentation: Key Takeaways

Godfrey Phillips H1 FY27 consolidated: net revenue Rs2,548 Cr (-8.2%), PAT Rs388 Cr (-41.3%), EBITDA margin 15.5%, hit by the Q4 FY26 tax increase.

Highlights
Revenue growthNet revenue Q2 +4.1% YoY; H1 -8.2% YoY.
MarginsGross margin 36.7% Q2 vs 46.5%; EBITDA 15.9% vs 24.4%.
Demand visibilityDomestic volume 1,902M/month Q2, vs 1,985M Q2 FY26.
Management confidenceResilient and nimble; no numeric outlook.

Growth

H1 gross sales rose 47.9% to Rs11,929 Cr; net revenue fell 8.2% to Rs2,548 Cr; PAT fell 41.3% to Rs388 Cr.

Outlook

No numeric guidance given. Priorities: calibrated pricing, distribution asset utilisation, PMI Marlboro partnership, export growth.

Risks

Steep Q4 FY26 tax hike, rising illicit trade, demand moderation, and geopolitical hits to unmanufactured tobacco exports.

Source

Investor Presentation 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
₹1,790.00
Market cap
₹27,921 Cr
Revenue (annual)
₹6,391 Cr
Net profit (annual)
₹1,526 Cr
P/E (TTM)
22.3×Sector 25.2×
Promoter holding
72.58%+0.00% QoQ
FII holding
7.86%Current quarter

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

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