ITC Limited (ITC) — FY26 Gross Revenue ₹89,258 Cr, +17.1% YoY

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ITC Limited (ITC) Updates

Recent Financial Performance

FY26 Results: ITC reported consolidated gross revenue of ₹89,258 crores, up 17.1% YoY, with PAT at ₹21,018 crores and EBITDA growth of 5.4%.

FMCG Segment: Revenue grew 10.1% YoY, driven by 15% growth in FMCG Others, while Agri Business declined 29.6% YoY due to export and supply chain pressures.

Sustainability: Achieved AWS Platinum certifications for 9 units and maintained an 'AA' MSCI-ESG rating.

Strategic Acquisitions: Sresta Natural Bioproducts added ₹1,350 crore ARR to the organic packaged food portfolio.

Dividend & Corporate Actions

Dividend: Recommended a final dividend of ₹8 per share, taking the total dividend to ₹14.50 per share for FY26, subject to shareholder approval at the AGM on July 23, 2026. The record date is May 27, 2026, and payment is scheduled between July 24 and 29, 2026.

Board Appointment: Recommended the reappointment of Mr. Hemant Bhargava as a director for five years starting December 20, 2026.

Upcoming Events

Investor Conferences: Senior executives will attend the BofA 2026 India Conference in Mumbai on June 2, 2026, and the Morgan Stanley India Investment Forum 2026.

Key Takeaways

ITC demonstrated resilience through strategic diversification into high-growth FMCG segments and sustainability leadership, offsetting tobacco sector pressures.

The company emphasized digital transformation and strategic acquisitions to drive growth.

Note: Net profit declined 3.5% YoY to ₹20,286.42 crores, reflecting exceptional charges of ₹291.70 crores related to labor law changes and insurance settlements.

Peer Comparison

ROE: ITC’s 50.02% ROE significantly outperforms the FMCG sector average (~25%), highlighting strong capital efficiency.

🔍 For Deep Analysis (click below):

"How has ITC’s FMCG Others segment evolved over the past three years, and what are the key drivers of its 15% YoY growth?"

"What impact did higher tobacco taxation have on ITC’s revenue and margins in FY26, and how did the company mitigate these effects?"

"How does ITC’s sustainability performance (AWS certifications, MSCI rating) compare to key peers like Hindustan Unilever and Dabur?"

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