ITC Limited (ITC) — Financial Results(2 announcements)

· NSE 🔴 High Importance Neutral
1 Financial Results 🔴 High Importance Neutral 📄 PDF
Revenue: ₹81,640.11 CrNet Profit: ₹5,113.36 Cr
📢 Key Event
ITC reports consolidated net profit of ₹20,286.42 crores and recommends ₹14.50 total dividend per share
🔄 What Changed
Net profit declined 3.5% YoY to ₹20,286.42 crores; exceptional items rose to ₹291.70 crores
🔮 What's Next
Record date of 27 May 2026 for dividend payment
💡 Investor Takeaway
Net profit decline reflects exceptional charges, but dividend remains stable at ₹14.50 total per share

ITC Limited reported consolidated net profit after tax of ₹20,286.42 crores for the quarter ended 31 March 2026, up from ₹21,018.15 crores year-on-year, driven by ₹24,406.63 crores total income. The board recommended a final dividend of ₹8 per share, taking total dividend to ₹14.50 including interim, with a record date of 27 May 2026. Exceptional charges of ₹291.70 crores related to labor law changes and insurance settlements were recorded. The auditor issued an unmodified opinion confirming compliance and no material uncertainty around going concern.

2 Financial Results 🔴 High Importance Neutral 📄 PDF
Revenue: ₹80,867.49 CrNet Profit: ₹26,951.47 Cr
📢 Key Event
ITC Limited announced FY26 financial results and sustainability milestones with strong revenue growth and strategic acquisitions.
🔄 What Changed
FY26 consolidated revenue grew 17.1% YoY to ₹89,258 crores; PAT reached ₹21,018 crores; FMCG Others revenue grew 15% YoY; Agri Business declined 29.6% YoY; AWS Platinum certifications increased to 9 units.
🔮 What's Next
The company plans to scale its nicotine derivative facility and expand exports of leaf tobacco and organic spices; digital sourcing and AI-powered price discovery systems will be further deployed; fresh food business GMV is expected to continue doubling.
💡 Investor Takeaway
ITC demonstrated resilience through strategic diversification into high-growth FMCG segments and sustainability leadership, offsetting tobacco sector pressures with stronger consumer business performance and digital transformation.

ITC Limited reported FY26 consolidated gross revenue of ₹89,258 crores, up 17.1% YoY, with PAT at ₹21,018 crores and EBITDA growth of 5.4%. The FMCG segment saw 10.1% revenue growth, driven by 15% growth in FMCG Others, while Agri Business declined 29.6% YoY due to export and supply chain pressures. Sustainability milestones included AWS Platinum certifications for 9 units and sustained 'AA' MSCI-ESG rating. Strategic acquisitions like Sresta Natural Bioproducts strengthened the organic packaged food portfolio, contributing to a Rs. 1,350 crore ARR. The company emphasized resilience amid higher tobacco taxation and macroeconomic headwinds.

About ITC Limited (ITC)

Fast Moving Consumer Goods · Diversified FMCG · Listed on NSE

Market Cap: ₹3,87,724.39 Cr P/E: 11.1 ROE: 50.0% ROCE: 38.9%

View full ITC stock details →

Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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