Godfrey Phillips India's Q4 FY 2025-26 Quarterly Results

Result Summary

• Godfrey Phillips India Ltd reported a 2.1% quarter-on-quarter (QoQ) decrease in its consolidated revenues for the quarter-ended Mar (Q4 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 11.1%.
• Its expenses for the quarter were down by 14.3% QoQ and 5.9% YoY.
• The net profit increased 51.9% QoQ and increased 86.5% YoY.
• The earnings per share (EPS) of Godfrey Phillips India Ltd stood at 33.43 during Q4 FY 2025-26.

Financial Statments for Q4 FY 2025-26

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Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Godfrey Phillips India Ltd is a prominent player in the Indian tobacco industry, primarily engaged in the manufacturing and selling of cigarettes and other tobacco products. The company is well-known for its diverse portfolio of cigarette brands and has a strong market presence across India. It operates under the aegis of the Modi Enterprises group and has extended its offerings to include chewing products and confectionery. As of the latest data available, no major developments have been reported. The company continues to focus on its core business of tobacco manufacturing and sales.

Revenue

In the fourth quarter of fiscal year 2026 (Q4FY26), Godfrey Phillips India Ltd reported a total income of ₹1833.60 crores. This represented a modest decrease of 2.1% from the previous quarter (Q3FY26), which stood at ₹1873.19 crores. However, on a year-over-year basis, there was a significant increase of 11.1% compared to the fourth quarter of fiscal year 2025 (Q4FY25), where the total income was ₹1651.04 crores. The company has thus demonstrated a strong annual growth in its revenue stream, reflecting robust performance over the year despite the quarterly dip.

Profitability

The profitability of Godfrey Phillips India Ltd showed marked improvement in Q4FY26. The profit before tax (PBT) for the quarter was ₹563.45 crores, representing a 44.3% increase over the previous quarter's figure of ₹390.55 crores. On a year-over-year basis, the PBT increased by 86.9%, compared to ₹301.52 crores in Q4FY25. After accounting for tax, the profit after tax (PAT) was ₹521.46 crores in Q4FY26, up 51.9% from ₹343.29 crores in Q3FY26 and showing an 86.5% increase from ₹279.61 crores in Q4FY25. The earnings per share (EPS) also reflected this improvement, rising to ₹33.43 in Q4FY26, a significant increase from ₹22.01 in Q3FY26, although it was lower than the ₹53.88 recorded in Q4FY25.

Operating Metrics

Godfrey Phillips India Ltd's total expenses in Q4FY26 amounted to ₹1270.15 crores, which was a substantial reduction of 14.3% from the previous quarter's expenses of ₹1482.64 crores. This decline in expenses is notable, given that it also decreased by 5.9% year-over-year, from ₹1349.52 crores in Q4FY25. The tax expenses for Q4FY26 were ₹147.64 crores, which increased by 52.4% from Q3FY26 and 85.0% from Q4FY25. The company's ability to manage its expenses effectively while achieving higher profitability suggests an efficient operating strategy over the examined period.