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Godfrey Phillips India (500163) investor relations material
Godfrey Phillips India Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, were approved, with unmodified audit opinions issued by statutory auditors.
Final dividend of Rs.33 per equity share recommended, totaling Rs.50 per share for FY 2025-26 including interim dividend.
Operations of the retail business division (24Seven) were discontinued and classified as discontinued operations.
Financial highlights
Standalone total income from continuing operations for FY 2025-26 was Rs.911,902 lakhs, up from Rs.675,849 lakhs year-over-year.
Standalone net profit after tax from continuing operations for FY 2025-26 was Rs.150,678 lakhs, up from Rs.112,378 lakhs year-over-year.
Consolidated total income from continuing operations for FY 2025-26 was Rs.912,094 lakhs, up from Rs.676,749 lakhs year-over-year.
Consolidated net profit after tax from continuing operations for FY 2025-26 was Rs.152,532 lakhs, up from Rs.115,289 lakhs year-over-year.
Basic and diluted EPS (consolidated, continuing operations) for FY 2025-26 was Rs.97.80, up from Rs.74.12 year-over-year.
Outlook and guidance
The company expects to fully recover losses from the fire incident at the tobacco processing plant, with insurance claims pending final assessment.
The impact of new Labour Codes is assessed as not material, with ongoing monitoring for further regulatory clarifications.
- Gross sales and net profit surged, with bonus shares, dividend, and insurance claim for fire loss.500163
Q3 25/2630 Jan 2026 - 25% profit growth, retail exit, and interim dividend highlight 9M FY25 results.500163
Q3 24/2519 Nov 2025 - Double-digit sales growth and tobacco strength offset by retail exit loss and leadership changes.500163
Q1 24/2519 Nov 2025 - Strong profit growth from tobacco, retail exit costs, new ESPS, and leadership changes.500163
Q2 24/2519 Nov 2025 - Sales and profit surged, Rs. 17 interim dividend and 2:1 bonus shares issued.500163
Q2 25/2610 Nov 2025 - Strong profit growth, 2:1 bonus share issue, and robust tobacco segment performance.500163
Q1 25/268 Aug 2025 - Gross sales rose 34%, net profit up 21%, and retail business exited; Rs 95/share dividend.500163
Q4 24/256 Jun 2025
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