Godfrey Phillips Q4 profit jumps 86% to ₹376 cr; EBITDA margin nearly doubles to 28.7%

Cigarette-led pricing and mix powered a blockbuster quarter for Godfrey Phillips India. Q4 revenue rose 36.6% YoY to ₹1,857.7 cr, EBITDA surged 86.5% to ₹533.7 cr, and margins expanded to 28.7% from 21%. Board rewarded shareholders with a ₹33/share dividend.

— Source publishedFri, 15 May, 2026, 19:55 IST·First seen Fri, 15 May, 2026, 19:56 IST·Source CNBC-TV18 · Companies

What happened

Godfrey Phillips India posted Q4 net profit up 86% YoY to ₹375.6 crore on revenue of ₹1,857.7 crore (+36.6%). EBITDA margin nearly doubled to 28.7%, driven by

Key facts

  • net profit ₹375.6 crore +86% YoY
  • revenue ₹1,857.7 crore +36.6%
  • EBITDA ₹533.7 crore +86.5%
  • EBITDA margin 28.7% vs 21%
  • dividend ₹33 per share

Why this matters

Margin expansion to 28.7% strengthens GPI's currency for bolt-on moves in adjacent tobacco and smokeless categories where ITC's scale has historically dominated.