ITC Board to Meet July 31 for Q1 FY27 Results; No Dividend or Earnings Call Flagged
ITC's board convenes July 31, 2026 to approve Q1 FY27 earnings, with the filing noting no dividend or earnings call. The prior Q4 FY26 saw net profit rise 5% to Rs 5,469 crore, but shares are down 30% YTD, trading near Rs 280.70.
What happened
ITC's board will meet July 31, 2026 to approve Q1 FY27 results. Filing mentioned no dividend or earnings call. Q4 FY26 net profit rose 5% to Rs 5,469 crore;
Key facts
- July 31 2026
- Q1 FY27
- net profit Rs 5469.74 crore
- revenue Rs 16,050 crore
- EBITDA Rs 6,425 crore
- margin 40%
- share Rs 280.70
- YTD -30.35%
Why this matters
The sharp 30% YTD decline near Rs 280 signals a depressed valuation window worth monitoring for portfolio rebalancing, demerger optionality, or strategic stake moves in ITC's diversified FMCG base.
What to watch
- Q1 FY27 net profit vs prior Rs 5,469 cr baseline
- Cigarette segment volume and net revenue growth
- FMCG EBITDA margin trajectory
- GST rationalization / tobacco tax news flow
- Absence-of-call read-through: any surprise guidance disclosure
- Monitor cigarette volume growth and FMCG segment margins as key beat/miss drivers
- Watch for brokerage revisions post-print given 30% YTD derating
- Track institutional flows and delivery volumes around July 31 for accumulation signals
- Assess ITC Hotels demerger aftermath impact on holding-company valuation narrative