ITC Q4 profit climbs 5% to Rs 5,113 cr; FMCG up 15% as new-age brands hit Rs 1,350 cr ARR
ITC posted a 5% rise in Q4 net profit to Rs 5,113 cr, beating estimates, even as revenue slipped 7% to Rs 16,050 cr and EBITDA margin contracted 280 bps to 29.6%. FMCG revenue grew 15% to Rs 6,304 cr, with acquired brands Yoga Bar, Mother Sparsh and Prasuma clocking Rs 1,350 cr ARR. Final dividend set at Rs 8/share.
What happened
ITC Q4 net profit rose 5% to Rs 5,113 cr, beating estimates, while revenue slipped 7% and margins contracted 280 bps. FMCG grew 15%; new-age acquisitions (Yoga
Key facts
- net profit Rs 5,113 cr (+5% YoY)
- revenue Rs 16,050 cr (-7%)
- gross revenue Rs 21,695 cr (+17.3%)
- EBITDA Rs 6,426 cr (+7.3%)
- margin 29.6% (-280 bps)
- FMCG revenue Rs 6,304 cr (+15%)
- cigarette revenue Rs 11,066 cr
- agri revenue Rs 3,075 cr (-16%)
- new-age acquisitions ARR Rs 1,350 cr
- dividend Rs 8/share
Why this matters
ITC's Rs 1,350 cr ARR from Yoga Bar, Mother Sparsh and Prasuma proves disciplined D2C/health-led acquisitions can compound quickly, raising the bar—and likely the price—for the next wave of premium FMCG and wellness targets.