ITC's non-cigarette FMCG portfolio crosses ₹37,000 cr consumer spend, reaches 280 mn households in FY26

ITC's 30+ FMCG brands clocked over ₹37,000 cr in consumer spend in FY26, up from ₹34,000 cr in FY25. Segment revenue grew 10.1% to ₹24,210 cr; profit rose 14.1% to ₹1,803 cr. Acquired brands like Yoga Bar, 24 Mantra Organic, Mother Sparsh and Prasuma now run at ₹1,350 cr.

— Source publishedFri, 26 Jun, 2026, 21:10 IST·First seen Fri, 26 Jun, 2026, 21:29 IST·Source Business Standard · Companies

What happened

ITC's non-cigarette FMCG portfolio of 30+ brands clocked over Rs 37,000 crore in consumer spend in FY26, reaching 280 million households. Segment revenue grew

Key facts

  • Rs 37,000 crore consumer spend FY26
  • Rs 34,000 crore FY25
  • 280 million households
  • FMCG revenue Rs 24,209.75 crore
  • 10.1% growth
  • segment profit Rs 1,802.63 crore
  • 14.1% profit growth
  • Rs 1,350 crore acquisition run rate
  • 30+ brands

Why this matters

Acquired brands (Yoga Bar, 24 Mantra, Mother Sparsh, Prasuma) hitting ₹1,350 cr run-rate validates the bolt-on playbook—pipeline more premium D2C targets in wellness and chilled foods.

What to watch

  • Quarterly disclosure of acquired-brands ARR crossing ₹2,000cr
  • Any FMCG demerger or subsidiary-listing announcement
  • Rural demand recovery indicators (FMCG volume growth >7%)
  • Palm oil, wheat, milk input cost trajectory
  • New M&A in health-foods, ayurveda, or pet-care adjacencies
  • Track Aashirvaad, Sunfeast, Bingo volume growth vs HUL F&R and Britannia in Q1FY27
  • Map Yoga Bar and Mother Sparsh shelf presence on Blinkit/Zepto vs D2C-native peers
  • Model FMCG segment EBITDA margin trajectory toward 12-13% by FY28
  • Watch ITC capex allocation between cigarettes, hotels demerger residual, and FMCG M&A

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