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Godfrey Phillips India (500163) investor relations material
Godfrey Phillips India Q2 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 consolidated net profit was Rs. 18,990 lakhs versus Rs. 30,499 lakhs YoY; H1 net profit was Rs. 38,829 lakhs versus Rs. 66,127 lakhs.
Results were approved after Audit Committee review; statutory auditors completed limited reviews, with no material misstatement identified.
Financial highlights
Standalone Q2 revenue from operations was Rs. 420,244 lakhs, PBT Rs. 21,827 lakhs and net profit Rs. 16,298 lakhs; prior-year Q2 figures were Rs. 163,302 lakhs, Rs. 38,171 lakhs and Rs. 30,444 lakhs, respectively.
Consolidated Q2 revenue from operations was Rs. 419,817 lakhs, PBT Rs. 24,482 lakhs and net profit Rs. 18,990 lakhs; prior-year Q2 figures were Rs. 163,221 lakhs, Rs. 38,332 lakhs and Rs. 30,499 lakhs, respectively.
H1 standalone revenue from operations was Rs. 801,710 lakhs, PBT Rs. 44,739 lakhs and net profit Rs. 34,037 lakhs; consolidated revenue was Rs. 801,773 lakhs, PBT Rs. 49,592 lakhs and net profit Rs. 38,829 lakhs.
Segment performance
Consolidated Q2 Cigarettes, Tobacco and related Products revenue was Rs. 416,235 lakhs and segment results were Rs. 17,954 lakhs; Others revenue was Rs. 3,582 lakhs and segment results were a loss of Rs. 411 lakhs.
H1 consolidated Cigarettes, Tobacco and related Products revenue was Rs. 794,216 lakhs with results of Rs. 58,196 lakhs; Others revenue was Rs. 7,557 lakhs with results of Rs. 852 lakhs.
- Record turnover and 47.7% PAT growth, tempered by excise and tax-dispute risks.500163
Q4 97/98 - FY99 earnings rose 21.6%, with cigarette share held and tea sales advancing 10.7%.500163
Q4 98/99 - Sales and exports advanced, but lower cigarette volumes and restructuring costs cut profit.500163
Q4 99/00 - Profit rose despite falling cigarette demand, as cost savings offset lower sales.500163
Q4 00/01 - Record profit and higher dividend, despite cigarette-market headwinds.500163
Q4 01/02 - Cigarette growth and exports surged, but an Assam provision cut net profit.500163
Q4 02/03 - Record turnover and profit growth, with exports and plant investment driving expansion.500163
Q4 03/04 - Sales rose 10%, profits advanced, and tax and regulatory pressures persisted.500163
Q4 04/05 - Turnover grew 11%, but profit and EPS fell amid excise and regulatory pressure.500163
Q4 05/06
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