Godfrey Phillips India (500163) Q4 2026 earnings summary

Executive summary

• Audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, were approved, with unmodified audit opinions issued by statutory auditors.

• Final dividend of Rs.33 per equity share recommended, totaling Rs.50 per share for FY 2025-26 including interim dividend.

• Operations of the retail business division (24Seven) were discontinued and classified as discontinued operations.

Financial highlights

• Standalone total income from continuing operations for FY 2025-26 was Rs.911,902 lakhs, up from Rs.675,849 lakhs year-over-year.

• Standalone net profit after tax from continuing operations for FY 2025-26 was Rs.150,678 lakhs, up from Rs.112,378 lakhs year-over-year.

• Consolidated total income from continuing operations for FY 2025-26 was Rs.912,094 lakhs, up from Rs.676,749 lakhs year-over-year.

• Consolidated net profit after tax from continuing operations for FY 2025-26 was Rs.152,532 lakhs, up from Rs.115,289 lakhs year-over-year.

• Basic and diluted EPS (consolidated, continuing operations) for FY 2025-26 was Rs.97.80, up from Rs.74.12 year-over-year.

Outlook and guidance

• The company expects to fully recover losses from the fire incident at the tobacco processing plant, with insurance claims pending final assessment.

• The impact of new Labour Codes is assessed as not material, with ongoing monitoring for further regulatory clarifications.