Godfrey Phillips India Ltd

Q1 FY26Cigarettes & Tobacco Products

Godfrey Phillips India Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹1,970

Market cap₹31.5K Cr

P/E23.0

Updated25 Sept 2026

Read3 min read

Based on Godfrey Phillips India Ltd's Q1 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Q1 FY26 Gross Sales Value: Rs. EBITDA (Operating Profit) for Q1 FY26: Rs.

From Godfrey Phillips India Ltd's Q1 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

Q1 FY26 Gross Sales Value: Rs. 4,094 crore, up 32.6% YoY from Rs. 3,087 crore in Q1 FY25
Q1 FY26 Net Revenue: Rs. 1,486 crore, up 36.5% YoY from Rs. 1,089 crore in Q1 FY25
Q1 FY26 Net Profit (continuing operations): Rs. 356 crore, up 25.1% YoY from Rs. 285 crore in Q1 FY25
Domestic cigarette volume for Q1 FY26: 1,903 million per month, up 27% YoY from 1,497 million per month in Q1 FY25
Unmanufactured tobacco export in Q1 FY26: Rs. 427 crore, showing an upward trend

2 more points management made on revenue & sales performance

Profitability & Margins

EBITDA (Operating Profit) for Q1 FY26: Rs. 338 Crore
Year-on-year (YoY) growth: 25.2% (from Rs. 270 Crore in Q1 FY25)
Operating margin: 8.3% of Gross Sales Value (compared to 8.7% in Q1 FY25)
Profit After Tax (PAT) from Continuing Operations for Q1 FY26: Rs. 356 Crore
YoY growth: 25.1% (from Rs. 285 Crore in Q1 FY25)
PAT margin: 8.7% of Gross Sales Value (down from 9.2% in Q1 FY25)

2 more points management made on profitability & margins

See what Godfrey Phillips India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The presentation does not explicitly mention any specific capex, capacity expansion, or new plant/project details such as amounts, status, or timelines. It focuses primarily on financial performance, growth priorities, CSR activities, ESG initiatives, product portfolios, and management perspectives without detailing any capital expenditure or new facility expansions.

Fundraising & Capital Structure

The presentation does not mention any fundraising through debt or equity.
There is no reference to any change in borrowings or net debt.
The document highlights strong credit ratings: CRISIL A1+ (Short Term Debt) and AA+/Stable (Long Term Loan) on page 6.

2 more points management made on fundraising & capital structure

See what Godfrey Phillips India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation does not report any specific details about order book, order inflow, or pending orders. The presentation primarily focuses on: - Financial performance including gross sales, gross profit, net profit, and margins. - Growth priorities and strategic directions. - Details of various business segments and product portfolios. - Corporate Social Responsibility activities.

2 more points management made on order book & pipeline

Godfrey Phillips India Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.8K Cr, net profit ₹521 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Godfrey Phillips India Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Godfrey Phillips India Ltd Q1 FY26 results?

Q1 FY26 Gross Sales Value: Rs. EBITDA (Operating Profit) for Q1 FY26: Rs.

What is Godfrey Phillips India Ltd share price analysis?

Godfrey Phillips India Ltd currently shows a neutral. The stock trades at a P/E of 23.0 with a market cap of ₹31,477 Cr. Investors should review the full earnings analysis for detailed insights.

Is Godfrey Phillips India Ltd planning capital expenditure?

The presentation does not explicitly mention any specific capex, capacity expansion, or new plant/project details such as amounts, status, or timelines.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.