Godfrey Phillips India Q2 FY24 earnings call: Revenue & Margins

- Q2 FY24 Gross Sales Value: Rs. 2,797 crore, up 12.6% YoY (Q2 FY23: Rs. 2,483 crore) - Q2 FY24 Net Revenue: Rs. 1,158 crore, up 13.5% YoY (Q2 FY23: Rs. 1,020 crore) - Q2 FY24 Cigarette Domestic Volume: 1,236 million per month, ~25% growth YoY (Q2 FY23: 981 million approx.) - H1 FY24 Gross Sales Value: Rs. 5,420 crore, up 16.1% YoY (H1 FY23: Rs. 4,667 crore) - H1 FY24 Net Profit: Rs. 457 crore, up 32.8% YoY (H1 FY23: Rs. 344 crore) - Export of unmanufactured tobacco in H1 FY24: Rs. 682 crore, up 49% YoY - 24Seven (TFS) stores/kiosks: 152, with H1 FY24 Gross Sales Rs. 254 crore (3% growth YoY) **Outlook:**

The presentation does not explicitly mention any capex, capacity expansion, or new plant/project details with specific amounts, status, or timelines. It mainly focuses on financial performance, growth priorities, ESG goals, product portfolio, and corporate social responsibility initiatives. No direct references to ongoing or planned capital expenditures, capacity expansions, or new project developments are stated in the provided content.

The investor presentation does not report any information on order book, order inflow, or pending orders. Specifically: - There are no mentions or data regarding order book size or value. - No details on order inflow during the period are provided. - Pending orders or backlogs are not discussed anywhere in the presentation. The presentation focuses mainly on financial results, business segments, growth priorities, ESG initiatives, corporate social responsibility, and contact information, without reference to order-related metrics.