Godfrey Phillips India Ltd

Q2 FY26Cigarettes & Tobacco Products

Godfrey Phillips India Q2 FY26 earnings call: Revenue & Margins

Q2 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 Q2 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

Q2 FY26 Gross Sales Value: Rs. Q2 FY26 Financials (from Page 11): - EBITDA (Operating): Rs.

From Godfrey Phillips India Ltd's Q2 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

Q2 FY26 Gross Sales Value: Rs. 3,974 crore, up 15.1% YoY (Q2 FY25: Rs. 3,454 crore)
Q2 FY26 Net Revenue: Rs. 1,289 crore, down 5.3% YoY (Q2 FY25: Rs. 1,361 crore)
Domestic cigarette volume Q2 FY26: 1,985 million per month, up 29% YoY (Q2 FY25: 1,613 million)
International Business H1 FY26 Net Sales Value: Rs. 691 crore, contributing 20% to H1 FY26 Net Sales
H1 FY26 consolidated Gross Sales Value: Rs. 8,068 crore, up 23.3% YoY (H1 FY25: Rs. 6,541 crore)
H1 FY26 consolidated Net Profit (continuing operations): Rs. 661 crore, up 22.1% YoY

2 more points management made on revenue & sales performance

Profitability & Margins

Q2 FY26 Financials (from Page 11):
EBITDA (Operating): Rs. 314 Crore, up 12.9% YoY (Q2 FY25: Rs. 278 Crore)
EBITDA Margin: 7.9% of Gross Sales Value (down slightly from 8.0% in Q2 FY25)
Net Profit after tax (PAT) from continuing operations: Rs. 305 Crore, up 18.7% YoY (Q2 FY25: Rs. 257 Crore)
PAT Margin: 7.7% of Gross Sales Value (slightly improved from 7.4% in Q2 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 including amounts, status, or timelines. It primarily focuses on financial results, growth priorities, product portfolio, ESG initiatives, CSR activities, and strategic directions such as: - Sustaining growth momentum across markets - Strengthening the partnership with Philip Morris International for Marlboro

2 more points management made on capital expenditure plans

Fundraising & Capital Structure

The presentation does not explicitly mention any fundraising through debt or equity, nor does it provide details on changes in borrowings or net debt. Key relevant points include: - There is no mention of new equity issuance or debt fundraising activities in the report. - The presentation highlights strong credit ratings: CRISIL A1+ (Short Term Debt) and AA+/Stable (Long Term Loan), but no changes to these ratings or related borrowing amounts are noted.

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 of Godfrey Phillips India Limited does not explicitly report any figures or information regarding: - Order book - Order inflow - Pending orders The presentation primarily focuses on financial results (gross sales, revenue, profit margins), operational highlights, growth priorities, CSR activities, ESG ratings, product portfolio, and company contact information. There is no mention of order book status, order inflow metrics, or pending orders anywhere in the document.

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.

Full financials →

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

Compare:vs VST Industries Ltd vs Elitecon International Ltd vs NTC Industries

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Godfrey Phillips India Ltd Q2 FY26 results?

Q2 FY26 Gross Sales Value: Rs. Q2 FY26 Financials (from Page 11): - EBITDA (Operating): 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 including amounts, status, or timelines.

Keep Godfrey Phillips India Ltd on your radar — track it to get its next earnings analysis in your feed.

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.