Godfrey Phillips India Ltd

Q4 FY26Cigarettes & Tobacco Products

Godfrey Phillips India Q4 FY26 earnings call: Revenue & Margins

Q4 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 Q4 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

Quarterly Revenue and Sales Figures (Q4 FY26): - Gross Sales Value: Rs. Q4 FY26 EBITDA (Operating): Rs.

From Godfrey Phillips India Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

Quarterly Revenue and Sales Figures (Q4 FY26):
Gross Sales Value: Rs. 5,574 crore, up 39.9% YoY from Rs. 3,983 crore in Q4 FY25
Gross Revenue: Rs. 3,486 crore, up 84.6% YoY from Rs. 1,888 crore in Q4 FY25
Net Revenue: Rs. 1,788 crore, up 13.6% YoY from Rs. 1,574 crore in Q4 FY25
Cigarette Domestic Volume: 1,928 million per month in Q4 FY26, down from 2,190 million per month in Q3 FY26 but no explicit YoY quarterly volume comparison given
Volume Growth:
Annual domestic cigarette volumes increased 20% in FY26 vs. FY25, from 1,671 to 2,001 million per month average
Outlook:
The presentation states challenges ahead due to steep tax increases in Q4 FY26, expecting a challenging next year.

2 more points management made on revenue & sales performance

Profitability & Margins

Q4 FY26 EBITDA (Operating): Rs. 553 Crore, up 104.8% YoY from Rs. 270 Crore in Q4 FY25
Q4 FY26 EBITDA Margin: 9.9% (of Gross Sales Value)
Q4 FY26 Net Profit after tax (PAT) - Continuing Operations: Rs. 521 Crore, up 77.1% YoY from Rs. 294 Crore in Q4 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 capex, capacity expansion, or new plant/project details, including amounts, status, or timelines. The focus is on financial performance, ESG initiatives, CSR activities, business priorities, and operational strategies, but no specific capital expenditure or new project investments are described in the provided pages.

Fundraising & Capital Structure

The investor presentation does not mention any fundraising through debt or equity, nor does it indicate any change in borrowings or net debt. Specifically: - There is no reference to issuing new shares or equity capital raising. - No mention of any debt issuance, bond offerings, loans, or credit facilities.

- The financial summaries and management commentary focus on sales, profits, dividends, and operational performance without discussing borrowings. - The presentation emphasizes profitability, dividend payouts, and growth strategies without reference to leverage or capital structure changes. Thus, based strictly on the content of the presentation, there is no disclosure related to fundraising via debt or equity or change in borrowings/net debt.

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 explicitly report or mention any details about order book, order inflow, or pending orders. Specifically: - There is no information or data provided under these terms anywhere in the presentation. - The presentation focuses on financial results, sales values, margins, volumes, CSR initiatives, ESG progress, and strategic business priorities.

- It includes quarterly and annual gross sales, revenues, profits, volumes, distribution network, and sustainability metrics but no mention of order backlog or order inflows. - The presentation centers on operational performance, market growth, and corporate social responsibility rather than order pipeline or pending orders. Thus, based on the provided content, there is no reported order book, order inflow, or pending orders data in this presentation.

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.

Full financials →

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

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Frequently Asked Questions

What were Godfrey Phillips India Ltd Q4 FY26 results?

Quarterly Revenue and Sales Figures (Q4 FY26): - Gross Sales Value: Rs. Q4 FY26 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 capex, capacity expansion, or new plant/project details, including 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.