ITC Ltd
ITC Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on ITC 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
Standalone Gross Revenue: Rs. EBITDA (Consolidated): Rs.
From ITC Ltd's Q1 FY26 earnings-call transcript · updated 24 Sept 2026.
Revenue & Sales Performance
- Standalone Gross Revenue: Rs. 20,911 crore, up 19.8% YoY (Page 41)
- Consolidated Gross Revenue: Rs. 23,007 crore, up 19.6% YoY (Page 40)
- FMCG Cigarettes Segment Revenue: Rs. 8,520 crore, up 7.6% YoY (Page 41)
- FMCG Others Segment Revenue: Rs. 5,777 crore, up 5.2% YoY (Page 41)
- Agri Business Segment Revenue: Rs. 9,685 crore, up 38.9% YoY (Page 41)
- Paperboards, Paper & Packaging Segment Revenue: Rs. 2,116 crore, up 7.0% YoY (Page 41)
- FMCG Others Segment EBITDA margin improved by +50 bps QoQ (Page 26)
2 more points management made on revenue & sales performance
Profitability & Margins
See what ITC Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Paperboards, Paper & Packaging:
- Capacity augmentation in Décor segment driving Specialty Papers growth.
- Strategic investments in High Pressure Recovery Boiler.
- Proactive capacity augmentation in Value Added Paperboards.
- Focus on accelerating plantations, developing new areas, satellite-based monitoring.
- Ongoing representations for trade remedies to safeguard domestic industry.
- Agri Business:
- State-of-the-art facility at Mysuru by wholly owned subsidiary ITC IndiVision Limited for manufacturing and exporting Nicotine & Nicotine derivative products progressively scaled up.
- Direct sourcing from FPOs via ITCMAARS scaled to ~40% of wheat sourced for Aashirvaad Atta.
- FoodTech Business:
- Rapid capital-efficient scale-up since inception.
2 more points management made on capital expenditure plans
Fundraising & Capital Structure
See what ITC Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
ITC Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹17.8K Cr, net profit ₹5.5K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What ITC Ltd's management said in earlier quarters
Others in Diversified FMCG this season
- Hindustan Foods (Q1 FY26)
Capital investments focused on expanding capacity in Ice Cream (~INR 200 crores) and Footwear (~INR 50 crores), supporting volume growth. Key concall takeaways…
Frequently Asked Questions
What were ITC Ltd Q1 FY26 results?
Standalone Gross Revenue: Rs. EBITDA (Consolidated): Rs.
What is ITC Ltd share price analysis?
ITC Ltd currently shows a neutral. The stock trades at a P/E of 16.6 with a market cap of ₹328,675 Cr. Investors should review the full earnings analysis for detailed insights.
Is ITC Ltd planning capital expenditure?
Paperboards, Paper & Packaging: - Capacity augmentation in Décor segment driving Specialty Papers growth. - Strategic investments in High Pressure Recovery Boiler. - Proactive capacity augmentation in Value Added Paperboards. - Focus on accelerating plantations, developing new areas, satellite-based monitoring. - Ongoing representations for trade remedies to safeguard domestic industry. - Agri Business: - State-of-the-art facility at Mysuru by wholly owned subsidiary ITC IndiVision Limited for manufacturing and exporting Nicotine & Nicotine derivative products progressively scaled up. - Direct sourcing from FPOs via ITCMAARS scaled to ~40% of wheat sourced for Aashirvaad Atta. - FoodTech Business: - Rapid capital-efficient scale-up since inception. - Full-stack food-tech platform expanded to ~60 cloud kitchens across 5 cities. - GMV crossed Rs.
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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.