ITC Ltd

Q3 FY25Diversified FMCG

ITC Q3 FY25 earnings call: Revenue & Margins

Q3 FY25 investor presentation: what the company reported on revenue, margins and projects.

Price₹268

Market cap₹3.3L Cr

P/E16.6

Updated24 Sept 2026

Read4 min read

Based on ITC Ltd's Q3 FY25 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

The presentation does not provide specific quarterly revenue, sales, or volume figures. - It reports FY24 revenue for ITC Paperboards, Paper & Packaging Segment at Rs. The investor presentation "1552.pdf" does not provide quarterly EBITDA, operating margin, or profit after tax (PAT) figures, nor does it mention year-on-year changes for these metrics.

From ITC Ltd's Q3 FY25 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

The presentation does not provide specific quarterly revenue, sales, or volume figures.
It reports FY24 revenue for ITC Paperboards, Paper & Packaging Segment at Rs. 8,344 crore.
FY24 cumulative Free Cash Flow generation over FY20-24 is over Rs. 4,000 crore.
The Century Pulp & Paper Undertaking has an installed capacity of 4.8 lakh MT/year, with last 3 years’ turnover of Rs. 3,375 cr. (2023-24), Rs. 3,572 cr. (2022-23), Rs. 2,818 cr. (2021-22).
The segment achieved an average EBITDA margin of 21% FY19-FY24.
No explicit quarterly year-on-year growth or volume change figures are stated.
Outlook mentions targeting 30%-40% increase in EBITDA/Ton after 2 years of operations post-acquisition.

2 more points management made on revenue & sales performance

Profitability & Margins

The investor presentation "1552.pdf" does not provide quarterly EBITDA, operating margin, or profit after tax (PAT) figures, nor does it mention year-on-year changes for these metrics. The document primarily focuses on the strategic acquisition of Century Pulp & Paper Undertaking and the overall segment and business performance trends over fiscal years. Regarding margin outlook: - The Paperboards, Paper & Packaging segment reports an average EBITDA margin of 21% (FY19-FY24). - The segment’s PBIT margin ranged between 16% to 25% over FY19-FY24. - The acquisition is expected to be EPS accretive in the first full year of operations and drive a targeted 30-40% increase in EBITDA/ton within 2 years, indicating an improvement in profitability, but no explicit margin guidance or forecast percentage is stated in the presentation.

See what ITC Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

ITC is acquiring Century Pulp & Paper Undertaking (CPP) from Aditya Birla Real Estate Ltd. for up to Rs 3,500 crore on a cash-free, debt-free basis, payable at Closing (expected ~6 months after approvals).
Acquisition adds 4.8 lakh MT capacity to ITC’s Paperboards & Specialty Papers segment (~1 million MT annual throughput).
Existing ITC facilities are saturated; expansion planned at a new site to drive next growth phase (no specific capex announced yet).
Post-acquisition, targeted 30-40% increase in EBITDA/ton over normalized levels within 2 years via capacity debottlenecking, quality improvements, efficiency and cost initiatives.
Capex at existing facilities will be calibrated in line with expansion at the new site.

2 more points management made on capital expenditure plans

Fundraising & Capital Structure

The presentation does not mention any fundraising through debt or equity.
The acquisition consideration is a lumpsum amount of up to Rs 3,500 crore payable in cash on closing, on a cash-free, debt-free basis.
The transaction is subject to adjustments as per the Business Transfer Agreement.
There is no disclosure of any change in borrowings or net debt related to the acquisition or otherwise.

2 more points management made on fundraising & capital structure

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

Order Book & Pipeline

The investor presentation does not report any specific figures or details regarding order book, order inflow, or pending orders. The document primarily focuses on: - The strategic acquisition of Century Pulp & Paper Undertaking (CPP) from ABREL. - Details about the transaction structure, consideration, and regulatory approvals. - Key business highlights such as capacity, operational scale, and expected benefits like EBITDA improvement and EPS accretion.

2 more points management made on order book & pipeline

ITC 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 ₹17.8K Cr, net profit ₹5.5K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What ITC Ltd's management said in earlier quarters

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Frequently Asked Questions

What were ITC Ltd Q3 FY25 results?

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?

ITC is acquiring Century Pulp & Paper Undertaking (CPP) from Aditya Birla Real Estate Ltd.

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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.