I

ITC Ltd

Q3 FY26Diversified FMCG

ITC Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 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 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 Financials Q3 FY26 vs Q3 FY25: - Gross Revenue: Rs. EBITDA: - Standalone: Rs.

From ITC Ltd's Q3 FY26 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

  • Standalone Financials Q3 FY26 vs Q3 FY25:
  • Gross Revenue: Rs. 19,200 cr, up 6.3% YoY
  • Segment Revenue:
  • FMCG - Cigarettes: Rs. 8,791 cr, +8.0% YoY
  • FMCG - Others: Rs. 6,020 cr, +11.1% YoY
  • Total FMCG: Rs. 14,810 cr, +9.3% YoY
  • Agri Business: Rs. 3,560 cr, +6.3% YoY
  • Paperboards, Paper & Packaging: Rs. 2,202 cr, +2.7% YoY
  • Others: Rs. 95 cr, +112.8% YoY
  • FMCG Others segment delivered double-digit revenue growth (~11% YoY)
  • Agri Business led by Value-Added Agri Products and Leaf Tobacco exports showed 6.3% YoY growth
  • Cigarettes segment revenue up 7.9% YoY (net of excise/NCCD)
  • Volume data not explicitly stated
  • Outlook:
  • No explicit quantitative outlook on revenue or volume guidance provided
  • Strategic focus on profitable, sustainable, and inclusive growth stressed

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

The presentation does not explicitly detail any specific capex amounts, capacity expansion figures, or new plant/projects including their status or timelines. The content focuses on financial performance, business segment growth, strategic priorities, and sustainability initiatives but lacks direct disclosure of capital expenditure plans, capacity expansions, or new projects with monetary or timeline specifics. Key mentions include: - Paperboard & Packaging: Continued focus on accelerating plantations, new area development, and satellite monitoring (no capex or timelines stated). - FoodTech Business: Identified as new growth vector aiming to leverage Food Science & Manufacturing expertise (no capex or project timelines provided). - General references to structural interventions and productivity enhancements across value chain under ITC Next strategy, without detailed capex figures or project schedules. No clear capex or project rollout details are provided in the given presentation pages.

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 information on order book, order inflow, or pending orders. Specifically: - The presentation focuses on financial results (revenue, EBITDA, profit), business segment performance, sustainability, strategy, and macroeconomic context. - There is no mention or data related to current or pending orders, order inflow, or order backlog anywhere in the slides or notes provided. - The content centers around metrics like revenue growth, margins, segment revenues, business highlights, and sustainability initiatives, rather than order-related metrics.

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 →

Others in Diversified FMCG this season

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    Continued cost optimization, improved product mix, and operating leverage led to a 13.8% EBITDA growth in Q3 FY26, with margins improving by 97 bps to 9.8%…

  • Hindustan Foods (Q3 FY26)

    Approximately INR 200 crores of capital is yet to be ramped up or underutilized, with additional capital work in progress (CWIP) and advances. Key concall…

  • Hind. Unilever (Q3 FY26)

    The company is scaling its presence in fast-growing segments like Masstige and D2C channels, notably doubling down on brands like OZiva with full acquisition…

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Frequently Asked Questions

What were ITC Ltd Q3 FY26 results?

Standalone Financials Q3 FY26 vs Q3 FY25: - Gross Revenue: Rs. EBITDA: - Standalone: 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?

The presentation does not explicitly detail any specific capex amounts, capacity expansion figures, or new plant/projects including their 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.