ITC Ltd

Q4 FY25Diversified FMCG

ITC Q4 FY25: Revenue ₹18,266 Cr, EBITDA margin 8.9%

Q4 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

Read5 min read

Based on ITC Ltd's Q4 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

Q4 FY25 Gross Revenue: ₹18,266 crore, up 9.2% YoY (Page 42) - FMCG - Cigarettes Q4 Revenue: ₹5,118 crore, up 4.0% YoY; Segment PBIT up 4.0% YoY (Pages 43, 31, 4) - FMCG - Others Q4 Segment Revenue: ₹345 crore down 28%; Overall FMCG Others Q4 revenue up 4% YoY excluding notebooks (Pages 44, 30, 22, 4) - Agri Business Q4 Revenue: ₹3,649 crore, up 18% YoY; Segment PBIT up 26% YoY (Pages 36, 23, 4) - Paperboards, Paper & Packaging Q4 Revenue: ₹2,188 crore, up 6%; Segment EBITDA down 23% YoY due to market challenges (Pages 44, 27) - Total Segment Revenue (Continuing Operations) Q4 FY25: ₹19,784 crore, up 7% YoY (Page 44) - Adjusted EBITDA Q4 FY25 up 2.5% YoY (Page 42) - No explicit forward-looking revenue or volume growth guidance stated in the presentation. Q4 FY25 EBITDA: Rs.

From ITC Ltd's Q4 FY25 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

Q4 FY25 Gross Revenue: ₹18,266 crore, up 9.2% YoY (Page 42)
FMCG - Cigarettes Q4 Revenue: ₹5,118 crore, up 4.0% YoY; Segment PBIT up 4.0% YoY (Pages 43, 31, 4)
FMCG - Others Q4 Segment Revenue: ₹345 crore down 28%; Overall FMCG Others Q4 revenue up 4% YoY excluding notebooks (Pages 44, 30, 22, 4)
Agri Business Q4 Revenue: ₹3,649 crore, up 18% YoY; Segment PBIT up 26% YoY (Pages 36, 23, 4)
Paperboards, Paper & Packaging Q4 Revenue: ₹2,188 crore, up 6%; Segment EBITDA down 23% YoY due to market challenges (Pages 44, 27)
Total Segment Revenue (Continuing Operations) Q4 FY25: ₹19,784 crore, up 7% YoY (Page 44)
Adjusted EBITDA Q4 FY25 up 2.5% YoY (Page 42)

2 more points management made on revenue & sales performance

Profitability & Margins

Q4 FY25 EBITDA: Rs. 5,986 crores, up 2.5% YoY
Q4 FY25 Profit After Tax (PAT): Rs. 4,875 crores, up 0.8% YoY
Q4 FY25 Gross Revenue: Rs. 18,266 crores, up 9.2% YoY
EBITDA margin for FMCG Others segment Q4 FY25 was 8.9%; FY25 full-year at 9.8%
No explicit overall EBITDA or operating margin outlook stated in the presentation
ITC Infotech's FY25 adjusted EBITDA margin is at the upper-end of mid-tier IT companies (exact margin % not specified)

2 more points management made on profitability & margins

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

Capital Expenditure Plans

ITC Infotech completed acquisition of Blazeclan Technologies effective 1st Oct 2024 (Page 53).
Paperboards, Paper & Packaging segment added capacity at Nadiad, Gujarat, with state-of-the-art equipment for Western region; capacity utilisation progressively ramped up during FY25 (Page 11).
Investments continuing in ITC Infotech sales organisation, capabilities & infrastructure (Page 53).

- Green Leaf Threshing plants at Anaparti, Chirala and Mysuru continuing capacity enhancement investments (Page 10). - Commercial sales commenced at state-of-the-art Nicotine & Nicotine derivative manufacturing facility of ITC IndiVision Limited near end of FY25; exports expected to progressively scale-up (Pages 10, 36). No specific capex amounts or definitive timelines for projects beyond FY25 stated in presentation.

2 more points management made on capital expenditure plans

Fundraising & Capital Structure

The investor presentation does not explicitly mention any fundraising through debt or equity, or any specific changes in borrowings or net debt. Key observations based on the content: - No mention of new debt issuance, equity fundraising, or capital raising activities. - Financial highlights focus on revenue growth, EBITDA, and profitability metrics. - There is a reference to EBITDA adjusted for one-off costs and operational results across segments but no details on debt or equity financing. - Notes on demerger (Hotels business) and its accounting treatment do not indicate any impact on borrowings or equity capital.

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 explicitly mention order book, order inflow, or pending orders. Based on the content provided: - No specific data or figures on order book or pending orders are reported. - The presentation focuses mainly on financial results, operational highlights, segment performance, and strategic initiatives.

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 Q4 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 Infotech completed acquisition of Blazeclan Technologies effective 1st Oct 2024 (Page 53).

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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.