ITC Ltd

Q4 FY26Diversified FMCG

ITC Q4 FY26 earnings call: Revenue & Margins

Q4 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 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

Standalone Gross Revenue Q4 FY26: Rs. Quarterly Financials (Q4 FY26) - Standalone: - Gross Revenue: Rs.

From ITC Ltd's Q4 FY26 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

Standalone Gross Revenue Q4 FY26: Rs. 21,463 crore, up 17.5% YoY (Page 43)
Consolidated Gross Revenue Q4 FY26: Rs. 23,626 crore, up 17.1% YoY (Page 45)
FMCG Others Segment Revenue Q4 FY26: Rs. 6,304 crore, up 15% YoY (Page 29)
Agri Business Segment Revenue Q4 FY26: Rs. 3,075 crore, down 15.7% YoY due to geopolitical disruptions (Page 35)
FMCG Cigarettes Segment Revenue Q4 FY26: Rs. 11,066 crore, up 31.7% YoY (Page 47)
FMCG Others Segment EBITA Margin Q4 FY26: Expanded by 200 bps YoY to 11% (Page 30)

2 more points management made on revenue & sales performance

Profitability & Margins

Quarterly Financials (Q4 FY26) - Standalone:
Gross Revenue: Rs. 21,463 cr (+17.5% YoY)
EBITDA: Rs. 6,426 cr (+7.3% YoY)
Profit After Tax (PAT): Rs. 5,113 cr (+4.9% YoY)
Profit Before Tax (PBT): Rs. 6,694 cr (+4.3% YoY)
Quarterly Financials (Q4 FY26) - Consolidated:
Gross Revenue: Rs. 23,626 cr (+17.1% YoY)
PBT (before exceptional items): Rs. 7,198 cr (+5.3% YoY)
PBT: Rs. 7,173 cr (+4.9% YoY)
PAT: Rs. 5,470 cr (+6.1% YoY)
EBITDA growth +6.9% (ex-Agri up 8% YoY)
EBITDA Margin:
For the IT services business, EBITDA margin is at the upper-end of mid-tier IT companies, steady at 18.5% for FY25 & FY26 (Slide 40).
FMCG Others segment reports EBITDA margin at 11% (ex Sresta), up 200 bps YoY (Page 30).

2 more points management made on profitability & margins

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

Capital Expenditure Plans

Nicotine project at Mysuru facility (ITC IndiVision Ltd): Rapid scale-up in exports leveraging state-of-the-art facility; no specific capex amount or timeline provided (Page 35).
Digital & AI Engineering Hubs: Established in Saudi Arabia and Australia to build strategic capabilities; AI Centers of Excellence (CoEs) in Bengaluru & Kolkata (Page 52).
No explicit capex amounts, timelines, or new plant constructions are detailed in the presentation beyond these mentions.

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 specific changes in borrowings or net debt. Based on the provided pages: - No direct reference to raising funds via equity or debt instruments. - No details on changes in borrowings or net debt levels. - Finance cost is mentioned (Q4 FY26: Rs. 24 cr vs Q4 FY25: Rs. 9 cr), indicating interest expenses but no mention of new borrowings.

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 report specific figures or details on order book, order inflow, or pending orders. Based on the content provided from the slides: - There is no direct mention of order book size or value. - No data on order inflow or new orders won was presented. - The focus is primarily on financial performance, margins, strategic initiatives, and business updates.

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

Others in Diversified FMCG this season

Hind. Unilever (Q4 FY26)
1,200 crores ARR), Personal Care premium products, Home Care liquids, and Lifestyle Nutrition (Pages 7, 8, 10, 15). Key concall takeaways from Hindustan…
Hindustan Foods (Q4 FY26)
Confident to achieve PAT of INR 200-220 crores for FY27, indicating 40-50% growth in PAT compared to FY26. Key concall takeaways from Hindustan Foods Ltd's Q4…
Godavari Bioref. (Q4 FY26)
FY26 saw a profit after tax of INR 3.5 crores, a positive turnaround from a loss in FY25. Key concall takeaways from Godavari Biorefineries Ltd's Q4 FY26…

Compare:vs Hind. Unilever vs Hindustan Foods vs Godavari Bioref.

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Frequently Asked Questions

What were ITC Ltd Q4 FY26 results?

Standalone Gross Revenue Q4 FY26: Rs. Quarterly Financials (Q4 FY26) - Standalone: - Gross Revenue: 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?

Nicotine project at Mysuru facility (ITC IndiVision Ltd): Rapid scale-up in exports leveraging state-of-the-art facility; no specific capex amount or timeline provided (Page 35).

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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.