ITC Ltd
Excise hike lights up margin, illicit trade risks for cigarette stocks
Analysts warn that higher taxes could squeeze margins, dent volumes and fuel illegal trade, even as demand remains resilient.
3 min read11 Feb 2026As premium personal care booms, ITC stays measured on acquisitions
As rivals snap up digital-first personal care brands, ITC is moving cautiously—focusing on trust-led categories and long-term value over rapid acquisitions, said Sameer Satpathy, head, personal care business.
5 min read27 Jan 2026ITC stock to stay under fire for now, after cigarette tax shock
The cigarette segment is crucial to ITC, contributing nearly 42% and a much higher 83% to the company’s standalone total gross segment revenue and Ebit, respectively, for the September quarter.
2 min read2 Jan 2026ITC Q2 Results: Net profit rises 2.6% YoY to ₹5,186 crore | 5 key takeaways you should know
ITC Q2 Results: Fast-moving consumer goods (FMCG) company, ITC, recorded a 2.6% rise in its consolidated net profit to ₹5,186 crore. Five key takeaways you should know.
2 min read30 Oct 2025GST rate cuts: FMCG giant ITC to pass on ‘full benefit’ to customers across portfolio — Details here
ITC, on Thursday, 18 September 2025, announced that the company has decided to pass on the full benefit to its customers across the firm's portfolio range. The new rates will be effective from 22 September 2025.
1 min read18 Sep 2025A race to ₹10 trillion market cap: Steady HUL or diversified ITC?
India’s top consumer plays are chasing the same milestone, but the market may not reward them the same way.
5 min read19 Aug 2025ITC Q1 results: Net profit up 2%; cigarette, agri segments drive revenue
The firm's standalone revenue from operations grew 19.7% to ₹21,058.98 crore during the reporting quarter.
2 min read1 Aug 2025BAT offloads $1.5 billion stake in ITC via block deal
The sale, arranged by Goldman Sachs and Citigroup, was larger than initially expected. BAT says it will use the proceeds to cut debt and expand its buyback plan.
2 min read28 May 2025Block deal on May 27: BAT to sell 2.3% stake in ITC worth ₹11,613 crore, remains largest shareholder
Block deal on May 27: BAT will use the proceeds to increase its share buybacks by £200 million to a total of £1.1 billion in 2025
1 min read27 May 2025A ₹3,498 crore paper play: A windfall for ABREL, a growth bet for ITC
For ABREL, the sale fuels its real estate ambitions. For ITC, the acquisition cements its leadership in paper. The deal marks a fundamental shift—one company exits a cyclical business, while the other doubles down on it.
5 min read4 Apr 2025