ITC Ltd

Markets

ITC looks past its worst quarter. Can the recovery last?

The cigarette tax shock weighed heavily on June-quarter earnings, but resilient volumes, staggered price hikes and improving profitability are raising hopes the worst is over.

2 min read3 Aug 2026
Companies

ITC profit slips as cigarette tax hike, agri slowdown weigh on Q1

Revenue rose on strong FMCG growth, but higher cigarette taxes, weaker agri exports and rising input costs squeezed earnings as ITC warned of imported inflation and a weak monsoon.

1 min read31 Jul 2026
Companies

ITC to rearchitect cigarette portfolio, take calibrated pricing actions to tackle effects of tax hike: chairman Puri

The company’s shares have declined over 22% on the National Stock Exchange so far in 2026.

2 min read23 Jul 2026
Companies

ITC revenue grows 17% as cigarette tax bites, consumer brands surge

While the cigarettes division posted healthy numbers, the firm cautioned that high taxes imposed in Feb may encourage illicit sales. Meanwhile, ITC’s packaged consumer brands business grew rapidly in the March 2026 quarter. However, the Iran war may dampen growth across verticals

3 min read21 May 2026
Markets

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 2026
Companies

As 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 2026
Markets

ITC 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 2026
Markets

ITC 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 2025
Companies

GST 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 2025
Markets

A 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 2025