ITC Q4 Results Live Updates: PAT surges multifold on exceptional gain; dividend of ₹7.85 announced

ITC Q4 Results Live: FY25 financial highlights:

• Gross revenue from continuing operations: ₹73,464.55 crore
• EBITDA from continuing operations: ₹24,024.83 crore
• Profit before exceptional items and tax (continuing operations): ₹26,000.86 crore
• Earnings per share (EPS): ₹16.07 (previous year: ₹15.98)

Discontinued Operations (Hotels Business)

• Profit before exceptional items and tax (9 months ended 31st Dec 2024): ₹572.52 crore (vs ₹445.04 crore for the same period in the previous year)
• Profit after tax for FY25: ₹15,103.76 crore (previous year: ₹511.74 crore)

Overall Performance (Including discontinued operations)

• Overall profit after tax: ₹35,195.61 crore (previous year: ₹20,421.97 crore)
• Total comprehensive income: ₹34,266.23 crore (previous year: ₹22,703.03 crore)

ITC Q4 Results Live: The segment remained under pressure due to low-priced Chinese and Indonesian supplies in global markets (including India), soft domestic demand, and an unprecedented surge in wood prices, ITC said. Subdued realizations and a sharp increase in domestic wood prices continued to weigh on margins, it added.

"However, the structural advantages of an integrated business model, along with Industry 4.0 initiatives, strategic investments in a High Pressure Recovery Boiler, and proactive capacity augmentation in value-added paperboards, helped partially mitigate margin pressures," company said.

ITC Q4 Results Live: For the full financial year, agri business revenue jumped 25% YoY, while in Q4, it was up 18%, driven by strong customer relationships and agile execution in Leaf Tobacco and value-added agri exports (including coffee, spices, etc.)

ITC Q4 Results Live: Cigarettes segment full year revenue was up 7.1% YoY while segment PBIT grew 4.9% YoY. Q4 cigarettes segment revenue rose 6.0% YoY and PBIT was up 4.0% YoY.

The volume-led growth was driven by strategic portfolio and micro-market interventions, with a focus on competitive belts and measures to counter illicit trade, reinforcing market standing, ITC said. It added that differentiated and premium offerings continued to perform well, leveraging mainstream trademarks and innovation.

Severe cost escalation in leaf tobacco was partially mitigated through product mix enrichment, the company said in a press release.

ITC Q4 Results Live: ITC's revenue for the FMCG-other segments for the full year was up 4.8% YoY, and up 6.2% YoY excluding notebooks. Meanwhile, for Q4, segment revenue rose 3.7% YoY and 5.4% excluding notebooks.

Growth was driven by categories such as Atta, Spices, Snacks, Frozen Snacks, Dairy, Premium Personal Wash, Homecare, and Agarbatti, said ITC. Notebooks segment impacted by heightened competitive intensity and opportunistic pricing by local/regional brands, driven by a sharp drop in paper prices, it added.

The company flagged severe inflationary pressures in key inputs, including edible oil, wheat, maida, potato, cocoa, and packaging materials. Impact partially mitigated through focused cost management initiatives, portfolio premiumisation, and calibrated pricing actions, it said.

Continued investments in trade and marketing to maintain competitive positioning and support growth, according to ITC.

ITC Q4 Results Live: The company's board also recommended a dividend of ₹7.86 apiece. “The Board has recommended a Final Dividend of ₹7.85 per Ordinary Share of ₹1/- each for the financial year ended 31st March 2025, subject to declaration by the Members at the ensuing 114th Annual General Meeting (AGM) of the Company, which has been convened for Friday, 25th July 2025,” ITC said.

If declared, the Final Dividend will be paid between Monday, 28th July 2025 and Thursday, 31st July 2025, to those Members entitled thereto.

The Company has fixed Wednesday, 28th May 2025 as the Record Date for the purpose of determining the entitlement of Members for payment of the Final Dividend referred to above.

ITC Q4 Results Live: The revenue from operations in the March 2025 quarter rose 1.11% to ₹18,494 crore. The same stood at ₹18,290 crore in the year-ago quarter of FY24.

ITC Q4 Results Live: ITC posted a net profit of ₹19561.57 crore for the March 2025 quarter of FY25, a growth of 247% year-on-year (YoY) over ₹5,638 crore posted in the same period a year ago. The sharp surge in profit is attributable to a one-time exceptional gain of ₹15163.06 crore from the sale of its hotels business.

ITC Q4 Results Live: “ITC's revenue is likely to be driven by its cigarettes and agri businesses. Cigarette revenue and EBIT are expected to grow by 7% and 4%, respectively, supported by approximately 3% volume growth,” said Antique Stock Broking.

The FMCG business is projected to report 2% growth, although profitability may remain muted due to rising commodity prices, it added.

“The agri business is expected to post strong double-digit revenue growth, with profitability benefiting from higher prices of leaf tobacco and other agricultural commodities. Performance in the paper segment, however, could remain muted,” the brokerage estimated.

ITC Q4 Results Live: Here are key things, according to Axis Securities, that investors should watch out for in ITC Q4 earnings:

• Demand outlook on rural vs urban competitive intensity
• Raw material trends
• Hotels and Agri business outlook

ITC Q4 Results Live: ITC share price settled 1.58% lower on the BSE ahead of the Q4 earnings announcement later today. ITC stock ended the session at ₹426.10 apiece. Similarly, on the NSE, ITC stock closed 1.73% down at ₹425.50.

ITC Q4 Results Live: Axis Securities expects 1% revenue growth for ITC to ₹16,547 crore as it expects cigarettes to grow 6% YoY (3% volume), FMCG to grow at 4% YoY, papers to grow 5% YoY and the agri segment at 3% YoY. On PAT front, it sees a 7.5% fall to ₹4,643 crore. Meanwhile, EBITDA margins are seen falling 248 bps to 35.1%.

ITC Q4 Results Live: Kotak Institutional Equities estimates cigarette volume growth at 4.5% YoY (versus 3% in Q2 and 6% in 3QFY25), translating into 7% growth in gross cigarette sales (versus 6.8% in Q2 and 7.8% in 3QFY25). It expects cigarette EBIT growth at 3.5% YoY, with 195 bps YoY decline in EBIT margin, due to some inflation in leaf tobacco and other inputs (Leaf tobacco prices are expected to ease and should aid margin recovery by 2Q/3QFY26). 

ITC Q4 Results Live: ITC said it will increase its stake in the Indian baby care brand Mother Sparsh from 26.5% to 49.3% by investing an additional ₹81 crore. The investment will be made by ITC in two tranches, through a combination of primary subscription and secondary purchase, by the end of Q1 FY27.Following this, ITC’s total investment in the baby care brand will stand at approximately ₹126 crore. The balance stake will be acquired over two to three years on pre-agreed conditions and valuation criteria.

ITC Q4 Results Live: Cigarette EBIT is expected to grow 5% YoY, though margins may contract by 70 bps due to rising competition. In the FMCG business, MOFSL expects a 25% decline in EBIT, with a 250 bps margin contraction as price hikes lag raw material inflation.

The paper segment remained weak as an influx of cheap Chinese paper has prompted regional players to offer more discounts to customers. The agriculture segment performed well during the quarter, MOFSL said.

ITC Q4 Results Live: ITC’s cigarette business is expected to show stable volumes and pricing, with the portfolio continuing to grow, aided by improvements in the product mix. We model 4.5% volume growth in the business in 4QFY25. We expect 6% YoY sales growth in the cigarette business and 2% YoY sales growth in the FMCG business. The FMCG business continues to see pressure in urban demand, said Motilal Oswal Financial Services.

ITC Q4 Results Live: ITC’s paper business is estimated to report 4.5% YoY sales growth (as against 3.1% growth in Q3FY25 and 6.7% decline in Q4FY24), but ~19% YoY dip in profits due to high competition from imports and lack of operating leverage, according to Nuvama Equities.

ITC Q4 Results Live: ITC’s Agri business sales are likely to surge 20% YoY on a soft base of 13.4% decrease in Q4FY24 (up 9.7% YoY in Q3FY25 on a base of 2% decline), as per Nuvama Equities estimates. This strong growth is due to higher leaf tobacco and value added (coffee and spices portfolios doing well) portfolio. Agri profit shall surge 29% YoY. Leaf tobacco has reported 20% / 40% inflation YoY / 2Y, which is beneficial for ITC along with liberalisation of government exports in other commodities, said the brokerage firm.

ITC Q4 Results Live: ITC’s FMCG business is estimated to report weak sales and margins in Q4FY25. Nuvama Equities forecasts FMCG segment sales shall grow 4.2% YoY (4% in Q3FY25 and 7.2% in Q4FY24), but EBITDA margins are likely to decrease sharply (EBITDA likely to decline 15% YoY in Q4) due to raw material inflation in palm oil, maida and negative pricing in notebooks. ITC has not undertaken short-term measures such as cutting A&P.

ITC Q4 Results Live: ITC’s cigarette volumes are expected to increase 4% YoY in Q4FY25 on a base of 2% growth in Q4FY24 (6% in Q3FY25 on a base of 2% decline), according to estimates by Nuvama Institutional Equities. It anticipates cigarette segment’s net revenue and EBIT to grow 6.9% and 4.8% YoY.

ITC Q4 Results Live: ITC share price traded lower ahead of Q4 results today. ITC share price opened at a high at ₹433.45 apiece as against its previous close of ₹432.95 apiece on the BSE. However, ITC shares fell as much as 1.97% to an intraday low of ₹424.40 apiece. 

ITC Q4 Results Live: ITC’s net profit in Q4FY25 is expected to fall 2% year-on-year (YoY), while the company’s revenue on a comparable basis is estimated to register a growth of 7% YoY, according to brokerages.

ITC Q4 Results Live: ITC’s cigarette business is expected to show stable volume growth along with growth in pricing. The cigarette portfolio is estimated to continue to grow, aided by improvements in the product mix. However, FMCG and paper business are expected to remain weak, which may drag overall profits during the quarter ended March 2025.

ITC Q4 Results Live: Along with ITC Q4 results today, the board of directors of the conglomerate will also likely consider and recommend Final Dividend for Financial Year 2024-2025.

ITC Q4 Results Live: ITC Ltd, the Cigarettes-to-FMCG conglomerate, will report its Q4 results today. The board of directors of the diversified conglomerate is scheduled to meet today, 22 May 2025, to consider and approve the financial results for the fourth quarter of FY25, as well as for the full financial year 2024-2025 today.