Godfrey Phillips India Ltd

GODFRYPHLP

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Market Cap

₹ 44,694 Cr

P/E

35.13

Turned 1 L into 8.58 L in last 5 Years

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Performance

MARKET LEADER

Valuation

REASONABLE

Growth

EXCEPTIONAL

Profitability

MODERATE MARGIN

Technicals

Bearish

Risk

HIGH RISK

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Price

PE Ratio

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Overview

Detailed Summary

Godfrey Phillips India Limited, part of the KK Modi Group, is a leading FMCG company primarily engaged in the manufacturing and distribution of cigarettes and confectionery products in India.

In H1 FY26, the company reported a 23% increase in consolidated Gross Sales Value, amounting to Rs. 8,068 Crores, showcasing strong growth compared to the previous year.

Management emphasizes on expanding into new markets with differentiated offerings and strengthening partnerships, notably with Philip Morris International for Marlboro cigarettes in India.

The company declared an interim dividend of Rs 17 per share for FY26, reflecting financial strength and commitment to shareholder returns.

Initiatives in sustainability and social responsibility are integral to their operations, with focus on ESG performance, water conservation, and supporting tobacco farmers.

Sector

Tobacco Products

Industry

Cigarettes

Market Cap

44,694 Cr

Volatility

High Risk

P/E Ratio

35.1

Industry P/E

25.6

PEG Ratio

0.3

P/B Ratio

7.7

52W High

3,945.00

52W Low

1,371.65

Sales CAGR

38.68%

28.10%

17.29%

10Y

5.26%

Profit CAGR

21.31%

37.53%

23.71%

10Y

23.22%

ROE

TTM

21.56%

20.28%

18.64%

10Y

16.32%

ROCE

TTM

26.88%

25.17%

22.98%

10Y

20.67%

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

Neutral

Bullish

Overall

BearishNeutralBullish

Bearish

Neutral

Bullish

Moving Averages

BearishNeutralBullish

Bearish

Neutral

Bullish

Overall

BearishNeutralBullish

Bearish

Neutral

Bullish

Forecasts

No. of Analysts

7

1Y Price Target

1815.60 ▼ 36.54%

Q3 EPS Estimate

Q3 Revenue Estimate

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Price, EPS and Revenue Projections

Strong SellSellHoldBuyStrong Buy

Strong Sell

Strong Buy

Buy

Hold

Sell

Strong Sell

updated on

Oct 27, 2025

Peers

Symbol	Price	Market Cap	P/E	P/B	Div Yield (%)	ROE (%)	ROCE (%)	ROA (%)
ITC	402.30	5,04,032 Cr	25.07	7.09	3.56	28.30	38.12	38.93
GODFRYPHLP	2865.35	44,694 Cr	35.13	7.67	1.11	21.56	26.88	15.51
ELITECON	114.84	18,357 Cr	79.75	53.10	0.00	66.61	39.38	12.86
VSTIND	253.20	4,307 Cr	19.38	3.40	5.38	17.52	22.59	16.15
IWP	38.00	244 Cr	44.43	0.68	0.39	1.52	3.23	1.01
NTCIND	163.15	237 Cr	13.26	1.08	0.00	8.12	10.14	5.24
SINNAR	835.05	33 Cr	97.44	7.11	0.00	7.29	6.83	4.06

Financial Statements

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Consolidated Quarterly Results (in ₹ Crores)

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Total Figures

QoQ Changes

Total Figures

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Sales	1,046	1,158	1,250	966	1,170	1,384	1,896	1,573	1,486	1,289
Expenses	794	934	1,022	778	905	1,112	1,537	1,304	1,149	975
Operating Profit	253	224	228	188	266	272	359	269	338	314
OPM %	24.16	19.32	18.22	19.46	22.71	19.64	18.93	17.10	22.71	24.38
Other Income	53	38	57	66	-14	51	82	150	141	101
Interest	6.75	6.60	5.74	7.05	5.66	4.60	2.86	3.67	2.90	2.77
Depreciation	37	36	36	36	36	32	28	42	28	29
Profit Before Tax	262	219	243	211	210	287	410	374	448	383
Tax %	15.67	25.40	24.75	25.77	15.43	31.19	22.98	21.35	20.47	20.43
Net Profit	221	163	183	157	178	197	316	294	356	305
EPS in Rs	16.31	12.95	13.62	13.73	14.70	15.97	20.32	17.96	22.84	19.56

Consolidated Profit Loss (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	4,412	2,891	2,612	3,068	2,961	3,229	4,260	5,305	6,767	6,339
Expenses	2,150	2,067	2,094	2,285	1,984	2,054	2,759	3,527	4,434	5,102
Operating Profit	2,262	823	518	783	977	1,174	1,501	1,777	2,334	1,237
OPM %	51.28	28.48	19.83	25.52	33.01	36.37	35.23	33.50	34.49	19.52
Other Income	47	75	80	107	118	114	252	375	430	425
Interest	3.56	1.67	0.97	30	31	34	29	26	12	14
Depreciation	98	98	99	155	141	145	154	146	124	129
Profit Before Tax	199	233	383	514	487	568	873	1,095	1,471	1,519
Tax %	31.28	31.75	32.05	25.07	22.75	22.92	20.88	19.27	21.63	23.39
Net Profit	137	159	260	385	376	438	690	884	1,153	1,163
EPS in Rs	—	—	16.69	24.67	24.14	28.08	44.26	56.62	68.95	80.68
Dividend Payout %	30.31	26.14	15.98	32.42	33.14	33.23	33.13	32.97	45.94	—

Consolidated Balance Sheet (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Equity Capital	10	10	10	10	10	10	10	10	10	10
Reserves	1,566	1,650	1,783	2,028	2,177	2,572	2,917	3,538	4,222	5,235
Borrowings	81	47	28	42	357	396	337	355	345	179
Other Liabilities	502	503	645	786	751	754	837	1,065	1,266	1,544
Total Liabilities	2,159	2,211	2,466	2,867	3,295	3,732	4,102	4,968	5,843	6,969
Fixed Assets	695	695	641	686	1,006	1,025	947	897	859	692
CWIP	49	13	18	14	17	26	42	22	10	23
Investments	410	512	933	1,240	1,260	1,563	1,879	2,704	3,034	3,237
Other Assets	1,006	991	874	926	1,012	1,118	1,234	1,346	1,940	3,017
Total Assets	2,159	2,211	2,466	2,867	3,295	3,732	4,102	4,968	5,843	6,969

Consolidated Cash Flows (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	319	245	516	362	375	310	479	736	290	107
Cash from Investing Activity	-119	-125	-405	-310	-72	-298	-234	-541	55	402
Cash from Financing Activity	-197	-125	-99	-43	-303	-16	-238	-206	-349	-491
Net Cash Flow	2.80	-4.12	12	8.61	0.10	-3.70	6.30	-11	-3.80	18

Shareholdings

Shareholding History

Quarterly

Yearly

Quarterly

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	72.58%	72.58%	72.58%	72.58%	72.58%	72.88%	72.88%	72.88%	72.82%	72.58%	72.58%	72.58%
FIIs	9.89%	10.05%	10.04%	9.93%	10.13%	10.81%	10.87%	10.84%	10.66%	9.73%	9.32%	8.18%
DIIs	1.67%	1.67%	1.54%	1.60%	1.61%	1.58%	1.96%	2.02%	2.04%	3.33%	3.90%	3.94%
Public	15.87%	15.70%	15.84%	15.90%	15.69%	14.73%	14.29%	14.26%	14.48%	14.36%	14.20%	15.30%
Total Shareholders	40,739	44,386	44,566	38,936	41,640	38,489	39,116	73,826	78,189	74,994	63,714	92,995

Market Transactions

Date	Party	Category	Type	Avg Price (₹)	Total Value (₹)	Quantity	Percent Traded
Jul 03, 2023	H m a udyog private limited	Insider - Promoter Group	Acquisition	1,686.58	6.91 Cr	41,000	0.08
Jul 03, 2023	Motto investment private limited	Insider - Promoter Group	Disposal	1,671.11	7.52 Cr	45,000	0.08
Jul 03, 2023	H m a udyog private limited	Insider - Promoter Group	Acquisition	1,702.69	0.68 Cr	4,000	0.00

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