ITC Limited Q4 & FY26 Financial Performance and Strategic Growth Updates

ITC Limited delivered a resilient performance for the fiscal year ended March 31, 2026, reporting a 10.1% increase in standalone Gross Revenue to Rs. 80,867 crore. The Board has recommended a final dividend of Rs. 8.00 per share, bringing the total dividend for the year to Rs. 14.50 per share. Growth was supported by robust results in the FMCG segment and sustained excellence across diversified business verticals despite challenging macroeconomic conditions.

Standalone Financial Performance

For the financial year ended March 31, 2026, ITC Limited achieved a standalone Gross Revenue of Rs. 80,867 crore, reflecting a 10.1% growth over the previous year. EBITDA for the year rose by 4.9% to Rs. 25,208 crore. In the fourth quarter (Jan-Mar 2026), the company demonstrated strong resilience amidst logistical challenges, recording a 17.5% YoY growth in Gross Revenue and a 7.3% YoY increase in EBITDA.

FMCG and Core Segment Highlights

The FMCG – Others segment remained a key growth driver, with the segment revenue for the year growing by 10.1%. The digital-first and organic portfolio, including brands like 24 Mantra Organic and Yogabar, performed exceptionally well, witnessing ~60% growth and achieving an annual revenue run rate of over Rs. 1,350 crore. The Cigarettes business saw a resilient performance despite an unprecedented increase in tax incidence effective February 1, 2026, by leveraging strategic portfolio management and pricing actions.

Strategic Progress and Sustainability

ITC continued to advance its ‘ITC Next’ strategy, focusing on future-ready digital platforms and innovative product launches. In the Agri Business segment, the company scaled up its nicotine derivatives facility at Mysuru. Furthermore, the Paperboards, Paper & Packaging segment saw a recovery in the second half of the year, with a 21% YoY growth in segment PBIT during Q4, aided by the imposition of a Minimum Import Price (MIP) on virgin multi-layer paperboard.

Sustainability Leadership

ITC reinforced its status as a global sustainability leader, sustaining its ‘AA’ MSCI-ESG rating for the 8th consecutive year. The company remains the second-largest holder of AWS Platinum certifications globally, with nine units certified as of March 31, 2026, reflecting its ongoing commitment to water security and environmental stewardship.

Dividend Announcement

The Board of Directors has recommended a final dividend of Rs. 8.00 per share. Including the interim dividend of Rs. 6.50 per share paid in February 2026, the total dividend payout for FY26 stands at Rs. 14.50 per share.

Source: BSE

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