Godfrey Phillips India (500163) Q4 24/25 earnings summary

Executive summary

• FY25 consolidated gross sales value reached Rs 14,480 crore, up 34% year-over-year, with net profit from continuing operations at Rs 1,153 crore, a 24% increase compared to last year.

• Board approved audited standalone and consolidated results for Q4 and FY25, with unmodified audit opinions from S.R. Batliboi & Co. LLP.

• Board declared a final dividend of Rs 60 per share and an interim dividend of Rs 35 per share for FY25, totaling Rs 95 per share.

• Strategic focus on entering new markets, strengthening core business, and expanding international operations.

• Recognized as a Great Place to Work for the seventh consecutive year, with ongoing investments in talent and human capital.

Financial highlights

• Consolidated FY25 revenue from operations was Rs 676,749 lakhs, up from Rs 490,333 lakhs in FY24.

• Consolidated net profit after tax (continuing + discontinued) was Rs 1,072 crore, up 21% year-over-year.

• Q4 FY25 gross sales value was Rs 3,983 crore, up 48.6% year-over-year; net revenue for Q4 FY25 was Rs 1,574 crore, up 79.7% year-over-year.

• EBITDA for FY25 was Rs 1,177 crore, up 30% year-over-year, with an EBITDA margin of 8.1%.

• EPS (consolidated, total): Rs 206.81 for FY25 vs. Rs 169.87 in FY24.

Outlook and guidance

• Plans underway to enter new markets and launch new offerings, with continued focus on productivity and profitability improvements.

• Strategic priorities include expanding international business, strengthening the Marlboro partnership, and leveraging distribution for Ferrero products.

• Retail business (24Seven) exited and classified as discontinued operations; all related figures restated.

• Sustained growth momentum targeted across all markets, with a base being prepared for a quantum jump in performance.