ITC Share Price: In a standout performance for the March 2025 quarter, ITC Ltd reported a massive surge in consolidated net profit to ₹19,807 crore, fueled by a one-time exceptional gain of ₹15,145 crore arising from the demerger of its hotels business into ITC Hotels Limited. Excluding this extraordinary item, the adjusted net profit stood at ₹4,662 crore—lower than the ₹5,190 crore in Q4 FY24, reflecting some margin pressure in core segments.
Revenue from operations came in strong at ₹20,376 crore, marking a 9.78% year-on-year increase and beating analyst expectations. The performance came despite a subdued demand environment and elevated input costs across verticals.
The diversified conglomerate declared a final dividend of ₹7.85 per share for FY25. Including the interim dividend of ₹6.50 announced earlier in February, the total dividend payout for the year amounts to ₹14.35 per share. The record date has been set for May 28, 2025, with the final dividend to be paid between July 28 and July 31, subject to shareholder approval at the 114th AGM scheduled for July 25.
Operating Metrics Show Mixed Trend
Operating profit (EBITDA) rose modestly to ₹6,836 crore, up 3.7% from ₹6,590 crore in the same period last year. However, the EBITDA margin contracted to 33.5% from 35.8% due to higher costs.
The FMCG segment—which includes its dominant cigarettes division—continued to perform steadily. Segment revenue climbed to ₹14,732 crore, with cigarette sales up at ₹9,228.66 crore from ₹8,688.92 crore in Q4 FY24. The FMCG-Others segment also saw a mild rise to ₹5,503.33 crore.
Agri business posted impressive growth with revenue at ₹3,694.64 crore, compared to ₹3,136.43 crore in the year-ago quarter. Revenue from the paperboards, paper, and packaging segment inched up to ₹2,188.69 crore.
Strategic Interventions and Outlook
ITC highlighted that targeted interventions in competitive markets and efforts to counter illicit trade helped drive volume-led growth in its cigarette business. Despite a sharp rise in leaf tobacco costs, margins were partially protected through pricing strategies and product mix optimization.
The company emphasized its ability to sustain performance despite macroeconomic challenges and input inflation pressures.
ITC Stock Dips
Despite the strong headline numbers, ITC’s stock closed 1.58% lower on Thursday at ₹426.10 per share. The stock has declined 8.37% year-to-date in 2025, with investors closely watching core profitability trends beyond exceptional gains.