ITC Q2 Results 2025: 5 Key Takeaways You Need to Know

ITC Posts 2.6% Rise in Profit Despite Revenue Dip ITC Limited reported a 2.6% year-on-year increase in consolidated net profit to ₹5,186 crore for the July–September 2025 quarter. However, the FMCG major’s revenue from operations slipped over 1% YoY to ₹21,255.86 crore, reflecting sluggish demand in certain segments. Still, strong performance in cigarettes and its subsidiaries cushioned overall growth.

Cigarette Sales Light Up Growth Cigarette sales remained ITC’s biggest growth driver this quarter. Revenue from the segment jumped 6% YoY to ₹9,414 crore, driven by premium product launches and steady consumer demand. The company noted that leaf tobacco prices remained high but are showing signs of easing in the current crop cycle.

FMCG and Subsidiaries Power the Show While the FMCG business faced pricing and demand pressures, premium brands and new product lines helped maintain growth momentum. ITC Infotech and ITC Hotels also contributed positively to consolidated results, highlighting the company’s diversified portfolio strength.

Margins Strengthen – EBITDA at 35.1% Operational efficiency paid off for ITC, as its EBITDA margin improved by 185 basis points to 35.1% compared to last year. Adjusted EBITDA rose 16% YoY to ₹429 crore, reflecting strong cost control and better product mix across key categories.

ITC to Delist from Calcutta Stock Exchange In a key corporate update, ITC’s board approved the voluntary delisting of its shares from the Calcutta Stock Exchange. The move aligns with the company’s effort to streamline operations while continuing to trade on NSE and BSE, ensuring nationwide investor access.

Overcoming Operational Hurdles The company faced challenges from heavy rains and GST transition-related disruptions during the quarter. Yet, ITC managed to sustain growth through strong performance in staples, dairy, personal care, and agarbatti segments, reaffirming its operational resilience.

The Road Ahead – Steady but Cautious Optimism ITC remains optimistic about future quarters, banking on product innovation and its premium portfolio to drive momentum. However, the company acknowledged near-term challenges in paper and stationery due to cheaper imports and local competition. Please note that the above information is based on a Mint report and is for educational purposes only.

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