{"id":15065,"date":"2025-10-30T20:03:32","date_gmt":"2025-10-30T14:33:32","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=15065"},"modified":"2025-12-05T11:54:47","modified_gmt":"2025-12-05T06:24:47","slug":"itc-q2-fy26-results-net-profit-rises-4-yoy-to-5187-crore-revenue-slips-1","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/quarterly-results\/itc-q2-fy26-results-net-profit-rises-4-yoy-to-5187-crore-revenue-slips-1\/","title":{"rendered":"ITC Q2 FY26 Results: Net Profit Rises 4% YoY to \u20b95,187 Crore, Revenue Slips 1%"},"content":{"rendered":"

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Diversified conglomerate ITC Ltd<\/a> announced its financial results for the July\u2013September quarter of FY26 on October 30, 2025, reporting a 4% year-on-year (YoY) rise in consolidated net profit to \u20b95,187 crore. However, total revenue declined by 1% YoY to \u20b921,256 crore, reflecting the impact of operational challenges and subdued demand in certain business segments.<\/p>\n

<\/span>FMCG Segment Continues Growth Momentum<\/strong><\/span><\/h2>\n

The FMCG Sector<\/a> \u2013 Others division maintained its upward trajectory, achieving 8% YoY growth (excluding notebooks) despite disruptions caused by heavy rains and the transition to a new GST regime.
\nGrowth was primarily driven by the staples, dairy, premium personal wash, and agarbatti categories, while premium and NewGen portfolios continued to perform strongly.<\/p>\n

The company reduced GST rates across more than half of its FMCG portfolio, passing the benefits directly to consumers. The segment\u2019s EBITDA<\/a> margin improved by 50 basis points quarter-on-quarter, supported by effective revenue management, price-volume balancing, and cost optimisation. Commodity prices remained high but stable, with the segment\u2019s EBITDA margin recorded at 10%, compared with 10.6% in Q2 FY25.<\/p>\n

Additionally, ITC\u2019s Digital-first and Organic portfolio performed well, achieving an annual recurring revenue (ARR) of \u20b91,100 crore.<\/p>\n

<\/span>Cigarettes Segment Strengthens Market Leadership<\/strong><\/span><\/h2>\n

Revenue from ITC\u2019s Cigarettes segment rose 6\u20137% YoY, reaching approximately \u20b99,414 crore. The growth was driven by sustained demand in differentiated and premium offerings, along with strategic initiatives in competitive markets aimed at countering illicit trade.<\/p>\n

Leaf tobacco costs remained elevated; however, procurement prices moderated in the current crop cycle. The company credited its strong performance to portfolio innovation and targeted market interventions that reinforced its leadership position in the category.<\/p>\n


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