ITC
ITC shares slip after Q4 results miss street expectations despite revenue jump
Mumbai/IBNS: Shares of ITC Limited slipped nearly 1 percent on Friday after the company reported its fourth-quarter results for FY2025-26, which largely remained in line with expectations but failed to excite investors, media reports said.
The stock opened at Rs. 305 and touched an intraday low of Rs. 303.4 during the trading session.
Q4 Revenue Rises Amid West Asia Disruptions
ITC reported a strong operational performance despite supply chain disruptions and logistical challenges arising from the ongoing conflict in West Asia.
The company’s gross revenue rose 17.5 percent year-on-year during the quarter.
Its FMCG business delivered robust growth, with revenue increasing 15 percent YoY, supported by sustained demand across categories.
Paper Segment Shows Strong Recovery
ITC’s paperboards and paper segment continued its recovery momentum, with profits rising 21 percent year-on-year and 24 percent sequentially.
The company said the agri business performance was impacted by timing-related deferment of sales amid disruptions linked to the West Asia conflict.
EBITDA, Profit Growth Remain Steady
Overall EBITDA rose 7.3 percent year-on-year, while EBITDA excluding the agri business increased 9 percent.
Profit after tax (PAT) climbed 5 percent YoY during the quarter.
For the full financial year FY26, ITC posted:
- Gross revenue growth of 10.1 percent YoY
- EBITDA growth of 4.9 percent YoY
- EBITDA growth excluding the paper segment at 6 percent YoY
Stock Under Pressure Despite Stable Results
Analysts noted that although the company delivered stable operational growth, the results marginally missed street expectations, putting pressure on the stock price.
Investor sentiment also remained cautious amid broader concerns surrounding input costs, geopolitical tensions and consumption trends.
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