ITC Q4 FY25: Steady Growth Amid Changing Market Trends

ITC posted a steady performance for the fourth quarter of FY25. Net Profit (Adjusted): ₹5,155 crore, up 3% from the same period last year. Total Revenue: ₹18,494 crore, a growth of around 9.4% year-on-year. Reported Net Profit: ₹19,727 crore – this includes a one-time gain from the hotel business demerger. EBITDA: ₹5,986 crore, showing a slight rise of 2.5%. Dividend: The company announced a final dividend of ₹7.85 per share, making the total dividend for the year ₹14.35. 🔸 Performance by Business Segment Cigarettes: Revenue increased to ₹8,399.6 crore (+6%), and profit from this segment rose to ₹5,117.9 crore. FMCG (Non-cigarette): Sales grew 3.7% to ₹5,495 crore, but profit dropped to ₹346.2 crore from ₹479.8 crore last year. Agri Business: Revenue rose to ₹3,694.6 crore, and profit improved to ₹252.7 crore. 🔮 Outlook Going Forward Rural Markets: Rural demand is recovering, helped by better monsoons and government support, which is good news for ITC’s products. Urban Markets: Urban demand remains weak due to high inflation and slow wage growth. Strategic Moves: The demerger of ITC Hotels and recent FMCG acquisitions will help the company focus better and grow faster in its key areas.