NSE: GODFRYPHLP · BSE: 500163 · ISIN INE260B01028
Godfrey Phillips India Limited stock analysis
Godfrey Phillips India Limited ranks #505 in the TickerSutra evidence-ranked universe with a score of 64/100 and 95% data confidence. The latest captured fundamentals show ROCE of 30.3%, quarterly sales growth of -18.9% and quarterly profit growth of -44.3%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 30.3%
- Low debt/equity of 0.04×
- 21.5% three-year sales CAGR
- CWIP indicates an active capacity pipeline
Risks and constraints
- CFO/EBITDA is below 0.6×
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹2,688cr | ₹633cr | ₹438cr | 24.0% |
| 2023 | ₹3,562cr | ₹804cr | ₹690cr | 23.0% |
| 2024 | ₹4,018cr | ₹903cr | ₹884cr | 22.0% |
| 2025 | ₹5,611cr | ₹1,177cr | ₹1,072cr | 21.0% |
| 2026 | ₹6,391cr | ₹1,585cr | ₹1,526cr | 25.0% |
| TTM | ₹6,110cr | ₹1,429cr | ₹1,368cr | 23.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
MANAGEMENT COMMENTARY
Signals from filed documents
Looking ahead, we remain focused on strengthening our core business, expanding our international presence, enhancing our product portfolio and improving operational efficiencies. While the external environment will remain dynamic and challenging, we are confident that our established brands, extensive distribution network, experienced leadership team and disciplined approach to execution, will position us well for th
Growth in the market is supported by increasing tobacco consumption, rising disposable incomes and wider product availability. India also remains the world’s second-largest producer of tobacco, with annual production of around 1,037 million kilograms across key states such as Andhra Pradesh, Karnataka, Gujarat, Uttar Pradesh, Telangana and Bihar, producing a wide range of tobacco varieties for domestic and export mar
In parallel, new product concepts are being incubated with scalability and manufacturability in mind, ensuring faster transition from concept to commercialization while maintaining quality and consistency across volumes. Focused efforts were undertaken on product cost optimization without compromising on product quality and attributes in order to support long term margin improvement. (ii) Benefits derived as result o
This strategy facilitated additional business opportunities, expanded market reach, and supported continued revenue growth. Moreover, the successful implementation of the Integrated Production System (IPS) in the HDBRG 2025 crop enabled the Company to secure new business while reinforcing its commitment to quality and regulatory compliance. The Company has also identified new crop varieties—Sun-Cured Virginia, Kurnoo
CONSOLIDATED FINANCIAL STATEMENTS In accordance with Indian Accounting Standard (IndAS-110)-Consolidated Financial Statements, Group Accounts form part of this Annual Report. The Group Accounts have been prepared based on financial statements received from the subsidiary, associate and controlled entities, as approved by their respective Boards. INTERNAL CONTROL SYSTEMS Your Company has established a robust system of
The Secretarial Audit of the Company was carried out by Chandrasekaran Associates for the financial year ended 31 st March 2026 and their report is annexed to the Directors’ report. (F) Proceeds from public issues, right issues, preferential issues, etc.: The Company did not raise any funds through public, rights, preferential issues, qualified institutional placement, etc. (G) Certificate from Company Secretary in P
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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