ITC has announced a total dividend of Rs 14.50 per share for the financial year ending 31st March 2026, marking an increase from Rs 14.35 per share in the previous year. This includes a final dividend of Rs 8.00 per share, in addition to the interim dividend of Rs 6.50 per share paid earlier.
The company reported a robust performance for the fourth quarter despite challenges posed by supply chain disruptions and logistical issues due to the ongoing conflict in West Asia. ITC‘s gross revenue for the quarter increased by 17.5% year-on-year, with the FMCG sector delivering a 15% increase in revenue. The paper segment also showed significant improvement, with profits rising by 21% year-on-year and 24% quarter-on-quarter.
For the full year, ITC’s standalone gross revenue grew by 10.1% year-on-year, while EBITDA increased by 4.9%. The amalgamation of Wimco Limited and Sresta Natural Bioproducts Private Limited was completed, effective from their respective appointed dates.
On a consolidated basis, ITC’s group entities, including ITC Infotech India Limited, Surya Nepal Private Limited, and ITC Hotels Limited, contributed to a 17.1% year-on-year increase in gross revenue for the fourth quarter. The full-year consolidated gross revenue rose by 10.3% year-on-year, with EBITDA up by 5.4%.
ITC maintained its ‘AA’ rating by MSCI-ESG for the eighth consecutive year and was included in the Dow Jones Sustainability Emerging Markets Index for the sixth year, reflecting its leadership in sustainability.
The FMCG segment, excluding Sresta, saw a 15% year-on-year increase in Q4 segment revenue, with segment results up by 51%. The digital-first and organic portfolio experienced a growth of approximately 60% year-on-year, achieving an annual revenue run rate of over Rs 1,350 crore.
The company faced an unprecedented increase in taxes on cigarettes from 1st February 2026, impacting the segment’s net revenue and results. ITC has adopted a strategic approach to mitigate the impact of the tax increase, including staggered pricing actions and portfolio re-architecting.
The agri-business segment showed a 3% increase in full-year segment revenue, despite geopolitical disruptions affecting exports. The paper segment continued to improve, with Q4 profits up 21% year-on-year, supported by a decline in low-priced imports following the imposition of a minimum import price on virgin multi-layer paperboard.
Disclaimer: This article is based on a regulatory filing submitted to the National Stock Exchange of India (NSE).