Godfrey Phillips India Ltd. · NSE:GODFRYPHLP
Godfrey Phillips India — H1 FY26 Earnings Presentation
19 slides from Godfrey Phillips India's earnings presentation, Nov 4, 2025
Slide 1: Stock exchange filing cover letter for earnings presentation
04th November 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Bandra-Kurla Complex, Mumbai 400001 Bandra (East), Mumbai 400051 SCRIP CODE: 500163 SYMBOL: GODFRYPHLP Subject: Earnings Presentation. Ref.: Regulat
Slide 2: Earnings Presentation H1 FY26 (Consolidated)
Godfrey Phillips India Limited (GPIL) (BSE: 500163; NSE: GODFRYPHLP) EARNINGS PRESENTATION H1 FY26 (CONSOLIDATED)
Slide 3: H1 FY26 Highlights
H1 FY26 Highlights Company Tobacco Others Rs. 8,068 Cr. Rs 7,316 Cr. Gross Sales Value Domestic Gross Sales Value Rs. 1,227 Cr. Gross Profit Rs. 61 Cr. Rs. 691 Cr. Gross Sales Value International Gross Sales Value 15.2% Gross Profit Margin 99% Tobacco contribution to Gross sales Rs. 661 Cr. Value Ne
Slide 4: Godfrey Phillips Product Portfolio – H1 FY26
Godfrey Phillips Product Portfolio – H1 FY26 Net Sales: Rs. 3,425 Cr Tobacco Others 78% 20% 2% Confectionary & Ferrero Domestic International Food products Marlboro2 Confectionary Ferrero Products Tobacco Leaf, Cigarettes & Processed tobacco 1 The ratios shown above are based on Net Sales 2 Marlboro
Slide 5: Management Perspective
Management Perspective We are pleased to report our H1 FY26 financial results which reflect our sustained growth momentum over last year to this first half. The Company has recorded consolidated Gross Sales Value of Rs. 8,068 Crores and Net Profit (from continuing operations) of Rs. 661 Crores, repr
Slide 6: About Us
About Us ➢ One of the leading FMCG Companies in India - flagship company of KK Modi Group ➢ Diversified business interests – Tobacco & Confectionary ➢ Strong Credit Rating : CRISIL A1+ (Short Term Debt) and AA+/Stable (Long Term Loan) ➢ State-of-the-art Research & Development Facilities – ISO 17025
Slide 7: Driving Future Growth
Driving Future Growth Growth Priorities Target New Focus on Focus on Cigarette International strengthening Markets Business the core Strategic Direction ✓ Sustain growth momentum across all markets and prepare a base for quantum jump ✓ Strengthen partnership with Philip Morris International in the m
Slide 8: Growth Priorities – International Business Division
Growth Priorities – International Business Division Build on existing contract manufactured cigarettes export markets and augment unmanufactured tobacco business Rs. 691 Cr H1 FY26 Net Sales Value Own Brand Cigarette 20% Contribution in H1 FY26 Net Sales Global Operations Significant market presence
Slide 9: GPI's other growth priorities – Confectionery Items and Ferrero Food Products
GPI’s other growth priorities – Confectionery Items and Ferrero Food Products Confectionery Ferrero Food Products Funda Goli • The Company through a product supply agreement with Ferrero India Private Limited, engages in distribution/re-sale of the sweet-packaged food products • Funda Goli is a rang
Slide 10: Cigarette Domestic Volume
Cigarette Domestic Volume Annual Volumes (million per month) Quarterly Volumes (million per month) 29% 1,985 1,903 1,671 1,817 1,756 1,613 1,295 1,163 930 775 FY 21 FY 22 FY 23 FY 24 FY 25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 9 www.godfreyphillips.co www.godfreyphillips.co
Slide 11: H1 FY26 Financial Summary - Consolidated
H1 FY26 Financial Summary- Consolidated Rs Crore Q2 FY26 Y-o-Y% Q2 FY25 Q1 FY26 Q-o-Q% H1 FY26 Y-o-Y% H1 FY25 FY25 FY24 1 Gross Sales Value 3974 15.1% 3454 4094 (2.9)% 8068 23.3% 6541 14480 10789 2 Gross Revenue 1632 0.2% 1628 1813 (10.0)% 3445 15.3% 2987 6767 4903 Less- Excise duty 343 267 327 670
Slide 12: Revenue Analysis
Revenue Analysis Gross Sales Value –Annual (Rs. Crore) Gross Sales Value – Quarterly (Rs. Crore) 34% 3,983 4,094 3,974 14,480 3,956 3,454 10,789 8,929 6,931 6,073 FY 21 FY 22 FY 23 FY 24 FY 25 Q2 FY 25 Q3 FY 25 Q4 FY 25 Q1 FY 26 Q2 FY 26 • Gross Sales Value includes Excise Duty, NCCD, GST, GST Compe
Slide 13: Gross Profit and Net Profit
Gross Profit and Net Profit Gross Profit (Rs. Crore) & Margin (%) from continuing operations Net Profit (Rs. Crore) & Margin (%) from continuing operations 28% 24% 1153 10.0% 2500 2358 1050 926 9.0% 2000 1847 27.0% 744 1670 850 8.6% 8.0% 1500 1233 1376 650 22.0% 445 494 8.3% 8.0% 7.0% 1000 450 20.3%
Slide 14: Focus on People as single largest priority
Focus on People as single largest priority; GPI as Great Place to Work – consistently for 7 years in a row 1 Building Culture of Performance Recognizing high performance and augmenting talent quotient with productivity building measures 2 Capability Building Skilling and reskilling initiatives on an
Slide 15: ESG is a critical component of the business model
ESG is a critical component of the business model; external ratings in the second year jumped from 43 to 64 GHG Human Climate Risk Supply Chain Reporting (IR & P Biodiversity Rights Accounting Assessment & Assessment BRSR) and H Assessment Assessment Strategy Ratings A 2 S • Assurance-ready • Human
Slide 16: Corporate Social Responsibility (CSR): Committed to Responsible Growth
Corporate Social Responsibility (CSR): Committed to Responsible Growth At Godfrey Phillips India Ltd., we recognize that business sustainability goes hand in hand with social and environmental responsibility. As a company deeply connected to agriculture and trade, our focus remains on empowering com
Slide 17: Activities under CSR
Activities under CSR Biodiversity and Plantation Good Agricultural Practices • Maintaining 3 biodiversity parks and green cover of 70,000 plants • Safeguarding crops with 103 new community sheds taking our spread over 300+ acres. total to 318 safe spaces to store produce and livestock. Assessing Nee
Slide 18: Contact Us
Contact Us Godfrey Phillips India Limited CIN: L16004MH1936PLC008587 Registered Office: Corporate Office: Macropolo Building, Ground Floor 14, Omaxe Square, Dr. Babasaheb Ambedkar Road Jasola District Centre Lalbaug, Mumbai 400033 New Delhi 110025 For more information, please contact: Vishal Dhariwa
Slide 19: Godfrey Phillips India Limited Head Office
GODFREY PHILLIPS INDIA LIMITED HEAD OFFICE Godfrey Phillips India Limited, 14, Omaxe Square, Jasola District Centre New Delhi 110025 Tel.: +91 11-2683 2155, 2631 8400 Fax: +91 11-2683 5803 REGISTERED OFFICE ‘Macropolo Building’, Ground Floor, Dr. Babasaheb Ambedkar Road, Lalbaug, Mumbai - 400033 For
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