Tobacco
9 recent notes from companies in this sector. 5 companies tracked.
VST Industries' post-recovery run ends as tax shock cuts volumes 14%
February 2026 excise reform raised tobacco taxes by ~50% and reversed a year of volume gains. First-quarter revenue fell 13%, profit 25%.
VST Industries' profit slips 24% as tax change masks volume weakness
Revenue doubled to ₹861.71 crore due to indirect tax restructuring, but net profit fell to ₹42.42 crore, confirming ongoing volume pressure.
Godfrey Phillips Q1 profit drops on tax revamp, revenue jump not comparable
Standalone PAT fell to ₹177.4 cr from ₹365 cr YoY; revenue hit ₹3,805.9 cr but is skewed by indirect tax revision from Feb 2026. Board declares ₹33/sh final dividend, receives ₹100 cr interim insurance pay.
Godfrey Phillips Q1 profit halved; revenue jump not comparable
Standalone PBT fell to ₹229 cr from ₹455 cr YoY. Revenue doubled to ₹3,815 cr but is non-comparable due to tax revision. Insurance interim of ₹100 cr received.
Indian Wood Products profit dips even as revenue ticks up
A ₹228-lakh revenue gain was more than offset by a smaller profit. The dividend is unchanged.
NTC Industries revenue crosses ₹100 cr, doubles on cigarette and food push
FY26 standalone revenue hit ₹100.8 crore, more than double ₹48.2 crore a year ago. Net profit rose to ₹14.5 crore.
ITC posts in-line annual results, declares ₹8/sh final dividend
FY26 numbers match expectations; unmodified audit opinion and routine dividend provide no fresh trading cues.
ITC's FY26 profit rises 4.9% as revenue grows 9%
Annual results meet expectations; dividend nudged up to ₹14.50 per share.
ITC posts in-line annual results, dividend edged up
Revenue rose ~9%, net profit marginally higher; final dividend ₹8.00 vs ₹7.85 last year. Total annual payout ₹14.50 per share.