Godfrey Phillips India Ltd
₹ 2,266
-0.05%
10 Jun
9:31 a.m.
About
Gndia is one of the leading FMCG Companies in India - flagship company distribute the renowned Marlboro brand in India. [1]
Key Points
- Market Cap ₹ 35,432 Cr.
- Current Price ₹ 2,266
- High / Low ₹ 3,947 / 1,832
- Stock P/E 23.5
- Book Value ₹ 344
- Dividend Yield 1.39 %
- ROCE 38.0 %
- ROE 30.8 %
- Face Value ₹ 2.00
Pros
- Company is almost debt free.
- Company has delivered good profit growth of 39.4% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 25.2%
- Company has been maintaining a healthy dividend payout of 44.0%
Cons
- Debtor days have increased from 33.8 to 51.8 days.
- Working capital days have increased from 92.5 days to 141 days
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
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Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,585 | 2,325 | 2,386 | 2,312 | 2,477 | 2,853 | 2,490 | 2,674 | 3,560 | 3,988 | 5,602 | 6,389 | |
| 2,225 | 2,003 | 2,138 | 2,052 | 2,096 | 2,261 | 1,973 | 2,047 | 2,759 | 3,112 | 4,442 | 4,805 | |
| Operating Profit | 360 | 322 | 249 | 260 | 381 | 593 | 516 | 627 | 802 | 876 | 1,160 | 1,585 |
| OPM % | 14% | 14% | 10% | 11% | 15% | 21% | 21% | 23% | 23% | 22% | 21% | 25% |
| 33 | 36 | 47 | 72 | 79 | 106 | 118 | 110 | 168 | 343 | 333 | 465 | |
| Interest | 19 | 10 | 3 | 2 | 1 | 30 | 31 | 34 | 29 | 13 | 12 | 12 |
| Depreciation | 102 | 102 | 94 | 96 | 96 | 152 | 138 | 142 | 151 | 105 | 120 | 117 |
| Profit before tax | 271 | 246 | 198 | 234 | 363 | 516 | 465 | 562 | 790 | 1,101 | 1,361 | 1,921 |
| Tax % | 33% | 30% | 31% | 31% | 34% | 25% | 23% | 23% | 23% | 20% | 23% | 22% |
| 183 | 172 | 136 | 161 | 241 | 388 | 357 | 432 | 608 | 881 | 1,043 | 1,507 | |
| EPS in Rs | 11.74 | 11.00 | 8.74 | 10.31 | 15.45 | 24.86 | 22.88 | 27.69 | 39.00 | 56.46 | 66.87 | 96.64 |
| Dividend Payout % | 23% | 24% | 31% | 26% | 17% | 32% | 35% | 34% | 38% | 33% | 47% | 52% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 11% |
| 5 Years: | 21% |
| 3 Years: | 22% |
| TTM: | 14% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 26% |
| 5 Years: | 39% |
| 3 Years: | 44% |
| TTM: | 64% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 23% |
| 5 Years: | 49% |
| 3 Years: | 58% |
| 1 Year: | -18% |
| Return on Equity | |
|---|---|
| 10 Years: | 19% |
| 5 Years: | 22% |
| 3 Years: | 25% |
| Last Year: | 31% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 31 |
| Reserves | 1,282 | 1,499 | 1,581 | 1,697 | 1,886 | 2,050 | 2,406 | 2,713 | 3,178 | 3,831 | 4,399 | 5,331 |
| 277 | 130 | 72 | 27 | 41 | 356 | 395 | 336 | 354 | 344 | 177 | 232 | |
| 475 | 402 | 416 | 582 | 707 | 681 | 707 | 787 | 996 | 1,160 | 1,428 | 1,750 | |
| Total Liabilities | 2,044 | 2,041 | 2,080 | 2,316 | 2,644 | 3,097 | 3,518 | 3,846 | 4,538 | 5,346 | 6,015 | 7,345 |
| 636 | 666 | 672 | 623 | 665 | 982 | 999 | 948 | 898 | 853 | 692 | 773 | |
| CWIP | 65 | 49 | 13 | 18 | 14 | 17 | 26 | 42 | 21 | 10 | 21 | 167 |
| Investments | 322 | 401 | 500 | 895 | 1,143 | 1,190 | 1,476 | 1,719 | 2,364 | 2,582 | 2,389 | 2,477 |
| 1,021 | 925 | 895 | 780 | 822 | 909 | 1,018 | 1,138 | 1,255 | 1,900 | 2,912 | 3,927 | |
| Total Assets | 2,044 | 2,041 | 2,080 | 2,316 | 2,644 | 3,097 | 3,518 | 3,846 | 4,538 | 5,346 | 6,015 | 7,345 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 63 | 326 | 248 | 514 | 352 | 377 | 300 | 482 | 739 | 270 | 115 | 512 | |
| -32 | -126 | -131 | -409 | -312 | -70 | -318 | -232 | -536 | 60 | 403 | 42 | |
| -31 | -200 | -120 | -96 | -39 | -299 | 7 | -238 | -206 | -342 | -509 | -619 | |
| Net Cash Flow | 1 | 0 | -3 | 9 | 0 | 7 | -11 | 12 | -3 | -12 | 8 | -65 |
| Free Cash Flow | -44 | 191 | 183 | 456 | 228 | 262 | 173 | 411 | 742 | 179 | -39 | 212 |
| CFO/OP | 43% | 124% | 123% | 225% | 126% | 84% | 77% | 99% | 116% | 53% | 33% | 57% |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 18 | 16 | 27 | 14 | 10 | 9 | 18 | 21 | 15 | 16 | 34 | 52 |
| Inventory Days | 246 | 232 | 166 | 157 | 194 | 179 | 201 | 225 | 175 | 232 | 217 | 225 |
| Days Payable | 50 | 44 | 47 | 53 | 99 | 73 | 72 | 77 | 77 | 68 | 57 | 56 |
| Cash Conversion Cycle | 214 | 204 | 146 | 117 | 105 | 114 | 147 | 169 | 114 | 180 | 193 | 221 |
| Working Capital Days | 37 | 62 | 58 | 18 | -1 | 18 | 23 | 31 | 12 | 54 | 82 | 141 |
| ROCE % | 18% | 14% | 12% | 10% | 16% | 21% | 15% | 17% | 21% | 25% | 29% | 38% |
Insights
In beta| Mar 2014 | Mar 2015 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Cigarette Domestic Sales Volume Million sticks per month |
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| Unmanufactured Tobacco Export Revenue Rs. Crore |
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| 24Seven (TFS) Stores Count Count |
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| Employee Strength (Permanent) Count |
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| Number of Distributors Count |
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| Market Share in Indian Cigarette Industry % (Volume) |
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Documents
Announcements
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Intimation Under Regulation 30 - Contract Manufacturing Agreement
27 May - Godfrey Phillips signed 9-year contract manufacturing pact with Polisetty on 27 May 2026.
-
Compliances-Reg.24(A)-Annual Secretarial Compliance
21 May - Annual Secretarial Compliance Report for FY2026 filed; no material non-compliances reported.
-
Update On Fire Incident
19 May - Received Rs. 100 crore ad-hoc insurance payment for third-party tobacco plant fire loss.
- Intimation Under Regulation 30-Newspaper Publication 16 May
- Corporate Action-Board approves Dividend 15 May
Annual reports
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Financial Year 2025
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2012
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Financial Year 2011
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Concalls
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May 2026TranscriptAI SummaryPPT
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Nov 2021TranscriptAI SummaryPPT
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Aug 2021TranscriptAI SummaryPPT
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Nov 2018TranscriptAI SummaryPPT
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Aug 2018TranscriptAI SummaryPPT
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Jun 2018TranscriptAI SummaryPPT
Market Position
The company is a part of the KK Modi Group and one of the leading FMCG Companies in India. [1] It has a market share of ~14% in the domestic cigarette business. [2]