Godfrey Phillips India Ltd
₹ 2,080
-3.11%
09 Jan
- close price
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 ₹ 32,438 Cr.
- Current Price ₹ 2,080
- High / Low ₹ 3,947 / 1,371
- Stock P/E 25.5
- Book Value ₹ 374
- Dividend Yield 1.52 %
- ROCE 26.3 %
- ROE 19.9 %
- Face Value ₹ 2.00
Pros
- Company has reduced debt.
- Company is almost debt free.
- Company has delivered good profit growth of 23.9% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 37.4%
Cons
- Earnings include an other income of Rs.458 Cr.
- Working capital days have increased from 55.1 days to 88.8 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
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,477 | 2,586 | 2,331 | 2,403 | 2,326 | 2,497 | 2,877 | 2,525 | 2,688 | 3,562 | 4,018 | 5,611 | 5,937 | |
| 2,111 | 2,219 | 2,006 | 2,149 | 2,065 | 2,094 | 2,284 | 1,984 | 2,054 | 2,759 | 3,115 | 4,434 | 4,655 | |
| Operating Profit | 367 | 367 | 324 | 254 | 260 | 403 | 592 | 541 | 633 | 804 | 903 | 1,177 | 1,282 |
| OPM % | 15% | 14% | 14% | 11% | 11% | 16% | 21% | 21% | 24% | 23% | 22% | 21% | 22% |
| 12 | 32 | 37 | 47 | 73 | 79 | 107 | 119 | 114 | 252 | 328 | 349 | 458 | |
| Interest | 29 | 19 | 10 | 4 | 2 | 1 | 30 | 31 | 34 | 29 | 14 | 12 | 12 |
| Depreciation | 91 | 108 | 107 | 98 | 98 | 99 | 155 | 141 | 145 | 154 | 108 | 124 | 127 |
| Profit before tax | 259 | 271 | 244 | 199 | 233 | 383 | 514 | 487 | 568 | 873 | 1,109 | 1,390 | 1,601 |
| Tax % | 32% | 33% | 30% | 31% | 32% | 32% | 25% | 23% | 23% | 21% | 20% | 23% | |
| 175 | 183 | 170 | 137 | 159 | 260 | 385 | 376 | 438 | 690 | 884 | 1,072 | 1,257 | |
| EPS in Rs | 11.25 | 11.75 | 10.88 | 8.80 | 10.20 | 16.69 | 24.67 | 24.14 | 28.08 | 44.26 | 56.61 | 68.72 | 80.55 |
| Dividend Payout % | 24% | 23% | 25% | 30% | 26% | 16% | 32% | 33% | 33% | 33% | 33% | 46% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 8% |
| 5 Years: | 14% |
| 3 Years: | 28% |
| TTM: | 30% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 19% |
| 5 Years: | 24% |
| 3 Years: | 36% |
| TTM: | 30% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 17% |
| 5 Years: | 45% |
| 3 Years: | 44% |
| 1 Year: | 31% |
| Return on Equity | |
|---|---|
| 10 Years: | 15% |
| 5 Years: | 17% |
| 3 Years: | 19% |
| Last Year: | 20% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sep 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 31 |
| Reserves | 1,174 | 1,302 | 1,566 | 1,650 | 1,783 | 2,028 | 2,177 | 2,572 | 2,917 | 3,538 | 4,222 | 5,235 | 5,795 |
| 239 | 277 | 132 | 73 | 28 | 42 | 357 | 396 | 337 | 355 | 345 | 179 | 175 | |
| 518 | 484 | 452 | 474 | 644 | 785 | 751 | 754 | 837 | 1,065 | 1,266 | 1,544 | 2,100 | |
| Total Liabilities | 1,941 | 2,073 | 2,159 | 2,208 | 2,465 | 2,866 | 3,295 | 3,732 | 4,102 | 4,968 | 5,843 | 6,969 | 8,102 |
| 707 | 675 | 695 | 700 | 650 | 694 | 1,015 | 1,034 | 983 | 932 | 893 | 732 | 725 | |
| CWIP | 46 | 65 | 49 | 13 | 18 | 14 | 17 | 26 | 42 | 22 | 10 | 23 | 83 |
| Investments | 327 | 273 | 410 | 507 | 924 | 1,232 | 1,251 | 1,554 | 1,844 | 2,669 | 3,000 | 3,197 | 3,736 |
| 862 | 1,060 | 1,006 | 987 | 872 | 925 | 1,012 | 1,118 | 1,234 | 1,346 | 1,940 | 3,017 | 3,557 | |
| Total Assets | 1,941 | 2,073 | 2,159 | 2,208 | 2,465 | 2,866 | 3,295 | 3,732 | 4,102 | 4,968 | 5,843 | 6,969 | 8,102 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 296 | 63 | 319 | 245 | 516 | 362 | 375 | 310 | 479 | 736 | 290 | 107 | |
| -140 | -32 | -119 | -125 | -405 | -310 | -72 | -298 | -234 | -541 | 55 | 402 | |
| -158 | -31 | -197 | -125 | -99 | -43 | -303 | -16 | -238 | -206 | -359 | -491 | |
| Net Cash Flow | -3 | 1 | 3 | -4 | 12 | 9 | 0 | -4 | 6 | -11 | -13 | 18 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 15 | 18 | 17 | 27 | 13 | 10 | 9 | 18 | 21 | 15 | 16 | 34 |
| Inventory Days | 216 | 248 | 257 | 187 | 179 | 218 | 199 | 222 | 247 | 190 | 242 | 224 |
| Days Payable | 55 | 49 | 42 | 45 | 52 | 99 | 74 | 70 | 75 | 75 | 67 | 56 |
| Cash Conversion Cycle | 176 | 217 | 231 | 169 | 140 | 130 | 134 | 170 | 192 | 131 | 191 | 202 |
| Working Capital Days | 23 | 39 | 74 | 70 | 30 | 9 | 21 | 33 | 42 | 21 | 56 | 89 |
| ROCE % | 22% | 18% | 14% | 12% | 10% | 16% | 20% | 15% | 17% | 22% | 23% | 26% |
Documents
Announcements
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Intimation Under Regulation 30
7 Jan - GST order (6 Jan 2026): demand plus penalty Rs.24,71,772 for alleged irregular ITC; company may appeal.
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Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
6 Jan - Certificate pursuant to Regulation - 74(5) of SEBI (Depositories and Participants) Regulations, 2018
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Intimation Under Regulation 30.
30 Dec - 29 Dec 2025 CGST order: GST demand and penalty Rs.11,98,478 for alleged irregular ITC; company may appeal.
-
Announcement Under Regulation 30
23 Dec - Filed Rs.344.49 Crore insurance claim on 23 Dec 2025 for third-party tobacco warehouse fire; no material financial impact expected.
- Closure of Trading Window 23 Dec
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 2021
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Financial Year 2020
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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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Nov 2025TranscriptAI SummaryPPT
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Nov 2021TranscriptAI SummaryPPT
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Nov 2019TranscriptAI SummaryPPT
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Jun 2019TranscriptAI SummaryPPT
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Feb 2019TranscriptAI 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]