ITC FY24–25 Financial Performance: Stable Growth, Exceptional Profit Boost from Hotels Demerger

ITC’s consolidated revenue from operations rose to ₹80,942.8 crore in FY25, showing a healthy increase of approximately 10.3% over FY24’s ₹73,350.5 crore. Within Q4 FY25, revenue stood at ₹20,376 crore, up around 9.8–10% year-on-year, with growth across cigarettes, FMCG, agri-business, and paperboards segments . The uplift was supported by a favorable rural consumption environment and steady demand across ITC’s diversified portfolio .

Net profit for FY25 surged sharply to ₹34,746.6 crore, compared to ₹20,458.8 crore in FY24, largely driven by a one-time gain of around ₹15,145 crore from the demerger of ITC Hotels  Excluding this exceptional item, profit from continuing operations increased modestly to ₹20,036.5 crore in FY25, slightly below FY24’s ₹20,190.8 crore . This demonstrates underlying resilience, despite cost pressures across key segments.

In Q4 FY25, adjusted net profit (excluding the one‑time gain) rose 3% YoY to ₹5,155.3 crore, while total reported net profit came in at ₹19,727–₹19,808 crore due to the hotels demerger gain Segment-wise, the cigarette business saw revenue of ₹9,228.7 crore (+6.2% YoY) and segment pre-tax profit of ₹5,402.6 crore, while non-cigarette FMCG grew revenue by 3.7% to ₹5,503.3 crore—though profit declined sharply due to inflation and input cost pressures.

Other divisions also performed steadily: agri-business revenue climbed to ₹3,694.6 crore (+17.8% YoY) with a pre-tax profit of ₹252.7 crore (+35.5%), while the paperboards, paper & packaging segment posted revenue of ₹2,188.7 crore (+5.6%) but saw profits shrink by ~33% due to rising wood costs and import competition . The board declared a total dividend of ₹14.35 per share (₹6.50 interim + ₹7.85 final) for FY25, underlining a strong shareholder returns policy. Sources:bloomberg