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Godfrey Phillips

GODFRYPHLP NSE

Key Fundamentals

SmallcapCigarettes & TobaccoConsumer Goods
Market Cap
₹30,374 Cr
Volatility
Moderate
P/E Ratio
21.97
EBITDA
₹1,789 Cr
Return on Equity
24.53%
Debt to Equity
0.04
Book Value
₹398.28
EPS
₹172.61
52W High
₹3,947
52W Low
₹1,832.1

Tapetide Score

Data-driven rating, 0–100. How it works →

Key Insights

Strengths

3
  • Company is almost debt free.
  • Company has delivered good profit growth of 34.4% CAGR over last 5 years
  • Company has been maintaining a healthy dividend payout of 43.4%

Weaknesses

1
  • Debtor days have increased from 33.7 to 51.8 days.

Growth Rate

Revenue Growth
13.11% lower than 3Y
Net Income Growth
32.3% higher than 3Y
Cash Flow Change
383% higher than 3Y
ROE
11.75% lower than 3Y
ROCE
12.3% lower than 3Y
EBITDA Margin (Avg.)
13.18% higher than 3Y

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 2d ago
AI opinion · based on fundamentals
Risk medium

Godfrey Phillips India, with a market cap of ₹30,374 Cr and a PE of 22.5x, is a near debt-free tobacco and FMCG company that has delivered 34% CAGR profit growth over 5 years and maintains a 23% ROE. However, TTM sales growth has decelerated sharply to 2%, the stock has fallen 43% over the past year, and debtor days have risen from 33.7 to 51.8 days.

Bull Case 7
  • Company is virtually debt-free, providing significant financial flexibility and resilience through economic cycles.
  • 5-year compounded profit CAGR of 34% significantly outpaces the 20% sales CAGR, indicating meaningful margin expansion and operating leverage.
  • ROE has improved from a 10-year average of 17% to 23% in the last year, reflecting improving capital efficiency.
  • Healthy dividend payout of 43.4% with a current dividend yield of 2.54%, well above the broader market average.
  • 10-year compounded sales CAGR of 11% demonstrates a durable, long-term revenue growth trajectory in a relatively defensive consumer goods segment.
  • 3-year stock price CAGR of 42% indicates strong medium-term wealth creation despite the recent correction.
  • Price-to-book ratio of 4.95x, while not cheap, is supported by consistently high return ratios (5-year ROE of 19%), suggesting the premium has fundamental backing.
Bear Case 7
  • TTM sales growth has decelerated sharply to just 2%, down from a 3-year CAGR of 22%, signaling a potential revenue stagnation or volume headwind.
  • Stock has declined 43% over the past 1 year, reflecting significant negative sentiment or fundamental concerns the market is pricing in.
  • Debtor days have increased from 33.7 to 51.8 days, a 54% deterioration in receivable collection efficiency that may pressure working capital.
  • The tobacco industry faces ongoing regulatory risk in India including advertising bans, higher taxation, and pictorial warning requirements that could structurally limit growth.
  • PE of 22.5x on a TTM sales growth of only 2% implies the current valuation demands a re-acceleration in growth that is not yet visible in recent numbers.
  • 52-week high and low data are unavailable (reported as 0), limiting visibility into the stock's recent trading range and potential support levels.
  • While 3-year profit CAGR is 32%, the gap between profit growth and the slowing 2% TTM revenue growth raises questions about whether margin expansion is sustainable without top-line momentum.

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 2h ago
Positives 1
  • Record FY26 profit, dividend hike Aug 24

    Godfrey Phillips reported record FY26 net profit of ₹1,525 crore and consolidated sales of ₹18,379 crore. Board approved a total dividend of ₹50 per share.

Neutral 1
  • AGM resolutions approved unanimously Aug 25

    Shareholders approved all resolutions at the 89th AGM held August 24, 2026, with over 99% voting support for financials and dividends.

TL;DR: Godfrey Phillips is delivering strong financial performance with record profits and a generous dividend payout, signaling robust demand and operational efficiency. No visible headwinds emerged from recent news flow. Shareholder confidence appears high given near-unanimous AGM approvals. The trend is positive, though investors should watch for regulatory developments in the tobacco/consumer goods space going forward.

Quarterly Results

Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
1,046
1,158
1,250
875
1,088
1,360
1,589
1,573
1,486
1,289
1,829
1,787
1,206
Expenses
794
934
1,022
685
819
1,083
1,228
1,304
1,149
975
1,449
1,235
1,024
Operating Profit
253
224
228
191
270
277
361
269
338
314
380
553
181
OPM %
24%
19%
18%
22%
25%
20%
23%
17%
23%
24%
21%
31%
15%
Other Income
53
38
87
114
40
94
80
136
141
101
94
152
107
Interest
7
7
6
4
3
3
3
4
3
3
3
3
3
Depreciation
37
36
36
28
27
27
28
42
28
29
31
33
34
PBT
262
219
272
273
280
341
411
359
448
383
440
669
251
Tax %
16%
25%
22%
21%
18%
27%
23%
22%
20%
20%
22%
22%
21%
Net Profit
254
202
212
215
229
248
316
280
356
305
343
521
198
EPS in Rs
16.31
12.95
13.61
13.73
14.65
15.92
20.25
17.9
22.84
19.56
22.01
33.43
12.72
Figures in ₹ Crores

Profit & Loss

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
2,586
2,331
2,403
2,326
2,497
2,877
2,525
2,688
3,562
4,018
5,611
6,391
6,110
Expenses
2,219
2,006
2,149
2,065
2,094
2,284
1,984
2,054
2,759
3,115
4,434
4,806
4,682
Operating Profit
367
324
254
260
403
592
541
633
804
903
1,177
1,585
1,429
OPM %
14%
14%
11%
11%
16%
21%
21%
24%
23%
22%
21%
25%
23%
Other Income
32
37
47
73
79
107
119
114
252
328
349
489
454
Interest
19
10
4
2
1
30
31
34
29
14
12
12
11
Depreciation
108
107
98
98
99
155
141
145
154
108
124
121
127
PBT
271
244
199
233
383
514
487
568
873
1,109
1,390
1,941
1,744
Tax %
33%
30%
31%
32%
32%
25%
23%
23%
21%
20%
23%
21%
—
Net Profit
183
170
137
159
260
385
376
438
690
884
1,072
1,526
1,368
EPS in Rs
11.75
10.88
8.8
10.2
16.69
24.67
24.14
28.08
44.26
56.61
68.72
97.84
87.72
Div. Payout %
23%
25%
30%
26%
16%
32%
33%
33%
33%
33%
46%
51%
—
Figures in ₹ Crores

Balance Sheet

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
10
10
10
10
10
10
10
10
10
10
10
31
Reserves
1,302
1,566
1,650
1,783
2,028
2,177
2,572
2,917
3,538
4,222
5,235
6,181
Borrowings
277
132
73
28
42
357
396
337
355
345
179
234
Other Liabilities
484
452
474
644
785
751
754
837
1,065
1,266
1,544
1,864
Total Liabilities
2,073
2,159
2,208
2,465
2,866
3,295
3,732
4,102
4,968
5,843
6,969
8,310
Fixed Assets
675
695
700
650
694
1,015
1,034
983
932
893
732
812
CWIP
65
49
13
18
14
17
26
42
22
10
23
168
Investments
273
410
507
924
1,232
1,251
1,554
1,844
2,669
3,000
3,197
3,299
Other Assets
1,060
1,006
987
872
925
1,012
1,118
1,234
1,346
1,940
3,017
4,031
Total Assets
2,073
2,159
2,208
2,465
2,866
3,295
3,732
4,102
4,968
5,843
6,969
8,310
Figures in ₹ Crores

Cash Flow

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
63
319
245
516
362
375
310
479
736
290
107
518
Investing
-32
-119
-125
-405
-310
-72
-298
-234
-541
55
402
27
Financing
-31
-197
-125
-99
-43
-303
-16
-238
-206
-359
-491
-619
Net Cash Flow
1
3
-4
12
9
0
-4
6
-11
-13
18
-73
Free Cash Flow
-45
188
177
457
233
254
180
405
736
192
-53
215
CFO/OP
43
122
119
226
122
84
75
98
115
54
32
57
Figures in ₹ Crores

Ratios

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
18
17
27
13
10
9
18
21
15
16
34
52
Inventory Days
248
257
187
179
218
199
222
247
190
242
224
233
Days Payable
49
42
45
52
99
74
70
75
75
67
56
55
Cash Conversion Cycle
217
231
169
140
130
134
170
192
131
191
202
230
Working Capital Days
39
74
70
30
9
21
33
42
21
56
89
115
ROCE %
18%
14%
12%
10%
16%
20%
15%
17%
22%
23%
26%
30%

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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Shareholding Pattern

Others2.94%Govt.0.02%Promot.72.58%DIIs3.66%FIIs7.80%Public13.01%As ofJun 2026
0.21% of promoter holding pledged as of Jun 2026

Documents

1
Concall - May 2026 May 2026
2
Concall - May 2026 May 2026
3
Concall - Jan 2026 Jan 2026
4
Concall - Nov 2025 Nov 2025
5
Concall - Aug 2025 Aug 2025

Frequently Asked Questions about Godfrey Phillips

What does Godfrey Phillips India Ltd do?
Gndia is one of the leading FMCG Companies in India - flagship company distribute the renowned Marlboro brand in India. [1]
Where is Godfrey Phillips India Ltd (GODFRYPHLP) listed?
Godfrey Phillips India Ltd trades as GODFRYPHLP on the NSE and under code 500163 on the BSE.
Which sector does Godfrey Phillips India Ltd belong to?
Godfrey Phillips India Ltd is classified under the Consumer Goods sector, in the Cigarettes & Tobacco industry.
What is the market capitalisation of Godfrey Phillips India Ltd?
Godfrey Phillips India Ltd has a market capitalisation of ₹30,374 Cr, which places it in the Large Cap band.
What is the PE ratio of Godfrey Phillips India Ltd?
Godfrey Phillips India Ltd trades at a PE ratio of 21.97, on earnings per share of ₹172.61, against a book value of ₹398.28 per share.
What is the 52-week high and low of Godfrey Phillips India Ltd?
Over the last 52 weeks Godfrey Phillips India Ltd has traded between ₹1,832.1 and ₹3,947.
Does Godfrey Phillips India Ltd pay dividends?
Godfrey Phillips India Ltd has a dividend yield of 2.54%.
What is the Return on Equity (ROE) of Godfrey Phillips India Ltd?
Godfrey Phillips India Ltd reported a return on equity of 24.53%. Its debt-to-equity ratio is 0.04.

Company Information

Gndia is one of the leading FMCG Companies in India - flagship company distribute the renowned Marlboro brand in India. [1]

Website godfreyphillips.com
CEO Dr. Bina Modi
Employees 1,077
Listed 1996-07-24
Face Value ₹ 2
Issued Size 15,59,81,760

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