Itc Q4 Results, Dividend Today: Earnings Preview, Target Prices & More

FMCG awesome ITC Ltd is apt to each group to study its March 4th results today, pinch its committee besides apt to see and o.k. last dividend for nan financial twelvemonth FY2024-25.  Analysts are expecting nan FMCG awesome to study 3-6 per cent  maturation ib cigaret volumes. Segments specified as FMCG-others and Paperboards, insubstantial and packaging whitethorn stay under pressure, analysts said.

IIFL Securities expects ITC's consolidated income to turn 9.5 per cent astatine Rs 18,581 crore, pinch Cigarettes and FMCG-others segments expected to study income maturation of 6 per cent and 4 per cent, respectively. Cigarette measurement maturation is seen astatine 5 per cent YoY.

Consolidated Ebit is expected to turn astatine 2.4 per cent, and Ebit for Cigarettes section astatine 5 per cent YoY. Ebit for FMCG-others and Paperboards, insubstantial and packaging conception whitethorn stay nether pressure, nan brokerage said, arsenic nan brokerage sees nett profit astatine Rs 5,017.20 crore, up 2.4 per cent. The maturation figures for ITC are adjusted for hotels demerger, nan broekarge said.

Sharekhan sees ITC's profit astatine Rs 4,944 crore successful Q4 compared pinch Rs 5,022 crore successful nan corresponding 4th past year. It sees income astatine Rs 17,078 crore, up 3 per cent complete Rs 16,579 crore YoY. Operating profit separator is seen astatine 35.0 per cent, down 213 ground points complete 37.2 per cent YoY. 

Axis Securities sees ITC Q4 profit astatine Rs 4,643 crore, down 7.5 per cent. It sees flattish gross astatine Rs 16,547 crore. Ebitda is seen astatine Rs 5,809 crore while Ebitda separator is pegged astatine 35.1 per cent. 

"We expect 1 per cent gross maturation arsenic we spot nan cigarettes conception to turn 6 per cent  YoY (3 per cent volume), FMCG to turn astatine 4 per cent YoY, papers to turn 5 per cent YoY and nan agri conception astatine 3 per cent YoY," Axis Securities said.

Kotak Institutional Equities sees cigaret measurement maturation astatine 4.5 per cent YoY, translating into 7 per cent maturation successful gross cigaret sales. It sees separator for nan cigaret conception falling 195 ground points YoY owed to immoderate ostentation successful leafage baccy  and different inputs.
 
In nan FMCG segment, it estimated gross maturation astatine 4.5 per cent YoY and EBIT separator astatine 6 per cent (down 300 bps yoy) impacted by RM inflation. Agri business maturation is expected to beryllium up 7 per cent YoY, while Paperboards maturation is expected to  remain subdued astatine 3.7 per cent yoy owed to reliable operating conditions.

"Net-net,  adjusted for demerger of Hotels business, ITC's LFL gross sales/EBIT maturation are expected to beryllium up 6.5 per cent/down 0.5 per cent YoY," it said.  This brokerage sees Q4 profit falling 3.7 per cent YoY to Rs 4,836.70 crore. Revenue is seen astatine Rs 16,651.90 crore, 0.4 per cent.

MOFSL has a bargain standing and a target of Rs 525 connected nan stock. Kotak has a target of Rs 500 connected nan stock. IIFL Securities finds nan banal worthy Rs 485.

Published on: May 21, 2025 9:27 AM IST