GODFRYPHLPFast Moving Consumer Goods

Godfrey Phillips India Limited

Cigarettes & Tobacco Products · ISIN INE260B01028 · BSE 500163 · NSE EQ · FV ₹2
Last price
₹1,943
+0.47%today
What this company does

Godfrey Phillips India Limited operates in Cigarettes & Tobacco Products, part of the Fast Moving Consumer Goods sector. It booked ₹3,820 cr of revenue in its latest quarter (Q1 FY27) and kept 5.2% of sales as profit.

In the report:
65out of 100
Equitytale Health Score
Solid

Healthier than 65% of companies in Fast Moving Consumer Goods, on all six measures of filed financials. Each measure is ranked against the 27–149 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
36

At close. Not part of the score.

Profitability & returns49

How much profit it earns on the money it employs

Balance sheet88

How much it owes, and whether earnings cover the interest

Cash quality48

Whether reported profit actually arrives as cash

Growth & consistency92

Whether sales and profit have grown, and how steadily

Valuation32

What today's price implies, against our models or its peers

Governance & risk90

How much of the promoters' stake is pledged, and how much they hold

Is this company doing well?
not investment advice
Strengths
Makes a profit
Sales up 111% vs last year
Promoters hold 73%
Virtually debt-free
Turns profit into real cash
Watch-outs
! Thin 5.2% net margin
! Profit down 44% vs last year
! 0.2% of promoter stake pledged

What if I invest in GODFRYPHLP?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 0% a year, it would become
₹12.00 lakh

The slider starts at 0%, taken from this company's own free-cash-flow trend. That is history, not a forecast — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹1,943 +0.47%
latest close · 2026-09-17
1-year return
+492.1%
52-wk low ₹31152-wk high ₹2,410
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio38.2High
LowAverageHigh
P/B ratio4.88High
Below bookModerateHigh
EV / EBITDA29.3High
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity12.8%Fair
WeakFairStrong ▸15%
Return on capital13.9%Fair
WeakFairStrong
Net margin5.2%Decent
ThinDecentStrong
EBITDA margin6.8%Thin
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.02Comfortable
LowModerateHigh ▸1
Interest cover87.0×Strong
RiskyOkayStrong ▸5×
Current ratio2.44Ample
Tight ◂1HealthyAmple
More figures
Market cap
₹30,311 cr
Book value
₹398
EPS
₹12.72
latest quarter
Net debt
₹91 cr
owes more than its cash
Enterprise value
₹30,402 cr
EBITDA
₹1,039 cr
annualised
EBIT
₹902 cr
annualised
Operating margin
5.9%
Return on assets
9.5%
Earnings yield
2.62%
P/S
1.98
Sales / share
₹979.4
Tax rate
23.7%
Face value
₹2
Shares
15.6 cr
Working capital
₹2,604 cr
Current assets
₹4,416 cr
Current liabilities
₹1,811 cr
Delivery %
36.0%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2025 report & filings
not investment advice
Hard to value confidentlyLow confidence
The market price is far above what these earnings- and book-based models support — a fast-growing or asset-light business can trade well above them for years, so we won't put a confident number on how overpriced it is.
Models span ₹369₹894, midpoint ₹630

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹3,820 cr
Other Income₹78 cr
Total Income₹3,898 cr
Cost of Materials₹454 cr
Purchases of Stock-in-Trade₹396 cr
Inventory Change (±)₹-88 cr
Employee Benefit Expense₹80 cr
Finance Costs₹3 cr
Depreciation & Amortisation₹34 cr
Other Expenses₹2,796 cr
Total Expenses₹3,675 cr
Profit before Tax₹223 cr
Tax Expense₹53 cr
Share of JV / Associates₹28 cr
Net Profit₹198 cr
Net margin on total income5.1%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹762 cr19.4%
Employee benefit expense₹80 cr2.0%
Finance costs₹3 cr0.1%
Depreciation & amortisation₹34 cr0.9%
Other expenses₹2,796 cr71.2%
Tax expense₹53 cr1.3%
Profit for the period₹198 cr5.1%
Total income ₹3,898 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue2,190 cr3,486 cr3,820 cr
Total income2,235 cr3,532 cr3,898 cr
Expenses1,844 cr2,968 cr3,675 cr
Profit before tax391 cr563 cr223 cr
Tax97 cr148 cr53 cr
Net profit (owners' share)343 cr522 cr198 cr
Net margin (owners' share, on revenue)15.7%15.0%5.2%
EPS (₹)22.0133.3912.72
YoY (latest quarter): total income +106.2% · net profit -44.3%
Balance sheet & cash flow · as of Mar 2026
Debt-free
Total assets
₹8,310 cr
Shareholder equity
₹6,212 cr
parent shareholders
Total debt
₹95 cr
Cash
₹3 cr
Cash flow · H1 FY26
Operating
₹518 cr
Investing
₹-146 cr
Financing
₹-331 cr
Peer comparison
Fast Moving Consumer Goods · by market value (sector-level match)
CompanyPriceMarket capP/E
Hindustan Unilever Limited₹1,942₹4.56 L cr42.7
ITC Limited₹266₹3.34 L cr19.0
Nestle India Limited₹1,371₹2.64 L cr68.9
Varun Beverages Limited₹415₹1.41 L cr23.1
Britannia Industries Limited₹4,982₹1.20 L cr50.7
Marico Limited₹817₹1.06 L cr42.0
United Spirits Limited₹1,390₹1.01 L cr104.0
TATA CONSUMER PRODUCTS LIMITED₹1,014₹1.00 L cr58.8
Godrej Consumer Products Limited₹873₹89,325 cr44.3
Same sector · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
2.57%
trailing 12 months
Dividend / share (TTM)
₹50
Last dividend
₹33
ex 11 Aug 2026
ActionDetailEx-date
Dividend₹33 / share11 Aug 2026
Dividend₹17 / share10 Nov 2025
Bonus issue1:216 Sep 2025
Dividend₹60 / share22 Aug 2025
Dividend₹35 / share29 Nov 2024
Dividend₹56 / share23 Aug 2024
Who owns it · 2026-06-30
0.2% pledged
Promoter
72.6%
FII / Foreign
7.8%
DII / Domestic
3.7%
Retail / others
16.0%
Smart-money activity
Insider trades
SoldMotto Investment Private Limited · Promoter Group45,000 · ₹7.5 cr30 Jun 23
BoughtH M A Udyog Private Limited · Promoter Group41,000 · ₹6.9 cr30 Jun 23
BoughtH M A Udyog Private Limited · Promoter Group4,000 · ₹68.1 L30 Jun 23
Bulk / block deals
short · NSE55015 Sep 26
short · NSE7126 Aug 26
short · NSE82525 Aug 26
Stake changes
SoldJupiter Asset Management Ltd→ 5.13% · 20,11014 May 25
BoughtHMA Udyog Private Limited alongwith PAC · promoter→ 0.24% · 45,00030 Jun 23
BoughtK K Modi Investment And Financial Services Private Limited along with PAC · promoter→ 47.73% · 23,97530 Mar 21
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 24 Aug 2026
See the official result
1
1 (a) - To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the financial year ended 31st March 2026, the reports of the Board of Directors and Auditors thereon.
Backed by 100% of shareholders other than promotersneeded 50%
1.77 cr votes for, 147 against · 0% of mutual funds and other big investors said no
2
1 (b) - To receive, consider and adopt the Audited Consolidated Financial Statements of the Company for the financial year ended 31stMarch 2026 along with the Auditors Report thereon.
Backed by 100% of shareholders other than promotersneeded 50%
1.77 cr votes for, 147 against · 0% of mutual funds and other big investors said no
3
2 - To declare Final Dividend and confirm the payment of Interim Dividend on Equity Shares for the financial year ended 31st March 2026
Backed by 100% of shareholders other than promotersneeded 50%
1.77 cr votes for, 10 against · 0% of mutual funds and other big investors said no
4
3 - To appoint a Director in place of Ms. Charu Modi (DIN: 00029625), who retires by rotation and being eligible, offers herself for re-appointment
Backed by 73% of shareholders other than promotersneeded 50%
1.30 cr votes for, 47.13 L against · 27% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 27 named members
owning 72.6% between them · as of 2026-06-30
K K Modi Investment And Financial Services Pvt Ltd29.85%
Philip Morris Global Brands Inc25.10%
Good Investment (India) Ltd8.29%
Quick Investment (India) Ltd4.30%
Super Investment (India) Limited1.01%
K K MODI & BINA MODI TRUSTEES -INDOFIL SENIOR EXECUTIVES (OFFICES) WELFARE TRUST0.74%
K K MODI & BINA MODI TRUSTEES -INDOFIL JUNIOR EMPLOYEES (FACTORY) WELFARE TRUST0.73%
K K MODI & BINA MODI TRUSTEES - INDOFIL JUNIOR EMPLOYEES (OFFICES) WELFARE TRUST0.59%
Business done with them
FY2025 · 8 of the group
The company paid ₹375 cr to companies in the promoter group last year — about 5.5% of its ₹6,767 cr revenue and received ₹2.9 L back from them.
K K MODI INVESTMENT AND FINANCIAL SERVICES PRIVATE LIMITED
Contribution made to them · Dividend paid
also owns 29.85% of the company
₹141 cr
company paid
Philip Morris Global Brands Inc.
Contribution made to them · Dividend paid
also owns 25.10% of the company
₹119 cr
company paid
Bina Modi
Other payments to them · Managerial Remuneration/Dividend paid
also owns 0.01% of the company
₹45 cr
company paid
Charu Modi
Other payments to them · Managerial Remuneration
₹43 cr
company paid
QUICK INVESTMENT (INDIA) LTD.
Contribution made to them · Dividend paid
also owns 4.30% of the company
₹20 cr
company paid
SUPER INVESTMENT (INDIA ) LIMITED
Contribution made to them · Dividend paid
also owns 1.01% of the company
₹5 cr
company paid
H M A UDYOG PRIVATE LIMITED
Contribution made to them · Rent and hire charges received/Dividend Paid
also owns 0.24% of the company
₹1 cr
company paid
SWASTH INVESTMENT PRIVATE LIMITED
Contribution made to them · Dividend paid
also owns 0.15% of the company
₹72.8 L
company paid
H M A UDYOG PRIVATE LIMITED
Other income from them · Rent and hire charges received/Dividend Paid
also owns 0.24% of the company
₹2.9 L
company received
Bina Modi
Contribution made to them · Managerial Remuneration/Dividend paid
also owns 0.01% of the company
₹2.7 L
company paid
Charu Modi
Contribution made to them · Managerial Remuneration
₹0.01 L
company paid

The company also transacted with 42 other related parties — subsidiaries, joint ventures, directors and others — that we could not match by name to the promoter list above. Some may still be connected to the family; we only count the ones the filings let us match with certainty.

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.