Both tobacco majors lifted prices across several cigarette segments, sending shares up as much as 2%. A technical analyst recommends buying ITC at CMP of Rs 305-310, with a stop loss at Rs 300 and a near-term target of Rs 330-335, framing the hike as margin-supportive.

Business Today · Latest · 5/19/2026, 12:23:27 PM

Pocket Marlboro jumps to Rs 85 from Rs 70; Gold Flake Superstar to Rs 79 as manufacturers pass through 30-40% excise duty hike. Premium king-size volumes already down ~20% in April with analysts flagging up to 800 bps margin contraction in Q1FY27 for a segment driving 30%+ of revenue at 70% margins.

NDTV Profit · 5/19/2026, 3:58:59 AM

ITC raised Gold Flake Superstar to Rs 79 from Rs 70, while Godfrey Phillips lifted Pocket Marlboro to Rs 85 from Rs 70, passing through a 30-40% excise duty hike. Volumes fell ~20% in April and Q1FY27 cigarette margins could compress by 800 bps as the segment absorbs the tax burden.

NDTV Profit · 5/19/2026, 3:58:49 AM

Shares fell to Rs 2,314.80 even after Q4 FY26 net profit surged 86.5% YoY to Rs 521.46 cr and revenue climbed 84.6% to Rs 3,485.54 cr. The Feb 1 cigarette excise hike (Rs 2,050-8,500 per 1,000 sticks) is weighing on sentiment, with stock down 19.5% over six months. Analysts flag support at Rs 2,200-2,280.

Business Today · Latest · 5/18/2026, 11:53:40 AM

ITC Hotels posted Q4FY26 PAT of Rs 315.9 cr (+23% YoY) on revenue of Rs 1,253.7 cr (+18.2% YoY), and announced acquisition of Zuri Hotels and Resorts at an enterprise value of Rs 205 cr — adding inventory as the listed hospitality arm scales post-demerger.

Business Today · Latest · 5/18/2026, 1:52:54 AM

Over 140 companies report March-quarter results today, with consumer-facing ITC Hotels and Godfrey Phillips the key retail reads alongside Tata Steel, Cochin Shipyard, NCC and Premier Energies. Investors are watching margin trajectory and FY27 demand commentary; the cohort is tracking Rs 1,651.1 crore revenue and Rs 284.7 crore profit at a 15.3% Ebitda margin.

NDTV Profit · 5/15/2026, 5:57:38 AM

A dense Q4 results day brings consumer-facing prints from ITC Hotels, Godrej, Godfrey Phillips, Tata Motors PV, Apollo Tyres, Arvind, Amber Enterprises and Ashapura Intimates, alongside steel, power and pharma majors. Margin commentary and demand signals across hospitality, auto and apparel will set the tone for retail-linked names.

The Hindu BusinessLine · 5/15/2026, 3:56:22 AM

Indian markets rebounded with Sensex up 789 pts as Q4FY26 prints showed sharp divergence. Tata Motors PV PAT fell 31.7% to Rs 5,783 cr despite 7.2% revenue growth; Voltas slumped 52% to Rs 113 cr; LT Foods slipped 15.5%. Apollo Tyres bucked trend with 241% PAT jump to Rs 631 cr. GQG exited Rs 1,435 cr Adani Ent stake to SBI MF.

Business Today · Latest · 5/15/2026, 2:23:21 AM

A heavy earnings docket on May 15 puts consumer-facing names across hospitality, tobacco, QSR, apparel, luggage, home textiles, jewellery and appliances under the lens. Results from ITC Hotels, Godfrey Phillips, Devyani International, Arvind, VIP Industries, Welspun Living, Thangamayil, Bajaj Electricals and Symphony will reset Q4 demand reads.

NDTV Profit · 5/15/2026, 2:22:55 AM