ITC Q1 profit falls 27% as margins compress, while FMCG grows 12%

ITC reported standalone net profit of ₹3,578.8 crore, down 27.1% year-on-year, as revenue declined and EBITDA margin narrowed to 26.7%. Its FMCG business grew 12%, with growth led by dairy, snacks and personal care; digital-first brands and fresh-food cloud kitchens continued to scale.

— Filed Fri, 31 Jul, 2026, 17:18 IST · Source CNBC-TV18 · Companies · Updated

ITC’s Q1 profit fell 27% as revenue and margins weakened, missing estimates. FMCG grew 12%, led by dairy, snacks and personal care, while digital brands, quick-commerce channels, packaging and fresh-food cloud kitchens continued expanding.

Why this matters

The result follows ITC's planned cigarette-pricing recalibration after a tax hike, while its AI climate-risk rollout and Climate Smart Agriculture expansion show continued investment beyond core tobacco.

Retail-company signals are accelerating, up +259760% QoQ.