ITC's non-cigarette FMCG hits ₹37,000 cr consumer spend in FY26, up 9% YoY across 280 mn households
ITC's FMCG-Others arm crossed USD 4 billion in consumer spend in FY26, growing 9% over ₹34,000 cr in FY25. Portfolio reaches 280 million households, with ~100 new launches, exports to 70+ countries, and digital-first/organic brands clocking ₹1,350 cr ARR.
ITC's non-cigarette FMCG business posted ₹37,000 crore consumer spend in FY26, up 9% YoY, reaching 280 million households. Launched ~100 new products; digital-first and organic acquisitions clock ₹1,350 crore ARR. Exports to 70+ countries.
Why this matters
Scale milestone aligns with ITC's ₹20,000 cr capex pledge and 80-100 bps margin expansion target, while protein/fibre bets court GLP-1 and Gen Z buyers amid a 21-month share correction.
Retail-company signals steady at 3,891 over 90 days, with ITC's FMCG scale-up a key data point.