Godfrey Phillips India Ltd logo

Godfrey Phillips India Ltd

GODFRYPHLP NSE

Key Fundamentals

SmallcapCigarettes & TobaccoConsumer Goods
Market Cap
₹32,967 Cr
Volatility
Moderate
P/E Ratio
24.09
EBITDA
₹1,789 Cr
Return on Equity
24.53%
Debt to Equity
0.04
Book Value
₹398.28
EPS
₹172.61
52W High
₹3,947
52W Low
₹1,832.1

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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37 extracted metrics + investor summaries across FY15–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

3
  • Company is almost debt free.
  • Company has delivered good profit growth of 34.4% CAGR over last 5 years
  • Company has been maintaining a healthy dividend payout of 43.4%

Weaknesses

1
  • Debtor days have increased from 33.7 to 51.8 days.

Growth Rate

Revenue Growth
13.11% ↗
Net Income Growth
32.30% ↗
Cash Flow Change
383.13% ↗
ROE
11.75% ↗
ROCE
12.30% ↗
EBITDA Margin (Avg.)
13.18% ↗

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 5d ago
AI opinion · based on fundamentals
Risk medium

Godfrey Phillips India is an almost debt-free consumer goods company with a market cap of ~₹34,066 Cr, trading at a PE of 25x. It has delivered 34% profit CAGR over five years and maintains a 43.4% dividend payout, though recent top-line growth has slowed to 2% TTM and the stock has declined 34% over the past year.

Bull Case 8
  • Company is virtually debt-free, providing significant financial flexibility and low interest burden
  • Strong 5-year compounded profit growth of 34% CAGR demonstrates consistent earnings expansion
  • Return on equity of 23% in the last year, well above the 10-year average of 17%, showing improving capital efficiency
  • Healthy dividend payout of 43.4% with a current dividend yield of 2.27%, offering steady income to shareholders
  • 10-year compounded sales CAGR of 11% indicates sustained long-term revenue growth in a defensive sector
  • 3-year stock CAGR of 48% reflects strong medium-term wealth creation despite recent correction
  • Price-to-book ratio of 5.51x is supported by consistently high ROE of 19-23% over multiple timeframes
  • 3-year compounded profit growth of 32% outpaces 3-year sales growth of 22%, indicating margin expansion
Bear Case 8
  • Stock has declined 34% over the past one year, indicating significant negative sentiment or de-rating
  • TTM sales growth has decelerated sharply to just 2% versus 22% 3-year CAGR, signaling potential revenue stagnation
  • Debtor days have increased from 33.7 to 51.8 days, a 54% deterioration in working capital efficiency
  • PE of 25x may be difficult to sustain if the recent TTM sales growth slowdown to 2% persists
  • Operating in a heavily regulated tobacco industry with ongoing risk of further excise duty hikes and advertising restrictions
  • 52-week high and low data unavailable, limiting visibility into recent price support and resistance levels
  • TTM profit growth of 12% is materially lower than the 5-year CAGR of 34%, suggesting earnings momentum may be fading
  • Price-to-book of 5.51x leaves limited margin of safety if ROE reverts toward the 10-year average of 17%

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 17h ago
Headwinds 1
  • Q1FY27 profit drops 51% YoY Jul 27

    Standalone net profit fell 51% YoY to ₹177.4 crore and consolidated profit declined 44% to ₹198.4 crore in Q1FY27, driven by tax structure changes.

Positives 2
  • Revenue doubles YoY in Q1 Jul 27

    Revenue rose 111% YoY in Q1FY27, indicating strong topline growth despite profit compression from indirect tax revisions.

  • Strong sustainability metrics in BRSR Aug 1

    FY26 BRSR highlights a 22% drop in water intensity and 112.9% water replenishment, signaling improving ESG credentials.

Neutral 2
  • ₹33 dividend, record date Aug 11 Jul 28

    Board approved ₹33 per share final dividend for FY26 with August 11 as record date. TDS document submission deadline is August 10, 2026.

  • 89th AGM scheduled Aug 24 Jul 28

    Annual General Meeting set for August 24, 2026 via video conferencing as per MCA circulars.

TL;DR: Godfrey Phillips delivered massive revenue growth of 111% YoY in Q1FY27, but profit was severely hit (down 51%) due to indirect tax structure changes, making the headline numbers look weak. The ₹33 dividend and strong ESG performance show management confidence and operational discipline. The key risk is whether tax-driven margin compression persists; if the tax impact is one-off, the underlying revenue momentum suggests a recovery in profitability ahead.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
1,046
1,158
1,250
875
1,088
1,360
1,589
1,573
1,486
1,289
1,829
1,787
1,206
Expenses
794
934
1,022
685
819
1,083
1,228
1,304
1,149
975
1,449
1,235
1,024
Operating Profit
253
224
228
191
270
277
361
269
338
314
380
553
181
OPM %
24%
19%
18%
22%
25%
20%
23%
17%
23%
24%
21%
31%
15%
Other Income
53
38
87
114
40
94
80
136
141
101
94
152
107
Interest
7
7
6
4
3
3
3
4
3
3
3
3
3
Depreciation
37
36
36
28
27
27
28
42
28
29
31
33
34
PBT
262
219
272
273
280
341
411
359
448
383
440
669
251
Tax %
16%
25%
22%
21%
18%
27%
23%
22%
20%
20%
22%
22%
21%
Net Profit
254
202
212
215
229
248
316
280
356
305
343
521
198
EPS in Rs
16.31
12.95
13.61
13.73
14.65
15.92
20.25
17.9
22.84
19.56
22.01
33.43
12.72
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
2,586
2,331
2,403
2,326
2,497
2,877
2,525
2,688
3,562
4,018
5,611
6,391
6,110
Expenses
2,219
2,006
2,149
2,065
2,094
2,284
1,984
2,054
2,759
3,115
4,434
4,806
4,682
Operating Profit
367
324
254
260
403
592
541
633
804
903
1,177
1,585
1,429
OPM %
14%
14%
11%
11%
16%
21%
21%
24%
23%
22%
21%
25%
23%
Other Income
32
37
47
73
79
107
119
114
252
328
349
489
454
Interest
19
10
4
2
1
30
31
34
29
14
12
12
11
Depreciation
108
107
98
98
99
155
141
145
154
108
124
121
127
PBT
271
244
199
233
383
514
487
568
873
1,109
1,390
1,941
1,744
Tax %
33%
30%
31%
32%
32%
25%
23%
23%
21%
20%
23%
21%
—
Net Profit
183
170
137
159
260
385
376
438
690
884
1,072
1,526
1,368
EPS in Rs
11.75
10.88
8.8
10.2
16.69
24.67
24.14
28.08
44.26
56.61
68.72
97.84
87.72
Div. Payout %
23%
25%
30%
26%
16%
32%
33%
33%
33%
33%
46%
51%
—
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
10
10
10
10
10
10
10
10
10
10
10
31
Reserves
1,302
1,566
1,650
1,783
2,028
2,177
2,572
2,917
3,538
4,222
5,235
6,181
Borrowings
277
132
73
28
42
357
396
337
355
345
179
234
Other Liabilities
484
452
474
644
785
751
754
837
1,065
1,266
1,544
1,864
Total Liabilities
2,073
2,159
2,208
2,465
2,866
3,295
3,732
4,102
4,968
5,843
6,969
8,310
Fixed Assets
675
695
700
650
694
1,015
1,034
983
932
893
732
812
CWIP
65
49
13
18
14
17
26
42
22
10
23
168
Investments
273
410
507
924
1,232
1,251
1,554
1,844
2,669
3,000
3,197
3,299
Other Assets
1,060
1,006
987
872
925
1,012
1,118
1,234
1,346
1,940
3,017
4,031
Total Assets
2,073
2,159
2,208
2,465
2,866
3,295
3,732
4,102
4,968
5,843
6,969
8,310
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
63
319
245
516
362
375
310
479
736
290
107
518
Investing
-32
-119
-125
-405
-310
-72
-298
-234
-541
55
402
27
Financing
-31
-197
-125
-99
-43
-303
-16
-238
-206
-359
-491
-619
Net Cash Flow
1
3
-4
12
9
0
-4
6
-11
-13
18
-73
Free Cash Flow
-45
188
177
457
233
254
180
405
736
192
-53
215
CFO/OP
43
122
119
226
122
84
75
98
115
54
32
57
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
18
17
27
13
10
9
18
21
15
16
34
52
Inventory Days
248
257
187
179
218
199
222
247
190
242
224
233
Days Payable
49
42
45
52
99
74
70
75
75
67
56
55
Cash Conversion Cycle
217
231
169
140
130
134
170
192
131
191
202
230
Working Capital Days
39
74
70
30
9
21
33
42
21
56
89
115
ROCE %
18%
14%
12%
10%
16%
20%
15%
17%
22%
23%
26%
30%

Shareholding Pattern

As of Jun 2026
Promoters 72.58%
Public 13.01%
FIIs 7.80%
DIIs 3.66%
Others 2.94%
Government 0.02%
Total 100.01%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
72.78%
72.83%
72.83%
72.83%
72.83%
72.83%
72.83%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
72.58%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
10.13%
10.77%
10.83%
10.80%
10.63%
9.73%
9.32%
7.94%
8.15%
7.91%
7.80%
DIIs
1.71%
1.66%
1.66%
1.64%
1.62%
1.60%
1.62%
1.62%
1.63%
1.49%
1.53%
1.56%
1.53%
1.90%
1.97%
1.98%
3.28%
3.85%
4.13%
4.22%
3.29%
3.66%
Government
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.05%
0.02%
0.02%
0.02%
0.02%
Public
12.33%
12.49%
12.47%
12.82%
12.58%
12.50%
13.03%
12.99%
12.94%
13.11%
13.14%
13.00%
12.17%
11.83%
11.99%
12.23%
12.08%
11.79%
12.59%
12.12%
13.33%
13.01%
Others
13.13%
12.98%
13.00%
12.67%
12.93%
13.02%
12.47%
12.76%
12.81%
12.77%
12.70%
2.68%
2.90%
2.81%
2.62%
2.53%
2.28%
2.41%
2.75%
2.91%
2.87%
2.94%
No. of Shareholders
36,969
37,842
32,580
30,611
30,067
29,941
31,553
40,739
44,386
44,566
38,936
41,640
38,489
39,116
73,826
78,189
74,994
63,714
92,995
7,41,11,700
1,66,845
1,56,601

Documents

1
Concall - Jun 2018 Jun 2018
2
Concall - Aug 2018 Aug 2018
3
Concall - Nov 2018 Nov 2018
4
Concall - Feb 2019 Feb 2019
5
Concall - Jun 2019 Jun 2019

Frequently Asked Questions about Godfrey Phillips India Ltd

What does Godfrey Phillips India Ltd do?
Gndia is one of the leading FMCG Companies in India - flagship company distribute the renowned Marlboro brand in India. [1]
Where is Godfrey Phillips India Ltd (GODFRYPHLP) listed?
Godfrey Phillips India Ltd is listed on the Indian stock exchanges. It is listed on NSE: GODFRYPHLP and BSE: 500163. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Godfrey Phillips India Ltd belong to?
Godfrey Phillips India Ltd operates in the Consumer Goods sector within the Cigarettes & Tobacco industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Godfrey Phillips India Ltd?
Godfrey Phillips India Ltd has a market capitalisation of approximately ₹32966.75 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Godfrey Phillips India Ltd?
The Price-to-Earnings (PE) ratio of Godfrey Phillips India Ltd is 24.09. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Godfrey Phillips India Ltd?
Over the past 52 weeks, Godfrey Phillips India Ltd has traded between a low of ₹1,832.1 and a high of ₹3,947. This range helps investors understand the stock's price volatility and recent trading levels.
Does Godfrey Phillips India Ltd pay dividends?
Yes, Godfrey Phillips India Ltd has a dividend yield of 2.35%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Godfrey Phillips India Ltd?
Godfrey Phillips India Ltd has a Return on Equity (ROE) of 24.53%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Godfrey Phillips India Ltd on Tapetide?
On Tapetide, you can view Godfrey Phillips India Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Gndia is one of the leading FMCG Companies in India - flagship company distribute the renowned Marlboro brand in India. [1]

Website godfreyphillips.com
CEO Dr. Bina Modi
Employees 1,077
Listed 1996-07-24
Face Value ₹ 2
Issued Size 15,59,81,760

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