GODFRYPHLP.NS(GODFRYPHLP.NS)

$1970.40—Stale · unknown old

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GODFRYPHLP.NS(GODFRYPHLP.NS)

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$1970.40—Stale · unknown old

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GODFRYPHLP.NS(GODFRYPHLP.NS)

GODFRYPHLP.NS

9/26/26

Godfrey Phillips India (GODFRYPHLP.NS)

Saturday

3:23 PM

ThesisGodfrey Phillips India: the story is balanced — Government excise duty policy changes - annual budget announcements and GST compensation cess adjustments directly…

Revenue Outlook

Metric	FY2026	FY2027E
Revenue	$63.9B	$65.1B
Rev. Growth	+13.9%	+1.9%
EPS	$97.84	$112.10
EPS Growth	+32.0%	+14.6%
P/E (fwd)	20.1×	17.6×

★ Analysts see FY2027 revenue reaching $65.1B — +1.9% growth in a single year.

What Moves the Stock

01Government excise duty policy changes - annual budget announcements and GST compensation cess adjustments directly impact margins and pricing strategy
02Cigarette volume trends - market share gains/losses versus ITC, illicit trade penetration, and regulatory enforcement effectiveness
0324Seven retail store expansion pace and same-store sales growth - store count additions and EBITDA breakeven timeline
04Input cost inflation - tobacco leaf procurement costs, packaging materials, and labor expenses affecting gross margins
05Cigarettes (estimated 75-80% of revenue) - premium and mid-tier brands across urban and semi-urban markets
06Retail operations (estimated 15-20%) - 24Seven convenience store chain with 200+ outlets
07Tea and other FMCG products (estimated 5-10%) - Red Label Natural Care tea brand

FY2026 Snapshot

Revenue: $63.9B
Rev. Growth: +13.9%
Gross Margin: 35.6%
Op. Margin: 22.9%
Net Margin: 23.9%
Net Income: $15.3B
NI Growth: +42.4%
EPS: $97.84
1Y Return: -44.0%

My Notes

value - Attracted investors seeking defensive characteristics, high ROE (24.4%)…
Low direct impact as debt/equity is minimal (0.03x).
Watch on earnings: Indian rupee inflation rate (CPI) - impacts consumer purchasing power and excise duty indexation expectations, Tobacco leaf auction prices in Andhra Pradesh and Karnataka - primary input cost driver for cigarette manufacturing, Government of India budget announcements (typically late February) - excise duty and GST cess changes.

One Sentence Summary:

Godfrey Phillips India: the story is balanced — government excise duty policy changes - annual budget announcements and gst compensation cess adjustments directly impact margins.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2026

FY2027E

P/E (fwd)

20.1×

17.6×

What Moves the Stock

01Government excise duty policy changes - annual budget announcements and GST compensation cess adjustments directly impact margins and pricing strategy

02Cigarette volume trends - market share gains/losses versus ITC, illicit trade penetration, and regulatory enforcement effectiveness

0324Seven retail store expansion pace and same-store sales growth - store count additions and EBITDA breakeven timeline

04Input cost inflation - tobacco leaf procurement costs, packaging materials, and labor expenses affecting gross margins

05Cigarettes (estimated 75-80% of revenue) - premium and mid-tier brands across urban and semi-urban markets

06Retail operations (estimated 15-20%) - 24Seven convenience store chain with 200+ outlets

07Tea and other FMCG products (estimated 5-10%) - Red Label Natural Care tea brand

My Notes

value - Attracted investors seeking defensive characteristics, high ROE (24.4%)…

Low direct impact as debt/equity is minimal (0.03x).

Watch on earnings: Indian rupee inflation rate (CPI) - impacts consumer purchasing power and excise duty indexation expectations, Tobacco leaf auction prices in Andhra Pradesh and Karnataka - primary input cost driver for cigarette manufacturing, Government of India budget announcements (typically late February) - excise duty and GST cess changes.

Godfrey Phillips India (GODFRYPHLP.NS)

Revenue Outlook

What Moves the Stock

GODFRYPHLP.NS Chart

My Notes

One Sentence Summary:

Explore More

Godfrey Phillips India (GODFRYPHLP.NS)

Revenue Outlook

What Moves the Stock

GODFRYPHLP.NS Chart

My Notes

One Sentence Summary: