ITC in Focus Post-Mixed Q4 Results: Most brokerages bullish on blue-chip cigarette maker

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ITC shares will gain traction in Friday’s session after the company’s results were announced after market hours on Thursday. The company posted a mixed set of earnings with topline on expected lines.

ITC Q4FY25 results 

For the e final quarter of FY24, the FMCG firm’s net profit of rose 285.26 per cent to Rs 19727.37 crore in the quarter ended March 2025 as against Rs 5120.55 crore during the previous quarter ended March 2024. Sales rose 9.93 per cent to Rs 18565.05 crore in the quarter ended March 2025 as against Rs 16888.73 crore during the previous quarter ended March 2024.

Zee Business research, ITC is estimated to register a consolidated net profit of Rs 4,851 crore for the January-March period, translating to a decline of 3.4 per cent on a year-on-year basis.

For the full year,net profit rose 69.84% to Rs 34746.63 crore in the year ended March 2025 as against Rs 20458.78 crore during the previous year ended March 2024. Sales rose 10.78% to Rs 74653.32 crore in the year ended March 2025 as against Rs 67391.04 crore during the previous year ended March 2024.

Brokerages on ITC post Q4 results

Jefferies on ITC (CMP:426) 
Maintain Buy, Target price raise to 535 from 520 
A broadly in-line outcome despite severe pressure in FMCG & paperboards 
Cigarette volume growth of 5% was in line and appears strong 
FMCG performance was affected mainly by tough macro conditions, resulting in sharp Ebit decline 
 
CLSA on ITC (CMP:426) 
Maintain Accumulate, Target price cut to 496 from 518 
 
Morgan Stanley on ITC (CMP:426) 
Maintain Overweight, Target Price 500 
 
JP Morgan on ITC (CMP:426) 
Maintain Overweight, Target price 475 
 
HSBC on ITC (CMP:426) 
Maintain Buy, Target price 510 
Cigarettes Delivered A Stable 6% YoY Revenue Growth Driven By Volumes 
Q4 In-line With Sequential Improvement In FMCG Biz Margin Although Growth Still Subdued 
Like ITC For Its Attractive Valuation In A Stable Tax Backdrop 

Zee Business Managing Editor Anil Singhvi on ITC

Anil Singhvi mentioned that the stock does not show reaction to results. He added that the stock will show weakness below Rs 413 and would get firm above Rs 437 per share.