ITC Ltd

Meeting Details

• Date and venue: 19 August 2026, Mumbai.
• Type and mode: one-to-one meeting, physical attendance.
• Organizer: Motilal Oswal Limited’s 22nd Annual Global Investor Conference, 2026.
• Company participants: representatives to attend; roles not disclosed.
• Purpose: general investor interaction at the conference.

Results & Board Approval

• Board approved ITC's Q1 FY27 unaudited results for quarter ended 30 June 2026.
• Standalone Q1: Gross ₹26,794 cr; Net ₹16,812 cr; EBITDA ₹4,514 cr.
• Consolidated Q1: Gross ₹29,410 cr; Net ₹18,955 cr; EBITDA ₹5,181 cr; PAT ₹4,509 cr.
• Sproutlife remeasurement gain recognized as exceptional item; Sproutlife subsidiary since 1-Apr-2026.

Subsidiary & Governance

• Sproutlife Foods Private Limited became ITC subsidiary with effect from 1-Apr-2026.
• ITC acquired right to nominate majority of Sproutlife Directors.

Growth & Strategic Highlights

• Digital-first & Organic ARR around ₹1,500 cr.
• Fresh Food GMV grew 90% YoY; ARR above ₹300 cr; 75 cloud kitchens across 5 cities.

Consolidated Performance Snapshot

• FMCG: revenue up 12% YoY; Notebooks rebound; growth in Dairy & Noodles.
• Agri Business: underlying revenue up 9% YoY; VAAP growth in spices and F&V.

Financial results approved

• Standalone Q1 FY2026-27 unaudited results approved; revenue from operations 26,943.23 crores.
• Standalone net profit after tax 3,578.82 crores; EPS 2.86.
• Consolidated Q1 FY2026-27 unaudited results approved; revenue from operations 29,523.30 crores.
• Consolidated net profit after tax 4,508.79 crores; EPS 3.51.
• Total comprehensive income 4,874.50 crores.

Subsidiaries and investments

• Sproutlife Foods became subsidiary from 1 April 2026.
• Remeasurement gain of 405.88 crores recognised as Exceptional Items in Consolidated results.
• Acquired 1,681 Mother Sparsh shares; 49.32% stake (fully diluted).
• Ind AS 103 remeasurement gains included; comparability affected.

Regulatory, tax, and other disclosures

• GST/Cess expiry; higher cigarette GST and excise from 1 Feb 2026; revenue impact noted.
• Board approved results at 31 July 2026 meeting.

ESG score update

• ESG Score of 67 (Strong) assigned for FY2025-26 by ESG Risk Assessments & Insights Limited.
• Score declined by 1 point versus FY2024-25.
• Methodology not shared with the company.
• Intimation dated 29 July 2026.

Meeting Details

• Board meeting scheduled for 31 July 2026; time and venue not disclosed.

Key Agenda Items

• Consider and approve unaudited standalone and consolidated financial results for quarter ended 30 June 2026.
• Consider and approve segment-wise revenue, results, assets and liabilities for quarter ended 30 June 2026.

Other Notes

• Trading window closure period not specified.

Dematerialisation status for quarter ended 30 June 2026

• Shares dematerialised in the quarter are listed on the same exchanges as earlier issued shares.
• Physical certificates for dematerialisation were mutilated and cancelled; the depository's name substituted as registered owner within 15 days.