Godfrey hits new high

Godfrey Phillips is today among the top five gainers on the BSE. From its close of Rs.8992.05, the stock price opened much higher at Rs.9400.05 and went on to hit a new 52-week high at Rs.9891.

The market has given its Q1FY26 earnings a big thumbs up.

The company posted a 12% (YoY) rise in consolidated net profit at Rs.122 crore and this was on a 12% rise in total income at Rs.943 crore. EBITDA was up 10% at Rs.185 and margins showed a dip at 19.6% v/s 20%..

A part of Modi Enterprises, Godfrey Phillips India is a diversified FMCG and tobacco player, known for leading brands like Four Square, Red & White, and its growing retail chain 24Seven.

Its operational metrics -

Tobacco & Cigarette Segment

• Continued volume and value growth in the core cigarette business.
• Four Square, the flagship brand, maintained a strong market share, especially in semi-urban and tier-2 markets.
• Price hikes implemented in Q4 FY25 were absorbed without significant impact on volumes.
• Operating leverage improved on the back of stable raw material sourcing and supply chain efficiencies.

Retail - 24Seven Convenience Stores

• Revenues grew 22% YoY, driven by a combination of store expansion and improving same-store sales (SSS) growth.
• Contribution margin improved sequentially with better product mix and operational efficiency.
• Currently operates over 160 stores across Delhi-NCR, Mumbai, and Chandigarh, with plans to cross 200 stores by FY26-end.