Large-Cap Stock-ITC Jumps Over 5% with 5 Times Spurt in Volume

On Friday, one of the Top Gainers on BSE, shares of ITC Ltd, jumped over 5 per cent to Rs 327.80 per share with a 5 times Spurt in Volume from its previous closing of Rs 310.25 per share. The company has a market cap of over Rs 4 lakh crore with Rs 3.12 lakh crore as free float.

ITC has demonstrated a resilient performance for the quarter ended 31st December, 2025, reporting a consolidated Gross Revenue increase of 7.1 per cent year-on-year. This growth was primarily fuelled by a 12.6 per cent surge in the FMCG-Others segment and sustained momentum in the Cigarettes business, which grew by 8.2 per cent. On a standalone basis, Gross Revenue reached Rs 19,200 crore, while the Profit Before Tax (before exceptional items) stood at Rs 6,959 crore. Acknowledging these strong results, the Board has recommended an Interim dividend of Rs 6.50 per share for the financial year.

The FMCG-Others segment remains a standout performer, delivering double-digit revenue growth of 11 per cent alongside a significant EBITDA margin expansion of 145 bps. Success was broad-based across staples, biscuits, and dairy, with the digital-first and organic portfolio—featuring brands like Yogabar and Mother Sparsh—skyrocketing by 60 per cent. Notably, the segment's PBIT grew by 42 per cent, supported by the leadership of Aashirvaad Atta and the continued premiumization of the Sunfeast and Bingo! portfolios.

In the Cigarettes business, Net Segment Revenue rose by 7.9 per cent, driven by volume-led growth and a focus on premium offerings. However, the company flagged concerns regarding the "unprecedented" increase in GST and Excise Duty rates effective 1st February, 2026. The industry warns that such steep taxation provides an impetus to the illicit trade, which already accounts for nearly one-third of the legal industry and causes an estimated loss of approximately. Rs 23,000 crore. per annum to the national exchequer

The Agri and Paperboards segments also contributed positively to the quarterly highlights. Agri Business revenue grew by 6.3 per cent, bolstered by leaf tobacco exports and value-added products like coffee and aqua. Meanwhile, the Paperboards, Paper, and Packaging segment saw an 11 per cent year-on-year increase in underlying profits. While high wood prices and low-priced imports remain industry-wide challenges, the imposition of a Minimum Import Price on certain paperboards has provided early "green shoots" for recovery in realisations.

Looking ahead, ITC continues to scale its FoodTech Business as a new growth vector, with its cloud kitchen network expanding to 70 locations across five cities and reaching a GMV of approximately. Rs 150 crore. for the year to date. The company also maintains its global leadership in sustainability, marking 23 years of being water positive and 20 years of being carbon positive. These "Triple Bottom Line" achievements, coupled with an 8.2 per cent growth in the broader Indian economy, position the company to navigate evolving trade dynamics and heightened global volatility.

Disclaimer: The article is for informational purposes only and not investment advice.