ITC News

Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

Dividend yield is not just an investor’s tool. At certain points in the market, it becomes just as relevant – sometimes even more so – for traders. Yes, traders. Now, why would dividend yield, of all things, act like a support line? The explanation lies in market memory and psychology. Around a certain level of dividend yield, value-oriented funds begin to step in because the price suddenly offers the comfort of an income stock. Momentum traders see valuation support and a floor building underneath the price. Options desks recalibrate, as downside looks limited and covered calls turn attractive. Each group is reacting to its own cues, but collectively they create the reflexive bounce that turns weakness into opportunity for traders.

Indian equity markets saw a 1% gain but stayed below 25,000, prompting analysis of underlying trends. GST rationalization is expected to boost volumes and margins from Q3, benefiting India Inc. Metals led sectoral gains, supported by potential US rate cuts and improved India-China ties. Despite positive indicators, markets remain cautious, awaiting earnings reset and resolution on US tariffs.

FMCG stocks including ITC and Varun Beverages fell up to 4% on Friday as investors booked profits, snapping a five-day rally driven by GST 2.0 reforms. The Nifty FMCG index slid 2%, with analysts saying the sell-off may be short-lived amid consumption growth hopes.

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India’s GST overhaul introduces 5%, 18%, and 40% slabs, boosting consumption and aiding FMCG, auto, and insurance sectors. Coal, luxury goods, casinos, and energy drinks face higher taxes. While ITC and Godfrey Phillips benefit from reduced tax uncertainty, Delta Corp, Nazara, and premium auto firms may see near-term pressure.

The GST Council's sweeping rate cuts across sectors have ignited a market rally, with auto, FMCG, cement, insurance, and consumer durable stocks in sharp focus. Two-wheelers, small cars, cement, insurance, and packaged goods are now significantly cheaper. Analysts expect stronger consumption, improved margins, and GDP growth. Key beneficiaries include M&M, ITC, Hero MotoCorp, UltraTech, and SBI Life.

ITC Limited shares experienced a surge following the government's GST revision. The GST Council is streamlining tax slabs, potentially benefiting ITC. Brokerages predict a possible reduction in ITC's tax burden. A new 40% tax slab is proposed for certain goods. Experts believe this shift could lower prices and boost competitiveness against illicit markets.

ITC shares experienced a surge following the GST Council's announcement that the existing 28% GST plus compensation cess on tobacco products will persist until related borrowings are cleared. Subsequently, a revised 40% GST slab based on retail selling price will be introduced.

Fast-moving consumer goods companies saw a surge after the GST Council reduced tax rates on essential items. Stocks of Britannia Industries, Dabur, and Colgate-Palmolive rose sharply. Hindustan Unilever and ITC also experienced gains. The new rates will be effective from September 22, 2025.

Hotel stocks surged up to 50% in FY26, fueled by strong demand, GST reform hopes, and expansion plans. Analysts remain bullish on Lemon Tree, Chalet, and Apeejay Park, citing rising room rates, reduced debt, and new projects. Seasonal travel and premium supply gaps further support the growth outlook.

Indian markets closed higher on Wednesday, driven by banking and metal stocks, as investors anticipated GST Council updates regarding potential rate cuts. The Nifty rose by 0.55%, and the Sensex increased by 0.51%. Metal stocks surged, led by Tata Steel, while the IT index lagged due to concerns over U.S. manufacturing data.

Markets are in a wait-and-watch phase ahead of the GST Council meet, said Amnish Aggarwal of Prabhudas Lilladher. Potential GST cuts on FMCG, autos, and consumer durables could spur festive demand, while PSU banks look attractive; IT remains weak, and selective opportunities exist in chemicals.

ITC shares have delivered no returns in two years amid GST, BAT stake sale, and Marlboro concerns. Jefferies expects revenue-neutral GST changes, which could ease investor worries and support steady cigarette industry growth.

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It is after quite some time that FMCG stocks are in greenish territory. This is not only because they are seen as defensive stocks during a correction, but also because some green shoots are visible in terms of their real business thanks to the good monsoon this year. Adding to the positive bias is the GST rate rationalisation that is likely to happen soon. But that is where one needs to be more cautious. In terms of the GST rate move, don’t paint every FMCG stock with the same brush.

These days the Nifty and Sensex tend to slip into volatility every second week. Given the tariff situation, we don't know for how long this will continue. To deal with volatility, it would be a good idea to use a mix of conventional and unconventional methods. This will ensure that, if the market stays under pressure and stocks do not create wealth, they at least generate income. Now, what is the income stocks generate? It is the dividend you get by holding a stock. It is different from income which trading in stocks generates. So, don't confuse the two. Dividend yield can help both investors and traders. In the case of traders, it will require some hard work. But who said making money in the market is easy?

The Indian benchmark indices Sensex and Nifty opened higher on Friday, led by advances in heavyweights Reliance Industries and HDFC Bank, though concerns over U.S. tariffs are expected to keep a cap on further gains.

With the additional 25% tariff all but a reality, here's a question: What will President Trump say or do next? Can anyone predict that? The answer is no. So, if you cannot predict what the man responsible for all the recent market turmoil will do, why try to predict what will happen to stock prices? At such a juncture, you will do well to remember that while the markets are about buying and selling, there is a third option. Which is hold. And when it comes to wealth creation, there are times when it is more important to just hold on to stocks. So if you have quality stocks, stop analysing what is happening to the Nifty and Sensex every day.

Prabhudas Lilladher forecasts Nifty 50 at 27,609 over 12 months, citing India’s consumption revival, tax cuts, and easier credit. Top stock picks include Titan, Britannia, DOMS Industries, Adani Ports, and ICICI Bank. Overweight on banks, healthcare, consumer; risks stem from U.S. tariffs, geopolitics, and sector-specific pressures.

ITC Hotels shares faced selling pressure. JM Financial started covering the stock with a ‘sell’ rating. The brokerage cited valuation concerns despite strong fundamentals. The stock price declined following the report. JM Financial acknowledged ITC Hotels' leadership and growth. However, limited near-term asset commissioning and current valuations led to the 'sell' recommendation.

Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

The probability of a correction if there is no positive development on the India-US trade deal is quite high. The fact, however, remains that the market has recovered each time there is some such crisis, and it will do so this time as well. But, as valuations are high at this point, the pace and breadth of recovery may differ when compared to the earlier corrections. So, just focus on stocks with a high probability of making it to the list that will lead the first wave of recovery. Those will be stocks where the businesses are on the right path and the runway for growth is clearly visible. Also, where the management has a track record.

We write to advise, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, that the Company's representatives will be attending the 21st Annual Global Investor Conference, 2025 organised by Motilal Oswal Financial Services Limited on 1st September, 2025 at Mumbai.

Allotment of Shares under the Employee Stock Option Schemes of the Company

Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

The government is planning GST 2.0. It may include a 40% tax on alcohol, cigarettes, and gaming. Consequently, shares of Godfrey Phillips, Nazara Technologies, and Delta Corp declined. Globus Spirits, United Spirits, and ITC also saw drops. The GST revamp aims to streamline rates. Essential items may have 5% tax. Most goods could fall under 18%.

What is it that the street fears most when it comes to a slowdown or any other disruption (tariffs, or a sudden increase in commodity prices)? Simple: A drop in the margins of companies. If one looks at the Q1 numbers, there are a number of companies which declared a sudden drop in margins. The reason could be any, but there was a drop in margins. At a time of uncertainty, why not look at companies with strong margins? Because, even if there is some dip in overall margins, they are still higher and ensure a certain level of comfort.

Publication of Notice re: Re-lodgement of Transfer Requests for Shares of ITC Limited held in Physical Form.

June quarter results show mixed performance across sectors. Automobiles, banking, and IT faced demand challenges. Cement, metals, and pharma saw gains. Mahindra and Mahindra excelled in automobiles. Public sector banks maintained asset quality. Ultratech reduced production costs. Infosys and HCL Technologies revised revenue guidance. Reliance Industries reported strong operating profit. Sector performance varied due to diverse economic factors.

Indian markets faced a third consecutive day of losses as the Sensex and Nifty50 declined due to new US tariffs, sparking economic concerns. Adani Ports and Tata Motors were among the top losers. Despite the RBI maintaining a 6.5% GDP growth forecast, experts advise caution, favoring domestic-focused sectors.

Brokerage houses offer varied outlooks on Indian stocks. Antique maintains a Buy rating for Federal Bank, targeting Rs 240, and ITC, raising the target to Rs 502, citing growth and margin prospects. Conversely, Avendus holds a Sell rating for Godrej Properties with a target of Rs 1,750, anticipating tighter cash flows and increased debt over the next two fiscal years.

TCS Share Price: ITC reported a 3% YoY increase in consolidated net profit for the June quarter, reaching Rs 5,244 crore, with revenue up by 19.5%. Brokerages remain largely positive, though some have slightly adjusted target prices. While cigarette volumes show strong growth, FMCG and paper segments face margin pressures, impacting some earnings estimates for the near term.

Equity benchmark indices declined for the fifth straight week amid persistent selling pressure and global headwinds. Several companies are set to announce their Q1 results, including DLF, Siemens Energy, Shree Cements, and Tata Investment. Federal Bank, ITC, Tata Power, and Delhivery have already reported their Q1 results, with varying profit performances.

Let’s ask you one question: What is the dividend yield of the stocks in your portfolio? Puzzled? Not surprising, because, forget the yield, most investors do not even bother to check whether they received any dividend on their stocks. Why? Because they are more interested in capital gains. While there is nothing wrong with that, there are times when it is important to look at dividend yield as well. Are we in those times? Let’s find out.

As the market experiences volatility, with more expected in the coming days, remember: This is a transient phase. What endures are investing principles. So, develop the ability to ignore the noise which volatility creates, and focus on the business you either own or will own after you buy the stocks you are targeting. If the business presents a significant opportunity in terms of growth, and the management has a track record of smart execution, then all volatility and panic phases are opportunities for investing in such stocks.

Whether the market is in the grip of bulls or bears, investors always need to be cautious and selective. When valuations are high, don't look for penny stocks, or stocks where there is only a narrative of growth. When the street is bearish, don’t get caught up in the short-term narrative and sell at the wrong time. Also, avoid the urge to average out. We are in a phase where the underlying bias of volatility has turned bearish. Given that valuations are high, there is a case to be selective if you are putting in fresh money. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum.

ITC Ltd reported a slight dip in standalone net profit for Q1, but revenue surged by 19.7% driven by cigarettes, FMCG, and agri-businesses. The cigarette business saw revenue growth, while the FMCG sector was impacted by commodity prices. Agri-business revenue soared, offsetting a decline in the paperboards segment. Consolidated results showed strong performance across group companies.

Media Statement and Investor Presentation - Q1 FY 2025-26

Scheme of Amalgamation of Sresta Natural Bioproducts Private Limited and Wimco Limited with ITC Limited