ITC vs Godfrey Phillips India: Which Stock Should You Track

ITC MCap Rs 3,57,090 Cr, PE 17.69x, ROE 28.53%, D/E 0.03, Div 5.09%. Godfrey Phillips MCap Rs 36,266 Cr, PE 26.51x, ROE 24.56%, D/E 0.04, Div 2.15%.

ITC vs Godfrey Phillips India is a comparison investors look up when evaluating two of India’s listed cigarette and tobacco companies. ITC is a large conglomerate with cigarettes as its primary profit engine alongside FMCG foods, hotels, paperboards, agribusiness and IT, while Godfrey Phillips India is a smaller tobacco-focused company operating under a licence from Philip Morris and with a growing retail business. The comparison is popular among dividend-seeking investors.

This ITC vs Godfrey Phillips India article covers reach and market position, key products, latest declared results and stock valuation. The ITC vs Godfrey Phillips India data below is sourced from Groww and public company filings and reflects the most recently available information at the time of writing.

ITC vs Godfrey Phillips India: Reach and Market Position

On the ITC side of the ITC vs Godfrey Phillips India comparison, ITC distributes cigarettes across India through its dominant distribution network covering over 6 million retail outlets. Its FMCG segment covers branded foods, personal care and agarbatti. ITC Hotels is a premium hospitality chain. Market capitalisation is Rs 3,57,090 Cr.

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On the Godfrey Phillips India side of the ITC vs Godfrey Phillips India comparison, Godfrey Phillips India distributes its Four Square, Red and White and Marlboro (licensed) cigarettes in India alongside a growing retail chain. It is majority-owned by Philip Morris International and the K K Modi Group. Market capitalisation is Rs 36,266 Cr.

ITC vs Godfrey Phillips India: Key Products and Business Mix

In the ITC vs Godfrey Phillips India product comparison, ITC offers: ITC earns from cigarettes, FMCG packaged foods (Aashirvaad, Sunfeast, Bingo, Engage, Classmate), hotels, paperboards and agribusiness. EPS is Rs 16.11. P/E is 17.69x, ROE 28.53 percent, D/E 0.03. Dividend yield is 5.09 percent.

For Godfrey Phillips India in this ITC vs Godfrey Phillips India breakdown: Godfrey Phillips earns from cigarettes, tobacco products and its 24Seven retail convenience stores. EPS is Rs 87.71. P/E is 26.51x, ROE 24.56 percent, D/E 0.04. Dividend yield is 2.15 percent.

ITC vs Godfrey Phillips India: Latest Results

The ITC vs Godfrey Phillips India results for ITC: ITC has a market cap of Rs 3,57,090 Cr and P/E of 17.69x. ROE is 28.53 percent with near-zero debt. Dividend yield of 5.09 percent makes it one of India’s highest-yielding large-cap stocks.

The ITC vs Godfrey Phillips India results for Godfrey Phillips India: Godfrey Phillips has a market cap of Rs 36,266 Cr and P/E of 26.51x. ROE is 24.56 percent with near-zero debt. Dividend yield is 2.15 percent. Godfrey Phillips is approximately 10 times smaller than ITC by market cap.

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ITC vs Godfrey Phillips India: Stock and Valuation

The ITC vs Godfrey Phillips India stock comparison uses the latest available market data from Groww. Investors tracking ITC vs Godfrey Phillips India should verify current prices on NSE or BSE before trading.

ITC vs Godfrey Phillips India at current valuations: ITC trades at Rs 3,57,090 Cr market cap, P/E 17.69x, ROE 28.53 percent, Div 5.09 percent. Godfrey Phillips trades at Rs 36,266 Cr market cap, P/E 26.51x, ROE 24.56 percent, Div 2.15 percent. ITC is cheaper on P/E and offers a much higher dividend yield; Godfrey Phillips has a similar ROE at a slightly higher multiple.

ITC vs Godfrey Phillips India: Quick Comparison Table

The ITC vs Godfrey Phillips India comparison table below summarises the key metrics covered in this article side by side.

Parameter	ITC	Godfrey Phillips India
Sector	Tobacco + FMCG + hotels + paperboards	Tobacco + licensed brands + retail stores
Market Cap	Rs 3,57,090 Cr	Rs 36,266 Cr
P/E Ratio	17.69x	26.51x
ROE	28.53%	24.56%
Debt to Equity	0.03	0.04
Dividend Yield	5.09%	2.15%
Promoter	Diverse institutional holding; ITC board-run	Philip Morris International + K K Modi Group

Conclusion

The ITC vs Godfrey Phillips India comparison above covers the key data points on reach, products, results and valuation. ITC vs Godfrey Phillips India covers two tobacco-anchored companies with strong cash generation. ITC is a diversified conglomerate with a dominant cigarette franchise and a growing FMCG and hospitality business. Godfrey Phillips is a focused tobacco and retail play with Philip Morris backing. ITC is the clear scale and dividend leader. Investors should review volume trends, tax incidence on tobacco, FMCG penetration and hotel business performance for ITC; and cigarette market share and retail store economics for Godfrey Phillips. Consult a SEBI-registered advisor.

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Frequently Asked Questions

What businesses does ITC have beyond cigarettes?

Ans. ITC has diversified into branded packaged foods (Aashirvaad atta, Sunfeast biscuits, Bingo chips, YiPPee noodles), personal care (Engage, Savlon), agarbatti (Mangaldeep), hotels (ITC Hotels), paperboards and IT services through ITC Infotech.

Who owns Godfrey Phillips India?

Ans. Godfrey Phillips India is majority-owned by Philip Morris International and the K K Modi Group. The company operates Marlboro under a licence from Philip Morris in India.

Does ITC pay high dividends?

Ans. Yes. ITC pays one of the highest dividend yields among Indian large-cap companies at approximately 5.09 percent on a trailing twelve month basis.

Is ITC in Nifty 50?

Ans. Yes. ITC is a constituent of Nifty 50 and is among the top-weighted FMCG stocks in Indian benchmark indices.

What is Godfrey Phillips’ 24Seven?

Ans. 24Seven is Godfrey Phillips India’s retail convenience store chain operating across major Indian cities, offering FMCG, food and beverage and basic services. It is a diversification from the company’s tobacco business.

Which gives a higher dividend yield, ITC or Godfrey Phillips?

Ans. ITC at 5.09 percent yield is significantly higher yielding than Godfrey Phillips at 2.15 percent. Both are near-zero debt companies with strong free cash flow. ITC has consistently paid dividends over many years. Consult a SEBI-registered advisor for personalised guidance.

Is tobacco a declining business in India?

Ans. India remains a large cigarette market. Regulatory risks include higher excise duties and pictorial health warnings, but legal cigarette volumes have been relatively stable. Investors should review volume trends and regulatory outlook.