bearish
ITC (3QFY25): Core Disappoints once Again, Agri Surprises. Maintain REDUCE
Cigarette EBIT margin contracted by 211bps YoY to 60.5% due to a sharp escalation in tobacco prices (up 25-30% YoY), higher trade incentives, and increased competitive intensity.
What is covered in the Full Insight:
- 3QFY25 Results Overview
- Cigarette Business Performance
- FMCG Segment Analysis
- Agribusiness Insights
- Outlook and Valuation
SUMMARY
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