India’s FMCG giant ITC delivered a strong performance in Q4 FY26, reinforcing its position as one of the most influential consumer businesses in the country. In one of the biggest developments in D2C news India and FMCG industry news this quarter, ITC reported a 5% year-on-year rise in standalone net profit to Rs 5,113 crore, while revenue from operations surged 17% YoY to Rs 21,695 crore. The company also announced a final dividend of Rs 8 per share, further strengthening investor confidence around one of India’s most established consumer-facing businesses.
The latest Indian D2C updates and D2C business India conversations continue to highlight how legacy FMCG leaders are increasingly building omnichannel and direct-to-consumer India strategies alongside their large-scale offline distribution. ITC’s growing FMCG-others business, which includes packaged foods, personal care, dairy, beverages, stationery and agarbattis, reflects the broader shift in D2C market trends 2025 where consumer brands are scaling rapidly through digital-first engagement, premiumisation and category expansion.
For Q4 FY26, ITC’s revenue from operations rose to Rs 21,695 crore from Rs 18,495 crore in the corresponding quarter last year. Profit before tax also increased 4% YoY to Rs 6,694 crore. Total expenses climbed to Rs 15,656 crore, largely due to higher excise duty, raw material inflation and increased operating costs. Excise duty alone surged sharply to Rs 5,644 crore following recent taxation changes in cigarettes.
Despite macroeconomic pressures, ITC continued to showcase resilience across categories, making it one of the most closely watched names in D2C industry news and FMCG growth stories. The cigarettes business remained the largest contributor to profitability, with segment revenue rising 32% YoY to Rs 11,066 crore. Segment profit increased 7% to Rs 5,488 crore, highlighting stable demand and pricing strength in the category.
More importantly for the D2C ecosystem India, ITC’s FMCG-others segment delivered another strong quarter. Revenue from the segment increased 15% YoY to Rs 6,304 crore, while segment profit jumped nearly 51% to Rs 521 crore. This business includes some of India’s fastest-growing consumer brands across packaged foods, personal care, wellness and household products — categories that are driving the next phase of D2C brands India growth.
The company’s total FMCG revenue rose 25% YoY to Rs 17,370 crore, while total FMCG segment profit increased 10% to Rs 6,009 crore. The numbers underline how large Indian conglomerates are adapting to evolving D2C consumer behavior India trends through premium products, omnichannel D2C strategy, digital-first marketing and wider retail penetration.
Across India’s D2C market news and insights ecosystem, investors continue to closely track established FMCG leaders like ITC as they compete with latest D2C startups, creator-led D2C brands and VC-backed D2C brands entering categories such as packaged foods, beverages, personal care and wellness. The convergence of traditional FMCG scale with modern D2C business model India execution is becoming one of the biggest stories in D2C startup news and D2C revenue growth conversations.
For the full FY26 financial year, ITC reported revenue from operations of Rs 81,640 crore, up 10% from Rs 74,238 crore in FY25. Profit from continuing operations stood at Rs 20,286 crore, compared with Rs 20,093 crore in the previous year. Even as the agri business remained under pressure due to export disruptions and weaker trading opportunities, ITC’s diversified consumer portfolio and strong FMCG momentum continued to support long-term growth.
As India’s D2C ecosystem India rapidly evolves, ITC’s latest results reinforce how established consumer giants are transforming into agile, omnichannel and digitally integrated businesses. From premium FMCG products and packaged foods to personal care and wellness categories, ITC continues to strengthen its relevance in India’s fast-changing direct-to-consumer India landscape.