• Group CAPEX outlay: ITC plans to deploy a capital expenditure of approximately 20,000 crore rupees across the group over the next four to five years.
• FMCG expansion strategy: Targeting an addressable market set to reach 7 lakh crore rupees, the company aims to become India's number-one FMCG player through portfolio premiumization and scaling acquired niche brands, which currently operate at a 1,300 crore rupee run rate.
• Agri business scaling: The agri business has grown to 20,000 crore rupees, supported by the ITC MARS platform reaching 2.5 million farmers and breaking even in its third year, alongside plans to build four climate-controlled horticulture facilities with quick commerce partners.
• Cigarette taxation pressures: With illicit trade representing one-third of the legal industry, ITC is staggering price increases—having passed on roughly 50% to 60% of recent tax hikes—to cushion anticipated short-term volume degrowth.
• Omni-channel revenue share: Digital and modern channels, including modern trade, e-commerce, quick commerce, and the Unnati app, now account for approximately 34% of ITC's revenues, while the fresh foods cloud kitchen business is expanding at 100% year-on-year across 70 kitchens.