General Updates

05th November 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Bandra-Kurla Complex, Mumbai 400001 Bandra (East), Mumbai 400051 SCRIP CODE: 500163 SYMBOL: GODFRYPHLP Subject: Earnings Presentation. Ref.: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Dear Sirs, Pursuant to the provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of Earnings Presentation with reference to the published Unaudited Financial Results of the Company for the Quarter and Half Year ended 30th September 2026 submitted today i.e. 05th November 2026. The presentation shall also be placed on the website of the Company i.e. https://www.godfreyphillips.co.in/sustainabililty/earnings-presentations Please take the above information on records. Thanking you, Yours faithfully, For Godfrey Phillips India Limited Pumit Kumar Chellaramani Company Secretary & Compliance Officer Encl.: As above Godfrey Phillips India Limited (GPIL) (BSE: 500163; NSE: GODFRYPHLP) EARNINGS PRESENTATION H1 FY27 (CONSOLIDATED) H1 FY27 Highlights Company Tobacco Other Consumer Products Rs. 11,929 Cr. Rs 11,224 Cr. Gross Sales Value Domestic Gross Sales Value Rs. 937 Cr. Rs. 78 Cr. Gross Profit Rs. 627 Cr. Gross Sales Value International Gross Sales Value 36.8% Gross Profit Margin Tobacco contribution to Gross sales Rs. 388 Cr. Value Net Profit 1. Above values are based on consolidated financials 2. Gross Sales Value is inclusive of all applicable indirect taxes 3. Margins are calculated on Net Revenue excluding GST and excise duty wwww.godfreywphillips.cow.godfreyphillips.co.in 2 Godfrey Phillips Product Portfolio – H1 FY27 Net Sales (excluding GST) : Rs. 7,994 Cr Tobacco Others 91% 8% 1% Confectionary & Ferrero Domestic International Food products Tobacco Leaf, Cigarettes r & Processed tobacco F 1 The ratios shown above are based on Net Sales excluding GST 2 Marlboro is manufactured and distributed under exclusive procurement and supply agreements with Philip Morris International wwww.godfreywphillips.cow.godfreyphillips.co.in 3 Management Perspective We are pleased to report our H1 FY27 results. The Company reported a consolidated Gross Sales Value of Rs 11,929 Crores and Net Profit of Rs 388 Crores. Due to the steep tax increase implemented in Q4 of FY26, the profitability has declined by 41% compared to the corresponding period last year. The higher tax burden has not only impacted industry profitability but also contributed to the growth of illicit trade, which remains a significant concern for the legal cigarette industry. In response, we have adopted a calibrated pricing strategy in order to contain the impact on volumes, while we are continuing to invest in brands, product innovation, market execution and portfolio enhancement, and focusing on operational efficiencies. During H1 FY27, our unmanufactured tobacco exports sales was at Rs 591 Crores, contributing 7% of net sales revenue. The unmanufactured tobacco exports have also been impacted by various geopolitical factors. We, however, remain focused on expanding this business segment through our crop development expertise by consistently delivering superior product quality and expanding and nurturing customer relationships. The Company continues to navigate the prevalent challenging environment with resilience and agility and by remaining Mr. Sharad Aggarwal nimble and proactive in responding to evolving market conditions and consumer dynamics. Chief Executive Officer On the people front, we remain committed to strengthening our leadership pipeline by integrating young talent into key roles. This is aimed at fostering a dynamic blend of fresh perspectives and seasoned experience, enabling us to drive innovation while maintaining operational excellence. It is a matter of pride that Godfrey Phillips, a Fortune 500 organization, has yet again been certified as ‘Great Place To Work’ for eighth consecutive year. The Company continues to focus on sustainability in all facets of its operations. wwww.godfreywphillips.cow.godfreyphillips.co.in 4 About Us ➢ One of the leading FMCG Companies in India - flagship company of KK Modi Group ➢ Diversified business interests – Tobacco & Confectionary ➢ Strong Credit Rating : CRISIL A1+ (Short Term Debt) and AA+/Stable (Long Term Loan) ➢ State-of-the-art Research & Development Facilities – ISO 17025 certification ➢ ISO 50001, ISO 14001, ISO 26000, ISO 22000 and OSHAS 18001 certified manufacturing operations Corporate Social FY 2026 1100+ Distributors Responsibilities ~1,100 Gross Sales Value & Employees Farmers Community Rs. 18,379 cr 9000+ Field Force Program; Women Welfare Program wwww.godfreywphillips.cow.godfreyphillips.co.in 5 Future Priorities Priorities Sustain and Focus on Focus on Grow International strengthening Cigarette Business the core Business SSttrraatteeggiicc DDiirreeccttiioonn ✓ Leverage distribution infrastructure to drive throughput and profitability, prioritizing asset utilization over scale expansion (including Ferrero distribution) ✓ Sustain calibrated growth across markets, leveraging pricing and mix optimization to protect margins amid demand moderation following recent tax increases ✓ Enhance product portfolio through innovations to drive growth ✓ Strengthen partnership with Philip Morris International in the manufacture and distribution of Marlboro brand cigarettes in India ✓ Build on export markets to enhance sale of unmanufactured tobacco ✓ Contribute to the socio-economic growth across the value chain through programs for tobacco farmers wwww.godfreywphillips.cow.godfreyphillips.co.in 6 Priorities – International Business Division Build on existing contract manufactured cigarettes export markets and augment unmanufactured tobacco business Rs. 627 Cr H1 FY27 Net Sales Value Own Brand Cigarette H1 FY27 Net Sales Global Operations Significant market presence across Unmanufactured Tobacco Latin America, Middle East, South East Asia and Eastern Europe in around 30 countries Contract Manufactured Cigarette wwww.godfreywphillips.cow.godfreyphillips.co.in 7 GPI’s other priorities – Confectionery Items and Ferrero Food Products Ferrero Food Products Confectionery Funda Goli • The Company through a product supply agreement with Ferrero India Private Limited, engages in distribution/re-sale of the sweet-packaged food products • Funda Goli is a range of candies from GPIL, to establish a niche as a manufactured by them unique confectionery brand • The partnership witnessed strong momentum, delivering more than 2X • Funda Goli’s fun range includes flavours like Kachha Aam and Funda revenue growth from Rs 22 crore in FY25 to Rs 51 crore in FY26 Paan Imli Naturalz • First of its kind candy with natural ingredients and distinguished taste Funda C • First of its kind candy proposition with Vitamin C Funda Lemon Chaskaa • New lemon candy with a masala twist Gross Sales: Gross Sales: Gross Sales: Rs. 39 crore Rs. 13 crore Rs. 37 crore wwww.godfreywphillips.cow.godfreyphillips.co.in 8 Cigarette Domestic Volume Annual Volumes (million per month) Quarterly Volumes (million per month) 2,190 2,001 1,985 1,928 1,866 1,902 1,671 1,295 1,163 FY 22 FY 23 FY 24 FY 25 FY 26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 wwww.godfreywphillips.cow.godfreyphillips.co.in 9 H1 FY27 Financial Summary- Consolidated Rs Crore Q2 FY27 Y-o-Y% Q2 FY26 Q1 FY27 Q-o-Q% H1 FY27 Y-o-Y% H1 FY26 FY26 1 Gross Sales Value 6254 57.4% 3974 5676 10.2% 11929 47.9% 8068 18379 2 Gross Revenue 4198 1632 3820 8018 3445 9121 Less- Excise duty 2856 343 2614 5470 670 2730 Net Revenue 1342 4.1% 1289 1206 11.3% 2548 (8.2)% 2775 6391 3 COGS 849 23.0% 690 762 11.4% 1611 4.1% 1548 3543 4 Gross Profit 493 (17.7)% 599 444 11.0% 937 (23.6)% 1227 2848 % to Net Revenue 36.7% 46.5% 36.8% 36.8% 44.2% 44.6% 5 Employee Benefits 79 (28.2)% 110 80 (1 [Showing first 8,000 characters — download PDF for full document]