Brands
ITC’s new age brands cross Rs 1,350 crore annual revenue run rate
Premium acquisitions and digital channels fuel FMCG growth as profits gather pace.
MUMBAI: From shopping carts to smart carts, ITC’s new-age bets are beginning to pay off. ITC Ltd’s strategy of backing digital-first, premium and health-focused brands is gathering momentum, with its portfolio of recent acquisitions crossing an annual revenue run rate (ARR) of more than Rs 1,350 crore in FY26.
The milestone reflects growing consumer appetite for premium, organic and wellness-led products, with brands including 24 Mantra Organic, Yoga Bar, Mother Sparsh, and Prasuma and Meatigo delivering robust growth during the year.
The performance added fresh momentum to ITC’s FMCG business, which posted revenue of Rs 24,209.75 crore in FY26, up 10.1 per cent year-on-year. Segment profit outpaced revenue growth, rising 14.1 per cent to Rs 1,802.63 crore, supported by higher scale, an improved product mix, disciplined cost management and stronger supply chain efficiencies.
Growth accelerated in the second half of the fiscal, with FMCG revenue climbing 13.6 per cent year-on-year, while segment profit surged 46.4 per cent, signalling improving operating leverage across the business.
ITC said it is reshaping its FMCG strategy around evolving consumer preferences by expanding its premium product portfolio and strengthening its presence across modern trade, e-commerce and quick commerce platforms.
The company highlighted that digitally enabled sales, together with modern trade, now contribute 34 per cent of its FMCG portfolio, underlining the growing importance of organised retail and online channels in driving demand.
The diversified conglomerate added that it continues to respond to emerging consumption trends, particularly the rapid rise of quick commerce and consumers’ increasing preference for premium, health-oriented products.
At the consolidated level, ITC reported revenue from operations of Rs 89,913.33 crore in FY26, up from Rs 81,612.78 crore in the previous fiscal. Total income rose 9.7 per cent year-on-year to Rs 92,339.13 crore.
Profit from continuing operations increased 4.8 per cent to Rs 21,018.15 crore, compared with Rs 20,036.47 crore in FY25, reflecting resilient performance across its diversified businesses despite a challenging operating environment.
The results suggest ITC’s acquisition-led expansion into premium food and personal care is moving beyond portfolio building to meaningful scale, as the company strengthens its position in India’s fast-growing premium FMCG market.
