ITC500875Fmcg, tobacco
Analysts flagged key risks for ITC including cigarette volume pressure, illicit competition, BAT stake overhang and regulatory taxation risk
- BAT stake in ITC
- 23 percent
- BAT stake sale value May 2025
- 1.5 billion dollars
Heard on business television between 13:10:38 - 13:13:38 IST.
- Near-term pressure on cigarette volumes could impact ITC's profitability.
- Competition from illicit and other branded cigarettes seen as a risk since legal cigarettes are more expensive.
- GQG sold a stake yesterday in a liquidity event; British American Tobacco (BAT), which owns about 23% stake after selling $1.5 billion in May 2025, could sell further at any time, posing a liquidity risk.
- A regulatory risk persists as any further increase in cigarette taxation could hurt the stock.
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Source: Live TV News Channel · 9 Oct 2026
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