CoffeePackaging ServicesOnshore and Offshore WindAgriTechTourismFarmingFast-Moving Consumer GoodsConsumerHospitalityInformation TechnologyManufacturingRetail
Description
ITC Limited focusing extensively on the Fast-Moving Consumer Goods (FMCG) sector, hotels, paperboards, paper and packaging, as well as agribusiness. The company’s core competencies lie in its strong brand portfolio, product innovation, sustainable pr…
Analysis
Quality compounder
ITC Limited earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is fair. The owner-earnings multiple stands at 16.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 3% a year, against analyst forecasts of 4%. The price, in other words, assumes less than the experts do.
Growth is tepid; the safety picture is sturdy. The company scores 10/20 on our value-creation score: creating some value.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 2023100
36
2023202420252026
All-time high
100
Jan 2023
All-time low
26
Mar 2026
Average rank
59
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
15
5
5
17
Price/Earnings
34
24
30
57
Price/Book
20
22
18
32
Dividend Yield
83
50
47
58
Value (overall)
32
18
23
22
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.