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Agri-Business :

ITC sources the finest Indian Feed Ingredients, Food Grains, etc… and is one of the country's largest exporters of Agri products. Agri-Business generated 18.7% of total revenue, with wheat supplies for Ashirwad Atta accounting for the majority, as well as trading opportunities for Rice, Soya, and Wheat.



ITC's Paperboards and Specialty Papers Busines:

ITC's Paperboards and Specialty Papers Business is the leader in volume, product range, market reach and environmental performance, and is the clear market leader in the value-added paperboards segment. Providing internationally competitive quality and cost, the Business caters to a wide spectrum of packaging, graphic, communication, writing, printing and specialty paper requirements.





Top 4 reasons why ITC prices are just not moving


ITC is a well-known brand for cigarettes. They have an unparalleled distribution network. In the organized sector, ITC has an 84 percent market share which is close to monopoly territory.
The real danger is posed by government Tax policy .
In the past 5 years, the taxes on Cigarettes have increased from 45% to 56%.


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ITC can pass the increase in the tax to the customer. Customers who smoke compulsively are difficult to get rid of. They'll pay a premium and continue to smoke. But if they push them too far, the smokers will be forced to make some difficult decisions. They might switch to a different brand or different tobacco product, or they might start using illegal Cigarettes.

Pain of hotel business


ITC is into a large array of industries that are not related to each other.
his is a very seasonal business and serves a small number of people. Even if the hotels are empty, they must still cover fixed costs, maintenance costs, licensing fees, and pay salaries.


Experiment Failure on FMCG

ITC experimented with edible oils and financial service which is Failure.
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In the mid-2000s, ITC made a splash by taking on every FMCG product category. With their line of personal care products, they began competing with HUL and P&G. With their line of biscuits, they began competing with Britannia and Parle-G. They even set foot into instant noodles and confectioneries to compete with Nestle.



One of the biggest reasons is the product portfolio. 30% of products fall in categories that cannot have high margins. Example: - Ashirwad wheat flour, Bingo chips, Yippee noodles.



ESG compliance:



Institutional investors place a high value on environmental, social, and governance (ESG) factors. If the company's activity or product is harmed by the environment, the company is marked negatively. Cigarettes are to blame in the case of ITC.





Cigarette accounts for roughly 85% of its earnings.





events should investors Looks for?


Demerger of cigarette business.
Change in mangement .
Selling their non-core and non-profitable business.