Best Tobacco Stocks in June 2025 - ITC, Godfrey Phillips & More – 5yr CAGR Basis

India ranks as the world's 2nd largest tobacco producer after China (as of April 2025). The country cultivates tobacco on ~0.45 million hectares, representing about 10% of the global area under tobacco cultivation. India contributes around 9% to the world’s total tobacco output. Check the best tobacco stocks in India in June 2025 based on 5yr CAGR and other parameters. 

Best Tobacco Stocks in June 2025 – 5yr CAGR Basis

Note: The best tobacco stocks in India in June 2025 listed here are as of June 2, 2025. The stocks are selected with the market cap more than ₹1,000 crore and are sorted based on 5yr CAGR. 

Overview of the Best Tobacco Stocks in June 2025

1. Elitecon International Ltd 

Elitecon International Ltd is engaged in the business of tobacco and related products. For FY25, the total income stood at ₹55,136.28 lakh and the company's profit stood at ₹6,964.89 lakh.

Key Metrics:

• ROCE: 95.03%

2. Godfrey Phillips India Ltd 

Godfrey Phillips India, the flagship company of the KK Modi Group, is a known player in the Indian FMCG sector. It is known for its iconic cigarette brands such as Four Square, Red & White, and Cavanders. For the financial year FY25, the company reported a net revenue of ₹5,611 crore, marking a year-on-year growth of 39.6% compared to ₹4,018 crore in FY24. Net profit for the period stood at ₹1,072 crore, up 21.3% from ₹884 crore recorded in the previous fiscal year.

Key Metrics:

• ROCE: 30.30%
• ROE: 22.66% 

3. ITC Ltd 

ITC is a manufacturer and distributor of cigarettes in India. In FY25, the company reported a gross revenue of ₹73,465 crore, reflecting a year-on-year growth of 10.2% compared to ₹66,657 crore in FY24. The PAT for the year stood at ₹20,092 crore, showing a marginal increase of 0.9% over ₹19,910 crore reported in the previous fiscal.

Key Metrics:

• ROCE: 53.79%
• ROE: 28.33%

4. VST Industries Ltd 

VST Industries is into the manufacture and trading of cigarettes, tobacco, and related tobacco products. For the year ending March 31, 2025, VST Industries reported a total income of ₹1,84,424 lakh, compared to ₹1,91,710 lakh in the previous year. The company’s profit after tax for FY25 stood at ₹29,040 lakh, down from ₹30,157 lakh in FY24.

Key Metrics:

• ROCE: 29.01%
• ROE: 24.80%

Best Tobacco Stocks in June 2025 – Net Profit Margin Basis

Note: The best tobacco stocks in India in June 2025 listed here are as of June 2, 2025. The stocks are selected with a market cap of more than ₹1,000 crore and are sorted based on net profit margin.

Best Tobacco Stocks in June 2025 – Return on Investment Basis

Note: The best tobacco stocks in India in June 2025 listed here are as of June 2, 2025. The stocks are selected with a market cap of more than ₹1,000 crore and are sorted based on return on investment.

Also Read: Best Mutual Funds for Lumpsum Investment for June 2025!

Conclusion

While stocks may present opportunities, investors should carefully assess their individual financial goals and risk appetite before making any investment decisions. It’s important to align stock picks with long-term investment objectives and market outlook to make informed choices.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.