
News Topical, Digital Desk : New strategy, new investments, and new strength - what ITC has said in its 2025 AGM is important not only for the company's shareholders but also for all those investors who believe in sectors like FMCG, Agri, Hospitality, and Green Energy. Let us understand ITC's complete plan and the most important points of the AGM in simple language:
1. The company's business will now be more focused
Demerger of Hotels Business completed: Now ITC Hotels Limited is a separate company. This will give both the companies an opportunity to focus on their respective sectors.
ITC Next Strategy: The company's new strategy focuses on 3 things:- Strengthening the core business, entering new business and product lines, being prepared for the future (AI, technology, green energy).
2. Strong hold in FMCG, new brands are also coming - FMCG sales of ₹34,000 crores, reach of 260 million homes. New products: 'Yoga Bar', 'Mother Sparsh', 'Right Shift', 'Pranah', 'Sunfeast Baked Creations', 'Aashirvaad Besan' etc. Focus on Health, Nutrition & Premium Products: More than 100 healthy and nutrition based products were launched.
3. Big plan in Agriculture and Rural India- ITCMAARS platform has connected 22 lakh farmers and 2,000+ FPOs. Precision farming, AI-based advisory, and drone services will increase production in agriculture. Climate Smart Agriculture implemented in 31 lakh acres, the effect of which is clearly visible on farmers' income and water conservation.
4. Tremendous growth in Food-Tech and Frozen Foods- Brands like 'ITC Master Chef Creations', 'Aashirvaad Soul Creations', 'Sansho' are available in 60 cloud kitchens. CAGR of Frozen Food business was 108% - that is, it is now the new growth engine.
5. Packaging and Sustainable Solutions- Century Pulp & Paper was acquired in Paperboards & Packaging - EPS-accretive deal. Products like 'Filo', 'Bioseal', and 'Fyba' have been launched for green packaging. ITC will now be among the largest companies offering alternatives to Single-Use Plastic.
6. Global Benchmark in Sustainability- Carbon Positive, Water Positive, Solid Waste Recycling Positive - for 20 consecutive years. Now the target of Net Zero by 2050 has been set. 6.4 lakh acres of forest, 18 lakh acres of watershed project and climate risk analysis on 140 sites.
7. Investment of ₹20,000 crores in the next 5 years- Preparations for large-scale investment in FMCG, Sustainable Packaging, and Export-oriented Agri Products. Through Technico, ITC has become a leader in the Global Potato Seed Market.
What investors should understand- After the demerger, ITC has become more "consumer and agri-centric". FMCG, Food-Tech, and Green Packaging can see huge growth in the coming years. The company's rural and tech-based agriculture strategy can make ITC one of the most innovative and green companies in India in the coming decade. Sustainability and Value Chain's grip also make it attractive for ESG-Investors. So, if you are a long-term investor, ITC is a strong, well-diversified, and national-priority company - which is contributing to economic growth as well as society and environment.
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