Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

Sign up Log in

Colgate-Palmolive (India) Ltd. Investor Presentation 2021

May 17, 2021

60818_rns_2021-05-17_b9fa4c69-d795-447e-b750-ce6ebe409508.pdf

Investor Presentation

Open in viewer

Opens in your device viewer

==> picture [468 x 98] intentionally omitted <==

May 17, 2021

The Secretary BSE Limited P.J.Towers- 25[th] floor Dalal Street Mumbai- 400001

Scrip Code: 500830

The Manager – Listing Department National Stock Exchange of India Limited Exchange Plaza, C-1, Block – G Bandra – Kurla Complex Bandra (East), Mumbai 400 051

Symbol: COLPAL Series: EQ

Dear Sir(s),

Sub: Presentation to Analyst /Institutional Investors

This is further to our letter dated May 14, 2021 regarding the Analyst/Institutional Investor Meeting held today i.e. May 17, 2021. In this regard, please find enclosed a presentation made to the Analyst/Institutional Investors on the Audited Financial Results for quarter and financial year ended March 31, 2021 at the said meeting.

Kindly take the same on record.

Thanking you, Yours Sincerely, For Colgate-Palmolive (India) Limited

K Digitally signed by K RANDHIR RANDHIR SINGH Date: 2021.05.17 SINGH 17:11:28 +05'30' K. Randhir Singh Company Secretary & Compliance Officer

Encl: a/a

COLGATE-PALMOLIVE (INDIA) LIMITED CIN: L24200MH1937PLC002700 Regd. Office: Colgate Research Centre, Main Street, Hiranandani Gardens, Powai, Mumbai 400 076 Tel.: (022) 6709 5050, Fax: (022) 2570 5088

Website. www.colgatepalmolive.co.in e-mail ID. [email protected]

==> picture [1152 x 522] intentionally omitted <==

Analyst Meeting May 2021

Colgate - Palmolive

Key Highlights

Continued Growth Momentum

==> picture [43 x 39] intentionally omitted <==

  • Sustained growth - Year Ago and sequential

  • ● Double digit growth across key categories

  • ● Rural growth sustains, while urban shows strong recovery

==> picture [1152 x 113] intentionally omitted <==

Key Highlights

Continued Growth Robust Financial Momentum Performance Q4’21 ● Sustained growth - Year ● Strong gross margins: 67.5% ● Ago and sequential Health profitability ● Double digit growth across ○ Ebitda: +840 bps key categories ○ NPAT Growth: 54.1% ● Rural growth sustains, while urban shows strong recovery

==> picture [1152 x 113] intentionally omitted <==

Key Highlights
Continued Growth
Momentum
●
Sustained growth - Year
Ago and sequential
●
Double digit growth across
key categories
●
Rural growth sustains,
while urban shows strong
recovery
Strong Brand
Metrics
●
India’s #1 penetrated brand
●
Strengthening brand
metrics - top of mind &
attitudinal equity
●
Category leading
innovation
Robust Financial
Performance Q4’21
●
Strong gross margins:67.5%
●
Health proftability
○
Ebitda:+840 bps
○
NPAT Growth:54.1%		 Key Highlights
Continued Growth
Momentum
●
Sustained growth - Year
Ago and sequential
●
Double digit growth across
key categories
●
Rural growth sustains,
while urban shows strong
recovery
Strong Brand
Metrics
●
India’s #1 penetrated brand
●
Strengthening brand
metrics - top of mind &
attitudinal equity
●
Category leading
innovation
Robust Financial
Performance Q4’21
●
Strong gross margins:67.5%
●
Health proftability
○
Ebitda:+840 bps
○
NPAT Growth:54.1%		 Key Highlights
Continued Growth
Momentum
●
Sustained growth - Year
Ago and sequential
●
Double digit growth across
key categories
●
Rural growth sustains,
while urban shows strong
recovery
Strong Brand
Metrics
●
India’s #1 penetrated brand
●
Strengthening brand
metrics - top of mind &
attitudinal equity
●
Category leading
innovation
Robust Financial
Performance Q4’21
●
Strong gross margins:67.5%
●
Health proftability
○
Ebitda:+840 bps
○
NPAT Growth:54.1%
Continued Growth
Momentum		 Robust Financial
Performance Q4’21
●
Sustained growth - Year
Ago and sequential
●
Double digit growth across
key categories
●
Rural growth sustains,
while urban shows strong
recovery		 ●
Strong gross margins:67.5%
●
Health proftability
○
Ebitda:+840 bps
○
NPAT Growth:54.1%

Key Highlights

==> picture [532 x 90] intentionally omitted <==

----- Start of picture text -----

Our strategic framework
----- End of picture text -----

Leading Winning Innovation with brands Driving Profitable Growth Excelling at Strengthening financial GTM metrics Caring for communities

==> picture [531 x 90] intentionally omitted <==

----- Start of picture text -----

Our strategic framework
----- End of picture text -----

Winning with brands

==> picture [175 x 179] intentionally omitted <==

Driving Profitable Growth

==> picture [1152 x 113] intentionally omitted <==

==> picture [504 x 336] intentionally omitted <==

==> picture [660 x 59] intentionally omitted <==

==> picture [408 x 96] intentionally omitted <==

----- Start of picture text -----

Analyst Meeting, Dec 2020
----- End of picture text -----

7

Leading optimism through culture

==> picture [1152 x 221] intentionally omitted <==

Celebrating Real Life Stories

==> picture [1152 x 110] intentionally omitted <==

==> picture [1052 x 44] intentionally omitted <==

----- Start of picture text -----

Relentless focus on naturals
Core continues to grow
----- End of picture text -----

==> picture [624 x 278] intentionally omitted <==

==> picture [116 x 116] intentionally omitted <==

==> picture [81 x 81] intentionally omitted <==

Accelerated double digit growth

Among top 3/5 distributed SKUs

Relentless focus on naturals Amplified focus on strong teeth for nutrition

Q3 20 vs Q3 19 – Urban | Internal Data 2019-20

==> picture [536 x 90] intentionally omitted <==

----- Start of picture text -----

Relentless focus on naturals
Energizing youth everyday
----- End of picture text -----

12

Amplified across personal experiences

Q3 20 vs Q3 19 – Urban | Internal Data 2019-20

==> picture [588 x 559] intentionally omitted <==

==> picture [535 x 90] intentionally omitted <==

----- Start of picture text -----

A dazzling relaunch
----- End of picture text -----

+80 bps MT $SOM*

==> picture [66 x 64] intentionally omitted <==

+120 bps 4.3 ECOM $SOM* PRODUCT RATING

==> picture [652 x 266] intentionally omitted <==

==> picture [552 x 90] intentionally omitted <==

----- Start of picture text -----

Digital First Amplification
----- End of picture text -----

Are you ready to dazzle the world with your bright smile? Time to try the new Colgate Visible White Instant… #DazzewhiteDazzleright

==> picture [340 x 528] intentionally omitted <==

==> picture [340 x 528] intentionally omitted <==

==> picture [531 x 90] intentionally omitted <==

----- Start of picture text -----

Our strategic framework
----- End of picture text -----

Winning with brands Driving Profitable Growth

==> picture [149 x 131] intentionally omitted <==

Leading Innovation

==> picture [1152 x 113] intentionally omitted <==

==> picture [672 x 90] intentionally omitted <==

----- Start of picture text -----

Innovations accelerated
Strategic outlook to innovation
----- End of picture text -----

Build Technological New Platforms Superiority Opportunities

==> picture [378 x 96] intentionally omitted <==

==> picture [72 x 142] intentionally omitted <==

==> picture [57 x 142] intentionally omitted <==

==> picture [268 x 151] intentionally omitted <==

==> picture [1152 x 120] intentionally omitted <==

Building platforms on Vedshakti

==> picture [1152 x 120] intentionally omitted <==

Relentless focus on naturals Sustained momentum on Vedshakti toothpaste

==> picture [450 x 355] intentionally omitted <==

----- Start of picture text -----

6 Most Loved Ad
+60 bps
SOM
Sustained increase
in loyalty ~ 50%
----- End of picture text -----

==> picture [1152 x 120] intentionally omitted <==

----- Start of picture text -----

Panel data | Internal data
----- End of picture text -----

Amplified across platforms Creating a new category with Vedshakti Spray

==> picture [145 x 127] intentionally omitted <==

==> picture [145 x 128] intentionally omitted <==

Strong consumer repeats ~ 30% Already available in 100k stores & counting Equivalent to ~1% TP SOM

20

==> picture [1052 x 44] intentionally omitted <==

----- Start of picture text -----

Amplified across platforms
Amplified digital reach
----- End of picture text -----

Shraddha Kapoor 58.3M Followers

Shahid Kapoor 30.0M Followers

==> picture [573 x 431] intentionally omitted <==

==> picture [548 x 433] intentionally omitted <==

World’s 1[st] TP for diabetics

==> picture [1152 x 113] intentionally omitted <==

Led by strategic partnerships

==> picture [59 x 40] intentionally omitted <==

==> picture [724 x 495] intentionally omitted <==

==> picture [274 x 527] intentionally omitted <==

#1 SKU on e-pharma ( 4.3 Rating)

20% Repeat Rate

Available in 25% Urban Pharmacies & Direct Dentist Reach

==> picture [208 x 75] intentionally omitted <==

==> picture [513 x 76] intentionally omitted <==

----- Start of picture text -----

Redefining Gentle Cleaning
----- End of picture text -----

0.8 MT SOM in 3 months Top 5 Bestsellers

0.9 MT SOM in 3 months Top 10 Bestsellers

==> picture [1152 x 120] intentionally omitted <==

==> picture [208 x 75] intentionally omitted <==

Extending Slimsoft with Naturals

==> picture [1152 x 120] intentionally omitted <==

Exclusive

==> picture [208 x 75] intentionally omitted <==

==> picture [513 x 76] intentionally omitted <==

----- Start of picture text -----

Innovation in Kids portfolio
----- End of picture text -----

==> picture [51 x 52] intentionally omitted <==

India’s 1st Augmented Reality Based Toothbrush

==> picture [176 x 175] intentionally omitted <==

==> picture [180 x 177] intentionally omitted <==

27

==> picture [532 x 90] intentionally omitted <==

----- Start of picture text -----

Our strategic framework
----- End of picture text -----

Leading Winning Innovation with brand Driving Profitable Growth Strengthening GTM

==> picture [1152 x 113] intentionally omitted <==

CPC Success Winning with brilliant basics in Ecomin Ecom

==> picture [120 x 120] intentionally omitted <==

==> picture [181 x 74] intentionally omitted <==

Win with Right Portfolio

==> picture [181 x 58] intentionally omitted <==

==> picture [68 x 90] intentionally omitted <==

==> picture [83 x 83] intentionally omitted <==

Win across platforms

==> picture [173 x 131] intentionally omitted <==

Increase traffic to drive conversions

A L Focus on shopper journey

CPC Success Winning in Ecom

23x

==> picture [371 x 246] intentionally omitted <==

Colgate E-commerce Business

==> picture [253 x 175] intentionally omitted <==

FY’ 19

+1400 Bps gain Colgate E-commerce SOM

YTD’ 21

==> picture [1152 x 120] intentionally omitted <==

==> picture [642 x 90] intentionally omitted <==

----- Start of picture text -----

CPC Success
Winning in Modern Trade
----- End of picture text -----

==> picture [459 x 475] intentionally omitted <==

YTD 20

YTD 21

+170 Bps gain

==> picture [668 x 90] intentionally omitted <==

----- Start of picture text -----

CPC Success
Strengthening our Rural Presence
----- End of picture text -----

==> picture [589 x 332] intentionally omitted <==

Continued expansion with

==> picture [426 x 34] intentionally omitted <==

3x

Idx growth of Muskaan WS

Muskaan program

==> picture [1152 x 648] intentionally omitted <==

----- Start of picture text -----

Our strategic framework
Leading
Winning
Innovation
with brand
Driving
Profitable
Growth
Strengthening
GTM
Caring for
communities
----- End of picture text -----

==> picture [276 x 349] intentionally omitted <==

==> picture [262 x 262] intentionally omitted <==

==> picture [238 x 238] intentionally omitted <==

Driving Helping Preserving our S Millions of homes Environment ocial Impact

==> picture [1152 x 120] intentionally omitted <==

Helping Millions of homes

==> picture [631 x 90] intentionally omitted <==

----- Start of picture text -----

Continued COVID response
----- End of picture text -----

==> picture [445 x 311] intentionally omitted <==

2.4Mn meals

5Mn pcs of health & hygiene packs 1.2 Mn pcs of sanitisers Partnering with Govt. authorities on medical infrastructure nationally (beds, oxygen, relevant supplies)

==> picture [1152 x 113] intentionally omitted <==

----- Start of picture text -----

35
----- End of picture text -----

==> picture [631 x 90] intentionally omitted <==

----- Start of picture text -----

Innovative Recyclable Tube
----- End of picture text -----

==> picture [342 x 193] intentionally omitted <==

==> picture [753 x 431] intentionally omitted <==

36

Protecting the future

==> picture [440 x 410] intentionally omitted <==

==> picture [154 x 156] intentionally omitted <==

#EveryCupCounts Amplified digital campaign 320Mn Ltr water saved, 64k pledges in a record 1 year

Water saving

2 Bn Ltrs target by 2022

Water saving

37

==> picture [1152 x 648] intentionally omitted <==

----- Start of picture text -----

Our strategic framework
Leading
Winning
Innovation
with brand
Driving
Profitable
Growth
Excelling at
Strengthening
financial
GTM
metrics
Caring for
communities
----- End of picture text -----

==> picture [642 x 90] intentionally omitted <==

----- Start of picture text -----

CPC Success
Financial Strategy
----- End of picture text -----

Sales/Volume

Margin Non-variable Overhead Advertising Operating Profit

==> picture [35 x 33] intentionally omitted <==

==> picture [35 x 34] intentionally omitted <==

==> picture [35 x 34] intentionally omitted <==

==> picture [35 x 33] intentionally omitted <==

39

==> picture [642 x 90] intentionally omitted <==

----- Start of picture text -----

Q4 2020-21
----- End of picture text -----

Net Sale Advertising PAT 67.5% 33.1% +310 bps +840 bps 1,275.0 Cr 11.7% +20% +54.1% Gross Margin EBITDA

40

==> picture [642 x 90] intentionally omitted <==

----- Start of picture text -----

FY 2020-21
----- End of picture text -----

Net Sale Advertising PAT 67.8% 31.4% +280 bps +460 bps 4,810.5 Cr 13.0% +7.2% +26.8% Gross Margin EBITDA

41

==> picture [642 x 90] intentionally omitted <==

----- Start of picture text -----

Net Sales Trend
----- End of picture text -----

==> picture [1004 x 450] intentionally omitted <==

----- Start of picture text -----

4,810.3 Cr
274.2 Cr
12.9%
+7.2%
+12.3%
----- End of picture text -----

42

Gross Margins & EBITDA

==> picture [527 x 338] intentionally omitted <==

==> picture [527 x 338] intentionally omitted <==

==> picture [1152 x 120] intentionally omitted <==

EPS & DPS

==> picture [496 x 319] intentionally omitted <==

==> picture [527 x 319] intentionally omitted <==

==> picture [1152 x 120] intentionally omitted <==

Strong Cash Generation

==> picture [964 x 464] intentionally omitted <==

==> picture [504 x 306] intentionally omitted <==

==> picture [337 x 29] intentionally omitted <==

==> picture [284 x 32] intentionally omitted <==

==> picture [284 x 26] intentionally omitted <==

==> picture [296 x 29] intentionally omitted <==

==> picture [276 x 32] intentionally omitted <==

==> picture [270 x 32] intentionally omitted <==

==> picture [307 x 34] intentionally omitted <==

==> picture [300 x 24] intentionally omitted <==

==> picture [328 x 36] intentionally omitted <==

Analyst Meeting, Dec 2020

==> picture [304 x 32] intentionally omitted <==

Colgate - Palmolive 46

==> picture [504 x 336] intentionally omitted <==

47

More from Colgate-Palmolive (India) Ltd.

Call Transcript 2026
May 28
Call Transcript 2026
May 28
Regulatory Filings 2026
May 28
Regulatory Filings 2026
May 28
Regulatory Filings 2026
May 28
Regulatory Filings 2026
May 28
Earnings Release 2026
May 23
Earnings Release 2026
May 23
Regulatory Filings 2026
May 23
Regulatory Filings 2026
May 23
View all filings →