Colgate-palmolive (india) Limited · NSE:COLPAL
Colgate-palmolive (india) — Q4 FY2026 Earnings Presentation
63 slides from Colgate-palmolive (india)'s earnings presentation, May 22, 2026
Slide 1: Analyst conference call presentation cover letter
May 22, 2026 The Secretary BSE Limited P.J.Towers- 25th floor Dalal Street Mumbai- 400001 Scrip Code: 500830 The Manager – Listing Department National Stock Exchange of India Limited Symbol: COLPAL Exchange Plaza, C-1, Block – G Series: EQ Bandra – Kurla Complex Bandra (East), Mumbai 400 051 De
Slide 2: Colgate-Palmolive (India) Limited Analyst Meet
Colgate-Palmolive (India) Limited Analyst Meet 22 May 2026
Slide 3: Safe Harbour Statement
Safe Harbour Statement This communication, except for the historical data, may contain forward-looking statements, including words, phrases, numbers that set forth targets and projections for future results, the expected achievement and effect of our sustainability strategy and initiatives, and the
Slide 4: Executive Summary
Executive Summary ● Acceleration in Net Sales growth in Q4’FY26 ● Continued focus on driving consumption ● Margin Profile remains resilient and superior to peers ● Best-in-class oral health technology ● Accelerated investments into Premiumisation to deliver competitive growth ● Strong foundation in p
Slide 5: Agenda
Agenda 01. Performance Update 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 6: Performance Update
Agenda 01. Performance Update 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 7: Q4'FY26 Financial Highlights
Q4’FY26 Financial Highlights Topline Margins Profitability ₹ 1,583 Crore Gross Margin 69.6% ₹ 353 Crore Net Profit after tax (NPAT) NPAT growth % * 9.0% y-o-y EBITDA Margin 32.2% +9.2% y-o-y Brand investments Domestic NS Growth NPAT %* ₹ 199 Crore +9.2% 24.3% to NS 12.6% to NS NS: Net Sales * Excludin
Slide 8: FY26 Financial Highlights
FY26 Financial Highlights Topline Margins Profitability ₹ 5,984 Crore Gross Margin 69.3% ₹ 1,325 Crore Net Profit after tax (NPAT) NPAT growth % * flat y-o-y EBITDA Margin 31.2% -1.8% y-o-y Brand investments Sharp recovery in H2’26 NPAT %* ₹ 819 Crore NS growth of +5.2% 22.8% to NS 13.7% to NS NS: Net
Slide 9: Brand Health
Brand Health Brand Health Is Stable With Expert Imagery Improving 80ABCD 75AB 76ABC 84ABC 85ABC 72A 80AB 69ABDE 70 67AB 67AB 73 75A 64A 61 2022 2023 2024 2025 YTD 26 2022 2023 2024 2025 YTD 26 2022 2023 2024 2025 YTD 26 A B C D E A B C D E A B C D E Top of Mind Awareness Dentist Recommended Best Ora
Slide 10: Amplifying Our Brand Love
Amplifying Our Brand Love Real People, Real Stories, Real Impact Raised By Sweets The Life Jacket The Boy Learns To Smile “We have been using “While I was out there “My mother had one of the Colgate for generations. protecting the country, it was most beautiful smiles. Even I know Colgate will Colga
Slide 11: Every Colgate Has a Story
EVERY COLGATE HAS A STORY | i : My |
Slide 12: +5 Colgates
+5 COLGATES
Slide 13: Strategy in Action
Agenda 01. Performance Update 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 14: Steady category volume growth with recovery in Urban markets
Steady category volume growth with recovery in Urban markets Toothpaste Vol Growth % * on MAT basis Source: Nielsen Retail Audit
Slide 15: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Toothpaste Transformatively Strategic Lead Category Category Accelerate Pillars Growth in Build Personal Care Oral Care Toothbrush a) Volume Premiumization b) Grow Core Superior Mix (Products, Communication, Execution) Driving Financial Efficiency Enablers Digi
Slide 16: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Transformatively Lead category Build Toothpaste Accelerate growth in Personal Care Category Oral Care Toothbrush Premiumization Growth
Slide 17: Drive Consumption
Drive Consumption BSBF Govt Partnerships Oral Health Education Professional Partnership 10 Million+Children 8 State Govt tie-ups Caregivers and Teachers Free Dental Check-Ups engaged each year Make Oral Health a National Train Nurses (TNAI), School Access via QR codes on 500 #States : 10+, Policy Pr
Slide 18: Drive Consumption: Rural Pilot
Drive Consumption Rural Pilot to address the issue of more than 50% of Rural Indians not brushing daily Pilot Setup - Rural UP Innovative Interventions Promising Results UP Rural chosen: 4 test cells identified Wall Paintings basis socio economic factors Intervention 1 - Only key message ATTITUDE Int
Slide 19: Grow Competitively on the Core - Colgate Strong Teeth
Grow Competitively on the Core - Colgate Strong Teeth Bespoke Urban and Rural Competition Beating Product Superior Platform communication Arginine + Calcium Boost Superior 24 hours Cavity Urban: Acting School technology for 24 hour Cavity Protection Communication Protection Platform Rural: Dentists
Slide 20: Clinical Superiority of Colgate Strong Teeth
Clinical Superiority of Colgate Strong Teeth: Fluoride + Arginine CLINICAL STUDY REPORT SUMMARY Colgate Strong Teeth: 8.5x more effective Proven Remineralization Remineralization Scale Colgate Strong Teeth with Fluoride + Arginine was clinically % Change in Enamel Surface Microhardness proven to rev
Slide 21: Colgate Strong Teeth campaign
Colgate NY RV dear...come on, get Up.
Slide 22: Colgate Strong Teeth ad
" 2 ae, 2025 TTT T Colgate Stromy Teeth protects you Wee cavities. |
Slide 23: Grow Competitively on the Core - Colgate MaxFresh
Grow Competitively on the Core - Colgate MaxFresh Maximum Freshness with Cooling Growth in FY26 Summer Campaign - May’26 Crystals Competitive Growth Continues in Maxfresh’s Unique Cooling Crystals The Garmi-wala Toothpaste with an FY 26 give superior freshness vs Icy Blast of Freshness competition S
Slide 24: Colgate MaxFresh Berry Magic
Slide 25: Grow Competitively on the Core - Toothpaste
Grow Competitively on the Core - Toothpaste Consideration for Key Sub-Brands 2022 2025 2022 2025 2022 2025 Strong Teeth MaxFresh Active Salt Source: Kantar Brand Health, 2025
Slide 26: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Transformatively Lead category Toothpaste Accelerate Build growth in Category Oral Care Toothbrush Personal Care Growth Premiumization
Slide 27: Transformatively Accelerate Oral Care - Colgate Total
Transformatively Accelerate Oral Care - Colgate Total Advanced Technology Own Active Prevention Top Box Tested Asset Embed in Culture Prevents 8 Dental Problems Elite athletes endorse link Feature dentist-led Leverage IPL Platform to between oral health and discussions highlighting drive scale 130+
Slide 28: Colgate Total campaign
Slide 29: Transformatively Accelerate Oral Care - Colgate Visible White
Transformatively Accelerate Oral Care - Colgate Visible White Visible White - Your Oral Beauty Need Space Endorsement Build Relevance Beauty Secret for 42% of Indian consumers Visible White Purple centred Endorsed by India’s biggest Via Tentpole Activations around Colour Theory - Beauty Arbiters 4x
Slide 30: Colgate Visible White campaign
Slide 31: Focus on Building Therapeutics
Focus on Building Therapeutics Colgate is the #1 Brand used by Dentists in India; Periogard net sales doubling annually High Incidence of Gum Problems Periogard - Gum Care System Drive Prescriptions via Periogard ● 60% of Indians suffer from Gum ● Treats 5 signs of gum problems ● Periogard is the 1s
Slide 32: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Lead category Drive Toothpaste Build Category Science led growth in Personal Care Premiumisation Toothbrush Growth
Slide 33: Lead Category Growth in Toothbrush
Lead Category Growth in Toothbrush Colgate Power Play across Tiers Value Tier Mid Tier Premium Kids INR 10 - INR 25 INR 30 - INR 45 INR 50 - INR 330 INR 20 - INR 350
Slide 34: Lead Category Growth in Toothbrush
Lead Category Growth in Toothbrush Fortifying Leadership in Super Leading Value and Mid Tier Identifying Areas of Opportunity Premium Largest Player in the affordable Led by new launches and addressing First ever masstige whitening toothbrush segment specialised needs toothbrush - Brilliant Star Har
Slide 35: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Transformatively Lead category Toothpaste Accelerate Build growth in Category Oral Care Personal Care Toothbrush Growth Premiumization
Slide 36: Diversify with Personal Care
Diversify with Personal Care Bathing Experience Strong growth in Handwash Digital First Partnership Continue to Build the platform of Hand Wash grows at strong double Exploring D2C partnerships to drive Rich, Fragrant bathing experiences digits across channels visibility and availability
Slide 37: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Toothpaste Transformatively Strategic Lead Category Pillars Category Accelerate Build Personal Growth in Oral Care Care Toothbrush a) Volume Premiumization b) Grow Core Superior Mix (Products, Communication, Execution) Driving Financial Efficiency Enablers Digi
Slide 38: Superior Mix: Product & Packaging
Superior Mix: Product & Packaging Data Backed Superiority Across Product and Packaging Superiority Index 100% 100% 20% Product Packaging % CP Core Volume Source: Kantar HUT Study, 2025
Slide 39: Superior Technology and Science backed Innovation
Superior Technology and Science backed Innovation Fuelled Science byBacked Innovation Portfolio Ultrafreeze Total Enamel ArginineLX + Pumps Color Correcting DualHarry Zinc + Arginine Potter Zinc VW Vitamin Citrate C Lx + Fluoride Technology Calcium Boost Technology Technology Future Forward Innovati
Slide 40: Innovation portfolio
Slide 41: Everyday Great Execution
Everyday Great Execution Win In Market Win On Shelf Win On Screen
Slide 42: Win in Market: Consistent Excellence in Fundamentals
Win in Market: Consistent Excellence in Fundamentals Strong on-ground execution ML Led assortment model for all stores +2 lakh stores added in 2025 Intelligently growing assortment with store level customizations X 0.8X Well managed AI enabled order placement Distributor inventory Mar’25 Mar’26 Sour
Slide 43: Win on Shelf: Accelerate Premiumisation in Modern Trade
Win on Shelf: Accelerate Premiumisation in Modern Trade Expanding Promoter Enhanced Planogram Impactful Visibility Footprint Revamped planograms Objective to drive Premium Premium assets 2X changeover in 2026
Slide 44: Unlocking High Impact Premium Visibility
Unlocking High Impact Premium Visibility Digital Arch Gate Visible White Execution
Slide 45: Win on Screen: Premiumising our Digital Shelves
Win on Screen: Premiumising our Digital Shelves Growth Driven by Premium Segment Growth, Share, Margin Accretive Net sales growth at high double-digit Margin higher by ~400 bps Increasing premium mix Premium growing at 2x vs overall Best-in-Class Activation Enhanced discoverability & engagement, Opt
Slide 46: Scale Transformative Enablers - Data and AI
Scale Transformative Enablers - Data and AI Three Core Pillars for AI Transformation Effectiveness Efficiency Capability Improving the quality of strategic Executing work in a fraction of the Democratizing AI leverage to decisions and commercial delivery time, freeing up resources for develop experts
Slide 47: Scale Transformative Enablers - Data and AI
Scale Transformative Enablers - Data and AI From Capability to Impact - Building a Future-Ready Organization Building Capability People Leveraging AI Efficiency Effectiveness Impact 50+ 94% 30+ 65% 20+ Capability sessions Employees in non field AI assistants deployed Time reduced on Processes automate
Slide 48: Scale Transformative Enablers - Data and AI
Scale Transformative Enablers - Data and AI Use cases across functions Automated Insights and Reporting Consumer Research and Creative Partner Automated Tracking of Plant Operations AI Assisted RGM
Slide 49: Ignite a High Impact, Inclusive Culture
Ignite a High Impact, Inclusive Culture Capability Culture Building Org & People Capabilities Fostering a Culture that enables that drive Performance Growth & Performance in line with our Values
Slide 50: Capability as Competitive Advantage
Capability as Competitive Advantage Building Capabilities on Building Future-Ready Functional Academies Managers as Multipliers Strategic Priorities Leaders Build Technical Expertise Amplify High Impact Invest on Key Priorities Invest on People Inclusive Culture Through instructor led Through coachi
Slide 51: Culture that Enables Growth
Culture that Enables Growth Culture of Caring and Wellbeing Industry Leading Inclusive Policies We support holistic wellbeing of employees through a dedicated Colgate Care program Physical Wellbeing Mental Wellbeing Financial Wellbeing Social Wellbeing
Slide 52: Financial Performance
Agenda 01. Performance Update 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 53: Driving Financial Efficiency
Driving Financial Efficiency DELIVERING OPERATING PROFITS ad g er isin s In Br ve an Ov tim he s t ds in Op g in
Slide 54: Financial Highlights
Financial Highlights Q4 2025-26 FY 2025-26 Topline ₹ 1,583 Crore ₹ 5,984 Crore +9.0% y-o-y flat y-o-y 69.6% Gross Margin 69.3% Margins & Brand Investments 12.6% Advt. to NS 13.7% Profitability ₹ 353 Crore NPAT ₹ 1,325 Crore +9.2%* y-o-y -1.8%* y-o-y NS: Net Sales * Excluding exceptional items
Slide 55: Strong Margin Performance
Strong Margin Performance Steadfast focus on executing Funding the growth program Gross Margin % “Funding The Growth” Savings Procurement and Manufacturing 1 Efficiencies 2 Automation Initiatives 3 Localisation of Sourcing Re-invested in Product Superiority Source: Internal data
Slide 56: Executing Revenue Growth Management strategy
Executing Revenue Growth Management strategy Driving enhanced value and realisation Premium Toothpaste 1 Strategic Pricing Share of Business (%) ~ +35% over the past 2 years 2 Accelerating Premiumisation Grammage upsizing in Rs. 10 packs 3 Driving penetration in price points packs with upsizing 4 Ef
Slide 57: Committed to consistent brand investments
Committed to consistent brand investments Advertising (₹ Crore) +10% +7% Source: Internal data
Slide 58: Operating Profits
Operating Profits Consistent profit delivery driven by strategic pricing and strict financial discipline EBITDA Margin % Impact of GST change at ~160 bps in Q4’26 Source: Internal data
Slide 59: Enhancing Shareholder Value
Enhancing Shareholder Value Strong balance sheet and cash generation enabling consistent dividend payouts Consistent Cash Generation Higher ROCE Consistent Dividends Special Dividend ₹ 10 Source: Internal data
Slide 60: ESG Highlights
ESG Highlights 100% 60% 11Mn CHILDREN & THEIR RECYCLABLE RENEWABLE FAMILIES REACHED VIA TOOTHPASTE ELECTRICITY COLGATE BRIGHT SMILES, TUBES BRIGHT FUTURESⓇ WATER TRUE® 101% 95% 460Mn ltr POSITIVE WATER REPLENISHED ALL PLANTS CONTINUE PLASTIC RECYCLABLE, REUSABLE & COMPOSTABLE PACKAGING VIA CSR SINCE
Slide 61: Summary
Agenda 01. Performance Update 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 62: Summary: Build Category Consumption, Drive Premiumization
Build Category Consumption Drive Premiumization Steadfast Focus on Strong Governance and Value Creation Step up Investments to drive Growth
Slide 63: Thank You
Colgate-Palmolive Make More Smiles Thank You
Colgate-Palmolive (India) — Q4 FY2026 Earnings Presentation on 6ix