Godrej Consumer Products Limited · NSE:GODREJCP
Godrej Consumer Products — Investor Presentation (December 2023)
18 slides from Godrej Consumer Products's investor presentation, Dec 19, 2023
Slide 1: Exchange filing cover letter: Investor and Analyst Presentation
Godrej Consumer Products Ltd. Regd. Office: Godrej One, 4th Floor, Pirojshanagar, Eastern Express Highway, Vikhroli (E), Mumbai - 400 079, India. Tel : +91-22-2518 8010/8020/8030 Fax : +91-22-2518 8040 Website : www.godrejcp.com CIN : L24246MH2000PLC129806 December 19, 2023 BSE Limited Corporate Rel
Slide 2: Godrej Consumer Products Ltd.
Godrej Consumer Products Ltd. December 19, 2023
Slide 3: Disclaimer
Disclaimer Some of the statements in this communication may be forward looking within the meaning of applicable laws and regulations. Actual results might differ substantially from those expressed or implied. Important developments that could affect the Company’s operations include changes in the in
Slide 4: Our strategic narrative
Our strategic narrative OUR OUR PURPOSE Bringing the goodness of health and beauty VALUES to consumers in emerging markets Lead through category Funded by People and Planet OUR OUR development simplification alongside Profit VISION STRATEGY Delight 2 billion consumers by 2027 OUR OPERATING 1 Less is
Slide 5: Our strategy
Our strategy Lead through category Funded by People and planet development simplification alongside profit 4
Slide 6: Category Development
CATEGORY DEVELOPMENT
Slide 7: Category Development
Category Development Develop Build innovative products relevance Drive Generate accessibility trials 6
Slide 8: In India, we are expanding our TAM into faster growing categories
In India, we are expanding our TAM into faster growing categories Household Insecticides Fast-growing categories Personal Wash 7
Slide 9: RCCL integration largely completed; investing for growth
RCCL integration largely completed; investing for growth • Integration largely completed; cost synergies flowing from 2HFY24 • Consumer focused investments behind working media increased by 5-8X • On track to achieve full-year ambition 8
Slide 10: Indonesia business to continue driving strong growth
Indonesia business to continue driving strong growth Go-to-market Continue growing core Rollout global mixes transformation completed that have seen success 9
Slide 11: In Rest of World, we will focus on profitable growth
In Rest of World, we will focus on profitable growth Continue growing Hair Accelerate growth Rollout global FMCG Care across Africa in key markets categories – HI, Air etc. Add image of Mega growth 10
Slide 12: Funded by Simplification
FUNDED BY SIMPLIFICATION
Slide 13: Simplification
Simplification SKU Business model rationalisation optimisation Changes in Optimising organisational manufacturing structure footprint FY22 FY26 Cost savings of ~400 bps 12
Slide 14: Business model optimisation
Business model optimisation Simplifying operations to a Royalty model in select markets (largely in East Africa) Likely to be Expect profitability implemented by to improve in the Q4 FY24 medium term Annualized FY25 ~500 Crore 0 Revenue Revenue ~0 ~50 Crore PAT# PAT# 13 # Excludes onetime costs
Slide 15: Dividend Policy
DIVIDEND POLICY
Slide 16: We have announced a dividend policy going forward
We have announced a dividend policy going forward Outlook We will strive to maintain a steady stream of dividend Expect the dividend payout ratio to average ~50% (range +/- 20%) of the annual Profit After Tax of the Company 15
Slide 17: Contact Us
Contact Us Institutional investors Retail investors Vishal Kedia R Shivshankar Email: vishal.kedia@godrejcp.com Email: r.shivshankar@godrejcp.com Tel: +91 22 2519 5721 Tel: +91 22 2519 4359 16
Slide 18: Thank you
Thank you www.godrejcp.com
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