Colgate-palmolive (india) Limited · NSE:COLPAL
Colgate-palmolive (india) — Investor Day (August 2026)
68 slides from Colgate-palmolive (india)'s investor day presentation, Aug 17, 2026
Slide 1: Exchange filing cover letter
August 17, 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 05
Slide 2: Colgate-Palmolive (India) Limited Investor Day
Colgate-Palmolive (India) Limited Investor Day 17 August 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: Celebrating years of adding smiles to lives
@D Colgate-Palmolive @D Colgate-Palmolive Celebrating 220 90 YEARS Yet of Adding INDIA Smile \ Smiles to Lives rd Building Healthier Lives for Generations To Come IGN SS
Slide 5: Agenda
Agenda 01. Oral Care Category 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 6: Agenda
Agenda 01. Oral Care Category 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 7: Mission: improve people's oral health and beauty
MISSION To help people improve their oral health and beauty.
Slide 8: Gap in Oral Health Awareness in India
Gap in Oral Health Awareness in India 100% 80% Recommendation Incidence 55% Incidence 13% 10% 9% Realization Realization Action Gum Problems Cavities Visiting a Dentist Incidence vs. Realization Incidence vs. Realization Recommendation vs. Action Source: Mouth Audit 2023, Kantar Dental Camp Study 20
Slide 9: Systemic Health & Consumption
Diabetes → 2.7X gum issues risk Systemic Health & Tobacco → 13.7X stains risk Consumption Habits Snacking → 1.6X gum issues risk Impact Oral Health Sweets → 1.3X cavities risk Source: Colgate OHM Internal Data
Slide 10: Category Penetration is Universal
Category Penetration is Universal Toothpaste 100.0% Urban 98.7% 99.0% Rural 89.3% 2012 2025 Source: Kantar World Panel
Slide 11: Opportunity in Toothpaste Consumption & Habits
Opportunity in Toothpaste Consumption & Habits Under Indexed vs Others Better Habits is the Unlock Consumption on a Rise Per capita Toothpaste consumption (gms) Per capita Toothpaste consumption (gms) 1.07X 1.04X X 76% Urban Indians do not brush 2X a day 1X 0.7X 45% Rural Indians do not brush daily
Slide 12: Opportunity to increase Toothbrush consumption
Opportunity to increase Toothbrush consumption Under Indexed vs Others Improving in the Short Term Months / Toothbrush Handle Months / Toothbrush Handle Urban Rural 15.0 14.2 13.2 Philippines 6.0 5.9 5.8 5.9 India 9.0 2023 2024 2025 2023 2024 2025 Source: Kantar World Panel, Nielsen Retail Audit
Slide 13: Opportunity to Increase Premiumisation
Opportunity to Increase Premiumisation Under Indexed vs Others On a Rising Trajectory % Premium Category % Premium - Toothpaste Category 18.6 Shampoo 17.3 3X 15.9 14.8 Toilet Soap 2X Toothpaste 19 2023 2024 2025 YTD 2026 Source: Nielsen Retail Audit
Slide 14: Opportunity to Expand Retail Footprint
Opportunity to Expand Retail Footprint Store Footprint On a Rising Trajectory % Universe Urban + Rural # in Million 8.4 8.4 8.3 FMCG 100 8.2 Personal Care 75 Toothpaste 56 2023 2024 2025 MAT 2026 Source: Nielsen Retail Audit
Slide 15: Transitioning towards New Retail
Transitioning towards New Retail Channel Contribution New Retail Continues to Accelerate % Category Contribution Toothpaste Modern Trade + e-Commerce Contribution % 20 Q-Com 18 Traditional 80 18 Trade 16 Modern Trade 14 E-Commerce 6 YTD 2023 2024 2025 Q-com 2026 ~40% Source: Nielsen Retail Audit, In
Slide 16: Colgate's Responsibility to Grow Oral Care
Colgate’s Responsibility to Grow Oral Care
Slide 17: Colgate's Right to Win In Oral Care
Colgate’s Right to Win In Oral Care
Slide 18: India's Most Loved Oral Care
We’re best placed to do this India’s Most Recalled 67% top of mind Most Loved Oral Care Most Considered 90% Brand Source: Kantar Brand Track YTD’26
Slide 19: India's Most Distributed Oral Care
We’re best placed to do this India’s Most Strong Direct Coverage 1.7 Mn stores Distributed Oral Care Wide Total Reach Brand 7.1 Mn stores Source: Internal Data, NIelsen Retail Audit MAT’26
Slide 20: Wide Portfolio Catering to All Needs
We’re best placed to do this Wide Portfolio Catering to All Needs MAKING STRONGER INROADS IN FRESHNESS (Market share Indexed to Q1’24) 113 MARKET LEADERSHIP VS. #2 BRAND 3X MaxFresh Toothpaste 100 93 Player 2 Source: Nielsen Retail Audit
Slide 21: Superior Tech for Superior Health
We’re best placed to do this Superior Tech for Superior Health Scientific Rigorous Global Expertise Quality Patents 900+ 750+ 900+ Global Partnerships Scientists Quality Specialists Source: Internal Data Source: Internal Data
Slide 22: Agenda
Agenda 01. Oral Care Category 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 23: Strong Growth Acceleration in 2026
Strong Growth Acceleration in 2026 Robust Net Sales Growth in the first two quarters of 2026 +12% +9% Jan-Mar’26 Apr-Jun’26 Source: Internal Data
Slide 24: 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 25: 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 26: Driving Category Consumption
Driving Category Consumption Championing the Cause for Decades Bright Smiles Bright Future Oral Health Movement Urban - Brush Twice A Day Rural - Brush Once A Day Foundational oral health Oral Health Awareness Driving behaviour change in Driving behaviour change in education in schools led by Free D
Slide 27: Driving Consumption: BSBF
Driving Consumption: BSBF Colgate Bright Smiles, Bright Futures®, Government Partnerships and Public Policy Experimenting with India’s Largest Oral Health Expanding Government Partnerships Reminders in School Education Program 1200+ Rural Schools | 5L+ Students 200 Million+Children Uttar Pradesh Gov
Slide 28: Driving Consumption: Oral Health Movement
Driving Consumption: Oral Health Movement Encouraging better oral care habits, enabled by free dental check ups Strengthening our Equity with Our Purpose on Our Packs Dental Checkups Across the Country Dentist Enabled by QR Code on Packs; 1 Million + Scans from Across the Nation Dental Checkups Avai
Slide 29: Driving Consumption: Brushing At Night
Driving Consumption: Brushing At Night Targeting the 80% Urban Population still brushing only once a day #TheSweethTruth #IndianSweetsLeague #50%LessCavitiesOffer Multi Award Winning Communication: IPL Integration Platform: Digital Activation: “Last thing Indians put on their teeth Contextual food b
Slide 30: Colgate f
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Slide 31: Driving Consumption: Everyday Rural Brushing
Driving Consumption: Everyday Rural Brushing Innovating interventions to influence daily habits ‘ Wall Paintings Engaging Street Plays Engaging Street Plays highlighting the Key message featuring local people importance of regular oral hygiene
Slide 32: Growing Core Through Superiority
Growing Core Through Superiority Drive Superiority Superior Technology Superior Consumer Experience Improving Physical Availability 31
Slide 33: Growing Core Through Superiority: Superior Technology
Growing Core Through Superiority Superior Technology Need Space Cavity Protection Freshness Solves Dental Problems Technology Ca Boost + Arginine UltraFreeze Salt + KNO3 Brand Claim 24 Hour Cavity Protection 10X Longer Lasting Freshness Fights 99.9% Germs Source: Kantar HH Panel
Slide 34: Growing Core Through Superiority: Consumer Experience
Growing Core Through Superiority Superior Consumer Experience Product Packaging Communication 100% Packaging Upgrades To aid navigation & Win in Store 100% Superior Products 100% Top Box Communication vs eye ball competitor Pre Tested Source: Kantar HH Panel 33 Source: Kantar Ad Pre Track
Slide 35: 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 36: Accelerating Premium Through Superiority
Accelerating Premium Through Superiority Drive Superiority Superior Technology Superior Consumer Experience Improving Physical Availability 35
Slide 37: Accelerating Premium: Superior Technology
Accelerating Premium Through Superiority Superior Technology 130+ Patents Top 10%ile Premium Launches in FMCG* Need Space Active Prevention Teeth Whitening Technology Dual Zinc + Arginine Purple Color Correction Brand Claim Prevents 8 Dental Problems Color Correction for Whiter Teeth Source: Kantar
Slide 38: Accelerating Premium: Superior Communication
Accelerating Premium Through Superiority Superior Consumer Experience Superior Communication Winning Communication Endorsement by Relevant Cultural Forces Top Box Tested Asset Elite athletes: Linking oral health and Abhishek Sharma & Kriti Sanon : peak performance India’s biggest Beauty Arbiters Sou
Slide 39: Impactful Deployment Across Touchpoints
Accelerating Premium Through Superiority Superior Consumer Experience Impactful Deployment Across Touchpoints TV / Video Social Other Touchpoints Source: Kantar HH Panel
Slide 40: Embedding in Culture
Accelerating Premium Through Superiority Superior Consumer Experience Embedding in Culture Total x Sports Activation with IPL Visible White Activation for Weddings Source: Kantar HH Panel
Slide 41: Acceleration Reflecting in Brand Awareness
Acceleration Reflecting in Brand Awareness Resulting in 5X Growth for Colgate Premium vs Direct Competitor Brand Health Offtake Growth Spontaneous Awareness Growth Index vs Key Competitor 5X 5X 3X 3X 5X X X Source: Kantar HH Panel Source: Kantar Brand Track (NCCS Urban AB), Nielsen Retail Audit
Slide 42: A magical clean for witches, wizards and Muggles alike
A magical clean for witches, wizards and Muggles alike! al OE {tierce sea tnconnn a Peerot aa shart me hanmedared * tae Meccan tytn etter,
Slide 43: Colgate Smart Pump
The (NEW) colgate SMART PUM = ALWAYS FRESH. ALWAYS POTENT. VACUUM LOCKED ecnnolo £ A if MM
Slide 44: Bluey pump
olgate > IT’s TIMe TO Make é BRUSHING FUN WITH YOUR FavouRITe PUP!
Slide 45: Leading with Access Packs
Accelerating Premium Through Superiority 1 2 3 Improve Availability Win on Shelf Win on Screen Leading with Access Packs Strong Momentum on Distribution Priced under INR 100 Internal No of Stores 1.6X X 2025 YTD’26 Source: Internal Data
Slide 46: Enhanced Planogram
Accelerating Premium Through Superiority 1 2 3 Improve Availability Win on Shelf Win on Screen Enhanced Planogram Impactful Visibility Revamped planograms Objective to drive Premium
Slide 47: Growth, Margin and Share Accretive Premium
Accelerating Premium Through Superiority 1 2 3 Improve Availability Win on Shelf Win on Screen Growth, Margin Accretive Net sales growth at high double-digit Margin higher by ~400 bps Increasing Premium Mix Premium share of business more than 50% Share Accretive e-Commerce market share higher by ~40
Slide 48: Colgate Sensitive: A Challenger Mindset
Colgate Sensitive: A Challenger Mindset Colgate’s Play in the Sensitive Segment Revamped Portfolio Commercial & Demand Activation Strong Business Momentum Relaunch in 2025 RGM Actions in Chemist & All India YTD’26 Net Sales Growth Modern Trade Scaling 160g Introducing 80g Sensitive Pro Relief: Works
Slide 49: Focus on Building Therapeutics via Profession
Focus on Building Therapeutics via Profession Colgate is the #1 Brand used by Dentists in India; Periogard net sales doubling annually Indian Society of Periodontology Periogard - Gum Care System Drive Prescriptions via Periogard ● Treats 5 signs of gum problems ● Massive investment in people & and
Slide 50: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Lead category Transformatively Toothpaste Build Category Accelerate growth in Personal Care Oral Care Toothbrush Growth Premiumization
Slide 51: India's No.1 Toothbrush Brand
Colgate leads the Toothbrush Category India’s No.1 Toothbrush Brand Source: Internal Date, Nielsen Retail Audit
Slide 52: Lead Category Growth in Toothbrush
Lead Category Growth in Toothbrush Rs 299 Colgate’s Robust Portfolio Across the Tiers Price Per Handle INR Rs 102 Rs 85 Rs 50 Rs 40 Rs 30 Rs 25 Rs 10 Value Mid Premium & Super Premium
Slide 53: Lead Category Growth in Toothbrush
Lead Category Growth in Toothbrush Colgate’s Robust Portfolio Across the Tiers Expanding Availability for Fortifying Leadership in Super Grow the Kids Segment Value & Mid Tier Premium Focused Distribution & Trade Actions Leveraging Toothpaste Equities via Infuse excitement for kids portfolio Regimen
Slide 54: 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 55: Integrating Digital First Growth Framework in Palmolive
Integrating Digital First Growth Framework in Palmolive Bringing Digital-Native data driven Growth Thinking into Colgate Key Focus Areas Scaling Digital Commerce 1 Capabilities Optimise Media Spend, 2 Maximise Efficiency Establish Replicable D2C 3 Ecosystem Building digital capabilities Source: Inter
Slide 56: Agenda
Agenda 01. Oral Care Category 02. Strategy in Action 03. Financial Performance 04. Summary
Slide 57: Q1'FY27 - Accelerated Topline Growth; ahead of profitability
Q1’FY27 - Accelerated Topline Growth; ahead of profitability Topline Profitability ₹ 1,591 Crore ₹ 343 Crore Net Profit after tax (NPAT) NPAT growth % * 12.0% y-o-y +10.6% y-o-y Jan-Jun’26 NS growth at +10.5% NPAT %* Ahead of Oral Care peers 22.3% to NS NS: Net Sales * Excluding one-offs, exceptional it
Slide 58: Driving Financial Efficiency
Driving Financial Efficiency Best-in-Class Consistent Shareholder Strong Balance sheet Profitability Returns Strengthened Margin Profile Efficient Working Capital Higher RoCE Management Driving Efficiencies through Consistent Dividend Payout “Funding the Growth” Sustained Cash Generation Stepping up Bran
Slide 59: Margin Profile has strengthened
Margin Profile has strengthened Design / Manufacturing efficiencies 69 - 70% 69.7% Localisation of Sourcing Automation Initiatives 65 - 68% Favourable Product Mix Product Superiority Trade and Consumer spends ESG – Recyclable Material FY’21- FY’24-FY’26 Q1’27 FY’23 Source: Reported Financials
Slide 60: Driving Efficiencies through Funding the Growth
Driving Efficiencies through “Funding the Growth” Consistently delivered cost savings under FTG program; on track to surpass 2026 targets Gross Margin Savings as a % of Sales 4.7% 4.5% 4.2% 3.3% 2021 2023 2025 2026 CY - Calendar year Source: Internal Data
Slide 61: Accelerating Premiumisation
Accelerating Premiumisation Strategic, accelerated investments in the Premium business yielding stellar results Premium Toothpaste - Share of Business (%) 2.5x 1.9x 1.4x x 2021 2023 2025 2026 CY - Calendar year Source: Internal Data
Slide 62: Stepping up Brand Investments
Stepping up Brand Investments Advertising as a % of Sales ~16% 13.5% - 14% 12% - 13% Q1 Brand investments at ₹ 252 Crore +34% y-o-y FY’21- FY’24-FY’26 Q1’27 FY’23 Source: Reported Financials
Slide 63: Operating margins consistently ahead of FMCG peers
Operating margins consistently ahead of FMCG peers EBITDA % ~500 bps Colgate higher than the next peer Gross Margin % EBITDA Margin % Based on FY 26 Financials | Bubble represents scale Source: Company Filings
Slide 64: Efficient Working Capital Management
Efficient Working Capital Management Cash Generation Continued to Improve Sustained Working Capital Optimisation Cash generation from operations in Rs. Crore Net working Capital as a % of Sales Source: Reported Financials
Slide 65: Enhancing Shareholder Value
Enhancing Shareholder Value Strong balance sheet and cash generation enabling consistent dividend payouts Consistent High RoCE Consistent Dividend Payouts Returned >10,000 Crore to shareholders in last 10 years 121% 121% Special Dividend ₹ 10 100% 84% 82% Source: Reported Financials
Slide 66: Driving Financial Efficiency
Driving Financial Efficiency Best-in-Class Profitability Strong Balance sheet Consistent Shareholder Returns Strengthened Margin Profile Efficient Working Capital Higher RoCE Management Driving Efficiencies through “Funding Consistent Dividend Payout the Growth” Sustained Cash Generation Stepping up Bran
Slide 67: Thank You
Colgate-Palmolive Make More Smiles Thank You
Slide 68: Q&A
Colgate-Palmolive (India) — Investor Day (August 2026) on 6ix