Colgate-palmolive (india) Limited · NSE:COLPAL
Colgate-palmolive (india) — Nuvama India Conference 2024
38 slides from Colgate-palmolive (india)'s conference presentation, Feb 13, 2024
Slide 1: Exchange filing cover letter for Investor/Analyst Meet
February 13, 2024 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 Nuvama India Conference 2024
Colgate-Palmolive (India) Limited Nuvama India Conference 2024
Slide 3: India, the place to be
India, the place to be Divergent Divergent Development Preferences Rising Prosperity Divergent Roles for Women Divergent Shopping Habits
Slide 4: Let's talk about
The Immense Opportunity Our Purpose Let’s talk about Strategy in Action Financial Performance
Slide 5: Category Volume and Premiumization: Toothpaste
Category Volume and Premiumization Toothpaste Indexed to U+R Urban Rural Philippines Per Capita 0.6 0.7 0.5 Consumption 20% Urban Households brush twice a day 55% Rural Households do not brush daily 88% Category below 140 ASP Index 4 Source: Internal Data, ACN Retail Audit
Slide 6: Category Volume and Premiumization: Toothbrush
Category Volume and Premiumization Toothbrush Monthly Spends Urban Rural Per Capita Rs. 4.0 Rs. 1.3 78% Category below INR 40 4 Source: Internal Data, ACN Retail Audit
Slide 7: Opportunity to Improve India's Oral Health
Opportunity to Improve India’s Oral Health 75% 89% Urban population Urban population Believe their teeth are in Actually suffer from some excellent condition oral health issues 9% of India’s population visits a dentist every year Source: Dental Camp Study, Habits & Practices Study
Slide 8: Let's talk about
The Immense Opportunity Our Purpose Let’s talk about Strategy in Action Financial Performance
Slide 9: To help people improve their oral health and beauty
To help people improve their oral health and beauty.
Slide 10: India's #1 Oral Care Brand
We’re Best Placed to Do This India’s # 1 Most Penetrated Oral Care 9/10 households Brand Source: Kantar World Panel
Slide 11: India's Most Loved Oral Care Brand
We’re Best Placed to Do This India’s Most Most Recalled Loved 64% top of mind Oral Care Most Considered 87% Brand Source: Internal Data
Slide 12: Wide Portfolio Catering to All Needs
We’re Best Placed to Do This Wide 3X 1.4X Portfolio vs. #2 brand vs. #2 brand Catering to All Needs Source: ACN Retail Audit
Slide 13: Superior Tech for Superior Quality
We’re Best Placed to Do This Superior 900+ Scientists Tech for 750+ Quality Specialists Superior 1500+ Health Patents per year Source: Internal Data
Slide 14: Let's talk about
The Immense Opportunity Our Purpose Let’s talk about Strategy in Action Financial Performance
Slide 15: Strategy in Action: Growth Pillars
Strategy in Action: Growth Pillars Lead Toothpaste Premiumize Lead Category Strategic Pillars Category through Science Growth in Build Personal Based Superior Toothbrush & Care a) Volume Innovation Devices b) Grow Core Superior Mix (Products, Communication, Execution) Driving Financial Efficiency Ena
Slide 16: Driving Consumption: Urban - Brush at Night
Driving Consumption: Urban - Brush at Night
Slide 17: Driving Consumption: Urban - Brush at Night
Driving Consumption: Urban - Brush at Night Contextual In-store Contextual Outdoor KOL Articles
Slide 18: Driving Consumption: Amplifying our Efforts
Driving Consumption: Amplifying our Efforts Bright Smiles, Bright Futures® Government Partnerships and Public Policy 60k Government & UN Partnerships 50+ years schools 171mn 10mn kids reached Additional kids Maharashtra, Karnataka, TN, UP, Gujarat, By 2025 Andhra Pradesh, Punjab, Rajasthan Source: I
Slide 19: Accelerating the Core
Accelerating the Core Superior technology and consumer experience v/s eyeball competition Best-in-class Communication Tested in top 25% of advertising Amplified commercial investment behind winning mix Source: Kantar Link Test, Internal Data
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19 19
Slide 21: Accelerate Premiumisation
Accelerate Premiumisation 3. Build 1. Own 2. Create Desire Therapeutics Proactive for Whitening Credentials Health with with with Total Visible White Periogard
Slide 22: Own Proactive Health
Own Proactive Health Industry leading technology 125+global patents Strong residual awareness 1 out of 2 people aware Consistent investment for brand building Best-in-class communication Source: Internal Data
Slide 23: Create Desire for Whitening
Create Desire for Whitening Pioneers in Whitening Own Proactive Health #2 segment across the world Innovative Technology & Formats To build future-ready portfolio New proposition to build relevance Tested in top 25% of advertising Source: Kantar Link Test
Slide 24: Company Confidential
Company Confidential
Slide 25: Build Therapeutics Credentials with Profession
Build Therapeutics Credentials with Profession 80+ years of partnership Leverage Strong Association Digital-First Connects Dentist First, Virtual Reality Masterclass Leading Position in Pharmacy Through a prescription focus Source: Internal Data
Slide 26: Lead Toothbrush Category Growth
Lead Toothbrush Category Growth Leadership position in the category Superior portfolio across price tiers Curated Commercial plans By State X Retail Environment Source: ACN Retail Audit
Slide 27: Superior Consumer Offering Across Tiers
Superior Consumer Offering Across Tiers Contemporary Packaging >> Competitive growth on Consumer Relevance premium tier Source: ACN Retail Audit
Slide 28: Build Personal Care
Build Personal Care Nascent Category, Scope to Grow Penetration of Body Wash - 2% AI (U+R) Strong brand equity, built over 73 years ~60% of the target audience aware Wide Global Portfolio to choose from Source: Kantar World Panel, Internal Data
Slide 29: Strong Fundamentals
Strong Fundamentals Leverage Distribution Strength Perfect 5P in Modern Trade 1.3X 95%+ Compliance in Planograming, Growth in TDP vs. 2021 On Shelf Availability TDP= Total Distribution Points Source: Internal Data
Slide 30: Digital at the Core
Digital at the Core Enhancing Marketing Analytically driven Simplifying Supply Chain Effectiveness financial efficiency Digital AI/ML based GST Media AI/ML based demand compliances, Audit forecasting exceptions Traditional CRM & 1PD Media IBE Analytics enabled business Optimised Network eCom decisions
Slide 31: Org & People Capabilities
Org & People Capabilities Capability Culture Caring Promoting Mental Wellbeing Innovation Circus street Essentials #GetTalking More Employee Centric Benefits Flexibility, Higher Coverage
Slide 32: Doubling Down on Our ESG Strategy
Doubling Down on Our ESG Strategy Reusable, recyclable or Waste Management compostable plastic Water Usage Bright Smiles, Empower women with packaging Bright Futures® Digital+Financial Literacy Maintain TRUE® Zero Oral health education for Waste certification for 100% by 2025 Net Zero water at 100K w
Slide 33: Robust Governance & Cost Optimisation
Robust Governance & Cost Optimisation Robust Governance RGM to Fuel Consistent India ‘Fund The Growth’: Mechanism Growth Global Best Practice Retail Environment X Stakeholder Value Creation Execution across functions Promo Optimisation
Slide 34: Let's talk about
The Immense Opportunity Our Purpose Let’s talk about Strategy in Action Financial Performance
Slide 35: Invest to Grow: Strong Performance (YTD Dec '23)
Invest to Grow Strong Performance (YTD Dec ‘23) Net Sales Domestic (+9.1%); Company 4,164 Cr. (+8.3%) Highest Ever Gross Margins Highest Ever Advertising 69.6% 14.2% Strong Profit to Sales 944 Cr. (+29.1%)
Slide 36: Positive Stock Performance
Positive Stock Performance Colgate Palmolive India Limited 29 Dec Rs. 2,529 YTD +66% 02 Jan Rs. 1,521 +19% +18% YTD growth YTD growth NIFTY 50 +30% BSE 100 YTD growth NIFTY FMCG
Slide 37: Summarizing
Summarizing ● Continue to be excited about India ● Colgate on the podium ○ Strong Brand ○ Strong financials ○ High quality talent ● Double down on our purpose
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