Colgate-palmolive (india) Limited · NSE:COLPAL
Colgate-palmolive (india) — Investor Presentation (February 2025)
22 slides from Colgate-palmolive (india)'s investor presentation, Feb 21, 2025
Slide 1: Investor/Analyst Meet Presentation cover letter
February 21, 2025 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
Slide 2: Driving Growth for Colgate India
DRIVING GROWTH FOR COLGATE INDIA 1. Shifted marketing and innovation strategy back towards science-led, core and premium innovation 2. Focus on expanding brushing occasions to increase consumption 3. Significant increase in advertising spending
Slide 3: With Me Today
WITH ME TODAY Prabha Narasimhan EVP, General Manager India
Slide 4: CP India Operates in a Country with Tremendous Potential
CP INDIA OPERATES IN A COUNTRY WITH TREMENDOUS POTENTIAL #3 Economy by 2030 Favorable Demographics Sizeable ‘New Retail’ ~6.5-7.0% ~200M 34% Estimated GDP Growth 2025-30 High & Upper-middle Income Share of Modern Trade + eCom to Households by 2030 Overall Retail by 2030 Source: Kantar HH Panel, Niel
Slide 5: CP India Is a Fundamentally Strong Business
CP INDIA IS A FUNDAMENTALLY STRONG BUSINESS Strong, Listed Business #1 Oral Care Brand Strong Execution $8B* 2.8X 95% Market Capitalization Share of Market vs #2 Brand Weighted Distribution 24% CAGR 9/10 7M Shareholder Return over 45 Yrs Households Purchase Annually Stores with Colgate Availability
Slide 6: Oral Care in India Has Immense Potential for Growth
ORAL CARE IN INDIA HAS IMMENSE POTENTIAL FOR GROWTH Opportunity to Opportunity to Universal Penetration Increase Consumption Increase Premiumization Per capita Toothpaste consumption % Category premiumization (gms) Urban X Shampoo 3X Rural 0.7X Toilet Soap 2X 0.5X Toothpaste X Source: Kantar HH Pane
Slide 7: Increasing Household Penetration and Improving Brand Health in CP India
INCREASING HOUSEHOLD PENETRATION AND IMPROVING BRAND HEALTH IN CP INDIA More More More Product People Money
Slide 8: Increasing Household Penetration and Improving Brand Health in CP India
INCREASING HOUSEHOLD PENETRATION AND IMPROVING BRAND HEALTH IN CP INDIA More More More Product People Money
Slide 9: Opportunity to Instill the Right Oral Care Habits
OPPORTUNITY TO INSTILL THE RIGHT ORAL CARE HABITS 80% Urban Indians do not brush 2X a day 55% Rural Indians do not brush daily Indians change their toothbrush once every 9 months
Slide 10: Mission
MISSION To help people improve their oral health and well-being.
Slide 11: Colgate India Has Been Championing the Cause for Decades
COLGATE INDIA HAS BEEN CHAMPIONING THE CAUSE FOR DECADES Oral Health Urban #BrushTonight 2023 Onwards Movement Forging Government Always-on, Driving behaviour change all encompassing Partnerships behaviour change efforts Dental Check-Ups To include oral health as a Free Dental Check-ups since narrat
Slide 12: Increasing Household Penetration and Improving Brand Health in CP India
INCREASING HOUSEHOLD PENETRATION AND IMPROVING BRAND HEALTH IN CP INDIA More More More Product People Money
Slide 13: More People: Add Households to Core Through Superiority
MORE PEOPLE: ADD HOUSEHOLDS TO CORE THROUGH SUPERIORITY 272 M Household buy 1.2 tubes, 7 times a year = 2.3 B tubes bought annually Drive Superiority Superior Technology | Superior Consumer Experience | Improving Physical Availability Source: Kantar HH Panel Source: Kantar HH Panel
Slide 14: More People: Superior Technology
MORE PEOPLE: ADD HOUSEHOLDS TO CORE THROUGH SUPERIORITY Superior Technology Remineralizing Teeth Winning Freshness Solving Dental Problems Ca Boost+Arginine with Ultrafreeze Salt-based Proprietary Tech
Slide 15: More People: Superior Consumer Experience
MORE PEOPLE: ADD HOUSEHOLDS TO CORE THROUGH SUPERIORITY Superior Consumer Experience Product Creative Packaging Superiority Performance 87% 100% 95% Core Brands test superior Portfolio had a packaging upgrade Tracking above norms vs To aid navigation For ads on air Competition & win in store Source:
Slide 16: More People: Improving Physical Availability
MORE PEOPLE: ADD HOUSEHOLDS TO CORE THROUGH SUPERIORITY Improving Physical Availability Machine Learning Image Recognition Based AI Model led recommendation to drive visible availability for improving assortment 1.7M Stores covered 30M SKU x Store combinations Recommended every month Source: Interna
Slide 17: Increasing Household Penetration and Improving Brand Health in CP India
INCREASING HOUSEHOLD PENETRATION AND IMPROVING BRAND HEALTH IN CP INDIA More More More Product People Money
Slide 18: More Money: Science-Backed Premiumization
MORE MONEY: SCIENCE-BACKED PREMIUMIZATION CP Premium Growth: 2X vs Category Growth Own Active Prevention Create desire for Whitening Build Profession-led with Total with Visible White Therapeutics Growth Enablers Superior Technology | Increasing investment | Strong partnership with KOLs Source: Inte
Slide 19: Stronger & Superior Brand Health
STRONGER & SUPERIOR BRAND HEALTH 64 69 61 Top of Mind Awareness 10 10 9 12 11 9 8 8 7 2 2 3 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 Colgate Peer 1 Peer 2 Peer 3 Peer 4 62 56 57 Consideration – Brand of First Choice 11 13 14 12 11 11 10 10 11 3 3 3 2022 2023 2024 20
Slide 20: Stronger & Superior Brand Health
STRONGER & SUPERIOR BRAND HEALTH 80 79 78 78 75 75 74 74 73 73 72 71 2022 2023 2024 2022 2023 2024 2022 2023 2024 2022 2023 2024 Best Oral Care Worth Paying Distinctive Best Oral Care Expert More For Brand Technology Source: Kantar Brand Track
Slide 21: Leading to Profitable Top Line Growth
LEADING TO PROFITABLE TOP LINE GROWTH Consistent Net Sales Growth Strengthening Profitability +8.3% 33.0% EBITDA to Net Sales; 2-yr CAGR +340 bps vs. 2022 1.7x 1.4x Net Sales growth index EBITDA Margin index vs. vs. FMCG peers* FMCG peers* ~ +110M US$ +17.7% added to topline in the last 2 years Net
Slide 22: India - Key Takeaways
INDIA - KEY TAKEAWAYS • CP India has built strong business fundamentals • We have tremendous headroom opportunity on the ‘3 Mores’ • World-class execution to drive momentum • Deliver in our role as a key growth engine for Colgate-Palmolive
Colgate-Palmolive (India) — Investor Presentation (February 2025) on 6ix