Procter & Gamble Health Ltd. · NSE:PGHL
Procter & Gamble Health — Investor Presentation (June 2025)
32 slides from Procter & Gamble Health's investor presentation, Jun 16, 2025
Slide 1: Exchange cover letter for analyst presentation
June 16, 2025 To, To, The Corporate Relations Department The Listing Department The BSE Limited The National Stock Exchange of India Limited Department of Corporate Services Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (East), Dalal Street, Mumbai –
Slide 2: Investor and Analyst Connect
Investor and Analyst Connect 16 June 2025
Slide 3: Disclaimer
Disclaimer This communication, except for the historical data, may contain forward-looking statements, including words, phrases, numbers that set forth anticipated results based on management’s current plans and assumptions. Forward-looking statements are based on current expectations and assumption
Slide 4: Investor and Analyst Connect
Investor and Analyst Connect 16 June 2025
Slide 5: Fiscal Results 2024-25
FISCAL RESULTS 2024-25
Slide 6: Delivered a Strong Year
DELIVERED A STRONG YEAR Strong, balanced growth over the 9-month fiscal versus FY 2024-25 comparable past period + 8% +27% SALES PAT Considering that the company, effective this year, changed its Financial Year from July 1 – June 30 to April 1 – March 31, the current Financial Year of the Company co
Slide 7: Integrated Growth Strategy
PORTFOLIO PERFORMANCE DRIVES BRAND CHOICE INTEGRATED GROWTH ORGANIZATION EMPOWERED • AGILE SUPERIORITY TO WIN WITH CONSUMERS STRATEGY ACCOUNTABLE SUSTAINED EXCELLENCE CONSTRUCTIVE PRODUCTIVITY DISRUPTION TO FUEL INVESTMENTS ACROSS OUR BUSINESS In Service to Consumers, Customers, Employees, Society &
Slide 8: Portfolio Performance Drives Brand Choice
PORTFOLIO PERFORMANCE DRIVES BRAND CHOICE
Slide 9: Trusted, Quality, Highly Recommended Brands
TRUSTED, QUALITY, HIGHLY RECOMMENDED BRANDS
Slide 10: Superiority to Win with Consumers
SUPERIORITY TO WIN WITH CONSUMERS
Slide 11: Superiority Across 5 VOS
SUPERIORITY ACROSS 5 VOS* TO WIN WITH CONSUMERS PRODUCT PACKAGING COMMUNICATION RETAIL EXECUTION CONSUMER & CUSTOMER VALUE *Vectors of Superiority
Slide 12: Integrating Vectors of Superiority: Neurobion
INTEGRATING VECTORS OF SUPERIORITY NEUROBION Superior Communication Superior Product Superior Superior Packaging Superior Retail Execution Customer Value
Slide 13: Big-B Sir
BIG-B Sir/)BIG-B Sir.
Slide 14: Integrating Vectors of Superiority: Evion
INTEGRATING VECTORS OF SUPERIORITY EVION Superior Communication Superior Product Superior Superior Customer Value Retail Execution Superior Packaging
Slide 15: Slide 15
Slide 16: Constructive Disruption Across the Business
CONSTRUCTIVE DISRUPTION ACROSS THE BUSINESS
Slide 17: Seeding for the Future
SEEDING FOR THE FUTURE Partnering with Rural Leveraging Distributors Coverage Expansion E-Commerce
Slide 18: Productivity to Fuel Investments
PRODUCTIVITY TO FUEL INVESTMENTS
Slide 19: Productivity Integrated into the Strategy
PRODUCTIVITY INTEGRATED INTO THE STRATEGY Delivering the same or better output measures… with lower spending or resource investment. AD SPEND & WORKING MATERIALS MANUFACTURING OVERHEAD PROMOTION CAPITAL INR 40 crores productivity savings for FY 24/25
Slide 20: Organization Empowered, Agile, Accountable
ORGANIZATION EMPOWERED • AGILE ACCOUNTABLE
Slide 21: Community Impact: Public Health & Access
COMMUNITY IMPACT PUBLIC HEALTH & ACCESS
Slide 22: Towards Building a Healthier India
TOWARDS BUILDING A HEALTHIER INDIA ENABLING LAST MILE ACCESS TO HEALTH MOBILE HEALTHCARE UNITS Across 8 States
Slide 23: Towards Building a Healthier India
TOWARDS BUILDING A HEALTHIER INDIA COMMUNITY INTERVENTIONS & BEHAVIORAL CHANGE Swasthya Sakhi Yes to POSHAN Xotej Jeeban Arogya Sakhis Maternal & Child Health | Nutrition | Anemia Prevention
Slide 24: Slide 24
Slide 25: Integrated Growth Strategy
PORTFOLIO PERFORMANCE DRIVES BRAND CHOICE INTEGRATED GROWTH ORGANIZATION EMPOWERED • AGILE SUPERIORITY TO WIN WITH CONSUMERS STRATEGY ACCOUNTABLE SUSTAINED EXCELLENCE CONSTRUCTIVE PRODUCTIVITY DISRUPTION TO FUEL INVESTMENTS ACROSS OUR BUSINESS In Service to Consumers, Customers, Employees, Society &
Slide 26: Long Term Trends
LONG TERM TRENDS
Slide 27: Superior Results Over the P5Y
SUPERIOR RESULTS OVER THE P5Y + 7% +9% +34% CAGR CAGR Increase in NET SALES PAT ROE Note: 1) Basis Published results; 2) Net Sales refers to revenue from operations; 3) PAT Excluding OCI; 4) ROE = PAT/ Avg. Equity; 5) Sales/ PAT of 2020 was 18 month period and hence above numbers are adjusted for 12
Slide 28: Superior Results Over the P5Y
SUPERIOR RESULTS OVER THE P5Y Net Sales (in INR Cr.) PAT (in INR Cr.) 255 1220 1092 * Note: FY 24-25 was a 9-month 193 886 169 2020 2021 2022 2023 2024 *Adj 2425 2020 2021 2022 2023 2024 *Adj 2425 * Note: FY 24-25 was a 9-month year and hence above numbers are adjusted for 12- * Note: FY 24-25 was a
Slide 29: Creating Superior Shareholder Value
CREATING SUPERIOR SHAREHOLDER VALUE July 2015 July 2016 July 2017 July 2018 July 2019 July 2020 July 2021 July 2022 July 2023 July 2024
Slide 30: Landscape
LANDSCAPE
Slide 31: Accelerating VMS Category & Emerging Trends in India
Accelerating VMS category & emerging trends in India Steady growth of VMS Category Acceleration seen in E-Commerce Growing liver disease burden in for past 2 years and Formats India with high 38% prevalence ! VMS Category – Value Growth% Emerging Trends in VMS Prevalence Of Lifestyle Diseases 7.8% 7
Slide 32: Q&A
Q&A
Procter & Gamble Health — Investor Presentation (June 2025) on 6ix