Gillette India Limited · NSE:GILLETTE
Gillette India — Investor Presentation (June 2025)
40 slides from Gillette India's investor presentation, Jun 12, 2025
Slide 1: Letter to stock exchanges: analysts/institutional investors presentation
Gillette India Limited CIN: L28931MH1984PLC267130 Registered Office: P&G Plaza Cardinal Gracias Road, Chakala Andheri (E), Mumbai 400 099 Tel: (91-22) 6958 6000 Fax: (91-22) 6958 7337 Website: in.pg.com June 12,2025 To, To, The Corporate Relations Department The Listing Department The BSE Limited Th
Slide 2: Gillette India Ltd. Investor and Analyst Presentation
Gillette India Ltd. Investor and Analyst Presentation 12 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: Gillette India Ltd. Investor and Analyst Presentation
Gillette India Ltd. Investor and Analyst Presentation 12 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 +12% +40% 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
PORTFOLIO PERFORMANCE DRIVES BRAND CHOICE
Slide 9: Portfolio: Grooming
TRADITIONAL NO NICKS, NO CUTS PERFECT SHAVE, SHAVING WORRY FREE SHAVE PERFECT SHAPE PORTFOLIO Grooming ELECTRIC FEMALE GROOMING GROOMING
Slide 10: Portfolio: Oral Care
ELECTRIC TOOTHBRUSHES GENTLE CLEAN PORTFOLIO Oral Care DEEP CLEAN KIDS
Slide 11: Superiority to Win with Consumers
SUPERIORITY TO WIN WITH CONSUMERS
Slide 12: Superiority to Win with Consumers
SUPERIORITY TO WIN WITH CONSUMERS PRODUCT PACKAGING COMMUNICATION RETAIL CONSUMER & EXECUTION CUSTOMER VALUE
Slide 13: Innovation Pipeline
INNOVATION PIPELINE
Slide 14: Product
PRODUCT RUST GUARD™ nt
Slide 15: Product
PRODUCT NEW PACK nee to your face 3 Anti-friction Blades
Slide 16: Product
b VITALITY PRODUCT ERO
Slide 17: Superior Packaging
SUPERIOR PACKAGING PACKAGING
Slide 18: Superior Packaging
SUPERIOR PACKAGING PACKAGING
Slide 19: Superior Communication
SUPERIOR COMMUNICATION REACH EFFECTIVENESS EFFICIENCY
Slide 20: Superior Communication
SUPERIOR COMMUNICATION Instant Smoothness. No Pain, No hassle!
Slide 21: Superior Communication: Oral-B iO3
SUPERIOR COMMUNICATION Oral – B iO3
Slide 22: Superior Retail Execution
SUPERIOR RETAIL EXECUTION SUPERIOR SUPERIOR SUPERIOR EXPANDING CONTENT SHELF TOOLS AVAILABILITY REACH AND SEARCH
Slide 23: Superior Retail Execution
_| SUPERIOR RETAIL EXECUTION 100% MORE IBUY NOW] PLAQUE GONE* 9 25%rr Gillette Mach 2 Men's Razor - with 2
Slide 24: Productivity to Fuel Investments
PRODUCTIVITY TO FUEL INVESTMENTS
Slide 25: 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 26: Constructive Disruption Across the Business
CONSTRUCTIVE DISRUPTION ACROSS THE BUSINESS
Slide 27: Constructive Disruption Across the Business
CONSTRUCTIVE DISRUPTION ACROSS THE BUSINESS Right Assortment at Right Store Supply 3.0 AI/ML-supported in-house Continuous Supply Chain Making every shopping models to curate winning optimization, making journey special through by-store assortment Advance Ordering a collaborative across channels rea
Slide 28: Organization: Empowered, Agile, Accountable
ORGANIZATION EMPOWERED • AGILE ACCOUNTABLE
Slide 29: Empowering Young Minds with Education
YEARS OF 20 YEARS OF EMPOWERING YOUNG MINDS WITH EDUCATION. #EraseTheLearningGap BG supports education. Choose PAG.
Slide 30: ASER India Report 2024
*ASER India Report 2024
Slide 31: External Recognition
EXTERNAL RECOGNITION 24m a MARKETING BY ic; = MADDIES3
Slide 32: 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 33: Long Term Trends
LONG TERM TRENDS
Slide 34: Superior Results over the P10Y
SUPERIOR RESULTS OVER THE P10Y +5% +19% 4X CAGR CAGR Increase in PAT ROE *excl. OTI NET SALES Note: 1) Basis Published results; 2) Net Sales refers to revenue from operations; 3) PAT Excluding OCI; 4) ROE = PAT/ Avg. Equity
Slide 35: Superior Results over the P10Y: Net Sales and PAT
SUPERIOR RESULTS OVER THE P10Y NET SALES (INR Cr) PAT (INR Cr) 576 2,949 1,875 100 1415 1516 1718 1920 2122 2223 2324 Adj. 2425* 1415 1516 1718 1920 2122 2223 2324 Adj. 2425* * Note: FY 24-25 was a 9-month year and hence above numbers are adjusted for 12-month * Note: FY 24-25 was a 9-month year and
Slide 36: Creating Superior Shareholder Value
CREATING SUPERIOR SHAREHOLDER VALUE Over 3 Decades of Consistent Dividend Payout Record
Slide 37: Landscape
LANDSCAPE
Slide 38: Steady Growth amongst Peers
STEADY GROWTH AMONGST PEERS Slowdown vs. P3Y, but India continues to outpace markets globally Global GDP Growth 6.5 4.1 3.8 2.6 2 2.2 1.3 USA Euro Area Middle East South East Asia Latin America Sub Saharan Africa India Source: IMF Dashboard 2023 2024 2025 Stable economic indicators Evolving Global T
Slide 39: Evolving Consumption Trends
EVOLVING CONSUMPTION TRENDS Pickup in Rural consumption but urban continues to be soft Non-Food Inflation continues to be Rural recovery behind monsoons within RBI’s target range Urban revival will need time Rural-Urban Demand Growth YOY % CPI – Inflation 10.2 10.2 9.9 6.2% 7.6 6.9 5.8 5.7 5.7 5.4 5
Slide 40: Q&A
Q&A