Sharekhan's research report on Colgate Palmolive India
Colgate-Palmolive (India)’s (Colgate’s) Q4FY25 numbers were soft, with revenues falling 1.8% y-o-y (volumes flat y-o-y), OPM down 166 bps y-o-y and PAT lower by 6.5% y-o-y. Soft urban demand and high competitive intensity hit performance and management expects a gradual recovery during H2FY26. As competitive intensity stabilizes and macros improve; management expects to deliver balanced volume/price growth. Management retained its OPM guidance in the low 30s range with continued reinvestment on brands to drive consumption and growth.
Outlook
Stock has corrected 13% from recent highs and trades at 45x/40x its FY26E/FY27E EPS, respectively. We maintain Buy with a revised PT of Rs. 2,829.
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