September 23, 2020 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 Dear Sir(s)/Madam, Sub: Presentation at Analyst/Institutional Investor Meeting. Pursuant to Regulation 30(2) of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015 and in furtherance to our letter dated September 22, 2020, please find enclosed herewith a presentation made at the Virtual Summit with JP Morgan held today i.e. September 23, 2020. Kindly take the same on record. Thanking you, Yours Sincerely, For Colgate-Palmolive (India) Limited K. Randhir Singh Company Secretary & Compliance Officer Encl:a/a
COLGATE-PALMOLIVE (INDIA) LIMITED CIN: L24200MH1937PLC002700
Regd. Office: Colgate Research Centre, Main Street, Hiranandani Gardens, Powai, Mumbai 400 076 Tel.: (022) 6709 5050, Fax: (022) 2570 5088
Website. www.colgatepalmolive.co.in e-mail ID. [email protected]
Colgate-Palmolive(India)Limited
2
KeyPriorities
DriveSales
Growth
MaximizeEarnings
LeadtoWin
33
KeyPriorities
DriveSales
Growth
MaximizeEarnings
LeadtoWin
44
• BuildBrands
• InnovationforGrowth
• ContinuetostrengthenGTM
DriveSales
Growth
55
• BuildBrands
• InnovationforGrowth
• ContinuetostrengthenGTM
DriveSales
Growth
66
OurBrandPurpose
77
Bringing our philosophy to lifeBringingourphilosophytolife
8
#ChampioningOptimismthroughstories
99
10
CelebrationReallifeHeroes– 22MnImpressions
11
Pappan SinghGehlot,Ensuringsafereturnforhis
employees
Ranjit Singh,Nochildgoeswithoutmilk
Akshay Kothawale,Socialservicebeforepersonallife
CelebratingLocalStoriesofOptimism
MariyappanParaplegicOlympian&Khel Ratna
Winner
Deepika MhatreStandupcomedianwhousedtobea
maid
Sujit Chattopadhyay76yr oldteacherofunderprivileged
children
1212
1313
Boughtbymore&lovedmore
Source- KantarReport2019|*H120vs H219KantarHHPanel 14
India’s#1PenetratedBrand89%householdsbuyColgate
Morethan2/3rd HHsbuyColgateeveryquarter
+70bpsVol SOMGainsinH1’20*
• BuildBrands
• InnovationforGrowth
• ContinuetostrengthenGTM
DriveSales
Growth
15
Strategicoutlooktoinnovation
Whiteningis…
#1SearchedOralCareConcerninIndiaOralCareVideoContentonYTIssuecalledoutinourprograms
Withevery1in5consumerslookingforwhiterteeth
Whiteninghashugeuntappedpotential
Adazzlingopportunity
Aninnovationwithmany1st evers
Relaunching ZigZag withananti-bac offering
RedefiningCleaning,Gently!
Repurposingexistingrange
&launching2newexcitingtoothbrushes
Thedifferenceisvisible...
TakingtheVedshaktipropositionbeyond
toothpaste
PresentingColgate’s1st
OralcareMouthSpray
BuildingVedshaktiOfferings
AmplifyingAffordability
INR49/- INR199/- INR249/-
• BuildBrands
• InnovationforGrowth
• ContinuetostrengthenGTM
DriveSales
Growth
34
WinninginEcom
35
MadeforEcom packs
Continuedpartnerships
Analyticsforrealtimeactionables
WinninginEcom
2016 2017 2018 2019
7x
ColgateE-commerceBusiness
FY19
Q2‘20+100bps
ColgateE-commerceSOM
Source– SelectCustomerscanSOM 36
WinninginModernTrade
37
OutstandingshelfpresenceeveninCOVID
YTD19
YTD20+130bps
ColgateModernTradeSOM108idx toAI$SOM
YTDAug|Source– SelectCustomerscanSOM
KeyPriorities
DriveSales
Growth
MaximizeEarnings
LeadtoWin
38
Q12020-21
39
NetSale
1,033.6Cr-3.9% 11.0%
198.2Cr+17.2%
65.9%+30bps 29.8%
Advertising PAT
GrossMargin EBITDA
KeyPriorities
DriveSales
Growth
MaximizeEarnings
LeadtoWin
40
People– OurresponsetoCOVID
Sanitiser supportforfrontlinewarriors
Accesstotheunderprivileged:
● Rationkits● OralHealthpacks
PartneringwithGovtonSurakshaStoresinitiative
41
Leadingtowin
Focusedcommitmentonwherewecanmakethegreatestdifference
42
TakeCareofPLANETHOME
LeadwithOURHOME
HelpEVERY HOME
Thrive
DentistSupport– Anytime,Anywhere
80,000PatientRegistrations&counting
43
People– Providingfoundationalsupport
ToProvideFoundationalSupporttomillionsofIndians
e-BSBFBringingOralHealtheducation
tochildren
44
Analyst Meeting outcomeJP MORGAN Analyst Deck Sep 2020_compressed
2020-09-23T13:20:04+0530K RANDHIR SINGH