External broker reports(aggregated public sources), Sharekhan

Sharekhan

External broker reports(aggregated public sources)

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Colgate Palmolive (India) / Equity Bottom-Up

<ul><li>Colgate-Palmolive (India)’s (Colgate’s) Q2FY2025 numbers were mixed with revenue coming in line with expectations, while margins missed mark owing to higher advertising spends.</li><li>Revenue grew by 10% y-o-y while OPM fell by 206 bps y-o-y leading to lower PAT growth at 3.9% y-o-y.</li><li>Toothpaste delivered another quarter of high single-digit volume growth driven by core brands, while toothbrush segment continued to grow in double digits led by premiumisation.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate-Palmolive (India)’s (Colgate’s) Q2FY2025 numbers were mixed with revenue coming in line with expectations, while margins missed mark owing to higher advertising spends.Revenue grew by 10% y-o-y while OPM fell by 206 bps y-o-y leading to lower PAT growth at 3.9% y-o-y.Toothpaste delivered another quarter of high single-digit volume growth driven by core brands, while toothbrush segment continued to grow in double digits led by premiumisation.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate-Palmolive (India) Ltd - Mixed Bag Q2

External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We reiterate our REDUCE call on Colgate due to a high base for growth delivery ahead.</li><li>The company has executed well on oral care and consistently surprised the street with its performance.</li><li>However, amid a tough demand setting now, we see price power waning which will limit margin delivery ahead and result in muted earnings.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We reiterate our REDUCE call on Colgate due to a high base for growth delivery ahead.The company has executed well on oral care and consistently surprised the street with its performance.However, amid a tough demand setting now, we see price power waning which will limit margin delivery ahead and result in muted earnings.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate-Palmolive - High Base and Low Demand to Hurt Near-Term Show

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Colgate Palmolive's (CLGT) 2QFY25 results were a mixed bag – as it surprised with high single-digit volume growth in the toothpaste segment and double-digit revenue growth in the toothbrush segment</li><li>In our view, this is the best performance among the consumer companies that have reported results so far, but one needs to be mindful of – (a) the favourable base</li><li>(b) volume growth revival on the back of high-decibel ad campaigns.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate Palmolive's (CLGT) 2QFY25 results were a mixed bag – as it surprised with high single-digit volume growth in the toothpaste segment and double-digit revenue growth in the toothbrush segmentIn our view, this is the best performance among the consumer companies that have reported results so far, but one needs to be mindful of – (a) the favourable base(b) volume growth revival on the back of high-decibel ad campaigns.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate-Palmolive (Q2FY25): Silver Lining in the Dark Clouds. Maintain REDUCE

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Volume-led growth: In Q2FY25, the company reported revenue of Rs 1,609 Cr, reflecting a 10% increase YoY, slightly below the anticipated growth rate of 11% YoY.</li><li>The revenue growth was primarily driven by robust high single-digit volume growth in the toothpaste category, led by Colgate Max Fresh and Colgate Strong Teeth.</li><li>Additionally, toothbrush sales experienced double-digit growth, supported by a focus on premiumization. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Volume-led growth: In Q2FY25, the company reported revenue of Rs 1,609 Cr, reflecting a 10% increase YoY, slightly below the anticipated growth rate of 11% YoY.The revenue growth was primarily driven by robust high single-digit volume growth in the toothpaste category, led by Colgate Max Fresh and Colgate Strong Teeth.Additionally, toothbrush sales experienced double-digit growth, supported by a focus on premiumization. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate Palmolive (India) Ltd - Missed on Margins; Maintain HOLD

<ul><li>The company’s revenue grew by 13% YoY to Rs 1,486 Cr in Q1FY25, surpassing expectations.</li><li>This growth was primarily driven by high single-digit volume growth in toothpaste, which achieved double-digit revenue growth.</li><li>Domestic sales increased by 12.8% YoY in Q1FY25. Gross margin improved by 222 bps YoY to 70.4%, supported by a softening of raw material costs. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The company’s revenue grew by 13% YoY to Rs 1,486 Cr in Q1FY25, surpassing expectations.This growth was primarily driven by high single-digit volume growth in toothpaste, which achieved double-digit revenue growth.Domestic sales increased by 12.8% YoY in Q1FY25. Gross margin improved by 222 bps YoY to 70.4%, supported by a softening of raw material costs. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Colgate Palmolive (India) Ltd - All-Round Performance but Valuation Expensive; Maintain HOLD

India

Colgate-Palmolive (India) Ltd. manufactures consumer products in the oral care and body care area. The Company's products include soaps, cosmetics, toilet preparations, toothpaste, toothbrushes, shaving brushes, and glycerin.

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Colgate Palmolive (India) (CLGT IN)

Colgate-Palmolive (India) Ltd - Mixed Bag Q2

Colgate-Palmolive (India)’s (Colgate’s) Q2FY2025 numbers were mixed with revenue coming in line with expectations, while margins missed mark owing...

Sharekhan

Colgate-Palmolive - High Base and Low Demand to Hurt Near-Term Show

We reiterate our REDUCE call on Colgate due to a high base for growth delivery ahead. The company has executed well on oral care and consistently...

Emkay

Colgate-Palmolive (Q2FY25): Silver Lining in the Dark Clouds. Maintain REDUCE

In our view, this is the best performance among the consumer companies that have reported results so far, but one needs to be mindful of – (a) the...

HDFC Securities

Colgate Palmolive (India) Ltd - Missed on Margins; Maintain HOLD

Volume-led growth: In Q2FY25, the company reported revenue of Rs 1,609 Cr, reflecting a 10% increase YoY, slightly below the anticipated growth...

Axis Direct

Colgate Palmolive (India) Ltd - All-Round Performance but Valuation Expensive; Maintain HOLD

The EBITDA margin improved by 241 bps to 34.2%, despite a 10% YoY increase in ad spends, thanks to gross margin expansion and cost-saving initiatives.

Axis Direct

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