External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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Equity Bottom-Up

Procter & Gamble Hygiene and Healthcare / Equity Bottom-Up

<ul><li>P&amp;G Hygiene and Healthcare (PGHH) delivered flat sales YoY at INR11.3b in 1QFY25 (est. INR12.4b) (FY ending June).</li><li>Last three-year CAGR was 3% for the quarter and FY24 growth was 7.5%.</li><li>Volume growth was muted in 1Q, after clocking healthy growth in 2HFY24 (12% growth).</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.

P&amp;G Hygiene and Healthcare (PGHH) delivered flat sales YoY at INR11.3b in 1QFY25 (est. INR12.4b) (FY ending June).Last three-year CAGR was 3% for the quarter and FY24 growth was 7.5%.Volume growth was muted in 1Q, after clocking healthy growth in 2HFY24 (12% growth).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.

P&G Hygiene and Healthcare - Underperformance Continues

<ul><li>P&amp;G Hygiene and Healthcare (PGHH) delivered sales growth of 10% in 4QFY24 (FY ending June), in line with our expectation.</li><li>This growth was led by product-price mix, premiumization, and growth in the feminine hygiene category.</li><li>The last four/five-year CAGR was at 10%/8%.</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.

P&amp;G Hygiene and Healthcare (PGHH) delivered sales growth of 10% in 4QFY24 (FY ending June), in line with our expectation.This growth was led by product-price mix, premiumization, and growth in the feminine hygiene category.The last four/five-year CAGR was at 10%/8%.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.

P&G Hygiene and Healthcare - In-Line Revenue; Cost Surge Shrinks Margin

<ul><li>P&amp;G Hygiene and Healthcare (PGHH) declared a weak set of numbers in its 1QFY23 result (June year-end).</li><li>PGHH reported flattish sales v/s our expectation of 11% growth.</li><li>High CPI inflation appears to be severely affecting the conversion from cloth to sanitary napkins, the key driver of its sales growth.</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.

P&amp;G Hygiene and Healthcare (PGHH) declared a weak set of numbers in its 1QFY23 result (June year-end).PGHH reported flattish sales v/s our expectation of 11% growth.High CPI inflation appears to be severely affecting the conversion from cloth to sanitary napkins, the key driver of its sales growth.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.

Procter and Gamble Hygiene and Health Care - Weak Result and Uncertain Pace of Recovery

with 19.1% sales growth this is the second year in the preceding three years that it has reported topline growth of over 19%. Thus, after losing momentum in the three years between FY16 and FY18, after the CEO change, the company seems to be back at the 1920% topline CAGR trajectory seen over FY0815. For a non-discretionary company, this is very strong topline momentum. With only ~20% penetration in feminine hygiene products (~67% of PGHH FY20 sales), coupled with dominant market...<div class="content-highlight">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.</div>

with 19.1% sales growth this is the second year in the preceding three years that it has reported topline growth of over 19%. Thus, after losing momentum in the three years between FY16 and FY18, after the CEO change, the company seems to be back at the 1920% topline CAGR trajectory seen over FY0815. For a non-discretionary company, this is very strong topline momentum. With only ~20% penetration in feminine hygiene products (~67% of PGHH FY20 sales), coupled with dominant market...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.

Topline momentum healthy; increase in ad spends affects quarterly margin

India

Procter & Gamble Hygiene and Healthcare Limited manufactures personal & beauty care and healthcare products. The Company's products include menthol, dementholised peppermint oil, cosmetics, personal care products, toilet preparations, soaps and detergents.

Procter & Gamble Hygiene and Healthcare (PG IN)

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Procter & Gamble Hygiene and Healthcare (PG IN)

P&G Hygiene and Healthcare - Underperformance Continues

P&G Hygiene and Healthcare (PGHH) delivered flat sales YoY at INR11.3b in 1QFY25 (est. INR12.4b) (FY ending June). Last three-year CAGR was 3% for...

Motilal Oswal

P&G Hygiene and Healthcare - In-Line Revenue; Cost Surge Shrinks Margin

P&G Hygiene and Healthcare (PGHH) delivered sales growth of 10% in 4QFY24 (FY ending June), in line with our expectation.

Motilal Oswal

Procter and Gamble Hygiene and Health Care - Weak Result and Uncertain Pace of Recovery

P&G Hygiene and Healthcare (PGHH) declared a weak set of numbers in its 1QFY23 result (June year-end). PGHH reported flattish sales v/s our...

Motilal Oswal

Topline momentum healthy; increase in ad spends affects quarterly margin

with 19.1% sales growth this is the second year in the preceding three years that it has reported topline growth of over 19%. Thus, after losing...

Motilal Oswal

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