Gillette India FY26 analysts call: Sales up 8%, PAT up 23%, 300bps margin gain

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GILLETTE · price

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₹7706.50

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₹7824.50

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AI summary

Gillette India held an analysts/investors call on June 16, 2026 for FY26 results. Sales grew 8% to ₹3,100 cr; PAT up 23% to ₹650 cr. Structural margins improved 300+ bps. Over 5 years, sales grew 1.5x, profits doubled, net margin up ~600 bps, ROE doubled. New launches (Guard 3in1 sold 1M units in launch month, Gillette Trimmers, Oral-B Sensitive) driving growth. Male grooming category growing ~12%, Venus 20%+, premium razors early-teens. Productivity savings of ₹38 cr in FY26. Mitigating 50% crude/resin inflation from West Asia conflict. 85% domestic manufacturing.

Likely market impact

Positive: strong 5-year growth, 300bps margin expansion, innovation traction; near-term commodity inflation headwind being actively managed.