Makes and sells oral care and personal care products in India under the Colgate brand. The portfolio spans core and premium toothpaste (Colgate Total, Visible White Purple, Max Fresh, Strong Teeth), toothbrushes and adjacent personal care lines, sold to Indian consumers through general trade, modern retail and e-commerce, with e-commerce at about 10% of the business. Q4 FY26 net sales were Rs 1,583 crore, up 9% year-on-year on domestic growth of 9.2%, and Q1 FY27 rose 12% to Rs 1,591 crore; full-year FY26 revenue was Rs 5,984 crore. The premium portfolio mix has grown 35% over two years, with premium brands growing 6x faster than the overall toothpaste category and whitening products growing 4x faster. It runs an oral-health programme with QR codes on 500 million packs, generating 4.5 million scans and about 1 million free dentist consultations, in partnership with 50,000+ dentists, and a B2B dental-professional channel served by a 150+ field force that grew 50-60% over two years. The company operates four plants (all TRUE Platinum zero-waste certified) with 875 permanent employees and 1,401 permanent workers. The biggest input costs are raw materials at 25.5% of revenue and other operating expense at 30.7%, with advertising spend stepped up 10% in Q4 to about Rs 200 crore; FY26 EBITDA margin was 32%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Oral care (toothpaste and toothbrushes), Personal care, B2B dental-professional channel. Brand-led, asset-light FMCG with high gross margins (~69%) and a premiumization skew in oral care.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 5,100 | 5,226 | 5,680 | 6,040 | 6,035 |
| EBITDA (ex other income) | 1,566 | 1,536 | 1,881 | 1,958 | 1,845 |
| margin % | 30.7 | 29.4 | 33.1 | 32.4 | 30.6 |
| Owners' profit | 1,078 | 1,047 | 1,324 | 1,437 | 1,325 |
| EPS, as reported (₹) | 39.65 | 38.50 | 48.67 | 52.83 | 48.73 |
| ROE % · ROCE % | 62.2 · 77.8 | 61.0 · 78.7 | 70.6 · 91.3 | 86.3 · 111.1 | 83.7 · 107.4 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 1,626 | 1,176 | 1,199 | 1,394 | 1,806 |
| Capex | (50) | (70) | (76) | (71) | (76) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,619 | 1,462 | 1,463 | 1,434 | 1,520 | 1,486 | 1,595 | 1,603 |
| Profit before tax | 530 | 433 | 478 | 432 | 442 | 436 | 474 | 462 |
| Net profit | 395 | 323 | 355 | 321 | 328 | 324 | 353 | 343 |
| EPS (₹) | 14.52 | 11.87 | 13.05 | 11.79 | 12.04 | 11.91 | 12.99 | 12.61 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| GODREJ CONSUMER PRODUCTS | 88,507 | 46.2 | 6.99 | 28.7 | 14.7 | 19.0 | 6.6 | 19.8 |
| DABUR INDIA LTD | 66,702 | 33.8 | 5.65 | 22.3 | 15.8 | 19.8 | 6.6 | 24.3 |
| COLGATE PALMOLIVE LTD. ◆ | 48,889 | 36.3 | 30.86 | — | 83.7 | 107.1 | — | 31.3 |
| CUPID LIMITED | 37,644 | 102.9 | 83.50 | 249.5 | 24.0 | 30.3 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 10 Sept 2026 · Colgate partners with KBC Season 18 for oral health awareness | business updates | low | — | — |
| 7 Sept 2026 · Newspaper notice on loss of share certificates filed with exchanges | compliance | minimal | — | — |
| 7 Sept 2026 · Colgate-Palmolive to attend UBS India Summit 2026 on Sept 11 | board shareholder meetings | low | — | — |
| 31 Aug 2026 · Internal Auditor G. Ramprasad resigns effective Aug 31, 2026 | management changes | low | — | — |
| 21 Aug 2026 · Colgate Palmolive files meeting transcript with BSE | investor communications | low | — | — |
| 21 Aug 2026 · Colgate India MD and CEO change: Anandani replaces Narasimhan from Sep 28 | management changes | critical | — | — |
| 21 Aug 2026 · CEO change: Narasimhan exits, Anandani appointed | management changes | critical | — | — |
| 18 Aug 2026 · Colgate Palmolive India publishes IEPF transfer and special share transfer notice | compliance | minimal | — | — |
| 18 Aug 2026 · Colgate PerioGard earns ISP Seal of Acceptance — first in India | business updates | medium | — | — |
| 17 Aug 2026 · Video recording of Investor Day 2026 filed with exchanges | investor communications | medium | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| — |
| 40.3 |
| P&G HYGIENE & HEALTH CARE | 24,410 | 30.9 | 32.40 | — | 113.7 | 134.4 | — | 20.1 |
| GILLETTE INDIA LTD | 23,807 | 35.6 | 25.15 | — | 69.1 | 83.4 | — | 29.8 |
| EMAMI LIMITED | 15,893 | 21.2 | 5.44 | 15.3 | 26.5 | 28.4 | 5.6 | 23.5 |
| HONASA CONSUMER LIMITED | 15,331 | 52.9 | 10.86 | 48.3 | 14.2 | 16.9 | — | 17.6 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 36.3 | 36.3 | 8 of 15 | 50% |
| P/B | 30.9 | 8.7 | 11 of 13 | 17% |
| ROCE | 107.1 | 19.4 | 2 of 16 | 93% |
| ROE | 83.7 | 15.8 | 2 of 13 | 92% |
| Debt / Equity | 0.0 | 0.0 | 1 of 13 | 50% |
| EBITDA margin | 31.3 | 23.5 | 2 of 13 | 92% |
| Revenue growth | 11.8 | 13.4 | 8 of 14 | 46% |
| Profit growth | 7.0 | 9.4 | 8 of 13 | 42% |
| Market cap | 48889 | 11078 | 3 of 16 | 87% |
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| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
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