External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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.

Equity Bottom-Up

Colgate Palmolive (India) / Equity Bottom-Up

<ul><li>Weak Quarter: Colgate-Palmolive reported Q2FY26 revenue of Rs 1,507 Cr, down 6.3% YoY, affected by transitory disruption at distributors and retailers across channels caused by GST rate revision, and an unfavourable base effect.</li><li>Despite top-line pressure, management highlighted continued progress in category premiumization, with a strong focus on innovation.</li><li>The premium portfolio delivered strong growth during the quarter, led by Colgate Visible White Purple.</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.

Weak Quarter: Colgate-Palmolive reported Q2FY26 revenue of Rs 1,507 Cr, down 6.3% YoY, affected by transitory disruption at distributors and retailers across channels caused by GST rate revision, and an unfavourable base effect.Despite top-line pressure, management highlighted continued progress in category premiumization, with a strong focus on innovation.The premium portfolio delivered strong growth during the quarter, led by Colgate Visible White Purple.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 - Miss on All Fronts; Gradual Recovery Ahead

External broker reports(aggregated public sources), Topline Securities

Topline Securities

Topline Securities is one of the fastest growing brokerage houses in Pakistan. It has strong equity brokerage, economic / equity research, mutual fund distribution, commodity trading and corporate finance & advisory functions. 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.

Thematic (Sector/Industry)

<ul><li>Pakistan listed Consumer sector is currently trading at 2025 PE of 13.2x which is at a discount to its historical average of 22.32x.</li><li>Segment wise, consumer staple (FMCG) is trading at 2025 PE of 16.1x vs. 10-year average of 26.95x, pharmaceutical is trading at 2025 PE of 18.0x vs. 10-year average PE of 20.74x and consumer discretionary is trading at PE of 8.2x vs. 10-year average PE of 19.27x.</li><li>Sector witnessed 5-year and 10-years sales/profit CAGR of 18%/25% and 13%/14% respectively.</li></ul>

Pakistan listed Consumer sector is currently trading at 2025 PE of 13.2x which is at a discount to its historical average of 22.32x.Segment wise, consumer staple (FMCG) is trading at 2025 PE of 16.1x vs. 10-year average of 26.95x, pharmaceutical is trading at 2025 PE of 18.0x vs. 10-year average PE of 20.74x and consumer discretionary is trading at PE of 8.2x vs. 10-year average PE of 19.27x.Sector witnessed 5-year and 10-years sales/profit CAGR of 18%/25% and 13%/14% respectively.

<ul><li>Subdued Performance: Colgate-Palmolive reported Q1FY26 revenue of Rs 1,421 Cr, down 4.4% YoY, affected by muted urban demand, heightened competition, and an unfavourable base effect.</li><li>Despite topline pressure, management highlighted continued progress in category premiumization, with a strong focus on innovation.</li><li>The premium portfolio delivered robust growth during the quarter, partially offsetting broader volume weakness. </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.

Subdued Performance: Colgate-Palmolive reported Q1FY26 revenue of Rs 1,421 Cr, down 4.4% YoY, affected by muted urban demand, heightened competition, and an unfavourable base effect.Despite topline pressure, management highlighted continued progress in category premiumization, with a strong focus on innovation.The premium portfolio delivered robust growth during the quarter, partially offsetting broader volume weakness. 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 - Miss on All Fronts; Long-Term Strategy Intact

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) 3QFY25 results were weaker than our expectations, as the urban slowdown weighed on domestic consumption</li><li>Moreover, during 3QFY25, overall performance was somewhat boosted by a one-off performance in the exports business, which we believe is not sustainable</li><li>The toothpaste segment saw intrinsic mid-single-digit volume growth, however, adjusting for consumer promotions, volume growth drifted to low single digits</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) 3QFY25 results were weaker than our expectations, as the urban slowdown weighed on domestic consumptionMoreover, during 3QFY25, overall performance was somewhat boosted by a one-off performance in the exports business, which we believe is not sustainableThe toothpaste segment saw intrinsic mid-single-digit volume growth, however, adjusting for consumer promotions, volume growth drifted to low single digitsContent 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 (3QFY25): Who Moved My Smile? Maintain REDUCE

<ul><li>Muted demand environment: The company reported Q3FY25 revenue of Rs 1,452 Cr, up by ~5% YoY (mid-single-digit volume growth), a sharp decline from double-digit growth in H1FY25 impacted by a subdued demand environment, particularly in the urban market.</li><li>However, the management emphasised that the positive momentum in their premium portfolio continues, led by science-backed innovations.</li><li>New launches: CLGT launched the MaxFresh range with heart-shaped cooling crystals and 10x longer-lasting cooling effects.</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.

Muted demand environment: The company reported Q3FY25 revenue of Rs 1,452 Cr, up by ~5% YoY (mid-single-digit volume growth), a sharp decline from double-digit growth in H1FY25 impacted by a subdued demand environment, particularly in the urban market.However, the management emphasised that the positive momentum in their premium portfolio continues, led by science-backed innovations.New launches: CLGT launched the MaxFresh range with heart-shaped cooling crystals and 10x longer-lasting cooling effects.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 - Demand Remains Subdued; 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 - Miss on All Fronts; Gradual Recovery Ahead

Colgate-Palmolive reported Q2FY26 revenue of Rs 1,507 Cr, down 6.3% YoY, affected by transitory disruption at distributors and retailers across...

Axis Direct

Pakistan Listed Consumer Comp Sheet

Pakistan listed Consumer sector is currently trading at 2025 PE of 13.2x which is at a discount to its historical average of 22.32x. Segment wise,...

Topline Securities

Colgate Palmolive (India) Ltd - Miss on All Fronts; Long-Term Strategy Intact

Subdued Performance: Colgate-Palmolive reported Q1FY26 revenue of Rs 1,421 Cr, down 4.4% YoY, affected by muted urban demand, heightened...

Axis Direct

Colgate-Palmolive (3QFY25): Who Moved My Smile? Maintain REDUCE

Colgate Palmolive's (CLGT) 3QFY25 results were weaker than our expectations, as the urban slowdown weighed on domestic consumption

HDFC Securities

Colgate Palmolive (India) Ltd - Demand Remains Subdued; Maintain HOLD

The company reported Q3FY25 revenue of Rs 1,452 Cr, up by ~5% YoY (mid-single-digit volume growth), a sharp decline from double-digit growth in H1FY25

Axis Direct

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