External broker reports(aggregated public sources), Topline Securities

Topline Securities

External broker reports(aggregated public sources)

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 FY26 PE of 11.3x which is at a discount to its historical average of 17.75x.</li>
<li>Segment wise, consumer staple (FMCG) is trading at FY26 PE of 14.3x vs. 10-year average of 23.27x, pharmaceutical is trading at FY26 PE of 12.3x vs. 10-year average PE of 20.69x and consumer discretionary is trading at PE of 7.9x vs. 10-year average PE of 9.3x.</li>
<li>Sector witnessed 5-year and 10-years sales/profit CAGR of 16%/20% and 14%/15% respectively while a D/Y of 6% in FY26.</li>
</ul>


Pakistan listed Consumer sector is currently trading at FY26 PE of 11.3x which is at a discount to its historical average of 17.75x.
Segment wise, consumer staple (FMCG) is trading at FY26 PE of 14.3x vs. 10-year average of 23.27x, pharmaceutical is trading at FY26 PE of 12.3x vs. 10-year average PE of 20.69x and consumer discretionary is trading at PE of 7.9x vs. 10-year average PE of 9.3x.
Sector witnessed 5-year and 10-years sales/profit CAGR of 16%/20% and 14%/15% respectively while a D/Y of 6% in FY26.


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.

Equity Bottom-Up

Colgate Palmolive (India) / Equity Bottom-Up

<ul><li>Steady Revenue Growth: Colgate-Palmolive (India) Limited reported a healthy performance in Q1FY27, with revenue increasing 12% YoY to Rs 1,591 Cr, supported by broad-based growth across categories.</li><li>The core oral care business maintained its growth momentum, while the premium toothpaste portfolio remained the key growth driver, delivering mid-single-digit volume growth during the quarter.</li><li>Margins Performance: EBITDA grew 6.7% YoY in Q1FY27. However, EBITDA margin contracted 149 bps YoY to 30.4%, primarily due to higher operating costs and increased advertisement spending, despite a 109 bps expansion in gross margin to 69.7%. </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.

Steady Revenue Growth: Colgate-Palmolive (India) Limited reported a healthy performance in Q1FY27, with revenue increasing 12% YoY to Rs 1,591 Cr, supported by broad-based growth across categories.The core oral care business maintained its growth momentum, while the premium toothpaste portfolio remained the key growth driver, delivering mid-single-digit volume growth during the quarter.Margins Performance: EBITDA grew 6.7% YoY in Q1FY27. However, EBITDA margin contracted 149 bps YoY to 30.4%, primarily due to higher operating costs and increased advertisement spending, despite a 109 bps expansion in gross margin to 69.7%. 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 - Growth Intact Despite Margin Headwinds; Maintain BUY

<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

<ul><li>Pakistan listed Consumer sector is currently trading at 2025 PE of 12.0x 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 14.9x vs. 10-year average of 23.29x, pharmaceutical is trading at 2025 PE of 13.6x vs. 10-year average PE of 17.71x and consumer discretionary is trading at PE of 7.9x vs. 10-year average PE of 13.08x.</li><li>Sector witnessed 5-year and 10-years sales/profit CAGR of 20%/25% and 14%/15% respectively while a D/Y of 6% in 2025.</li></ul>

Pakistan listed Consumer sector is currently trading at 2025 PE of 12.0x which is at a discount to its historical average of 22.32x.Segment wise, consumer staple (FMCG) is trading at 2025 PE of 14.9x vs. 10-year average of 23.29x, pharmaceutical is trading at 2025 PE of 13.6x vs. 10-year average PE of 17.71x and consumer discretionary is trading at PE of 7.9x vs. 10-year average PE of 13.08x.Sector witnessed 5-year and 10-years sales/profit CAGR of 20%/25% and 14%/15% respectively while a D/Y of 6% in 2025.

<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.

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)

Pakistan Listed Consumer Comp Sheet

Pakistan listed Consumer sector is currently trading at FY26 PE of 11.3x which is at a discount to its historical average of 17.75x. Segment wise,...

Topline Securities

Colgate Palmolive (India) Ltd - Growth Intact Despite Margin Headwinds; Maintain BUY

Colgate-Palmolive (India) Limited reported a healthy performance in Q1FY27, with revenue increasing 12% YoY to Rs 1,591 Cr, supported by broad...

Axis Direct

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 12.0x which is at a discount to its historical average of 22.32x. Segment wise,...

Topline Securities

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

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