Meeting Outline. Business Update - Graeme Dalziel Financial Overview - Moses Elias Questions & Answers - Management Team
|
|
- Bertina McGee
- 5 years ago
- Views:
Transcription
1 Welcome! May 2005
2 Meeting Outline Business Update - Graeme Dalziel Financial Overview - Moses Elias Questions & Answers - Management Team
3 CP India Management Team Graeme Dalziel VP South Asia & MD Moses A. Elias Exec V P & CFO Deepak Chhibba Exec V P Mfg. & Prod.Supp.Chn Arun Pande VP Info Tech Vinay Hegde Exec V P Marketing Vinod Nambir Vice President Sales K V Vaidyanathan Vice President Legal & Co. Sec Dr S P Manek V P Res.& Tech Centre Debashish Roy Vice President - HR
4 Results Overview Strategies are working Acceleration of volume growth Strong market shares Marked recovery in Toothpaste Market Record Earnings
5 Strategic Strength Category Toothpaste Toothpowder Toothbrush Shower Gel* Liquid Handwash* Value SOM % Market Position Relative Share Shaving Cream (exc Gel,Foam) Cold Creams *urban only
6 Market Size & Growth Trend (Volume) YTD Toothpaste (Tons) % Chg vs PY Toothpowder (Tons) % Chg vs PY Toothbrush (MM Pcs) % Chg vs PY Toothpaste market strongly back on growth track
7 Toothpaste Market Growth by Quarter Q1 04 Q2 04 Q3 04 Q4 04 Q1 05 Volume (Tons) % Chg vs PY Value (LC MM) % Chg vs PY Recovery in market value also from Q3 04 volume growth more than offsetting 2003 price reduction
8 Toothpaste LPP Segment Trend % Volume Shares Q1 04 Q2 04 Q3 04 Q4 04 Q1 05 Cibaca Anchor Ajanta Babool Others Total LPP Segment LPP segment showing signs of plateauing
9 Cibaca to Colgate Cibaca Rebranding Till August 03 Till March 04 60:40 Transition effective April 04
10 Toothpowder Category Trend Q2 03 * Q3 03 Q4 03 Q1 04 Q2 04 Q3 04 Q4 04 Q1 05 Category Vol (Tons) % Chg vs. Year Ago % Chg vs. Prior Qtr Signs of category volume stabilizing in H * Toothpaste SPD in this Quarter
11 Strategic Priorities Driving Growth Funding Growth Become The Best Place To Work
12 Driving Growth Priorities Grow Oral Care Market Shares Reignite toothpaste market growth Launch innovative new products Compete aggressively in LPP segment Strategic consumption & penetration building activities Build strong presence in emerging Personal Care categories
13 TOTAL COMPANY -DOMESTIC (EXCL SOAPS) Total Revenue 6,000 3 per. Mov. Avg. (Revenue) 5,500 5,000 4,500 4,000 3,500 Jan-01 Jul-01 Jan-02 Jul-02 Jan-03 Jul-03 Jan-04 Jul-04 Jan-05
14 Funding Growth Priorities Scale up of new incremental capacity manufacturing facility in Himachal Pradesh Exit from unprofitable manufacturing operations Upgrade existing manufacturing operations to support product innovations Selling price increases Reducing business complexity Aggressively seeking out savings opportunities across the business Continuous improvement gains from supplier partnerships for strategic materials
15 Baddi Plant
16 CONTINUED ABSOLUTE FOCUS ON: Strategic Prioritization Strict Financial Discipline As Perfect as Possible Execution Go to Market Excellence Motivational, Values Driven Culture Constant and Clear Communications
17 Renewed Focus on Innovation Category Innovation Centre Full pipeline of new products Innovation across the organization
18
19
20 Battery Toothbrushes Colgate Motion Rs. 395 /-
21 Manual Toothbrushes Colgate Massager Rs. 50 /- Colgate ZigZag Plus Rs. 26 /- Colgate Designer Rs. 15 /- Colgate ZigZag Jr Rs. 12 /- Colgate Classic Rs. 6 /-
22 Manual Toothbrushes Colgate Super Flexible Relaunch with Tongue-Cleaning feature Rs. 13 /-
23
24
25 CP Market Share Trend (Volume) YTD 04 YTD 05 +/- YA Latest 3 Periods Jan05 Feb 05 Mar 05 Toothpaste * Toothpowder Toothbrush * Highest monthly share since June 2002
26 CP Market Share Trend (Value) YTD 04 YTD 05 +/- YA Latest 3 Periods Jan 05 Feb 05 Mar 05 Toothpaste Toothpowder Toothbrush
27 Market vs. CP Growth YTD Mar 05 vs. YTD Mar 04 Value Growth % Market CP Volume Growth % Market CP Toothpaste Toothpowder Toothbrushes Note : Growth in Market & CP offtake as per Nielsen
28
29 Meeting Outline Business Update - Graeme Dalziel Financial Overview - Moses Elias Questions & Answers - Management Team
30 SIMPLE FINANCIAL STRATEGY Reduce Costs Reduce Overheads Invest in Brand Building / New Products Grow NPAT
31 Highlights Real volume growth with VFM pricing Continued Cost and Expense reductions Rationalization of Assets Stronger Balance Sheet Record Earnings Higher Dividend
32 Sales 1,100 1,050 1,057 1,042 1,073 (Rs. Crores) 1, % +2.7% Gross Sales Net Sales
33 Costs (Excl. Advt.) % (Rs. Crores) A bad VRS = 6.4 Idle Assets =
34 Advertising % 20% % (Rs. Crores) % % % 18% 17% 16% 15% 14% 13% 12% % % Advertising % Sales
35 EBITDA % 19% (Rs. Crores) % % % 17% 15% 13% 11% 9% 110 7% % EBITDA % Sales
36 EBIT % (Rs. Crores) % % % 15.0% 15% 14% 13% 12% 11% 10% 100 9% EBIT % Sales 8%
37 Profit Before Tax % 18.5% 19% 18% 17% (Rs.Crores) % % 16% 15% % PBT % Sales 13%
38 Income Tax 80 45% (Rs. Crores) % % % -5 40% 35% 30% 25% 20% 15% 10% 5% % Curr Tax Def Tax Tax Rate
39 Profit After Tax % % % % 11% (Rs. Crores) % % PAT % Sales 9%
40 EPS, DPS & Payout % % 95% 90% (Rs.) % 85% % 80% 75% 70% % % 55% EPS DPS Payout 50%
41 Yield 5.0% 4.5% 4.6% 4.2% 4.0% 3.5% 3.0% 3.2% 2.5%
42 PE
43 Net Working Capital 0 0.0% % % % (Rs. Crores) % -14.2% -16.1% NWC % Sales -8.0% -10.0% -12.0% -14.0% -16.0% -18.0%
44 Cash Gen. from Operations (Rs. Crores)
45 Cash + Bank + Investments (Rs. Crores) New Plant =
46 Return on Capital & Equity
47 Thank You
Welcome to Colgate-Palmolive India COLGATE-PALMOLIVE (INDIA) LIMITED ANALYST MEET OCT
Welcome to Colgate-Palmolive India COLGATE-PALMOLIVE (INDIA) LIMITED ANALYST MEET OCT 2006 1 Agenda Business Update Roger Calmeyer Financial Review Moses Elias Questions & Answers COLGATE-PALMOLIVE (INDIA)
More informationWelcome to Colgate-Palmolive India COLGATE-PALMOLIVE (INDIA) LIMITED ANALYST MEET MAY
Welcome to Colgate-Palmolive India COLGATE-PALMOLIVE (INDIA) LIMITED ANALYST MEET MAY 2007 1 Agenda Business Update Roger Calmeyer Financial Performance 06-07 Moses Elias Reduction of Capital Moses Elias
More informationColgate TEAM ID Recommendation: SELL Market Cap: Rs Cr. 5,166.64
TEAM ID 1003 Colgate Recommendation: SELL Market Cap: Rs Cr. 5,166.64 Price: Rs. 379.90 12 Month Price Objective: Rs. 255.50 Estimates 2007E 2008E 2009E Net income (Rs. mn) 1,593.0 2,134.6 2,357.7 EPS
More informationColgate-Palmolive ACCUMULATE. Performance Highlights. 4QFY2010 Result Update I FMCG
4QFY2010 Result Update I FMCG May 27, 2010 Colgate-Palmolive Performance Highlights ACCUMULATE CMP Target Price Rs715 Rs752 We highlight the fact that the current quarter results are not comparable yoy/qoq,
More informationINVESTOR PRESENTATION JANUARY Version -3
INVESTOR PRESENTATION JANUARY - 2018 Version -3 FLOW BAJAJ PATHFINDER AND NEW VISION MISSION VALUES BUSINESS CONTEXT & INITIATIVES OF Q3 Q3 RESULTS SUMMARY WAY FORWARD DETAILED PERFORMANCE THE NAYA BAJAJ
More informationColgate-Palmolive. Q3FY17 Result Update Steep decline in Sales; EBITDA margin contraction continues. Sector: FMCG CMP: ` 879. Recommendation: HOLD
Colgate-Palmolive Q3FY17 Result Update Steep decline in Sales; EBITDA margin contraction continues Sector: FMCG CMP: ` 879 Recommendation: HOLD Market Statistics Current stock price (`) 879 Shares O/S
More informationPEER GROUPS CMP MARKET CAP EPS P/E (X) P/BV(X) DIVIDEND Company Name (Rs.) Rs. in mn. (Rs.) Ratio Ratio (%)
BUY CMP 4105.40 Target Price 4515.00 GILLETTE INDIA LIMITED Result Update (PARENT BASIS): Q2 FY15 FEBRUARY 25 th, 2015 ISIN: INE322A01010 Stock Data Sector FMCG BSE Code 507815 Face Value / Div. Per Share
More informationColgate-Palmolive (India)
Result Update Colgate-Palmolive (India) 27 July 218 Reuters: COLG.BO; Bloomberg: CLGT IN Tough Times Continue Colgate-Palmolive (India) or CLGT reported a mixed earnings performance in. Volume and revenue
More informationColgate Palmolive. Source: Company Data; PL Research
Building blocks in place to ride demand recovery July 15, 2015 Amnish Aggarwal amnishaggarwal@plindia.com +91 22 66322233 Gaurav Jogani gauravjogani@plindia.com +91 22 66322238 Rating Accumulate Price
More informationCOLGATE PALMOLIVE Sweet aftertaste
RESULT UPDATE COLGATE PALMOLIVE Sweet aftertaste India Equity Research Consumer Goods Colgate Palmolive s (Colgate) Q2FY12 revenue surged (19% Y o Y; marginally ahead of our estimate) on back of 13% Y
More informationHOLD. Performance remains weak COLGATE-PALMOLIVE INDIA. Target Price: Rs 900
HOLD Target Price: Rs 900 Performance remains weak Net sales grew only 3% YoY as volumes declined ~3% due to sustained pressure in wholesale. Toothpaste market share declined 120 bps YoY to 54.1% but toothbrush
More informationColgate Announces Strong 2nd Quarter Results
Colgate Announces Strong 2nd Quarter Results Worldwide Net Sales Up 9.5%, Diluted EPS Up 8% NEW YORK--(BUSINESS WIRE)-- (NYSE:CL) today reported worldwide Net sales of $4,185 million in second quarter
More informationHindustan Unilever Ltd.
Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17. Volume No.. I Issue No. 152 Hindustan Unilever Ltd. December 1, 2017 BSE Code: 500696 NSE Code: HINDUNILVR Reuters
More informationColgate-Palmolive Company Third Quarter 2016 Earnings Release Prepared Remarks Thursday, October 27, 2016
This commentary, the remarks made during our third quarter 2016 earnings release conference call and our third quarter 2016 earnings press release filed with the SEC are integrally related and are intended
More informationCapacity expansion to drive growth and profitability
STOCK POINTER Swaraj Engines Ltd. BUY Target Price `656 CMP `41 FY14 PE 6.9x Index Details Sensex 17,853 Nifty 5,39 BSE 1 5,367 Industry Auto parts Scrip Details Mkt Cap (` cr) 59 BVPS (`) 161 O/s Shares
More informationColgate-Palmolive. Institutional Equities. Management Meet Update. Structural Story Strong As Ever BUY
Management Meet Update Institutional Equities Colgate-Palmolive (India) Reuters: COLG.BO; Bloomberg: CLGT IN Structural Story Strong As Ever We had a meeting with the management of Colgate-Palmolive (India)
More informationBUY. Efforts on cost cutting paying off RAMCO CEMENTS. Target Price: Rs 435. Key highlights. Key drivers FY15 FY16E FY17E
RAMCO S BUY Target Price: Rs 435 Efforts on cost cutting paying off Q2 EBITDA at Rs 2.8 bn (up 30% YoY) was ahead of our estimates due to lower-than-expected costs. Average costs (excluding freight) declined
More informationSIX MONTHS REPORT, JAN JUN 2018
SIX MONTHS REPORT, JAN JUN 2018 TELEPHONE/AUDIO CONFERENCE 11 JULY 2018, AT 11.00 CET TOMMY ANDERSSON, PRESIDENT AND CEO HELENA WENNERSTRÖM, EVP AND CFO DIRECT LINK AUDIOCAST: HTTPS://TV.STREAMFABRIKEN.COM/BULTEN
More informationColgate Palmolive. Source: Company Data; PL Research
6 8% EPS cut as competitive threat looms large May 24, 2016 Amnish Aggarwal amnishaggarwal@plindia.com +91 22 66322233 Gaurav Jogani gauravjogani@plindia.com +91 22 66322238 Rating Accumulate Price Rs835
More informationColgate-Palmolive Company First Quarter 2017 Earnings Release Prepared Remarks Friday, April 28, 2017
This commentary, the remarks made during our first quarter 2017 earnings release conference call and our first quarter 2017 earnings press release furnished to the SEC are integrally related and are intended
More informationGillette India Ltd. Higher demand for the male grooming product to boost company s outlook. Investment Rationale. Net Sales (`bn)
8 November 2014 Initial Coverage Higher demand for the male grooming product to boost company s outlook. Rating: Buy Equity research FMCG Coverage initiation Recommendation Buy Target price (INR) 3,319
More informationFULL YEAR REPORT, 2017 TELEPHONE/AUDIO CONFERENCE 8 FEBRUARY 2018, AT CET TOMMY ANDERSSON, PRESIDENT AND CEO HELENA WENNERSTRÖM, EVP AND CFO
TELEPHONE/AUDIO CONFERENCE 8 FEBRUARY 2018, AT 15.30 CET TOMMY ANDERSSON, PRESIDENT AND CEO HELENA WENNERSTRÖM, EVP AND CFO DIRECT LINK AUDIOCAST: HTTPS://TV.STREAMFABRIKEN.COM/BULTEN Q4 2017 TELECONFERENCE:
More informationFBD Holdings plc Results. March Our Policy is You
FBD Holdings plc 2013 Results March 2014 1 Our Policy is You 2013 Results Forward Looking Statements This presentation contains certain forward-looking statements. Actual results may differ materially
More informationColgate-Palmolive India (COLPAL) 971
Result Update Rating matrix Rating : Hold Target : 971 Target Period : 12 months Potential Upside : % What s changed? Target Changed from 94 to 971 EPS FY17E Changed from 23.5 to 22.1 EPS FY18E Changed
More informationHOLD. Deleveraging story playing out RAMCO CEMENTS. Target Price: Rs 503. Q4 performance
RAMCO S HOLD Target Price: Rs 503 Deleveraging story playing out Ramco Cements total debt reduced by a massive Rs 5 bn to Rs 22 bn in FY16. The company generated total EBITDA of Rs 11.5 bn in FY16 and
More informationCOLGATE-PALMOLIVE (INDIA) LTD Result Update (PARENT BASIS): Q1 FY15
COLGATE-PALMOLIVE (INDIA) LTD Result Update (PARENT BASIS): Q1 FY15 ISIN: INE259A01022 OCTOBER 1 st, 2014 STOCK DETAILS Sector FMCG BSE Code 500830 Face Value 1.00 52wk. High / Low (Rs.) 1767.30/1219.00
More informationGODREJ CONSUMER PRODUCTS INVESTOR PRESENTATION JUNE 2013
GODREJ CONSUMER PRODUCTS INVESTOR PRESENTATION JUNE 2013 GODREJ CONSUMER PRODUCTS SNAPSHOT strong positions in core categories largest home grown HPC company US $1.2 billion in sales in FY 13 home care
More informationBloomberg Code: ATA IN
Auto OEM: 3-Wheelers Atul Feb Auto 03, 2015 Ltd India Research Stock Broking Bloomberg Code: ATA IN Stable quarter led by surge in exports volumes (TP revised ) : Operating revenue, EBITDA and PAT grew
More informationColgate-Palmolive India (COLPAL) 1877
Result Update Rating matrix Rating : Hold Target : 1919 Target Period : 12 months Potential Upside : 2% What s changed? Target Changed from 1672 to 1919 EPS FY15E Changed from 41.7 to 41.3 EPS FY16E Changed
More informationThird Quarter 2018 Earnings Conference Call. August 7, 2018
Third Quarter 2018 Earnings Conference Call August 7, 2018 1 Safe Harbor Statement Our commentary and responses to your questions may contain forward-looking statements, including our outlook for the remainder
More informationColgate-Palmolive India Ltd.
RESULT UPDATE 5th February, 2018 Feb-15 Aug-15 Feb-16 Aug-16 Feb-17 Aug-17 Feb-18 India Equity Institutional Research II Result Update - Q3FY18 II 5th February, 2018 CMP INR 1,120 MARKET DATA Target INR
More informationDabur. Bargain hunting BUY COMPANY UPDATE 12 DEC CMP (as on 12 Dec 2013) Rs 168 Target Price Rs 192
INDUSTRY FMCG CMP (as on 12 Dec 2013) Rs 168 Target Price Rs 192 Nifty 6,237 Sensex 20,926 KEY STOCK DATA Bloomberg/Reuters DABUR IN/DABU.BO No. of Shares (mn) 1,744 MCap (Rs bn)/(us$ mn) 293/4,742 6m
More informationGoodyear India ACCUMULATE. Performance Highlights. CMP Target Price `326 `374. 1QCY2012 Result Update Tyres. Key financials
1QCY212 Result Update Tyres June 6, 212 Goodyear India Performance Highlights Y/E December (` cr) 1QCY212 1QCY211 % chg (yoy) 4QCY211 % chg (qoq) Net sales 331 336 (1.6) 395 (16.2) EBITDA 2 24 (18.6) 34
More informationVita Group (VTG)! Results Presentation!
Vita Group (VTG) Results Presentation First half FY14 Group highlights Sustained trend of strong profit, dividend growth Underlying EBITDA 1 +18%, underlying NPAT 2 +56%, dividend +66% Areas of strategic
More informationInvestor Presentation
Investor Presentation Financial Information as of December 31, 2017 www.kimberly-clark.com Leading the world in essentials for a better life Highlights $18 billion global company founded in 1872 Products
More informationCompany Overview. Financial Performance
Jan/15 Feb/15 Mar/ Apr/15 May/ Jun/15 Jul/15 Aug/15 Sep/15 Oct/15 Nov/ Dec/15 Parnax Lab Limited CMP: 53.90 January 08, 2016 Stock Details BSE code 506128 BSE ID PARNAXLAB Face value ( ) 10 No of shares
More informationQ1FY18 FINANCIALS JULY 27, 2017
Q1FY18 FINANCIALS JULY 27, 2017 3 INDEX 1. Key Highlights (IDFC Consol) 4 2. Entity wise P&L 5 3. Key Highlights - IDFC Bank 6 4. Business Highlights IDFC Infrastructure Finance 13 5. Business Highlights
More informationBDH Industries Limited BSE Scrip Code:
BDH Industries Limited BSE Scrip Code: 524828 Pharmaceuticals October 23, 2012 Equity Statistics Current Market Price Rs. 16.95 52 Week High/Low Rs. 21.00/13.15 Market Capitalisation Rs. Crores 9.76 Free
More informationMaruti Suzuki (RHS) BUY. Operationally In Line; Reiterate Buy. Automobiles October 31, 2014 RESULT REVIEW. Outlook & Valuation.
Oct13 Dec13 Jan14 Feb14 Apr14 May14 Jun14 Aug14 Sep14 Oct14 India Research Automobiles RESULT REVIEW Bloomberg: MSIL IN Reuters: MRTI.BO BUY Operationally In Line; Reiterate Buy India s (MSIL) Revenue/EBIDTA/PAT
More informationINVESTOR PRESENTATION APRIL
INVESTOR PRESENTATION APRIL - 2018 BCL VISION Harness our heritage of 90 years and combine it with leading edge scientific knowledge to bring innovative high quality products for consumers across the world
More informationfundamental analysis of Narmada Gelatin FUNDAMENTAL ANALYSIS NARMADA GELATINES
FUNDAMENTAL ANALYSIS OF NARMADA GELATINES 1 Narmada Gelatin CMP: INR140 Buy Narmada s results were in line with EBITDA margins of 19.39% (v/s est 16.72%) and EBITDA of INR23.6cr (v/s Last year of INR17.84cr).
More informationCHAPTER THREE: AN OVERVIEW OF INSURANCE AND ORAL CARE INDUSTRY
CHAPTER THREE: AN OVERVIEW OF INSURANCE AND ORAL CARE INDUSTRY 3.1. LIFE INSURANCE - INDUSTRY OUTLOOK 3.1.1. Industry Overview 3.1.2. Competitive Landscape 3.2. ORAL CARE - INDUSTRY OUTLOOK 3.2.1. Industry
More informationShaver Shop Group Limited 1H FY18 RESULTS INVESTOR PRESENTATION. 23 February 2018
Shaver Shop Group Limited 1H FY18 RESULTS INVESTOR PRESENTATION 23 February 2018 1 TABLE OF CONTENTS 01 Key business highlights 02 Financial results 03 Key growth drivers 04 Trading update& outlook 05
More informationBusiness snapshot. ~50% of revenues comes from international businesses. Leading market share in home care, hair care and personal care
May 24, 2016 Business snapshot Emerging markets FMCG leader Excellent track record of value creation among FMCG companies in India Growing presence in Asia, Africa and Latin America $ Leading market share
More informationBermaz Auto Strong comeback
13 March 2018 3QFY18 Result Review Bermaz Auto Strong comeback INVESTMENT THESIS 3Q18 results in-line Earnings gapped up 82%qoq and 61%yoy MMSB volumes/earnings hit record high Re-affirm BUY at unchanged
More informationQ3FY15 at Rs.1382crore. 9MFY15 at Rs.3321crore. Q3FY15 at Rs.347 crore. 9MFY15 at Rs.371crore.
Sales* Q3FY15 at Rs.1382crore. 9MFY15 at Rs.3321crore. Adj. EBITDA* Q3FY15 at Rs.463 crore. 9MFY15 at Rs.608 crore. Margins at 33.5% for Q3FY15 compared to 19.5% in Q3FY14 and at 18.3% for 9MFY15 compared
More informationDabur India. Neutral. Rs93
3QFY11 Results Update SECTOR: FMCG BSE SENSEX S&P CNX 18,022 5,417 Bloomberg DABUR IN Equity Shares (m) 1,738.0 52-Week Range (Rs) 112/79 1,6,12 Rel. Perf. (%) 5/-5/2 M.Cap. (Rs b) 160.8 M.Cap. (US$ b)
More informationDABUR INDIA LIMITED RESEARCH
RESULTS REVIEW Dabur India Limited Hold Share Data Market Cap Rs. 79.5 bn Price Rs. 91.95 BSE Sensex 14,577.87 Reuters Bloomberg Avg. Volume (52 Week) DABU.BO DABUR IN 0.3mn 52-Week High/Low Rs. 134 /
More informationTRANSFORMING TODAY FOR TOMORROW. 2 nd QUARTER 2017 PERFORMANCE 20 th July 2017
TRANSFORMING TODAY FOR TOMORROW 2 nd QUARTER 2017 PERFORMANCE 20 th July 2017 AGENDA Business Review Q2 2017 Financial Results Business Review Q2 Business Highlights YTD 2017 share recovery +1.3 ppt driven
More informationColgate-Palmolive. Q1FY18 Result Update Volume pressure continues; Soft A&P aids Margin. Sector: FMCG CMP: ` 1,083. Recommendation: HOLD
Colgate-Palmolive Q1FY18 Result Update Volume pressure continues; Soft A&P aids Margin Sector: FMCG CMP: ` 1,083 Recommendation: HOLD Market Statistics Current stock price (`) 1,083 Shares O/S (cr.) 27.2
More informationColgate-Palmolive. Q2FY18 Result Update Volume pressure continues; Soft A&P aids Margin. Sector: FMCG CMP: ` 1,063. Recommendation: HOLD
Colgate-Palmolive Q2FY18 Result Update Volume pressure continues; Soft A&P aids Margin Sector: FMCG CMP: ` 1,063 Recommendation: HOLD Market Statistics Current stock price (`) 1,063 Shares O/S (cr.) 27.2
More informationHero MotoCorp NEUTRAL. Performance Highlights. CMP `2,245 Target Price - 4QFY2012 Result Update Automobile. Investment Period - Key financials
4QFY212 Result Update Automobile Hero MotoCorp Performance Highlights Y/E March (` cr) 4QFY12 4QFY11 % chg (yoy) Angel est. % diff NEUTRAL CMP `2,245 Target Price - Investment Period - Net sales 6,35 5,391
More informationHINDUSTAN LEVER LIMITED
India HINDUSTAN LEVER LIMITED CLSA Investors Meet Hong Kong, May 2001 Hindustan Lever Leading consumer products company Financials - 2000 - Turnover Rs. 106 bln - Net Profit Rs. 13 bln - EPS Rs. 5.95 -
More informationColgate Announces 1st Quarter 2018 Results
April 27, 2018 Colgate Announces 1st Quarter 2018 Results NEW YORK--(BUSINESS WIRE)-- (NYSE:CL) today reported worldwide Net sales of $4,002 million in first quarter 2018, an increase of 6.5% versus first
More informationBoard of Directors 2. Ten-year Highlights 3. Notice 5. Report of the Directors 7. Corporate Governance Report 10
Contents Board of Directors 2 Ten-year Highlights 3 Notice 5 Report of the Directors 7 Corporate Governance Report 10 Auditors Report on Corporate Governance 17 Auditors Report to the Shareholders 19 Balance
More informationNOW ON APP Research at your finger tips
NOW ON APP Research at your finger tips 15 FEB 2018 Quarterly Update BUY Target Price: Rs 470 ODC project takes breather; to rebound in Q4 Q3 pre-sales declined QoQ to Rs 1 bn (Rs 1.7 bn in Q2) on lower
More informationDabur India. CMP: INR130 TP: INR135 Neutral
BSE SENSEX S&P CNX 18,625 5,664 29 October 2012 2QFY13 Results Update Sector: Consumer Dabur India CMP: INR130 TP: INR135 Neutral Bloomberg DABUR IN Equity Shares (m) 1,740.7 52-Week Range (Rs) 139/92
More informationColgate Palmolive (CLGT IN) Volume growth revival is the biggest positive
INSTITUTIONAL EQUITY RESEARCH Colgate Palmolive (CLGT IN) Volume growth revival is the biggest positive INDIA FMCG Quarterly Update Top takeaways from Q2FY19 In line results. Benefits of gross margin improvement
More informationCig volumes surprise. Source: Company Data; PL Research
Cig volumes surprise July 26, 2012 Gautam Duggad gautamduggad@plindia.com +91-22-66322233 Rating BUY Price Rs249 Target Price Rs275 Implied Upside 10.4% Sensex 16,640 Nifty 5,043 (Prices as on July 26,
More informationDabur India Ltd. Q3FY18 Result Update Strong Volume led Domestic growth; IBD remains weak. Sector: FMCG CMP: ` 356. Recommendation: BUY
Dabur India Ltd. Q3FY18 Result Update Strong Volume led Domestic growth; IBD remains weak Sector: FMCG CMP: ` 356 Recommendation: BUY Market statistics Current stock price (`) 356 Shares O/S (cr.) 176.2
More informationDabur India. Institutional Equities. 1QFY19 Result Update
1QFY19 Result Update Institutional Equities Dabur India 2 August 2018 Reuters: DABU.NS; Bloomberg: DABUR IN Consistency Is Key To The Game Dabur India s (DABUR) operating performance in 1QFY19 was better
More informationtechnicolor.com 7 JUNE 2018
technicolor.com 7 JUNE 2018 COUNTRIES SITES REVENUES Connected Home 57% 57% 2017 2016 16% 1% 26% Production Services 18% DVD Services 24% North America 53% 2017 2016 25% 16% 52% 7% Europe, Middle-East
More informationANALYST BRIEFING QUARTER 2, July 2012
ANALYST BRIEFING QUARTER 2, 2012 19 July 2012 Agenda Industry Review, Market Share and Volumes BATM Review Financial Highlights Other Highlights Future Prospects INDUSTRY REVIEW, MARKET SHARE, VOLUMES
More informationColgate-Palmolive India (COLPAL) 994
Result Update Rating matrix Rating : Hold Target : 99 Target Period : 12 months Potential Upside : % What s changed? Target Changed from 95 to 99 EPS FY18E Changed from 23.4 to 23.6 EBS FY19E Changed from
More informationColgate Announces 1st Quarter 2013 Results
April 25, 2013 Colgate Announces 1st Quarter 2013 Results Strong Organic Sales Growth Worldwide NEW YORK--(BUSINESS WIRE)-- (NYSE:CL) today reported worldwide Net sales of $4,315 million in first quarter
More informationWe create chemistry for a sustainable future
Dr. Stefanie Wettberg Senior Vice President Investor Relations Investor Visit Ludwigshafen June 27, 2017 We create chemistry for a sustainable future Cautionary note regarding forward-looking statements
More informationIndiabulls Housing Finance Limited Unaudited Financial Results Q3 FY January 22, 2014
Indiabulls Housing Finance Limited Unaudited Financial Results Q3 FY 2013-14 January 22, 2014 Safe Harbour Statement This document contains certain forward-looking statements based on current expectations
More informationTVS Motor Company BUY. Performance Highlights. CMP Target Price `39 `45. 2QFY2013 Result Update Automobile. Quarterly highlights (Standalone)
2QFY2013 Result Update Automobile November 1, 2012 TVS Motor Company Performance Highlights Quarterly highlights (Standalone) Y/E March (` cr) 2QFY13 2QFY12 % chg (yoy) 1QFY13 % chg (qoq) Net Sales 1,691
More informationCompany Overview. Financial Performance
Jan/15 Feb/15 Mar/15 Apr/15 May/15 Jun/15 Jul/15 Aug/15 Sep/15 Oct/15 Nov/15 Dec/15 KMC Speciality Hospitals India Ltd CMP: 7.61 January 21, 2015 Stock Details BSE code 524520 BSE ID KMCSHIL Face value
More informationPiaggio Group First Nine Months of 2011 Financial Results. Conference Call October 27th, 2011
Piaggio Group First Nine Months of 2011 Financial Results Conference Call October 27th, 2011 1 Disclaimer This presentation contains forward-looking statements regarding future events and future results
More informationH1 16 interim results. 22 September 2015
H1 16 interim results 22 September 2015 Important notice 2 This presentation may include certain forward-looking statements, beliefs or opinions, including statements with respect to the Company s business,
More informationCBOE Holdings, Inc. Second Quarter Earnings Conference Call. CBOE Holdings, Inc.
Second Quarter Earnings Conference Call A August t4 4, 2011 p. 1 Agenda Strategic Review Financial Review Questions and Answers William Brodsky Chairman and CEO Alan Dean Executive Vice President, CFO
More informationBusiness snapshot. 48% of revenue comes from international businesses. Leading market share in home care, hair care and personal care
May 26, 2017 Business snapshot Emerging markets FMCG leader Excellent track record of value creation among FMCG companies in India Growing presence in Asia, Africa and Latin America Leading market share
More informationMPS Limited. Q4 and FY 13 Earnings Presentation
MPS Limited Q4 and FY 13 Earnings Presentation Safe Harbor This presentation and the discussion that follows may contain certain words or phrases that are forward looking statements, based on current expectations
More informationINDEPTH RESEARCH NOTE Brambles Ltd Buy
Phone 1300 980 849 Email research@tradingequities.com.au INDEPTH RESEARCH NOTE Brambles Ltd Buy Price: A$9.74 Price Target: A$10.65 ASX: BXB 20 February 2018 Brambles (BXB) 1H18 results were mixed in our
More informationTTK Prestige. Channel-check takeaways Growth recovery pace sees moderation, competitive headwinds continue to prevail. Target CMP. Rating Rs.
Channel-check takeaways Growth recovery pace sees moderation, competitive headwinds continue to prevail Growth traction turns subdued in 4Q - Our channel-check interactions on a pan India basis is indicating
More informationCompany Overview. Financial Performance
Dec-14 Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Superior Industrial Enterprises Limited CMP: 19.6 December 24, 215 Stock Details BSE code 519234 BSE ID SIEL Face value
More informationHindustan Unilever Ltd.
. RESULT UPDATE 18 th July 2017 Jul-16 Sep-16 Nov-16 Jan-17 Mar-17 May-17 Jul-17 125 105 India Equity Institutional Research II Result Update - FY18 II 18th July, 2017 CMP INR 1158 Target INR 1206 MARKET
More informationHindustan Unilever Limited SQ 17 Results Presentation : 25 th Oct 2017
Hindustan Unilever Limited SQ 17 Results Presentation : 25 th Oct 2017 1 Safe Harbor Statement This Release / Communication, except for the historical information, may contain statements, including the
More informationRoger Carr. Chairman. March
Roger Carr Chairman March 2003 1 Agenda Introduction Roger Carr (Chairman) Financial Results Karim Naffah (FD) Actions and Priorities Tim Clarke (CEO) Q&A 2 Business Highlights Independent future with
More informationInvestor & Analyst Presentation Ful YearResults 30 June2016 For personal use only 25th August 2016 Rebekah O Flaherty - CEO I Jonathan Kenny - CFO
Investor & Analyst Presentation Full YearResults 30 June2016 25th August 2016 Rebekah O Flaherty - CEO I Jonathan Kenny - CFO Agenda 1 Overview 2 Strategic Priorities 3 FY16 Financial Results 4 FY17 Outlook
More informationProcter & Gamble Hygiene & Health Care
3QFY216 Result Update FMCG May 6, 216 Procter & Gamble Hygiene & Health Care Performance Highlights Quarterly Data (` cr) 3QFY16 3QFY15 % yoy 2QFY16 % qoq Revenue 614 555 1.5 714 (14.) EBITDA 133 123 8.5
More informationDomino s Pizza UK & IRL plc. Preliminary Results for the 52 weeks ended 30 December 2007
Domino s Pizza UK & IRL plc Preliminary Results for the 52 weeks ended 30 December 2007 The Team Stephen Hemsley Executive Chairman Chris Moore Chief Executive Officer Lee Ginsberg Chief Financial Officer
More informationGillette India. Institutional Equities. 2QFY19 Result Update BUY. Marketing Investments Mask Improved Top-line Performance
2QFY19 Result Update Gillette India 13 February 2019 Reuters: GILE.NS; Bloomberg: GILL IN Marketing Investments Mask Improved Top-line Performance Gillette India s (GILL) 2QFY19 operating and net earnings
More informationCORPORATE PRESENTATION ( )
CORPORATE PRESENTATION (2017-18) Disclaimer This Investor Presentation has been prepared by JHS SVENDGAARD LABORATORIES LIMITED (JHS LL) for investors, solely for informational purposes. The information
More informationAugust A Research Report On. By Islami Tijara Research Team. Copyright Reserved
A Research Report On By Islami Tijara Research Team Hindustan Unilever Limited Hindustan Unilever Limited (HUL) is India's largest Fast Moving Consumer Goods Company; the company was first incorporated
More informationQ2 FY 2009 Sales & Earnings. March 12, 2009
Q2 FY 2009 Sales & Earnings March 12, 2009 Forward-Looking Statements The matters discussed in this presentation contain forward-looking statements as defined in the Private Securities Litigation Reform
More informationColgate Announces Strong 1st Quarter - Excellent Worldwide Sales and Unit Volume Growth
Colgate Announces Strong 1st Quarter - Excellent Worldwide Sales and Unit Volume Growth New York, New York, April 29, 2010 Colgate-Palmolive Company (NYSE:CL) today announced strong worldwide sales and
More informationCMP Rs BSE Code NSE Symbol - ORIENTBELL
Ashish Chugh s HIDDEN GEMS. in search of Market Beating Stocks March 25, 2013 Orient Bell Ltd. CMP Rs. 60.80 BSE Code 530365 NSE Symbol - ORIENTBELL Acquisition of Bell Ceramics - fast turnaround & faster
More informationTata Steel Reports Consolidated Financial Results for the Quarter and year ended March 31, 2018
Mumbai, May 16, 2018 For immediate use Tata Steel Reports Consolidated Financial Results for the Quarter and year ended March 31, 2018 Highlights: Health and Safety: LTIFR rate of 0.46 in FY18 compared
More informationSavills plc. Preliminary results for the year ended. 31 December 2010
Savills plc Preliminary results for the year ended 31 December 2010 1 Disclaimer Forward-looking statements These slides contain certain forward-looking statements including the Group s financial condition,
More informationSignet Industries Ltd BSE Scrip Code:
Signet Industries Ltd BSE Scrip Code: 512131 Comm. Trading & Distribution September 21, 2012 Equity Statistics Current Market Price Rs. 52 Week High / Low Rs. Market Capitalisation Rs. crores Free Float
More informationInvestor Presentation
Investor Presentation www.ajantapharma.com 1 BSE Symbol : AJANTAPH Code: 532331 NSE Symbol : AJANTPHARM ISIN: INE031B01031 Safe Harbour Statement This presentation may include certain forward looking statements,
More informationE A R N I N G S P R E S E N T A T I O N Q 3 & 9 M, F Y
R I S E Research Innovation Scale Excellence E A R N I N G S P R E S E N T A T I O N Q 3 & 9 M, F Y 1 8-19 Disclaimer Certain statements in this communication may be forward looking statements within the
More informationCCL Products BUY. Performance Update. CMP Target Price `278 `360. 3QFY2018 Result Update Coffee. Historical share price chart.
Feb-15 May-15 Aug-15 Oct-15 Jan-16 Apr-16 Jul-16 Oct-16 Jan-17 Apr-17 Jul-17 Oct-17 Jan-18 3QFY2018 Result Update Coffee February 5, 2018 CCL Products Performance Update Y/E March (` cr) Q3FY18 Q3FY17
More informationRecovery to be gradual; Maintain HOLD
Dabur India Equity Research Consumers June 22, 2017 Company Update Refer to important disclosures at the end of this report Recovery to be gradual; Maintain HOLD Emkay Your success is our success CMP Target
More informationReligare Investment Call
v-17 Dec-17 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 v-18 Q2FY19 Result Update Q2FY19 Result Update BUY CMP (Rs) 5,813 Target Price (Rs) 6,519 Potential Upside 12.1% Sensex
More informationResults SQ 10. October 26, Investor Presentation
Results SQ 10 October 26, 2010 Investor Presentation Safe Harbour Statement This Release / Communication, except for the historical information, may contain statements, including the words or phrases such
More informationMondelēz International 2013 Results. February 12, 2014
Mondelēz International 2013 Results February 12, 2014 1 Forward-looking statements This slide presentation contains a number of forward-looking statements. Words, and variations of words, such as will,
More informationFor personal use only
(ASX: CGR) FY 16 Investor Presentation Daniel Riley CEO August 2016 Executive Summary FY 16 Highlights Finance Division EBITDA up 440% to $5.4m Loan Book up 325% to $69.9m Y/E 30 Jun ($m) FY 15 A FY 16
More information