On this page
Colgate India Q4 revenue beats estimates at ₹1,595 cr; declares ₹24 interim dividend
Our read
Strong topline execution with 9.1% revenue growth and 32% EBITDA margins shows pricing discipline is holding, but the 0.5% profit dip signals input cost or A&P pressure to watch next quarter.
The report,
Colgate-Palmolive India Q4 revenue beat estimates at ₹1,595 cr (+9.1% YoY) with EBITDA of ₹510 cr, though net profit slipped 0.5% to ₹353 cr. Premium portfolio grew 3x company rate. Declared ₹24 interim dividend.
Reported figures
From the report. Source details below
- Revenue ₹1,595.4 cr (+9.1% YoY)
Other figures
- Net profit ₹353.3 cr
- EBITDA margin 32%
- FY26 net sales ₹5,984 cr
- FY26 PAT ₹1,325 cr
Why it matters to operators
The premium portfolio scaling at 3x the company rate flags a widening barbell in Indian oral care—worth mapping niche premium and naturals players as bolt-on or partnership targets.
The counter-case
The case against this reading — not reported by the source.
Net profit declined 0.5% YoY despite 9.1% revenue growth — a classic margin-squeeze signal. EBITDA margin at 32% likely peaked given commodity tailwinds normalizing, and rural recovery narrative is overplayed when volume growth isn't disclosed. The ₹24 dividend is a capital return signal that management sees limited reinvestment runway. Premium portfolio growing 3x base rate sounds impressive but off a small base — toothpaste category remains structurally low-growth in India with HUL and Patanjali pressuring share.
The source
First seen