Colgate Palmolive (India) · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
10
Answered directly
45%
Numeric claims
0
Consistency
—
Question ledger
Abneesh Roy · Nuvama
partialOn the Palmolive brand, our focus is not only modern trade... we will use to make sure that Palmolive is available in the right type of stores in general trade. ...we're committed to building Palmolive across all the relevant channels... On Protex and Sanex, it's not an indication of us doing Protex and/or Sanex. But I can only say that, watch this space...
Abneesh Roy · Nuvama
evasiveSo I think the way we measure these kind of campaigns is really what is the reach that we wish to deliver... What you see as the mass media advertising is the tip of the iceberg... A lot of it is actually going behind influencer marketing, behind digital campaigns, and in-store...
Amit Sachdeva · HSBC
evasiveWe tend not to break up the number. ...we'd look at roughly a balanced growth between all of them. ...price is always an outcome of what is the value that you're delivering... I think actually all of the vectors are ability to take pricing, ability to expand the market, and ability to drive premiumization.
Amit Sachdeva · HSBC
directIf we were to say 400-500 index would be even that would be considered as prestige in the toothpaste category, yes, there is most certainly an opportunity in this country. ...But the large bulk of premiumization will continue to come from the 50%-100% premium kind of range...
Jay Doshi · Kotak Securities
partialFirstly, on your request, let me just take it back, and we'll come back to you. But at the moment, we tend not to provide that. On Colgate Total, this brand has existed in the country for quite a while. About a decade ago, it actually used to be a double-digit share player in modern trade...
Jay Doshi · Kotak Securities
evasivePrabha mentioned we were double-digit in modern trade when we were big on Total a few years back. But since then, modern trade is low single-digit. But e-com has been a big story. ...Total is a sizable player already.
Percy Panthaki · IIFL
evasivePrabha mentioned on the volume piece, we are not splitting volume and pricing. And so we won't comment on that as of now. Going forward, you're right. As inflation moderates, pricing will be an important discussion. But we do expect the category growth...
Mihir Shah · Nomura
directI don't think it is our effort to massively expand margins as we go forward. ...this ability to generate around 4%-5% of net sales as gross saving is something that I think we can continue... Our effort will be to make sure that we are judiciously using the sources of funds...
Mihir Shah · Nomura
partialI don't recall mentioning that. I'm certainly not giving guidance on the number. ...our target would be to be at least 2.5-3 times faster with our premium portfolio than our base portfolio. And at this time, we're exceeding that target.
Vishal Punmiya · YES Securities
directWhat we are seeing in this quarter is rural is outpacing urban growth by close to 200 basis points... the macro indicators... suggests to us that this is something that is sustainable... On your second piece on will the rural growth preclude the premiumization growth, I don't think so because these are actually quite independent.
