Gillette India Limited – Investor Presentation Summary

Key Operational Highlights

  • The presentation covers fiscal year 2025-26 performance and strategy
  • Company utilizes AI/ML-supported in-house models for automated availability checks to ensure high demand products are in stock
  • Implements AI-led Automated On-Shelf Availability Assessment
  • Maintains agile supply chain with continuous transformation and optimization to enable advance ordering

Key drivers of operational performance:

  • Focus on constructive disruption across the business
  • Implementation of smart assortment strategies
  • Productivity improvements integrated into the strategy

Segment-wise Performance

  • Grooming portfolio includes Traditional Shaving (No nicks, no cuts worry free shave) and Electric Grooming (Perfect shave, perfect shape)
  • Oral Care portfolio includes Manual Oral Care products

Financial Highlights

  • Note: FY 2024-25 was a 9-month year due to fiscal year change, making comparisons to past fiscal not comparable
  • Company has delivered superior results over the past 5 years in both Net Sales and PAT (Profit After Tax)
  • ROE (Return on Equity) calculated as PAT/Avg. Equity

Strategic & R&D Initiatives

  • Investments in product superiority across packaging, communication, and retail execution
  • Consumer & Customer Value Execution focus
  • Productivity initiatives to deliver the same or better output measures with lower spending or resource investment
  • Packaging innovations include: EAT HANDLE CONTROL, PLASTIC GRIP, ANTI-SLIP GRIP, EAT GUIDE

Organization Development

  • Prioritizing Employee Wellbeing and delivering Superior Employee Value Equation
  • Improving Learning Outcomes impacting 1+ crore children
  • Received external recognition for organizational efforts

Industry Trends & Business Environment

  • Global GDP Growth: 6.5% (Source: IMF Dashboard 2024, 2025, 2026)
  • Core Inflation remains muted but energy inflation requires monitoring
  • Consumption continues to be soft both in Rural and Urban markets
  • Stable economic indicators and government investment
  • Evolving Global Trade Policy and Macro economic factors
  • India continues to outpace markets globally despite slowdown vs. previous 3 years

Management Commentary & Growth Outlook

  • Company follows an Integrated Growth Strategy focused on:
  • Portfolio: Performance drives brand choice
  • Organization: Empowered, agile, accountable
  • Superiority: To win with consumers
  • Constructive disruption across the business
  • Productivity to fuel investments
  • Long-term commitment to creating superior shareholder value with over 3 decades of consistent dividend payout record

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