Procter & Gamble Health Limited submitted an investor presentation to BSE and NSE pursuant to SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The presentation was for a virtual connect with analysts/institutional investors held on June 18, 2026, at 2:30 p.m. IST, which was previously intimated on June 4, 2026.
Fiscal Year Change and Comparability
Effective last year, the company changed its financial year from July 1-June 30 to April 1-March 31. The last financial year covered a 9-month period from July 1, 2024, to March 31, 2025. Accordingly, the company's performance has been indexed versus the comparable 12-month period (April 1, 2024, to March 31, 2025) for meaningful comparison. Performance versus the 9-month past fiscal is not comparable.
FY 2025-26 Performance
The company delivered "strong, consistent balanced growth" for FY 2025-26. The integrated growth strategy focused on:
- Portfolio performance driving brand choice
- Organizational empowerment, agility, and accountability
- Constructive disruption across the business
Key Strategic Pillars
Superiority to Win with Consumers: Focused on consumer and customer value through superior innovations including:
- Easy-to-consume iron supplement
- Symptomatic relief from nerve pain products
- Educational packaging that stands out in stores
- Strong retail execution
Productivity to Fuel Investments: Integrated productivity into strategy, delivering the same or better output measures with lower spending or resource investment. Achieved INR 35 crores in productivity savings for FY 25/26.
Constructive Disruption Across Business:
- Health Care Practitioners/Health Care Organizations/Chemist + Distributor partnerships enabling last mile reach
- Leveraging emerging channels (E-pharmacies, E-com, Q-Com) to be available where consumers are
- Extra urban coverage expansion to whitespace markets
Organizational Focus
Employee Wellbeing: Prioritizing employee wellbeing and delivering superior employee value equation.
Social Initiatives: Since 2019, the company has been supporting access to healthcare facilities and awareness in underserved communities through:
- Healthcare accessibility: Improving through mobile medical units across 11 states
- Healthcare awareness: Creating awareness for uptake of Nutrition, Hygiene & maternal care
- Impact: Over 15,00,000+ lives impacted through initiatives including Mobile Health Care Units and Special Boat Clinic
Long-Term Performance Trends
The presentation highlighted superior results over the past 5 years:
- Net Sales (revenue from operations): 12% CAGR
- PAT (Profit After Tax excluding Other Comprehensive Income): 15% CAGR
- Return on Equity (PAT/Avg. Equity): Significant improvement
Note: FY 24-25 was a 9-month year due to Fiscal Year change. For comparability, considered 12-month period from Apr 24 to Mar 26. Based on published results.
Market Landscape
The presentation noted accelerating VMS (Vitamin, Mineral, Supplement) category and emerging trends in India:
- Steady growth of VMS Category at 9% CAGR in last 3 years
- Widespread Vitamin deficiency in Indian population
Disclaimer
The communication contained forward-looking statements based on current expectations and assumptions, subject to risks and uncertainties that may cause results to differ materially. The company undertakes no obligation to update these statements except as required by law.