COLPAL

What Colgate Palmolive (India) promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 13 tracked 3 delivered 3 missed 7 open
  • Premiumization growth rate vs rest of portfolio delivered said Q4 FY25 Promised: 4x Q1 FY27: Management confirms the premium business is growing 5X-6X faster than competitors and the market, continuing to exceed the original 4x target.
  • EBITDA Margin Band missed said Q4 FY25 Promised: 32% to 34% range Q1 FY27: The promise period for FY26 has concluded. The final reported EBITDA margin for FY26 was 31.2%, which is below the targeted 32-34% range.
  • EBITDA Margin revised down said Q4 FY26 Promised: around 30-32% over the next two quarters Q1 FY27: Management walked back the guidance, stating 'in the short term, we're not going to, you know, be held by the EBITDA levels, no target at a specific level' due to a strategic decision to increase advertising spend.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Colgate Palmolive (India) — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens