Colgate Palmolive India Q1 FY26: Profit -12%, revenue -4%

Stock check: what the screen showed

Colgate-Palmolive (India) shares were quoted at ₹2,044.85, up ₹24.50 (1.21%) in the cited snapshot. Another price point in the data shows “Today: ₹2,025.35”. The results and management commentary came against a backdrop of soft demand commentary and competitive intensity in oral care.

Q1 FY26 numbers: profit and revenue eased

For the quarter ended June 2025 (Q1 FY26), Colgate-Palmolive (India) reported net profit of ₹320.62 crore, down 12% year-on-year from ₹363.98 crore in the same period last year. Sequentially, profit also declined from about ₹355 crore in Q4 FY25.

Revenue from operations for Q1 FY26 came in at ₹1,420.64 crore, down 4.4% YoY from ₹1,485.76 crore. On a quarter-on-quarter basis, revenue from operations fell 2.16% from ₹1,452.02 crore (Q4 FY25).

Operating performance: EBITDA and margin compressed

The data set also flags a decline in operating profitability. EBITDA (operating profit) fell 13.2% YoY to ₹439 crore compared with ₹506 crore in Q1 FY25. EBITDA margin narrowed to 30.91% from 34.07% a year ago.

Colgate’s Q1 FY26 earnings per share (basic and diluted) was reported at ₹11.79.

Cost line items and expense movement

Total expenses for the quarter stood at ₹1,020.05 crore, marginally lower than ₹1,030.86 crore in Q1 FY25, but higher than ₹1,003.95 crore in the immediately preceding quarter.

The company also cut advertising expenses in the quarter. Advertising spend declined 5.5% to ₹188.41 crore for the April to June quarter, versus ₹199.07 crore in the year-ago period.

Results table snapshot: Q1 vs prior quarter (QoQ)

A separate quarterly table in the input provides a QoQ comparison (figures in ₹ crore, except per-share values) for Jun 25 versus Mar 26:

• Total revenue: ₹1,434.06 crore (Jun 25) vs ₹1,595.35 crore (Mar 26)
• Net income: ₹320.62 crore (Jun 25) vs ₹353.32 crore (Mar 26)
• Operating income: ₹415.03 crore (Jun 25) vs ₹457.97 crore (Mar 26)
• Diluted normalized EPS: ₹11.79 (Jun 25) vs ₹13.44 (Mar 26)

The same table lists key expense heads such as total operating expense and selling, general and administrative expenses, alongside depreciation and other operating expenses.

Key figures table: Q1 FY26 vs Q4 FY25 vs Q1 FY25

Management commentary: demand and competition

Prabha Narasimhan, Managing Director and CEO, said the Q1 performance reflected persistent headwinds from subdued urban demand and elevated competition intensity. She also noted the quarter was influenced by a high base, with net sales having grown at a 12% CAGR over the base-year period cited (Q1 FY23 to Q1 FY25). The company indicated it expects to navigate the current challenges and anticipates a gradual recovery in the back half of the year.

Dividend and corporate action notes

The company declared a second interim dividend of ₹24 per equity share for FY25-26, with a dividend of ₹24.00 shown with the date 01 June 2026 in the input. The same notes state the total dividend for FY25-26 amounts to ₹48 per share.

FY26 and recent-quarter context from the data

For Q4 FY26, the input reports net sales (revenue from sales) of ₹1,582.77 crore (from ₹1,58,277 lakh), up 9% YoY versus ₹1,452.02 crore (₹1,45,202 lakh) and up 7.46% QoQ versus ₹1,472.92 crore (₹1,47,292 lakh). It also reports Q4 FY26 net profit of ₹353.32 crore (₹35,332 lakh), up 9.10% QoQ and slightly down YoY.

For the full year ended March 31, 2026 (FY26), the dataset lists:

• Net sales: ₹5,983.57 crore (₹5,98,357 lakh) vs ₹5,999.20 crore in FY25
• Total income: ₹6,124.16 crore (₹6,12,416 lakh) vs ₹6,179.01 crore in FY25
• Net profit: ₹1,325.31 crore (₹1,32,531 lakh) vs ₹1,436.81 crore in FY25

The input also includes sequential quarterly sales and profit figures for FY26, including net sales of ₹1,507 crore in Q2 FY26 and ₹1,473 crore in Q3 FY26, along with net profit after tax of ₹328 crore (Q2 FY26) and ₹324 crore (Q3 FY26).

What investors will track next

The dataset mentions 22 May 2026 as the last earnings date for a quarter labeled Q4 FY25-26, and also repeats 22 May 2026 as an upcoming earnings date in the corporate action section. Separately, it states Colgate-Palmolive (global) will release its next earnings report on 31-07-2026, but that refers to the parent company’s reporting calendar.

Conclusion

Colgate-Palmolive (India) started Q1 FY26 with a drop in both revenue from operations and profit, alongside a decline in EBITDA and margin. Management attributed the quarter to subdued urban demand, heightened competitive intensity, and a high base effect, while pointing to the possibility of a gradual recovery in the second half of the year based on its stated outlook.