COLPAL.NSEColgate-Palmolive (India) Ltd.

ET Intelligence Group: The FMCG sector is expected to post a steady March-quarter performance, supported by stable rural demand, gradual urban recovery and volume growth even as pricing remains subdued in several segments. While steady raw material costs during most of the quarter are margin supportive, the recent rise in costs of crude-linked inputs such as packaging materials could weigh on margins. Companies with stronger execution, premium portfolios and better distribution reach are expected to outperform, while category-specific challenges and international headwinds may keep performance uneven across the pack. Hindustan Unilever is expected to report mid-single digit revenue growth led by 4-5% volume growth. Growth is expected to be broad-based, with beauty and wellbeing growing in double-digits, while home care, personal care and foods & beverages are likely to grow in mid-single digits. The demerger of low-margin ice cream business may support operating margin before depreciation and amortisation (Ebitda margin).

National Award-winning filmmaker Kaushal Oza, child actor Hridansh Parekh, and Mathieu Béjot, Attaché for Audiovisual, Cinema & Digital Content, Embassy of France, were among the distinguished guests attending the event. Shilpashree Muniswamappa, Director – ESG & Communications at Colgate-Palmolive India, also graced the occasion.

National Award-winning filmmaker Kaushal Oza, child actor Hridansh Parekh, and Mathieu Béjot, Attaché for Audiovisual, Cinema & Digital Content, Embassy of France, were among the distinguished guests attending the event. Shilpashree Muniswamappa, Director – ESG & Communications at Colgate-Palmolive India, also graced the occasion.

In this briefing: APAC Healthcare Weekly (October 26) – Innovent, Akeso, Celltrion, Classys, Daiichi, Syngene, Cipla Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead 1. APAC Healthcare Weekly (October 26) – Innovent, Akeso, Celltrion, Classys, Daiichi, Syngene, Cipla Innovent Biologics announced strategic global collaboration with Takeda for total deal value of $11.4B. Akeso announced that phase 3 trial evaluating ivonescimab versus tislelizumab in sq-NSCLC met primary endpoint. Celltrion received FDA approval for two additional pediatric indications for Humira biosimilar, Yuflyma. Classys plans to acquire 77.5% stake in JL Health, South American energy-based aesthetic medical device distribution group. Syngene plans to add a bioconjugation suite at its commercial biologics facility.

In this briefing: APAC Healthcare Weekly (October 26) – Innovent, Akeso, Celltrion, Classys, Daiichi, Syngene, Cipla Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead 1. APAC Healthcare Weekly (October 26) – Innovent, Akeso, Celltrion, Classys, Daiichi, Syngene, Cipla Innovent Biologics announced strategic global collaboration with Takeda for total deal value of $11.4B. Akeso announced that phase 3 trial evaluating ivonescimab versus tislelizumab in sq-NSCLC met primary endpoint. Celltrion received FDA approval for two additional pediatric indications for Humira biosimilar, Yuflyma. Classys plans to acquire 77.5% stake in JL Health, South American energy-based aesthetic medical device distribution group. Syngene plans to add a bioconjugation suite at its commercial biologics facility.

In this briefing: Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead Can Fin Homes - Strong on Profitability, Weak on Growth 1. Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Emirates NBD to invest USD3 billion for a controlling stake of up to 74% in RBL Bank through a mix of preferential issue and open offer. The deal boosts RBL’s capital strength, global linkages , and business mix amid ongoing margin and asset-quality challenges. Short-Term earnings may stay uneven, but the investment sets up a long-term re-rating opportunity dependent on execution, regulation, and credit control. 2. Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Growth Beyond the Near-term Headwinds: GHFL’s Q1FY26 performance was impacted by adverse weather conditions in the domestic market and macro uncertainties in the global market.

In this briefing: Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead Can Fin Homes - Strong on Profitability, Weak on Growth 1. Emirates NBD’s Entry Redefines RBL Bank’s Growth Trajectory Emirates NBD to invest USD3 billion for a controlling stake of up to 74% in RBL Bank through a mix of preferential issue and open offer. The deal boosts RBL’s capital strength, global linkages , and business mix amid ongoing margin and asset-quality challenges. Short-Term earnings may stay uneven, but the investment sets up a long-term re-rating opportunity dependent on execution, regulation, and credit control. 2. Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Growth Beyond the Near-term Headwinds: GHFL’s Q1FY26 performance was impacted by adverse weather conditions in the domestic market and macro uncertainties in the global market.

In this briefing: Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead Can Fin Homes - Strong on Profitability, Weak on Growth Primer: Royal Orchid Hotels (ROHL IN) - Oct 2025 1. Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Growth Beyond the Near-term Headwinds: GHFL’s Q1FY26 performance was impacted by adverse weather conditions in the domestic market and macro uncertainties in the global market. While the company expects a flattish performance in FY26, the growth prospects remain strong with the company adding capacities in FY26 and FY27. The newer capacities are expected to drive the next phase of growth, reaching full utilization within 2-3 years of commissioning. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Hindustan Unilever Ltd - GST Transition Led to Short-Term Impact; Maintain HOLD Colgate Palmolive (India) Ltd - Miss on All Fronts; Gradual Recovery Ahead Can Fin Homes - Strong on Profitability, Weak on Growth Primer: Royal Orchid Hotels (ROHL IN) - Oct 2025 1. Axis PUNCH: Garware Hi-Tech Films Ltd - 24th October, 2025 Growth Beyond the Near-term Headwinds: GHFL’s Q1FY26 performance was impacted by adverse weather conditions in the domestic market and macro uncertainties in the global market. While the company expects a flattish performance in FY26, the growth prospects remain strong with the company adding capacities in FY26 and FY27. The newer capacities are expected to drive the next phase of growth, reaching full utilization within 2-3 years of commissioning. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.