Personal Care sector
10 companies · ₹3.6 L cr · 7 with AI deep dives
5y revenue CAGR
median 5.19%(p25 4.31% · p75 6.61%)
5y avg ROCE
median 23.77%(p25 18.19% · p75 49.11%)
Debt / equity
median 0.09x(p25 0.08x · p75 0.11x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindCrude-linked raw material inflation compressing margins across the sector6 managements
Six of seven covered companies flagged crude and crude-linked RM/PM costs as a margin headwind. GODREJCP stated EBITDA margins will be below normative levels in Q1 FY27. DABUR…
- GODREJCP (Q1FY27): “the quarter saw significant volatility in costs on account of movement in crude prices &…”
tailwind5 managements🔒mixed4 managements🔒headwind3 managements🔒tailwind4 managements🔒tailwind2 managements🔒mixed3 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Godrej Consumer Products Ltd | ₹1.1 L cr | Unlock | earnings quality strong | |
| Dabur India Ltd | ₹75,535 cr | Unlock | roce compounderearnings quality strongnet cashconsumer steady payer | |
| Colgate-Palmolive (India) Ltd | ₹58,232 cr | Unlock | roce compounderroce compounder consumerearnings quality strong | |
| Cupid Ltd | ₹31,169 cr | Unlock | capex coming onlineearnings quality weak | |
| Procter & Gamble Hygiene and Health Care Ltd | ₹29,146 cr | Unlock | roce compounderroce compounder consumerconsumer steady payer | |
| Gillette India Ltd | ₹25,403 cr | Unlock | roce compounderroce compounder consumerearnings quality strong | |
| Emami Ltd | ₹17,761 cr | Unlock | roce compounderroce compounder consumerearnings quality strongnet cash | |
| Honasa Consumer Ltd | ₹14,744 cr | Unlock | earnings quality strong | |
| Bajaj Consumer Care Ltd | ₹6,915 cr | Unlock | latent operating leverageroce compounder | |
| JHS Svendgaard Laboratories Ltd | ₹67 cr | Unlock | net cash |