Analysts/Institutional Investor Meet/Con. Call Updates

August 21, 2026 The Secretary BSE Limited P.J.Towers - 25th floor Dalal Street Mumbai- 400001 Scrip Code: 500830 The Manager – Listing Department National Stock Exchange of India Limited Symbol: COLPAL Exchange Plaza, C-1, Block – G Series: EQ Bandra – Kurla Complex Bandra (East), Mumbai 400 051 Dear Sir(s), Sub: Investor/Analyst Meet - Transcript In terms of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of ‘Colgate-Palmolive (India) Limited Investor Day 2026’ held on August 17, 2026. The aforesaid transcript is also available on the website of the Company at the link mentioned below: https://www.colgateinvestors.co.in/presentation-to-analyst/presentation-details-2026 Kindly take the same on record. Thanking you, Yours Sincerely, For Colgate-Palmolive (India) Limited Jaikishan Shah Company Secretary and Compliance Officer Membership No: A34948 Encl: a/a ANAGEMENT M . P N – M D C E S RABHA ARASIMHAN ANAGING IRECTOR AND HIEF XECUTIVE O , C -P (I ) L FFICER OLGATE ALMOLIVE NDIA IMITED M . M.S. J – W - D & C F R ACOB HOLE TIME IRECTOR HIEF INANCIAL O , C -P (I ) L FFICER OLGATE ALMOLIVE NDIA IMITED M . A D – I R M&A, R DITYA ESAI NVESTOR ELATIONS AND C OLGATE-P ALMOLIVE (I NDIA) L IMITED Colgate-Palmolive (India) Limited August 17, 2026 Mr. Aditya Desai Hello, everyone. Good evening. Welcome to the Colgate-Palmolive Investor Day 2026. I, Aditya Desai along with the Colgate-Palmolive leadership team, would like to extend a warm welcome to all of you, those who are present here and those who have joined us virtually. Happy to meet you all again. The session today will be approximately 90 minutes. We'll start with a presentation from Ms. Prabha, our Managing Director & CEO, and Mr. Jacob, our Whole Time Director & CFO. And after that we will have a 45 minute Q & A session. Those in the room can just raise their hand, and those who have joined us virtually, there is a chat box option, you can put your questions there and we will try to address most of them. Please note that today's presentation may contain some forward looking statements. These statements are made on the basis of the company's views and assumptions as of this time, and are not guarantees of future performance. I would now like to request Prabha to share her thoughts. Thank you. Ms. Prabha Narasimhan Thanks very much, Aditya. Good evening and thank you all to those who are in the room for braving this absolutely wonderful weather and making it all the way to Powai. We really appreciate it, and it's lovely to see all of you here in person. So much nicer to present in person than virtually. To those of you who couldn't make it and have joined us virtually, Welcome. I hope we'll be able to see and hear you during the Q&A. Jacob and I are excited to share an update about this organization. But before I get into the update, this is really a milestone year for Colgate. Whether it is Colgate globally or Colgate India. Colgate Global has been in existence and just celebrated his 220th birthday. A shade older than everybody in the room and Colgate in India has celebrated its 90th year. So, we're just actually as of September, going to head into our 90th year celebration. So two fantastic milestones. And I think what underpins such longevity is the strength of the brand Colgate. And that's really what we're going to spend a lot of time talking about. Here is the agenda. We'll talk about our view of the oral care category. What's our strategy and what's the action that we've taken against it. Jacob will then cover the financial performance. We'll get into a very, very brief summary and then hand it over to you for your questions. Colgate-Palmolive (India) Limited August 17, 2026 So starting with the oral care category, we always like to start with why are we here? And as a Company we're here and have been here for 90 years for this one simple reason, which is to help people improve their oral health and beauty. And sometimes these mission statements are just a statement in the case of this organization, actually, it's deeply embedded in everything that we do. And as we go through this, you will see how this mission comes to life every day. But the context of India continues to be as far as oral health is concerned, a little bit challenged. The blue boxes on the top are really the incidence of gum disease, of cavities, and of people who are recommended to visit a dentist 55%, 80% and 100%. And the red numbers at the bottom are really the number of people who actually do something about the problems that they have. And obviously the gap, therefore, is the gap. And as you can see, relatively poor oral health habits in this country means that there is quite a significant gap between the incidence and the actual problem. And this is where squarely sits our job and our brand. And so why is this important? Yes, of course, it's great to have a lovely smile like Kriti Sanon does and we would all love it, but it's actually a little bit more fundamental than that. There is now a significant link across numerous studies between systemic health and your oral health. Oral health, you know, being the gateway to your overall body, those who have diabetes. And we know that India, unfortunately, has a large number of people who suffer from diabetes and are at 2.7 times greater risk of gum issues. And gum issues, in turn, lead to other systemic issues. It's been linked to many other diseases. Tobacco, this is an obvious one. If you smoke, then your teeth tend to get stained and obviously that rate is very high. Snacking, we are a snacking country. Lots of amazing snacks and we tend to eat. I think at last count, the average number of meals in urban India, or the average number of times a person was eating in urban India was four and a half times a day. So we are a snacking country, and snacking also increase gum risk because after snacking you're not brushing your teeth and therefore it's staying in your mouth, leading to some issues and sweets, obvious link again, your mom would have told that when you eat sweets, you increase the risk of cavities. And the category today is at absolutely universal penetration. So every household in this country has toothpaste and toothbrush. But the consumption remains low. So if you index India's consumption to the Philippines consumption, urban India is at 0.7X, rural India is even less at half X. And the middle box actually is the numbers that matter to us. For those of you who have heard us Colgate-Palmolive (India) Limited August 17, 2026 before, when I first took over this job, we were talking about 80% of urban Indians not brushing twice a day. I'm happy to say that 80% has become 76%. So there is a movement there. But like we've discussed, consumption is not something that moves overnight. You have to keep at it, and so there is progress, but obviously there is a long way to go. And if you remember the number in rural India, that number was 55% who don't brush daily. And that number has now become 45%. A lot more macro tailwinds working in our favour in rural India. Firstly, the availability of information. Secondly, the fact that younger consumers have been exposed to the practices of better oral health and therefore brush every day. Thirdly, the rising affluence of rural India, and fourthly, the increasing availability of toothpaste and toothbrushes everywhere. So a combination of all of these has meant that that 55 has become 45, which is actually great news, leading to the per capita increases that you see in toothpaste consumption on the right. When we look at toothbrushes, a similar story, India replaces their toothbrush on an average once in nine months. This is once in six months in Philippines. And if you talk to your dentist, they will tell you to try and replace it once in three months. So both Philippines and us have a long way to go. Again, in urban India, the replacem [Showing first 8,000 characters — download PDF for full document]