P&G Health shares surge 8% as Q1 revenue jumps 19.5% YoY to Rs 339 crore
P&G Health reported a massive jump in net profit, which stood at ₹66.2 crore, up from ₹16.8 crore in the same quarter last year. Revenue for the quarter rose 19.5% year-on-year to ₹339 crore, compared to ₹283.8 crore in Q1FY25.
The company's EBITDA also witnessed strong growth, rising 89% to ₹90.5 crore from ₹48.2 crore last year. Operating margins expanded to 26.7%, a significant improvement from 17% in the year-ago period.
Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information.
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Aman Shukla is a post-graduate in mass communication . A media enthusiast who has a strong hold on communication ,content writing and copy writing. Aman is currently working as journalist at BusinessUpturn.com
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Share buybacks add a few tenths of a percent to returns. Overall, P&G's valuation reflects market expectations for only low single-digit top-line growth, which seems justified by current trends. Unless the company can reignite faster growth or dramatically improve margins, the stock's upside may be limited to a few percent annually (plus dividend). In contrast, a downside scenario might occur if volume declines accelerate or if macro pressures intensify. P&G remains a high-quality consumer staple with a leading portfolio, strong margins, and an exemplary dividend track record. Its Q3 FY2025 results showed modest organic growth and stable EPS despite challenging conditions, and the company has signaled only mid-single-digit growth ahead. The most significant near-term developments are the planned cost-reduction program, including 7,000 job cuts and brand exits, which should improve long-term profitability if executed well. However, these moves also carry execution risk (investors will watch if key brands suffer from underinvestment). The sizable shareholder returns (>$16B planned this year) continue to underpin the stock. From a valuation standpoint, P&G is not cheap: its forward P/E is near the high end of its historical and peer ranges. This implies the market expects only modest growth, essentially holding the stock as a defensive income play. In our view, a fair conclusion is that P&G is fairly valued: it offers dependable free cash flow and moderate EPS growth (24% annually as guided) with low risk but limited upside in the share price absent a positive catalyst. Key points to monitor will be whether the restructuring yields a sustainable margin lift and whether end-market consumption improves. If P&G can sustain its multi-year growth algorithm (e.g., ~4% organic, ~2%+ EPS growth) despite headwinds, then the current valuation is reasonable. Conversely, any surprise acceleration of volume growth or margin expansion could justify a higher multiple. For now, investors should view P&G as a stable core holding its brands and cash flows remain robust, but it is not a quick-growth story. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
