P&G ops/tech: AI/ML supply-chain accelerates dev; PGHH weakness
Key Questions
What AI/ML initiatives is P&G pursuing in its supply chain?
P&G is deploying AI/ML pilots in India for supply-chain optimization, potentially scalable via Supply Chain 3.0. This includes automation efforts recognized by Gartner as top-tier.
How is P&G using AI in India operations?
India CSCO Ankur Bhagat leads AI/quick commerce initiatives. These reinforce margin resilience amid pricing pushback, with Zacks noting +3.7% potential and P/E of 19.82.
What is the outlook for P&G's liquid detergent market?
The liquid detergent market is projected to reach $88 billion by 2032 at 6% CAGR. P&G benefits from tailwinds in this segment.
How has PGHH stock performed recently?
PGHH reported Q3 FY26 sales +8% to Rs918cr with 92% ROE, but down 32% over 1 year. Stock weakness persists despite strong fundamentals.
What other operational highlights does P&G have?
Initiatives include Volume Imperative, Dawn Platinum, OLAY science-led refresh, Mexico water/HR efforts, and WSJ Platinum recognition. These support margin resilience.
Supply Chain 3.0 AI/ML India Ankur Bhagat/quick commerce/OMP Gartner/AI from strategy-to-shelf (dev 6yr->6mo)/$10B R&D>Unilever/Jejurikar innovations (Tide EVO/Dawn/OLAY); liquid det tailwinds; PGHH Q3 +8%/-32%1Y; reinforces margins vs tariffs/pricing.