BSE:500676

Stock Analysis Report

GlaxoSmithKline Consumer Healthcare

Executive Summary

GlaxoSmithKline Consumer Healthcare Limited manufactures and sells malt based foods, protein rich foods, and cereal based beverages in India.

Snowflake

Fundamentals

Flawless balance sheet with outstanding track record and pays a dividend.


Similar Companies

Share Price & News

How has GlaxoSmithKline Consumer Healthcare's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

1.9%

BSE:500676

0.06%

IN Food

-2.1%

IN Market


1 Year Return

7.2%

BSE:500676

-13.5%

IN Food

-14.7%

IN Market

500676 outperformed the Food industry which returned -13.5% over the past year.

500676 outperformed the Market in India which returned -14.7% over the past year.


Share holder returns

500676IndustryMarket
7 Day1.9%0.06%-2.1%
30 Day9.3%-0.5%-4.2%
90 Day9.4%-5.4%-10.9%
1 Year8.7%7.2%-12.4%-13.5%-12.9%-14.7%
3 Year32.8%27.7%42.8%38.7%17.7%11.5%
5 Year59.8%50.8%108.9%98.2%35.4%22.5%

Price Volatility Vs. Market

How volatile is GlaxoSmithKline Consumer Healthcare's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is GlaxoSmithKline Consumer Healthcare undervalued based on future cash flows and its price relative to the stock market?

32.88x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

GlaxoSmithKline Consumer Healthcare's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

GlaxoSmithKline Consumer Healthcare's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

GlaxoSmithKline Consumer Healthcare is overvalued based on earnings compared to the IN Food industry average.

GlaxoSmithKline Consumer Healthcare is overvalued based on earnings compared to the India market.


Price Based on Expected Growth

GlaxoSmithKline Consumer Healthcare is poor value based on expected growth next year.


Price Based on Value of Assets

GlaxoSmithKline Consumer Healthcare is overvalued based on assets compared to the IN Food industry average.


Next Steps

Future Growth

How is GlaxoSmithKline Consumer Healthcare expected to perform in the next 1 to 3 years based on estimates from 10 analysts?

10.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

GlaxoSmithKline Consumer Healthcare's revenue is expected to grow by 10.9% yearly, however this is not considered high growth (20% yearly).

GlaxoSmithKline Consumer Healthcare's earnings are expected to grow by 10.5% yearly, however this is not considered high growth (20% yearly).

GlaxoSmithKline Consumer Healthcare's revenue growth is positive but not above the India market average.

GlaxoSmithKline Consumer Healthcare's earnings growth is positive but not above the India market average.

GlaxoSmithKline Consumer Healthcare's earnings growth is expected to exceed the low risk savings rate of 7.6%.


Earnings per Share Growth Estimates


Future Return on Equity

GlaxoSmithKline Consumer Healthcare is expected to efficiently use shareholders’ funds in the future (Return on Equity greater than 20%).


Next Steps

Past Performance

How has GlaxoSmithKline Consumer Healthcare performed over the past 5 years?

10.7%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

GlaxoSmithKline Consumer Healthcare's year on year earnings growth rate has been positive over the past 5 years.

GlaxoSmithKline Consumer Healthcare's 1-year earnings growth exceeds its 5-year average (34.1% vs 10.7%)

GlaxoSmithKline Consumer Healthcare's earnings growth has exceeded the IN Food industry average in the past year (34.1% vs 14.6%).


Return on Equity

GlaxoSmithKline Consumer Healthcare has efficiently used shareholders’ funds last year (Return on Equity greater than 20%).


Return on Assets

GlaxoSmithKline Consumer Healthcare used its assets more efficiently than the IN Food industry average last year based on Return on Assets.


Return on Capital Employed

GlaxoSmithKline Consumer Healthcare has improved its use of capital last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is GlaxoSmithKline Consumer Healthcare's financial position?


Financial Position Analysis

GlaxoSmithKline Consumer Healthcare is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

GlaxoSmithKline Consumer Healthcare's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

GlaxoSmithKline Consumer Healthcare has no debt.

GlaxoSmithKline Consumer Healthcare currently has no debt however we can't compare to 5 years ago as we have no data for that period.

GlaxoSmithKline Consumer Healthcare has no debt, it does not need to be covered by operating cash flow.

GlaxoSmithKline Consumer Healthcare has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet

Low level of unsold assets.

GlaxoSmithKline Consumer Healthcare has no debt, it does not need to be covered by short term assets.


Next Steps

Dividend

What is GlaxoSmithKline Consumer Healthcare's current dividend yield, its reliability and sustainability?

1.51%

Expected Dividend Yield


Dividend Yield and Payments Analysis

GlaxoSmithKline Consumer Healthcare's pays a higher dividend yield than the bottom 25% of dividend payers in India (0.65%).

GlaxoSmithKline Consumer Healthcare's dividend is below the markets top 25% of dividend payers in India (2.64%).

Dividends per share have been stable in the past 10 years.

Dividends per share have increased over the past 10 years.


Current Payout to Shareholders

Dividends paid are well covered by earnings (2.3x coverage).


Future Payout to Shareholders

Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.


Next Steps

Management

What is the CEO of GlaxoSmithKline Consumer Healthcare's salary, the management and board of directors tenure and is there insider trading?

3.2yrs

Average management tenure


CEO

Navneet Saluja 0

1.6yrs

Tenure

₹111,305,833

Compensation

Mr. Navneet Saluja is India Sub-Continent, Area General Manager and Managing Director and Director at GlaxoSmithKline Consumer Healthcare Limited since January 1, 2018. He has multi sectoral experience inc ...


CEO Compensation Analysis

Navneet's remuneration is higher than average for companies of similar size in India.

Navneet's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

3.2yrs

Average Tenure

52yo

Average Age

The tenure for the GlaxoSmithKline Consumer Healthcare management team is about average.


Board Age and Tenure

1.6yrs

Average Tenure

63yo

Average Age

The average tenure for the GlaxoSmithKline Consumer Healthcare board of directors is less than 3 years, this suggests a new board.


Insider Trading

No 3 month open market individual insider trading information.


Ownership Breakdown


Management Team

  • Surinder Kumar (62yo)

    Director of Legal

    • Tenure: 0.0yrs
    • Compensation: ₹3.20m
  • Navneet Saluja

    ISC Area GM

    • Tenure: 1.6yrs
    • Compensation: ₹111.31m
  • Narendra Vutla

    Head of Product Optimization Center of Excellence

    • Tenure: 0.0yrs
  • Deepa Dey

    Head of Communications - ISC

    • Tenure: 6.6yrs
  • Vivek Anand (50yo)

    Director of Finance

    • Tenure: 4.2yrs
    • Compensation: ₹41.30m
  • Sridhar Kameshwaran

    Executive Vice President of R&D International

    • Tenure: 4.1yrs
  • Shanu Saksena

    Company Secretary and Area Ethics & Compliance Officer

    • Tenure: 3.0yrs
    • Compensation: ₹15.55m
  • Anup Dhingra (52yo)

    Director of Operations & Executive Director

    • Tenure: 2.9yrs
    • Compensation: ₹64.78m
  • Arun Mishra

    Executive VP & Head of Regulatory Affairs - ISC

    • Tenure: 3.4yrs
  • Rahul Kapoor

    Executive Vice President of Human Resources

    • Tenure: 1.2yrs

Board Members

  • Sangeeta Talwar (63yo)

    Independent Director

    • Tenure: 5.0yrs
    • Compensation: ₹2.50m
  • Patnam Dwarakanath (72yo)

    Non-Executive Chairman

    • Tenure: 1.2yrs
    • Compensation: ₹2.23m
  • Navneet Saluja

    ISC Area GM

    • Tenure: 1.6yrs
    • Compensation: ₹111.31m
  • Pradeep Bhide (69yo)

    Independent Director

    • Tenure: 0.3yrs
  • Subramanian Madhavan (63yo)

    Additional Independent Director

    • Tenure: 0.9yrs
    • Compensation: ₹550.00k
  • Vivek Anand (50yo)

    Director of Finance

    • Tenure: 4.2yrs
    • Compensation: ₹41.30m
  • Anup Dhingra (52yo)

    Director of Operations & Executive Director

    • Tenure: 2.9yrs
    • Compensation: ₹64.78m

Company Information

GlaxoSmithKline Consumer Healthcare Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: GlaxoSmithKline Consumer Healthcare Limited
  • Ticker: 500676
  • Exchange: BSE
  • Founded: 1958
  • Industry: Packaged Foods and Meats
  • Sector: Food, Beverage & Tobacco
  • Market Cap: ₹338.785b
  • Shares outstanding: 42.06m
  • Website: https://india-consumer.gsk.com

Number of Employees


Location

  • GlaxoSmithKline Consumer Healthcare Limited
  • One Horizon Centre
  • 24-25 Floor
  • Gurugram
  • Haryana
  • 122002
  • India

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
500676BSE (Mumbai Stock Exchange)YesEquity SharesININRApr 1999
GSKCONSNSEI (National Stock Exchange of India)YesEquity SharesININRApr 1999

Biography

GlaxoSmithKline Consumer Healthcare Limited manufactures and sells malt based foods, protein rich foods, and cereal based beverages in India. The company offers health food drinks and biscuits under the Ho ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/08/25 12:39
End of Day Share Price2019/08/23 00:00
Earnings2019/06/30
Annual Earnings2019/03/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.