Gillette India Moat Analysis: Score & Risks
Gillette India Ltd.
A first-pass moat teardown of Gillette India Ltd., built from single-pass filing evidence. Free note — provisional, and the full two-pass deep dive may revise it.
First-pass narrow-to-wide read — primary edge in Cost Advantage. Provisional, single-pass evidence.
Gillette India Ltd. scores 5.6 on MoatSCORE 6.0 — a narrow-to-wide moat in FMCG. This is a first-pass note: the dimensional read and the filing receipts below come from a single GFIP evidence pass, not the full two-pass deep corpus behind our flagship deep dives. Provisional — published free while the deep version is queued.
Seven dimensions of moat
Ordered by contribution. Each dimension carries a verified filing quote, graded [M] mechanism or [O] outcome.
“₹356 crore, up 23% versus year ago behind product price-mix and high productivity”
“focusing on daily use categories where performance drives brand choice”
“Oral B continued to innovate, grow market share and increase penetration by delighting consumers with superior value propositions to meet their hygiene needs.”
“the oral care business continued to deliver extremely strong results and grew in share and penetration.”
“the relaunch of Gillette Fusion as a styling tool, Venus Swirl and Oral-B SensitiveX – a premium sensitive toothbrush”
“We are winning across all channels - traditional, modern retail and e-commerce.”
D8 rating: ADEQUATE. Not part of the moat score — it governs the cost of equity and the fade window. First-pass; not yet deep-reviewed.
The barrier gate — first-pass
Effective barrier 6 — at or above 6, consistent with a narrow-to-wide read. First-pass estimate.
Deep two-pass review. This draft rests on a single GFIP evidence pass; the full 10-year AR + concall corpus may move the read.
The barrier gate. A firmer replication or bypass estimate is the most likely thing to shift the band.
Adverse events. Any governance, regulatory or funding shock captured in D8 could re-rate the fade window.
Where this note fits. This company is one of 509 Indian companies we have scored for moat durability — 370 narrow, 126 narrow-trending-wide, none wide. Every score, dimension by dimension, is free in the Moat Screener.
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