7th june, 2021 stock code bse: 500696 nse: hindunilvr ......for hindustan unilever limited dev...

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Sensitivity: Confidential 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ISIN: INE030A01027 Dear Sir, Sub: Investor Presentation Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the presentation to be made by Mr. Sanjiv Mehta, Chairman and Managing Director of the Company, on teleconference / webcast to analysts / group of investors at a Conference organized by Deutsche Bank today. You are requested to take the above information on your record. Thanking You. Yours faithfully, For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516 / FCS No.: 3354 Encl: As above BSE Limited, Corporate Relationship Department, 2nd Floor, New Trading Wing, Rotunda Building, P.J. Towers, Dalal Street, Mumbai – 400 001 National Stock Exchange of India Ltd Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra – Kurla Complex, Bandra (E), Mumbai – 400 051

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Page 1: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Sensitivity: Confidential

7th June, 2021

Stock Code BSE: 500696

NSE: HINDUNILVR

ISIN: INE030A01027

Dear Sir,

Sub: Investor Presentation

Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing

Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a

copy of the presentation to be made by Mr. Sanjiv Mehta, Chairman and Managing Director of

the Company, on teleconference / webcast to analysts / group of investors at a Conference

organized by Deutsche Bank today.

You are requested to take the above information on your record.

Thanking You.

Yours faithfully,

For Hindustan Unilever Limited

Dev Bajpai

Executive Director, Legal & Corporate Affairs

and Company Secretary

DIN:00050516 / FCS No.: 3354

Encl: As above

BSE Limited,

Corporate Relationship Department,

2nd Floor, New Trading Wing,

Rotunda Building, P.J. Towers,

Dalal Street,

Mumbai – 400 001

National Stock Exchange of India Ltd

Exchange Plaza, 5th Floor,

Plot No. C/1, G Block,

Bandra – Kurla Complex,

Bandra (E),

Mumbai – 400 051

Page 2: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Sensitivity: Public

Deutsche Bank Global Consumer Conference 2021

7th June 2021

Sanjiv Mehta, Chairman & Managing Director

Hindustan Unilever Limited

Page 3: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Sensitivity: Public

This Release / Communication, except for the historical information, may contain statements, including the words or phrases such as

‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and similar

expressions or variations of these expressions or negatives of these terms indicating future performance or results, financial or otherwise,

which are forward looking statements. These forward looking statements are based on certain expectations, assumptions, anticipated

developments and other factors which are not limited to, risk and uncertainties regarding fluctuations in earnings, market growth, intense

competition and the pricing environment in the market, consumption level, ability to maintain and manage key customer relationship and

supply chain sources and those factors which may affect our ability to implement business strategies successfully, namely changes in

regulatory environments, political instability, change in international oil prices and input costs and new or changed priorities of the trade.

The Company, therefore, cannot guarantee that the forward-looking statements made herein shall be realized. The Company, based on

changes as stated above, may alter, amend, modify or make necessary corrective changes in any manner to any such forward looking

statement contained herein or make written or oral forward looking statements as may be required from time to time on the basis of

subsequent developments and events. The Company does not undertake any obligation to update forward looking statements that may be

made from time to time by or on behalf of the Company to reflect the events or circumstances after the date hereof.

Safe harbour statement

2

Page 4: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

HUL: India’s largest FMCG Company India

9 out of 10Households use one or more

of our brands

Brands in

8m+Stores

€5 bnTurnover

+ €3 bnIn last decade

c. 90%Of our business has category

leadership

Employer of choice

Across industries

+2200bpsGender balance

in last decade

5th LargestIndian company by

market capitalisation of

€ 66 bn

Plastic neutral

By 2021

25%Operating margin

+1000bpsIn last decade

1

LargestM&A

in FMCG in India

Shakti women micro

enterpreneurs

136k >1.3 tn litresWater conservation

potential created

Page 5: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

1.05 bn working class population

1/3rd are millennials

80% nuclear households by 2030

India a land of opportunities

No rth America

India is reforming24%

2%

Health Food Drinks

Instant Coffee

Face Wash

Body Lotion

Washing Liquids

Dishwash Liquid

Soup

Hair Conditioner

Body Wash

Demographics dividend Income pyramid moving towards a diamond

Ease of doing business rank

improved

+79

X

2X

3X

India

Indonesia

China

FMCG has huge headroom to grow

FMCG per capita consumption

2016 2025

Low category penetration

India

19

Page 6: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Beauty & Personal Care

Hair care

FY’10-11 FY20-21

CAGR 11%

Relative Market Share

3X

Straddling price - benefit pyramid

High end naturals

Salon care

Daily damage care

Anti-dandruff

Mass beauty

FamilySachet at

Rs.1 (€0.012)

Rs. 432 (€5)

Hair

Portfolio transformation

20

India€2.1 bn

Page 7: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Home Care

Fabric Wash Upgrading with new benefits

Impactful Innovations

CAGR 11% Profitability8X

FY’10-11 FY20-21

Mo

re b

enef

its

Rising income

21

Relative Market Share

2X

India€1.7 bn

Page 8: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Foods & Refreshment

22

Tea Winning in many Indias’ Market Development

CAGR 12%

FY’10-11 FY20-21

Punjab & Karnataka

Recognising Heterogeneity

Same brand designed for different preferences

Secured market leadership in Tea

India€1.6 bn

Page 9: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

23

India’s Digital Evolution

Internet penetration Cost of 1 GB data Average monthly data consumption per user

2015

US$ 4 US$ 10c

2015

13 GB

2015 2021

302 m 761m

2021 2021

India

0.8 GB

Page 10: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

24

Reimagining HUL: Journey to an Intelligent Enterprise India

ManufactureSource Dis tribute Sale s

Yesterday Tomorrow

Consumer Ecosystem

Customer Ecosystem

Operations Ecosystem

Data, Tech&

Analytics

Transforming from linear value chain to non linear and interconnected ecosystems

Page 11: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

25

Consumer Ecosystem

Consumer signal to launch in half the time

Generating Better

Insights

Faster & Better

Innovation

C rafting Effective

C ommunication

DeployingC ommunication

Effectively

Navigate the shopper to

purchase

Engagement &

Feedback

Agile Innovation Hub

Attributing media to growth

Interconnected Engagement Systems

India

Page 12: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

26

Customer Ecosystem

Demand Generation Demand Capture Demand Fulfilment

eComm, USHOP (DTC) &

MyKirana (B2C)

Shikhar(eB2B ordering) Digi Payment Data & Analytics Last mile DeliveryCapability

Ambition to double contribution

App based call & personalised

recommendationRetailer credit

Route optimisation, assortment

recommendationNext day deliveryImpact

India

> 500k Kiranas (traditional grocers) connected; 2 Year plan folded in 6 months

Page 13: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

27

Operations Ecosystem

Plan & Source Make Deliver & Service

Machine Learning powered intelligent planning for distributors

Digitally enabled agile manufacturing Integrated routing & delivery

Manufacturing & distribution network transformation

Automated storage & pickingArtificial Intelligence led commodity and demand forecasting

India

Moving towards a Hi-Tech and Intelligent Supply Chain

Page 14: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Powered by Data, Tech & Analytics

Consumer Data Lake

Customer Data Lake

Operations Data Lake

Point of Sale Data

Basket Data

External Ecosystem

Data

Store Sell in

Forecasting Data

Operations Data

Fulfilment Data

India

28

Augmenting decision making

Page 15: 7th June, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ......For Hindustan Unilever Limited Dev Bajpai Executive Director, Legal & Corporate Affairs and Company Secretary DIN:00050516

Sensitivity: Public

Thank You