Woundcare–Overview

•  Onlinesales,celebrityendorsementandsponsorshipoffilmsandTVimportant;Walch(LohmannHaas)hassignificantsuccessonline(reportedlyleadingdisinfectantonTmall’sSingles’Dayeventin2017)

•  Woundcareexpandedbylaunchesfromoverseasplayers,withseveralopJngtolaunchbrandsviacross-bordere-commercechannels;onlinesales(nottrackedintopline)gainingprominence

•  India’shugemarketforanJsepJcs&disinfectantsdominatedbyDeNol,growingwellthankstoassociaJonwithgovernment’sSwachhBharat(CleanIndia)hygiene&sanitaJoniniJaJve

Market $mn mid-18/mid-17

CAGR17/13

1 USA 974.1 +4% +4%2 China 568.0 +8% +7%3 France 253.3 -1% +1%4 Russia 251.8 +5% +18%5 Brazil 239.9 +7% +7%6 India 226.0 +15% +14%7 Germany 186.0 +2% +4%8 Italy 108.8 -1% -1%9 Japan 108.2 -1% -1%10 Mexico 90.9 +4% +7%11 UK 85.3 -1% +1%12 Spain 80.7 -1% +2%13 Poland 71.3 +1% +8%14 Australia 67.7 +3% +3%

Leadingwoundcaremarketsmid-2018(MSP,$mn)

Woundcaresalesbysegmentmid-2018(MSP,$mn)

1,805(+4.1%)

1,727(+5.4%)

773(+5.4%)

Woundcare$4,305mn(+4.9%)

Woundhealers42%

AnKsepKcs&disinfectants

40%

TopicalanKbioKcs18%

•  Emami’sBoropluswoundhealeraugmentedvialineextensionssuchasBoroplusPerfectTouch,A+Pandcelebrityendorsement

Lipcare–Enhancedcareclaims

Highnumberoflaunchesmaking“lipcondiKoning”enhancedcareclaims•  MarketerscreaJngpointofdifferencefromrivalsbylaunchingproductswithenhanced-careclaimssuchaslipcondiJoning

•  RohtolaunchedMentholatumMeltyCreamLipinJapaninAugust2017;posiJonedtosoothedryandcrackedlips,creammeltsatbodytemperatureonlips,creaJngmoisturisingfeeling

•  BlistexlaunchedBlistexCondiKoningLipSeruminUSAMay2017,posiJonedaslipserumtomoisturiseandcondiJonlips

•  ProductclaimstodeeplycondiJoninonedropandcompletelyrevitaliselips,andcontainsdose-controlpumptodispensecorrectamount

•  PfizerlaunchedChapSKckTotalHydraKon–posiJonedfor“advancedcare”–inseveralglobalmarketssince2014

•  September2017ChapSJckTotalHydraJonTwoStepCarelaunchedinSouthKorea,comprisingcondiJoninglipscrubandbalm;claimstohelpremovedry,damagedskinandsoothesorelips

•  PfizerlaunchedChapSJckTotalHydraJoninMexicoinJanuary2018,inrangeofbalmsincluding:HoneyBlossom,FreshCitrus&SoothingVanilla(anJ-ageingformulawitharganoilandvegetableextracts);SoothingOasis&CoconutHydraJon(containingomegas3,6&9tohydrate,renewandtransformlips);andVanillaCreamwithCoQ10foradvancedhydraJon

•  TVadsfeaturedtagline“Advancedcaretotransformyourlips”

AdsfornewChapS:ckTotalHydra:onemphasisedproduct’s“Advancedcaretotransformyourlips”

CosmeceuKcals–Ceramide-basedCeraVeentersUK,France

L’Oréal’sCeraVeextendedintoEuropein2018

•  CeraVehasclearsellingpoint–“developedwithdermatologists”–capitalisingonconsumerpreferenceforproductswithprofessionalreputaJon;lineacquiredfromBauschHealth(formerlyValeant)byL’Oréalin2017

•  RangefirstlaunchedinUSAin2006viadevelopmentofskincarerangeenrichedwithceramides1,3and6-II,alongsidefaNyacidsandotherlipids,torepairandstrengthenskin

•  ProprietarydeliveryformatMVE(MulJVesicularEmulsionTechnology)allowssustainedreleaseofmoisturisingingredientstoprovidelong-lasJngeffecJveness

•  IniJalproductlinecomprisedpersonalcareproductsCeraVeMoisturisingCream,MoisturisingLoKonandHydraKngCleanser,extendedtoswellrangetoover70skincareproducts;promoJonfocusesonkeysellingpointsof“affordable,accessible,dermatologist-recommended”skincaresoluJons

•  AlthoughmarkeJngstressesCeraVeproductsdonottreat“underlyingskincondiJons”,taglineis“advancedskincarewithoutaprescripJon”,andlineincludesproductsfor“eczemaproneskin”,specificallyfordiabeJcs,andtocontrolsymptomsofpsoriasis

•  HydrocorKsoneAnK-ItchCreamandHealingOintmentaddedtolinein2015(laNerextendedwithnappyrashpresentaJonin2017),expandingrangeoftherapeuJcofferingsandstrengtheningCeraVe’spresencewithinOTCsphere

Acneremedies–NewopportuniKes

OxyrollsoutinnovaKveAcneSKck

•  On-The-GoAcneSKck(Rohto)launchedinUSAin2017,claimingtobefirst-of-kindproduct;topicalsJckformulatedwithbenzoylperoxide5%,claimedinadstobe“#1ingredientrecommendedbydoctorsfortreaJngacne”

•  SJckformat’sbenefitsincludemess-free,no-touchapplicaJontoaffectedareas,andportabilityforuseon-the-go;productispartofOxy’sMaximumAcKonfast-acJngrange,posiJonedtotreatacnebreakouts

EmamiexpandsIndia’smalegroomingmarketwithwaterlessfacewash

•  MalepersonalcareagrowingindustryinIndia,withEmamiGroupfieldingrangeofproductsincludingFair&HandsomeskinfirmingcreamandHEmalegroomingproducts

•  HEextendedin2017withOn-the-Gowaterlessfacewash,posiJonedtocleanseskinandenrichedwithaloeveraandminerals;waterlessformatandconvenienceofusepromotedassellingpoints,withbrandsuitableforcleansingskinofdirtcausedbyexhaustfumesordust

YestoTomatoeslaunchesworld’sfirstbubblingfacemask

•  Lycopene-basedskincarerangeYesToTomatoes(partofwiderYesTonaturaldermabrand)extendedin2018withinnovaJvebubblingfacemasks,including:AcneFighKngBubblingPaperMask(salicylicacid,tomatoextract),andAnK-PolluKonDetoxifyingCharcoalBubblingPaperMask(tomatoextract,charcoal)tocleanseskinofpollutants