Hindustan Unilever Limited · NSE:HINDUNILVR

Hindustan Unilever — 27th Annual CITIC CLSA Investors' Forum (September 2020)

43 slides from Hindustan Unilever's conference presentation, Sep 9, 2020

  1. Slide 1: Investor Presentation Regulation 30 cover letter

    9th September, 2020 Stock Code BSE: 500696 NSE: HINDUNILVR ISIN: INE030A01027 BSE Limited, National Stock Exchange of India Ltd Corporate Relationship Department, Exchange Plaza, 5th Floor, 2nd Floor, New Trading Wing, Plot No. C/1, G Block, Rotunda Building, P.J. Towers, Bandra Kurla Complex, Dalal

  2. Slide 2: India's Largest FMCG Company

    Gees oO xs BRS,

  3. Slide 3: Forward-looking statements

    *JOIIOY BOP 9} 1970 SODUD}SLUNDIIID JO SJUBAS BU} 39a)J21 0} AUDAdWOD ay} JO JOYaq UO JO Aq AW} O} ALU} LUOW aPDW aq ADW yDY} $]U9W9}0}s Buly4Oo) PsOMIOJ B}OPdn 0} UO!IWDHI|Go Kuv ayoOYWapuUN you sa0op AuDdwod ay! ‘s}UaAa PUD S}UaLUdO)aAap JUSNbasqns JO SISDq BY} UO SWI} 0} SUI} WOJJ Palinbas aq ADL

  4. Slide 4: Slide 4

  5. Slide 5: Pane sone Sea

    Pane sone Sea i Pear) voor “ae a uqoss a P2WWI] JIAITIUN elpul sassoud ded uejsnpulH,, ul Aseipisqns yeeW TNH se paweual 71H dn sjas sanayiun - Aas ee a — eo. %L9 paywiy 42a] ueysnpulH = elpuy 0} 03 1NH Ul ae3s Japun pajzepijosuoo ii peonpouui 49349W HD ASD - INH saseaioul Jaaa|iup saluelpisqns uelp

  6. Slide 6: Pa wonemn ITH

    Pa wonemn ITH ft (— sa NWuad Y (— SODJJO GL 9g SBUOPDJ 6102 SpuDig paysniL ! ! sowooldausopuu QEaLSNeL PeUuMo LE SSO19D if Ll saNvad inv vt — .* LSOW «. pupnom seme “UOT aNVE 000 Iz @ @ So DIPUI Ul | $F e e M1PgG01D QF 4 S3YOLS +NW 8 Ul 8]qD] DAD S3INVdWO9 a 31D spuDdlg INO SAILVAONNI LSOW spupig un

  7. Slide 7: PI) sone eT

    9 PI) sone eT ft ( ( ! a41e a dny2iey poo4 eel proyasnon a) L# | L# a4 Ne Ne Va (— _ - ysem a1e9 Gulsuea)9 (4 () >luqe4 aleH uns 4 ‘ L# L# L# SSOUISNG JNO JO %Q6< Ul diyssapv9] AJOH9}09 UUM

  8. Slide 8: ZL ‘supak go} 380] 4800 sdq COOL ~ Aq dn yaLiaa ‘sIsog payiodas ug

    ZL ‘supak go} 380] 4800 sdq COOL ~ Aq dn yaLiaa ‘sIsog payiodas ug ‘sIsog ajqosDdwio> Udy "% JD spuds YOVD Sa]Ds IDaf-O| ‘sIsoOg payodas UC ‘sISDg a}qD4JDAWIOD UOx Va 3908 07-6 L0Z EL-CL0~ ~ paXojdwa qoudp> uo UNjeJ YBIH S.UDWOWed UBIY JO psOda/ 4DDI} JUS}SISUOD (— > ysipaXk 0] J8A0 JUBWIBAOIdWU! WO

  9. Slide 9: oz0zIsnBny ,sL€ fo sp ayD1 UO pasDg GS/N 0} payianuo? pun 0Z0Z ISNBNY jsLE

    8 oz0zIsnBny ,sL€ fo sp ayD1 UO pasDg GS/N 0} payianuo? pun 0Z0Z ISNBNY jsLE UO SD UONDZI}OYdDd JayYIOW. Pa wonemn ITH ft Uq LS$ + —_— NOILVSITVLIdV> XP LDV XHSN3S—— OOWIASa—— NH— 61L-99C-LE 6L-ADW-LE 8L-unf-0€ L1-das-o¢ 91L-99C-LE OL-ADWI-LE SL-UN[-O€ viL-das-o¢ €L-99C-LE %O0 %O0OL %007 %00E %00v %

  10. Slide 10: Navigating the Crisis

    SISIJD GU} BUIJESIACN

  11. Slide 11: Economic outlook and COVID-19 cases in India

    OL (— NO \N >) ozor OZOW 6L.Od 6LOS 6LOF %6'EZ- VE i i BLY MY %ES NX y, 4OO}7FNO DJIWOUONSS UlDYSsIU/ das-9 inf-gL AOW-6Z Jdy-6 ad-6L 8C-LE Maaorvay | JUBWUID}UOD | SUIDDZD/A, €L9'0'@r qdas yLuo sy DIPU] Ul SASD> 6L-CIAOD 1301 Ne / SUMOU UN JO aBunds aplM S8SD2 6L-CIAOD Busty SNJIA BU} JO }]10} DIWI

  12. Slide 12: Closure of borders / lockdown disruptions

    TT siapiog jo ainsoy> a3@}dwWo9 / jd Pa wonemn ITH saop}dyiom ‘swiAB ‘sBulay3o6 2nqnd 2 ‘sjeroy ‘syoul ‘sannpauy :pesop samnid >hand a *suoldnisip panuiyuoa suMOpy20} uonnsaxa pazije20| 0} spea] UOINIaXxa aje}S MO|S uoloa}01d ayeys Mo|s o} anp *sauoz yuawUley}U0> J/8S 105 S’apsoq qnq pamoye Yyosew p

  13. Slide 13: Cost and liquidity constraints

    cL XX / $}u!D41}SUOD AyIpinbly puv ysoD peidnisip saiiysnpul ssoiop sassauisng seBua}}0y> yOuo!}DJado punoi6-uO awoy 0} PaUlJUOd PUD NjIDaJ :3a}doaq

  14. Slide 14: People supply community cost

    €L “paren smn mn ysv> 79 4Ss05 Ayunwwos punwaq A\ddns a)doaqd S2IWIOLd All INO

  15. Slide 15: Priority 1: People

    vT 3]d0dqd : AWdOld L#

  16. Slide 16: Health and safety of our people

    awoy Wold BuDoM (N spsppup}s AjaJDs SaUuBIH oO Sulaqijam °g Yyyeay J0yU0|y sapeosed) uoljesiunuiwoy) aurdiaH oe ase) ajdoad suoljesado ssajqoe}U0D tz ) a2uesnsul pue yoddns jedipa~ Ayayes UO [0903014 pasalL @ wv, Aywoud L#4NO SulIDWad AJaJOS PUD Y}DeH Pa wonemn ITH 4)

  17. Slide 17: Protecting our people and business

    OL Pa wonemn ITH ft SSOUISNG JNO 19}JD 400) Ady} puDd 3]doO~ad JNO JAD YOO] 8M (— pays se21201d Bulyo1edo ysag (— aBp Jo supak 0g< 10 AyIpiquow-o2 >) (— UONDZIjUDS }]}NJ -g SUMOPy]NYS SDUDINSU! }OI!|PSW SPIAOId 0} ys] JO DUO UM a}doad 0} uoUa}}7D WNWIXDW Bursa} aanoDo0ld eee ®@ \ Jo JN J Buldup}sip

  18. Slide 18: Employee wellbeing and engagement

    ZL pam vane en 4) ~ (~ auras Buruipe) BuuowgBuens » (— Buleq)}aM ss1oy Buwamodwy » syonuy wupal | sul-429y4> diysiappa7 ONINYV31{] peyury ‘paaiBap CO Ne J \ w, sdivaBbul yo Bulusve Bulaq}}aM 7g yy]D9H $}D9UUOD JONUIA pebobusa pun pasibiaug

  19. Slide 19: Venture exit and acquisition

    8L WOV pup asoj9 yonuUD yoNYIA AjjN4 UO!I{NDAxX—a JONUIA 4ZJ :uonisinbop ysoMA eX. Hs OH, oH y D S U01}01693UI JONUIA ssa]WDaS S9U0}S9]ILWW BulyDel5D Pa wonemn ITH

  20. Slide 20: Priority 2: Rebuilding supply lines

    61 soul] Ayddns Buipyingsay | : AYWOUd T#

  21. Slide 21: Supply security and flexibility

    0z Va Ayiqixey uoNpjnwwoy | suanddns >) saHDWAaIY | AINIQD]IDAD jOUIa}OW) Ayunsas Ayddns 7 sonsi6o7 | samodupy $8uU0Z JUBWUIDJUOD | suoIWsedO ~\ $}UIDJ}SUOD }OUOIDJ9dO Va Ne \ palduwod suonpsyij0ou 000° \~ Nz, w, SUOISSILWI3Sdq PUD S}IW9d S2HuUa}]DUD JOUOIWDJ9dO Jo apnizNW Pa wonemn ITH 4)

  22. Slide 22: Operations disrupted before we...

    LZ (— >) paidnusip 386 am aiojaq ydnisig HOHHIHS y sjepow yuawisINJ pun ainj}dp> punwap MeN ( >) X9~ YsSOMpUDH | XOZL~ 4ezZNUDS ~U01}23}0Jd WJa5 % 6°66 SAAID ,U0N}I2}0lg Wa be % 6°66 SAID "Ney .SISMIA Q eaeEg %6°66 stl sypo0un Ay1D0dn>5 /— NX peonpoid spys jo zequinn uejd yuasatg aunr = Aew ' I I xz

  23. Slide 23: Factory operations and sourcing

    [<4 ya Ne JOuo!D1edo Mou suC}DS %0 69 “@UO Jes B ‘UOJES a}LINOAR} INOK SYWEW O} SIO}DOP UJI UO NeyNsUOD UI pakojdwa sainseay ‘QNODAS 3010 V SI ALNWI@ YNOA ‘ALIMOIHd LSHId HNO SI ALA4VS UNA NOUS BWDIV71 ~ y, suolyoJedo ssa1}90}U05 (— > pes0}saJ SuoIDsado %OO0L UMOPy>30} spsoMUO ysod aun Kow qudy YouD

  24. Slide 24: Priority 3: Emerging

    ssoD0ds punwaqg BulBbsawyz ‘AOUd E#

  25. Slide 25: Serving evolving consumer needs

    vz AYUNUUW! SAUSAZIdg 407904 194 any BulAl ude}D SpeeuU JOWINSUOD BulAjOAg ‘OWWOU aiNnyn4

  26. Slide 26: Digital and social campaigns

    Er4 SIYLVAHL YWANID ONV SLIIYVIN STIVAN ST S329 vdS GA0MO¥D AIOAV VNOUVG AVW AS VNOW 2) & poe sere one Et saonopid aualbAy aos Aongaji] wo. abessaw adiaias anqnd esi siyy w, aBpssaw adiAsas 2NGNd SUO!JOAOUU! JUDAS] 91 GIAOD SS@UaJDMD ]DIDOS BulyDadD JOJIDI IDS

  27. Slide 27: Community and partnerships

    9Z -SON0D3S 09 care: ; faa wy i 3 zs ‘ | / SUO!IDIIUNWIWOD }ON}X9}U0D (— ) Bc! i 0) “ w /yoro] MOlD) sp iton) — sl ar sSpudiq pe]-asodind pun pajsni} Jo allopaday SAW! GIAOD 40f pasodindai Jo JUDAa]aI ONOJsod %06< AYWUNWILI 2g UO!}Da}0Id ‘BuIA! UDS}]D paren) snare eT oe

  28. Slide 28: Building momentum

    JWOH LV AVLS AWOH LV IOVNS SUOIPDAIZID 9g SUOI}ISOdOJd yBnoiy} adupAajaJ Bulpying onojsyiod awou-ul dn Bulvig BulAl] paulfuo > 0} Bulsa}05D Buluood05 Et

  29. Slide 29: Value segments and pricing

    8Z ~ WOU! MOT 2 SUWODU! PIA) @WosuU! UsIH 222 / sy20d ssad0p pun julod add sal0Ba}y0) ssoi9D Wo} SSAUISNg 1D JO %0G"9 plwnJAd adiid ay} Bulppoiys onojyod SP2aU JALWINSUOD JNO ]]D JAaW O} Padvy]d JJaM Buljaas anjDA

  30. Slide 30: Hygiene innovation and Lifebuoy

    pry Aen RETA oe (909 aIAOD-a1d ‘sa \ (— 19 < LN x» WIUWIOD-F4 > pasepso snys# YOHHIHS 2B AN]DAIEPIO XZ HV €°Z sunt a aBpyUDApn saiyyedwod y :gzgo Pepuvoquo $33]1NO sulBso;w SOJIDYS JOHID dee OL. AMBAITIO STW LS¥T azae TWIO0THSdAH OOGE LL 9310}S P9}DSUUOD 9} Bupa ) LL J) apd} joO18UAaB Hulzibiq Aauin

  31. Slide 31: Immunity and new product models

    oe =& tts, NIi°T1NAILLOAV 3 8 ER sdiy aAuansig sdij eseyy YM Ang @WOS ay 819}4 2UaZIID 3D suey daay 24215 Buiyjo4 d0]UaS D SP UONDOjUy Aqng Jno, ynogy pali9em up Bujyr30> ynogn paioM SUUJOJ}0)d 1U9}U09 DIA Bulyay4DW UeALIp DOG pry Aen RETA Ne jsnpoid ssej>-puom uo sjeap 1816 qein SJapOW HuljJaysJOUW

  32. Slide 32: Priority 4: Serving consumers

    #4 Priority: Serving WY) o 2 Cc =) = E O rw)

  33. Slide 33: Better value for consumers

    (43 Power) Ame RT oe NO >) SJBWUNSUOD 0} aN}DA J9}9g s]01]Uassa Ul $}Nd add %SL SUuO!I}DUOP PNPOld $]D!I}U9SS9 UO SUO!IPINPSDI OIL d 6L-CGIAOD 7YH1J 0} paWW0d 41D OOLYNI UO!IJONSYLYUMSPUDIS INH#

  34. Slide 34: Helping the underprivileged

    €€ peBeayIAlidiapun au BuldjaH 6L y, yoddns aip2y}yDeH -GIAOD 146 1j 0} paiz!IWW05 JD OOLUNI UO|IONSYULYUMSPUDIS INH# pry Aen RETA

  35. Slide 35: Priority 5

    Ae AN EVAL \ > gz YW O — << 2s 0 Oo <= U ae) Wn l = 6

  36. Slide 36: Cash flow and business model 2019-20

    se Va XX OZ-6L0C ‘AS ~ w, suonpiedo WOdJ MO}} YSD2 6u0s1S (— corr >» 7 g a o> <n “2 Ne 7 SUOISIAIP SSOJDD SUIBsDW \sNngoy NX ozoz.or / sulBsow yqLiad AyyoeH Jepow ssauisng Bulyos8eusb ysp>) pun 3}qnWJOld

  37. Slide 37: Unlocking synergies for business

    9€ SSOUISNG UO!INN Wo} SaiBsauAs Bulydo]Un, ©) 4S09-UO paq}a/-dIAOD [Iv "4 peulpjulouw Y aBp1ana}-3q iy SSOUBAIII}@AWOD ‘payD1q!}0I9/ spuads |W 4S XILU BSJBAPY dn pa}}v!p ppuabp sBulans So) Ayi60 ysoD 6L-CIAOD ©} anp spulmppay ywos6 YoOddns ¥ AjI]I}D]OA SSauPpvY 0} JUSLWUaHDUDW 7-gq Woq

  38. Slide 38: Sources of volume growth

    LE jaundpyom JojuDy wosf Dp Oz,AIN¢ WET SISOg reer, amp epee (— NO By >) sp uD {sO 6L.OF SA0Z,OF 4SPD P =] @DIOA Jo auDYs SpuDg Ul dn-days sdq 00 v4 + Aunwwos quods Bujulpjyulowu/Bulspasoul ssauisng of 9] 6 pupnwaq (8) Oo Opn A\ddns _ ad | asDYs aUN)OA BululoBb ssauisng of L6 Le] a}doag \ aw a, sew}

  39. Slide 39: Potential in India

    191}U! SUIDWdJ ]01}U9}0d W49}-6u07 :d!pu| DOW

  40. Slide 40: FMCG consumption and market - Nielsen

    6€ uasjaiN - UoNDJUaWBaS ar JaYIDW Pud uoNdwinsuod OOW4 oz. AInr LVI - Gea Wolf DyOp JaUDd PJoyasnoH - DDG UONDIJaUad :S92INOS a2uasasd D SPY TNH AJaYM JaYIDW ODWG «x MUO UdGIN « va SSDIN PIN %6T winIWiddd «x6 L07 UolyDUEWUBs 224g JOHJOW ODW4 UDIPU] \ > y, Va uolyduinsuod vydv2 sad NOW Xy- EE DuU> X

  41. Slide 41: Fundamentals of growth

    ov yymoi6 Jo sjo}UsWDpUNY (— YMOlD ajqisuodsay > *3]qD1YO1d ‘AAIW}edWOD ‘JUAa}sISUOD a Ne w, 24-241NjNn4J ‘pay-esoding @2e}duowwos Buran ayqeuieysns BYE 0} S! asodund ~ Japow ywoilb ov ylomawDd Bulpin5 }Ud}SISUOD SUIDLUAJ ABayDJ}s INO Pa wonemn ITH

  42. Slide 42: Cash delivery

    Lv Va AJaAap YsoD yyoud aynjosqy Yo 5 pa]-awnjOA saijjadwoy NN solzyew Aa» Va NS uol}yOZIUDHJO 3]/50 puDd 3]}quIN © ySNqoOJ UlDLUAJ S}POJUBLUDPUNY YWosH aoua}nqiny eboupw 0} 8dUaJadxd PuD jUa]D} JO Y{HUa}s YDUag 3 .f. JOWJOU aJININJ JO} HY O1]OJWOd puDig e sy}buaijs }OUONDZIUDBIO J96U011SINO®WOD# IN

  43. Slide 43: Thank you

    iNOA yUDUL

Hindustan Unilever — 27th Annual CITIC CLSA Investors' Forum (September 2020) on 6ix