Niq Global Intelligence Plc · NYSE:NIQ

Niq Global Intelligence — NielsenIQ — Q1 2026 Earnings Presentation

24 slides from Niq Global Intelligence's earnings presentation, March 2026

  1. Slide 1: Quarterly Snapshot India FMCG: Navigating High Base & Channel Shift

    Quarterly Snapshot INDIA FMCG Navigating High Base & Channel Shift Jan-Feb-Mar 2026 India RMS © 202 6 Nielsen Con sumer LL C. All Rights Reserved. Confidential and prop rietary

  2. Slide 2: FMCG Key Highlights: High base impacts TT while MT leads Urban growth

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways FMCG KEY HIGHLIGHTS High base impacts TT while MT leads Urban growth Jan-Feb-Mar 26 Growth% JFM’26 Vs YA Pop Strata Value Volume Price Value Volume Price 3.2% 2.2% 1.0% 2

  3. Slide 3: Macroeconomics

    Macroeconomics © 2026 Nielse n Consumer LLC. A ll Rights Reserved. 3 © 2026 Nielse n Consumer LLC. A ll Rights Reserved.

  4. Slide 4: Macro Environment: Stable Base, Emerging Caution

    Macro Environment: Stable Base, Emerging Caution • Macro fundamentals remain stable, but consumer confidence softens, indicating near-term caution • IIP moderation (~4.1%) is largely transient (GST normalization, base effects) • Inflation re-emerging (CPI ~3.4%, WPI ~3.9%) with risk of cost pass-thr

  5. Slide 5: FMCG Trends

    FMCG Trends © 2026 Nielse n Consumer LLC. A ll Rights Reserved. © 2026 Nielse n Consumer LLC. A ll Rights Reserved.

  6. Slide 6: Pricing Moderates While Larger Packs Support Value Growth

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways Pricing Moderates While Larger Packs Support Value Growth Slower price growth, along with a shift towards larger pack sizes, helps FMCG values remain resilient despite mo

  7. Slide 7: Growth Momentum Shifts Further Toward Urban Markets

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways Growth Momentum Shifts Further Toward Urban Markets Urban India increasingly drives FMCG growth while rural consumption remains muted versus last year’s high base Urban |

  8. Slide 8: Non-Metro MT grows 1.5x faster than Metro MT led by store expansion

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways Non-Metro MT grows 1.5x faster than Metro MT led by store expansion (indexed to AMJ’23) Store increase, low base & GST 2.0 smoother transition fuels MT growth overall MT

  9. Slide 9: Lower town class driving growth for Urban

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways Lower town class driving growth for Urban Metro observed consumption led growth after 4 quarters. Omnichannel Metro surpass Rural & TC1 volume growth Metro | 26% Town Cla

  10. Slide 10: FMCG: Moderation with Structural Shifts

    FMCG: Moderation with Structural Shifts FMCG growth is showing signs of moderation despite easing price inflation and GST rationalization, with rural demand softness becoming more pronounced. This trend is driven by: • High base effects weighing on incremental growth • Pressure on key price points (

  11. Slide 11: E-commerce: Reshaping channel dynamics

    E-commerce Reshaping channel dynamics © 2026 Nielse n Consumer LLC. A ll Rights Reserved. 11 © 2026 Nielse n Consumer LLC. A ll Rights Reserved.

  12. Slide 12: E-comm momentum continues: 7% in Urban India; 19% in Metros

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways E-comm momentum continues: 7% in Urban India; 19% in 8 Metros (JFM’26) All India All India Key Metros shift Urban* Metro 8 Metros North & East Metros – Delhi E-comm + NCR

  13. Slide 13: E-comm delivers organic growth through Q1'26, holding firm against Q-comm high base

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways E-comm delivers organic growth through Q1’26, holding firm against Q-comm high base Omni Metros* | 100% TT Metros | 62% MT Metros | 24% E-comm Metros | 15% 56.9 51.2 41.3

  14. Slide 14: E-commerce Reshapes the FMCG Growth Playbook

    E-commerce Reshapes the FMCG Growth Playbook E-commerce continues to demonstrate structural, outsized expansion, now accounting for: • ~7% of urban FMCG sales • ~19% share in top metros, with consistent ~1% quarterly gains Growth is regionally skewed, with strong acceleration in South and West metro

  15. Slide 15: Category Dynamics

    Category Dynamics 15 © 2026 Nielse n Consumer LLC. A ll Rights Reserved. © 2026 Nielse n Consumer LLC. A ll Rights Reserved.

  16. Slide 16: FMCG Consumption led by Food Portfolio; HPC remains muted

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways FMCG Consumption led by Food Portfolio; HPC remains muted FMCG Food | 61% HPC | 32% OTC | 7% 16.1 15.4 15.0 13.9 14.2 13.8 13.1 9.7 12.3 5.5 3.0 3.4 5.0 6.0 8.4 10.8 5.5

  17. Slide 17: Inflation Is Breaking the Magic Price Point Model in Rural

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways Inflation Is Breaking the Magic Price Point Model in Rural Rural India High reliance on ₹5 & ₹10 SKUs amplifies volume decline under inflationary & GST 2.0 transition Con

  18. Slide 18: Rising Costs Begin to Reshape What and How India Buys

    Rising Costs Begin to Reshape What and How India Buys FMCG underperformance is increasingly concentrated in key, high-weight categories such as biscuits, laundry, oils, and soaps—highlighting stress limited to core consumption. This is driven by commodity volatility, import disruptions, and pricing

  19. Slide 19: Rising Costs Begin to Reshape What and How India Buys

    Rising Costs Begin to Reshape What and How India Buys Growth moderation is visible across all manufacturer segments, but uneven: • Small & mid players: • Stronger slowdown • Higher dependence on rural and traditional trade • Large & giant players: • Better positioned • Benefit from metro recovery an

  20. Slide 20: GST 2.0: Learning the impacts

    GST 2.0 Learning the impacts 20 © 2026 Nielse n Consumer LLC. A ll Rights Reserved. © 2026 Nielse n Consumer LLC. A ll Rights Reserved.

  21. Slide 21: TT stabilizes in Feb, while MT continues to grow fast

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways TT stabilizes in Feb, while MT continues to grow fast Modern Trade tackles disruption with faster price execution GST 2.0 FMCG Performance Channel Performance Baskets Per

  22. Slide 22: Stable-GST Categories Show Minimal Volume Disruption

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways Stable-GST Categories Show Minimal Volume Disruption In Q1’26, ASP growth continues to decline paired with increased average pack size Average Price Growth vs YA – Pre &

  23. Slide 23: Quarterly Snapshot: FMCG Growth Normalization Key Takeaways

    Macro Indicators Macro Indicators FMCG Overview Channel & Market Dynamics E-comm Overview Category Dynamics GST 2.0 Key Takeaways Quarterly Snapshot FMCG Growth Normalization (Jan – Feb – Mar’26) Value growth remains positive in Q1’26, supported by pricing and mix, while volume growth moderates vers

  24. Slide 24: Coming into view

    Coming into view © 2026 Nielse n Consumer LLC. A ll Rights Reserved. © 2026 Nielse n Consumer LLC. A ll Rights Reserved.

NielsenIQ — Q1 2026 Earnings Presentation on 6ix