Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Deutsche Bank Global Consumer Conference 2021
15 slides from Hindustan Unilever's conference presentation, Jun 7, 2021
Slide 1: Cover letter to stock exchanges: Investor Presentation
7th June, 2021 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 St
Slide 2: Deutsche Bank Global Consumer Conference 2021
Deutsche Bank Global Consumer Conference 2021 Sanjiv Mehta, Chairman & Managing Director Hindustan Unilever Limited 7th June 2021 Sensitivity: Public
Slide 3: Safe harbour statement
Safe harbour statement 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
Slide 4: HUL: India's largest FMCG Company
HUL: India’s largest FMCG Company India €5 bn 25% 9 out of 10 Turnover Operating margin Households use one or more 5th Largest + €3 bn +1000bps of our brands Indian company by market capitalisation of In last decade In last decade € 66 bn c. 90% Brands in Of our business has category 8m+ Largest M&A
Slide 5: India a land of opportunities
India a land of opportunities India India is reforming FMCG has huge headroom to grow Health Food Drinks 24% Instant Coffee India X Face Wash Ease of doing Body Lotion business rank Washing Liquids Indonesia 2X improved Dishwash Liquid Soup China 3X +79 Hair Conditioner Body Wash 2% Low category FMC
Slide 6: Beauty & Personal Care
Beauty & Personal Care €2.1 bn India Hair care Straddling price - benefit Portfolio transformation pyramid Hair CAGR 11% Rs. 432 High end Relative (€5) naturals Market Share 3X Salon care FY’10-11 FY20-21 Anti-dandruff Daily damage care Mass beauty Sachet at Rs.1 Family (€0.012) 20
Slide 7: Home Care
Home Care €1.7 bn India Upgrading with new Impactful Fabric Wash benefits Innovations CAGR 11% Profitability 8X Relative Market Share More benefits FY’10-11 FY20-21 2X Rising income 21
Slide 8: Foods & Refreshment
Foods & Refreshment €1.6 bn India Tea Winning in many Indias’ Market Development CAGR 12% Secured market Recognising leadership in Tea Heterogeneity FY’10-11 FY20-21 Punjab & Karnataka Same brand designed for different preferences 22
Slide 9: India's Digital Evolution
India’s Digital Evolution India Average monthly data Internet penetration Cost of 1 GB data consumption per user 2015 2021 2015 2021 2015 2021 302 m 761m US$ 4 US$ 10c 0.8 GB 13 GB 23
Slide 10: Reimagining HUL: Journey to an Intelligent Enterprise
Reimagining HUL: Journey to an Intelligent Enterprise India Yesterday Tomorrow Consumer Ecosystem Data, Tech Source Manufacture Dis tribute Sale s & Analytics Operations Customer Ecosystem Ecosystem Transforming from linear value chain to non linear and interconnected ecosystems 24
Slide 11: Consumer Ecosystem
Consumer Ecosystem India Generating Better Agile Innovation Hub Insights Interconnected Engagement Engagement & Faster & Better Systems Feedback Innovation Navigate the C rafting Effective shopper to Attributing media to growth C ommunication purchase Deploying C ommunication Effectively Consumer si
Slide 12: Customer Ecosystem
Customer Ecosystem India Demand Generation Demand Capture Demand Fulfilment eComm, USHOP Shikhar Capability (DTC) & (eB2B ordering) Digi Payment Data & Analytics Last mile Delivery MyKirana (B2C) App based call & Route optimisation, Ambition to double Impact contribution personalised Retailer cred
Slide 13: Operations Ecosystem
Operations Ecosystem India Plan & Source Make Deliver & Service Artificial Intelligence led commodity and Manufacturing & distribution network Automated storage & picking demand forecasting transformation Machine Learning powered intelligent Digitally enabled agile manufacturing Integrated routing &
Slide 14: Powered by Data, Tech & Analytics
Powered by Data, Tech & Analytics India Consumer Data Lake External Ecosystem Data Operations Data Customer Data Forecasting Lake Lake Basket Data Data Fulfilment Store Point of Sale Operations Data Sell in Data Data Augmenting decision making 28
Slide 15: Thank You
Thank You Sensitivity: Public
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