United Spirits Limited · NSE:UNITDSPR
United Spirits — Nuvama Conference, Feb 2023
33 slides from United Spirits's conference presentation, Feb 7, 2023
Slide 1: India 2030: The Great Walk
([Diageo}India 2030: The gn } Nuvama Conference, Feb 2023 Hina Nagarajan Managing Director & CEO
Slide 2: What markets fear / India's moment
What markets fear How bosses snoop on workers Sri Lanka in flames Rock music’s world capital May rh-20TH2002 India’s moment India @ een POINT INDIA India overtakes U.K. to become fifth largest economy in the world It's not India's decade, it's India's century, says McKinsey’ 's Bob Sternfels ~ India
Slide 3: De-globalisation, De-regulation, Demography, Democracy
De-globalisation mDe- regulation Demography "Democracy
Slide 4: Slide 4
Slide 5: Portfolio Re-shape; Organization of the Future; Diageo in Society
Slide 6: 1 Portfolio Re-shape
Slide 7: A younger, richer and optimistic India 2030 leading to significant premiumisation
A younger, richer and optimistic India 2030 leading to significant premiumisation THE TIMES OF INDIA India set to have third-largest number of high-income households globally by 2030: McKinsey ean Aa 5Yr CAGR si a in INR H i. i ' y tow 2021 2030 >2000 «=! 2 1 “35% GDP: = 240T GDP: 640 T = ih . ‘ Ann
Slide 8: Diageo has the most loved brands with meaning and purpose
Diageo has the most loved brands with meaning and purpose A strong portfolio of large brands that people are loyal to, in one of most resilient categories World’s Largest Whisky India’s Most Valuable Whisky Brand a ., ROYAL (CHALLENGE Top 3 India Whisky brands MASTER BLENDER’S Sighalure #1 brand equ
Slide 9: Investing in consciously building a future-back portfolio
While we continue to invest in consciously building a /utwre-back portfolio BETTERMENT CONSCIOUS BRANDS WELLBEING Y c a 1 ‘ | pat yl Pee oe EXPANDED COLLECTIVE METAVERSE BELONGING “ « ‘Brands for expanding “Brands and 10 Reha and ter ini “Brands and products experiences of products to P World” lance
Slide 10: Made in India, built for the world: Indian Exceptionalism
Made 17 India, built for the world: Indian Exceptionalism Digeouer THE SPIRIT </2¢e DESER ‘a “Brands and products for a Better World” Net Zero & Sustainability Social Change & ethics Local Wealth DIAGEO India: The 6th “D”
Slide 11: Created by India, but fuelled for growth by investments and resources
Created /y India, but fuelled for growth by investments e@ resources CONSCIOUS WELLBEING a5 Cg | le “Brands and products for a Balanced Life” Home Sanctuaries Substitute products Decelerated occasions Selflove DIAGEO India: The 6th “D”
Slide 12: New to world innovations to make aspiration accessible for everyone
New to world innovations to make aspiration accessible for everyone veo wrt AMERICAN EOUREON WHSRET is ‘Brands for expanding experiences of indulgence & pleasure’ Unique products & experiences Alternate social spaces On-the-go products Indulgence for All 12
Slide 13: Playing in Culture with a truly experiential brand
Playing in Culture with a truly experiential brand DIAGEO India: The 6th “D” ‘So thrilled that my team has won the bid’: Virat Kohli responds to RCB winning the bid for Women’s IPL team "Breaking barriers, making history, and playing bold! Royal Challengers Bangalore are the proud owners of the Beng
Slide 14: India 2030 will be built on a society driven by love and respect for women
India 2030 will be built on a society driven by love ¢” respect for women, partnered by anew masculinity, that is open & collaborative
Slide 15: In an old-world masculine category, we are
In an old-world masculine category, we are DIAGEO India: The 6th “D”
Slide 16: Slide 16
Slide 17: Royal Challenge Choose Bold
Ey Listen/Watchon | = Qn v | Follow us on [{QJ) @royalchallengechoosebold
Slide 18: And transforming in the category for the future
And transforming ‘ in the category for the future Transforming Off-trade/On Trade and Third Spaces TO. E " 7 gd, ¥ Ss > A ro DIAGEO India: The 6th “D”
Slide 19: And deliver best in class
And deliver best in class and
Slide 20: na oa Side | as
na oa Side | as — . < aaupdlie ithe suture 2 ee
Slide 21: Building as our Competitive Advantage
Building as our Competitive Advantage Company Purpose of Celebrating Lives Everyday Everywhere Aligning personal purpose with company purpose Culture of compliance Market leading policies to drive an inclusive work environment Passion for our brands & performance ambition 86% 96% 85 92% I can see a
Slide 22: Driving #RadLib for Collaborative & Effective Working
Driving #RadLib for Collaborative & Effective Working Fluid Organization 7Sitianan Wi A = Pi vED Cross functional teams Agile Methodology 98 Days 1.5L Work hours liberated DIAGEO India: The 6th “D”
Slide 23: Building capability and enablers across the organization
Building as well as Capability & Enabler Across Org THE—BAR nany Louncny —PLavnooM'y Ton eA All things Social Celebration ‘TCH LATEST TRENDS I THE LOUNGE Se eg a DIAGEO 5 Vf HOS = en \ BAR-ACADEMY. Qo > <0 & wil q 7 ™ DIAGEO India: The 6th “D” FOUNDATION
Slide 24: 3 Diageo in Society
Slide 25: Industry-leading Sustainability Strategy with clear action plan
Industry-leading Sustainability Strategy with clear action plan and transparent measurement and reporting DIAGEO United Spirits Limited ESG Reporting Index 2022 DIAGEO India: The 6th “D”
Slide 26: Walking the Talk: Responsible drinking
Walking the Talk: F25 Goal F21-23 Progress Act Smart India [SMASHED] No. of young people 500K 193K Wrong Side of The Road No. of people (WSOTR) 400K 340K DrinkIQ Website visit No of website visits 300K 150K DIAGEO India: The 6th “D” / Latur, Maharashtra, India \ by RTO Office, HUDCO and CIDCO, Latur
Slide 27: Walking the Talk: Grain to Glass Sustainability
Walking the Talk: “Grain to Glass Sustainability” DIAGEO India: The 6th “D” Water Replenishment Carbon Accelerate to a Low Carbon World Plastic Become Sustainable by Design Unit Water in Cu.M. L/L kT % kT F25 Goal F21-23 Progress 650K Cu.M. replenished & 250K Cu. 800K Cu.M. M. to be replenished in F
Slide 28: Walking the Talk: Inclusion & Diversity
Walking the Talk: “Inclusion & Diversity” Diversity: = 50% of our India Exec are women = 33% of our leadership team is women = 60+ People with Disabilities hired Progressive Policies Equal Parental Leave Thriving Thru Menopause Pregnancy Loss LGBTQ+ Guidelines In Diageo, people from different backgr
Slide 29: Slide 29
Slide 30: Our Purpose drives our achievements
Sustainalytics' Our Purpose drives our achievements. Top-Rated WATER cmncare cr 287 Companies SK WSAS | seonunse” SERVICES Go y AWUANCE FOR Ome SUSTAINALYTICS QD wrt sEvarosae CERTIFICATE AWS International Water Stewardship Standard v2.0 Hi there, We are delighted to inform you that United Spirits L
Slide 31: Confident and committed to India 2030
Even as the short-term environment remains challenging, we remain confident & committed to India 2030 Key Shifts: " Turbocharge Growth " Strategic Portfolio Choices = New Growth Engines: Craft / External Investment " Popular Review " Hyper-inflationary environment handled well " ZERO Debt DIAGEO Ind
Slide 32: Johnnie Walker Refreshing Mixer
Cow JOHNNIE WALKER REFRESHINGMDXER NON-ALCOHOLIC DIAGEO India: The 6th “D”
Slide 33: Come Walk with Us