Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Investor Presentation (2022)
14 slides from Hindustan Unilever's investor presentation, 2022
Slide 1: Home Care: Value Creation via Category Development
HOME CARE VALUE CREATION VIA CATEGORY DEVELOPMENT HOME CARE Sensitivity: Public
Slide 2: A Decade of Transformation
A DECADE OF TRANSFORMATION TURNOVER >RS. 16000 CR Turnover Profit Market Share 2.6X 7.3X +500BPS FY 2012-22 FY 2012-22 2012-22 Sensitivity: Public
Slide 3: Underpinned by a Major Portfolio Shift
UNDERPINNED BY A MAJOR PORTFOLIO SHIFT LEADING PREMIUMIZATION VIA MARKET DEVELOPMENT HUL Portfolio Dish 11% 15% Premium #1 #1 #2 Laundry 31% 52% Mass Laundry 58% LAUNDRY DISHWASH SURFACE 33% CLEANING Volume Contribution 2010 2021 3 Sensitivity: Public
Slide 4: Rising India: Significant Growth Opportunity
RISING INDIA : SIGNIFICANT GROWTH OPPORTUNITY HIGHER AFFLUENCE = MORE CATEGORY SPENDS EVOLVING CONSUMER NEEDS Spends on 2022 HC/year/HH MORE MACHINES Affluent++ 3% 2.6X MORE / NEW FABRICS Affluent 12% 2.1X MORE / NEW SURFACES Aspirers 29% 1.5X NEW CHANNELS Low income 56% X 4 Sensitivity: Public
Slide 5: Our Strategy to Consistently Win
OUR STRATEGY TO CONSISTENTLY WIN PREMIUMIZE CORE MARKET DEVELOPMENT WIN IN CHANNELS PIONEER CLEAN FUTURE Making your home a better place I Making our world a better home 5 Sensitivity: Public
Slide 6: Drivers of Premiumization & Market Development
DRIVERS OF PREMIUMIZATION & MARKET DEVELOPMENT PORTFOLIO BRANDS FUTURE FIT HOME CARE EXECUTION TECHNOLOGY 6 Sensitivity: Public
Slide 7: Portfolio: Designed to Solve Consumer Pain Points
PORTFOLIO : DESIGNED TO SOLVE CONSUMER PAIN POINTS CONSUMER : WIMI PAIN POINTS GROWTH OPPORTUNITY PORTFOLIO DESIGN Price Index 2.0 Stain Colour Removal Protection Mal Odour Whiteness 150 CELLS 1.2 Freshness Yellowing 200+ PAIN POINTS 1.0 Washing Water Weather Fabric Pathway Quality Type Sensitivity:
Slide 8: Brands with Purpose
BRANDS WITH PURPOSE Surf Excel, Poised to become HUL’s First $1 Bn brand Sensitivity: Public
Slide 9: Brands with Purpose
BRANDS WITH PURPOSE Vim, Kantar’s FASTEST Growing Brand of the Decade globally Sensitivity: Public *Source: Kantar’s ‘Brands of the Decade’ list at the Cannes Festival of Creativity 2022
Slide 10: Technology: To Drive Superiority
TECHNOLOGY : TO DRIVE SUPERIORITY BARS: POLYMER TECH Longer Lasting 10 Sensitivity: Public
Slide 11: Technology: To Drive Superiority
TECHNOLOGY : TO DRIVE SUPERIORITY BARS: POLYMER TECH FAB CON: PRO CARE Longer Lasting Superior Fragrance & Care 11 Sensitivity: Public
Slide 12: Execution: Scaled Deployment Models
EXECUTION : SCALED DEPLOYMENT MODELS DISTRIBUTED OPERATIONS INFRASTRUCTURE MARKET DEVELOPMENT AT SCALE HOME TO HOME SOCIETY CHANNEL SPECIFIC PORTFOLIO MULTI FORMULATION DIGITAL INSTORE CAPABILITY FACTORY LOCATIONS SALES OFFICES AGILE MANUFACTURING Sensitivity: Public
Slide 13: Execution: Designing for Channels
EXECUTION: DESIGNING FOR CHANNELS GT MT ECOMM UPRO 19 Refill 1.6 New 5 ml Pack Ltr Launch Ltr 5 155 250 750 1.8 Multi Pack Ltr ml ml ml Ltr Sensitivity: Public
Slide 14: Ready for Another Decade of 4G Growth
READY FOR ANOTHER DECADE OF 4G GROWTH HEADROOM TO GROW FUTURE FIT PORTFOLIO MARKET DEVELOPMENT CAPABILITY 70 MARKET VOL HUL VOL CONTRIBUTION SHARE TURNOVER UK >2000 60 50 14% 3.5X TURKEY CR INR CR Per Capita Spend/Buyer($) 40 BRAZIL CHINA MALAYSIA 30 18% 2.1X INDONESIA VIETNAM 1/10 20 INDIA 10 WASHI