Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Investor Presentation (2022)
15 slides from Hindustan Unilever's investor presentation, 2022
Slide 1: Foods & Refreshment
Foods & Refreshment Srinandan Sundaram Sensitivity: Public
Slide 2: F&R: A Strong Business – Growing profitably
F&R: A Strong Business – Growing profitably Market Leadership Across Track Record of Profitable Growth Strong Portfolio of Brands Categories ₹ 14,105 Cr ₹ 2,623 Cr ~160 Bn FY’21-22 Turnover FY’21-22 Segment Margin #2 Servings Annually #2 Player Player Ice Coffee Cream #1 Player* Foods Tea #1 Player
Slide 3: Long-term Competitive Wins
Long-term Competitive Wins >450 bps >150 bps >350 bps >100 bps 1 2 Value Share Gain Period FY 2016 to MAT Sep 2022 1 HFD Share gain is MAT Sep 22 vs MAT Sep 21 2 Euromonitor Data 3 Sensitivity: Public
Slide 4: F&R Strategy
F&R Strategy Sensitivity: Public
Slide 5: F&R : A world class force for good
F&R : A world class force for good Grow CORE Market Development Winning in Channels of future Purposeful Brands & Superior Products New benefit Segments HFD to Nourish a Billion Lives Winning in Festivals & Seasons Capability & Sustainability 100% Sustainably Sourced Tea, Coffee, Dairy & Tomatoes Sc
Slide 6: F&R : Clear strategic priorities that are delivering
F&R : Clear strategic priorities that are delivering HFD Winning in Market Owning Capability & Grow CORE Nourishing Channels of Development Seasons Sustainability A Billion Lives future Contemporising brands Sustainably Sourced 5X eCom Growth 67% Tea 70mn +177 bps 3X H2H contacts Penetration Gain MT
Slide 7: F&R Category Performance Update
F&R Category Performance Update Sensitivity: Public
Slide 8: Tea: Winning Competitively on back of a Three-pronged Strategy
Tea: Winning Competitively on back of a Three-pronged Strategy Upgrading to Premium Tea’s Upgradation from Loose to Strengthening the Core New Benefit Segments Packaged Loose Tea is ~30% of India market 129 128 Winning in 117 State of the 113 Many India 109 108 art R&D and approach 112 Science 104 1
Slide 9: Foods: Well on a journey of Portfolio Transformation
Foods: Well on a journey of Portfolio Transformation Extending into adjacent & Seeding New Demand Spaces Future Fit Core Investing in Innovations high energy spaces for Unilever Food Solutions >10% MT Value Share >15% Value Share in South 125 100 98 98 High Double Digit Apr-Sep'19 Apr-Sep'20 Apr-Sep
Slide 10: Ice Cream: Long Term Secular Growth Opportunity
Ice Cream: Long Term Secular Growth Opportunity Increasing Occasions Wining Portfolio In-home Consumption Huge Headroom In India New Formats; Owning Addressing all need states Right portfolio through IC NOW Festivals Per Capita Consumption Super Premium >₹90 per Serve 7X Turkey Premium ₹40-90 per Se
Slide 11: HFD: Strengthening business fundamentals
HFD: Strengthening business fundamentals Strengthened Brands Increased Physical Reach Increased Mental Reach Direct Coverage 3.0X HFD TV GRP’s 1.4X 1.5X 1X Numeric Dist. 1.3X E-Com 11X 2019-20 2020-21 2021-22 Run Rate Sep’22 vs. pre day 1 > +200bps 103 > +200bps 21.9% 21.8% 101 19.7% 20.1% 20.0% 100
Slide 12: Bringing in More Users and More Occasions
Bringing in More Users and More Occasions Market Development at Scale Building Salience through Creating Segments of Future Driving rapid trials persuasive communication 46.5 22.9 0.0 2019 2021 2022 Plan Consumer Connects (Mn) 12 Sensitivity: Public
Slide 13: Accelerating HFD consumption in an Inflationary Environment
Accelerating HFD consumption in an Inflationary Environment Increased Cost of End Cup has impacted Affordability Innovating Solutions Category Consumption At both ends of the spectrum For Price as well as Convenience HFD Market Growth – L3M 6% 4% 2% 0% -2% -4% SQ21 DQ21 MQ22 JQ22 SQ22 JUST MICRO- Lo
Slide 14: Making Sustainable Living Common Place
Making Sustainable Living Common Place Regenerative Agriculture Bringing Sustainability to Life Sustainably Sourced Tea, Tomato’s & Chicory 14 Sensitivity: Public
Slide 15: Thank You
Thank You Sensitivity: Public