Danone Sa · EURONEXT:BN
Danone Sa — Investor Day (November 2015)
24 slides from Danone Sa's investor day presentation, Nov 17, 2015
Slide 1: Medical Nutrition: Key contributor to Danone's sustainable profitable growth ambition
= MEDICAL NUTRITION Key contributor to Danone’s Sustainable profitable growth ambition Flemming MORGAN
Slide 2: A division very well positioned for growth
al A DIVISION VERY WELL POSITIONED FOR GROWTH | vo best care MARKET SHARE POSITIONS ? Fa " : TALENT & CAPABILITIES STRONG SCIENCE NVESTOR SEMINAR 2015 - EVIAN 7 - EN STRONG BRANDS Pe PRODUCT PORTFOLIO INNOVATION PIPELINE GLOBAL PRESENCE © DANONE
Slide 3: Robust financial performance
ai ROBUST FINANCIAL PERFORMANCE Psales growth evolution] F Hi Marginimproverent —_] +8.1% ) +50 +50 bps _) +7.7% 17.6% 17.6% H1 2014 H1 2015 Bps: like-for-like growth 2014 YTD Sept'15 +x% > Y-0-Y like-for-like growth = Sustainable growth over the last 2 years ® Solid profitable equation rg) INVESTOR
Slide 4: Strong performance in our categories
ai STRONG PERFORMANCE IN OUR CATEGORIES Ivenaiti >8% >6% 2-3% > 20% Category sales growth vs last year H DANONE
Slide 5: Solid growth in all regions YTD 2015
ai SOLID GROWTH IN ALL REGIONS YTD 2015 /— +5 -+5% / INVESTOR SEMINAR 2015 - EVIAN >+10% Va >+10% DANONE
Slide 6: Innovation as a fuel for sustainable growth
al INNOVATION AS A FUEL FOR SUSTAINABLE GROWTH Continued global roll out of key innovations and line extensions ZA Innovations focused on selected growth markets Improved product experience J NVESTOR SEMINAR 20 EVIAN DANONE
Slide 7: We sharpened our strategy
all WE SHARPENED OUR STRATEGY FOUR STRATEGIC ONE VALUE DELIVER STRONG SUSTAINABLE OBJECTIVES EQUATION PROFITABLE GROWTH INVESTOR SEMINAR 2015 - \_D INVINCIBLE PAEDIATRICS SELECTED TAs ADULT CARE SELECTED DEVELOPING MARKETS EVIAN BRING WESTERN EUROPE BACK TO PROFITABLE GROWTH = A CONNECTED, CUSTOMER-
Slide 8: Guided by our clear purpose
ai GUIDED BY OUR CLEAR PURPOSE * Our AMBITION is to establish advanced nutrition as an integral part of healthcare * Our PURPOSE is to pioneer nutritional discoveries that help people live longer, healthier lives ¢ What makes us different is delivering the BEST CARE for patients, best care healthcar
Slide 9: Danone has been changing...
ali DANONE HAS BEEN CHANGING... Danone’s Transformation Journey DA N @) N E * People and Organization * * Food and Water Cycle 2 02 6) * Alimentation Danone’s commitment to build an alimentation revolution for the health of Danone, our planet and our whole ecosystem Committed to leverage the best of
Slide 10: Purpose driven Communities
Purpose driven Communities Alimentation
Slide 11: Being community relevant is key to Danone's future growth ambition
ai BEING COMMUNITY RELEVANT IS KEY TO DANONE’S FUTURE GROWTH AMBITION Reaching a large array of consumers in different geographies, Addressing evolving Adapting to strongly 7 anchored local 7 diets, social & cultural habits / DANONE
Slide 12: We are Danone's advanced army in communities
ali WE ARE DANONE’S ADVANCED ARMY IN COMMUNITIES Communities are integral to the medical division’s business & critical to driving our future growth and therefore vital for our strategies ? INVINCIBLE BRING WESTERN y PAEDIATRICS EUROPE BACK TO SELECTED TAs PROFITABLE ADULT CARE GROWTH BE ACONNECTED,
Slide 13: How do we define communities?
all HOW DO WE DEFINE COMMUNITIES? DANONE 2020* « A community is a group of people with a common sense of belonging who share passion/needs for a specific topic and share common references (code, language, story) and who are keen to engage with each others « Healthcare Professionals DANONE
Slide 14: Expert understanding of patient journey and influencing map
Whilst having an expert understanding of patient journey and influencing map
Slide 15: PKU is an inherited genetic disease
PKU is an inherited genetic disease Extremely rare 1:10.000 Unable to metabolise protein No treatment results in severe mental retardation PKU patients.can only eat low protein foods We make a protein substitute which removes’the offending amino acid
Slide 16: Building a community to drive diet for life in PKU
ai BUILDING A COMMUNITY TO DRIVE DIET FOR LIFE IN PKU 15 years ago... DANONE
Slide 17: SSIEM: Nutricia connected the interdependent stakeholders
ali NUTRICIA CONNECTED THE INTERDEPENDENT STAKEHOLDERS
Slide 18: SSIEM Ecosystem
al AND IS NOW A FULLY INTEGRATED PARTNER IN AN ESTABLISHED COMMUNITY
Slide 19: SSIEM
SSIEM ENGAGE BE A SCIENTIFIC STRONG FOCUS PARTNER FOR GROUPS OF HEALTHCARE PATIENTS AND CARERS BRINGING PROVIDERS CONTINUOUS AND MEDICAL INSIGHTS SOCIETIES FACILITATE ONLINE CO-CREATING INTERACTION NEW PRODUCTS BETWEEN PKU AND SERVICES PATIENTS AND OFFER WITH PATIENTS, DIGITAL SUPPORT RESOURCES CARE
Slide 20: PKUCONNECT: leveraging digital tools to engage a greater community
al PKUCONNECT: leveraging digital tools to engage an even greater community of patients Support resources: recipes, product information, careline Mobile app: compliance tracker Social media: accelerates community HES growth © NVESTOR SEMINAR 20 EVIAN DANONE
Slide 21: We Build, Manage and Mobilize
We Build, Manage and Mobilize
Slide 22: Leverage physical and digital work to engage and sustain communities
Leverage physical AND digital work to engage and sustain communities key to our business Always using tailored, relevant and credible communication t @,NUTRICIA “Metabolics Inspiring Futures Lifetime value per patient €0.3-0.5m @) DANONE
Slide 23: Immerge: values, beliefs
IMMERGE Allergy VALUES, Faltering Growth Neurodisability BELIEFS FIGHTS. Metabolic Diseases CREDIBLE RELIABLE PARTNER Stroke BUSINESS DRIVERS Frailty Oncology Alzheimer’s Disease
Slide 24: Medical Nutrition: key contributor to Danone's sustainable profitable growth ambition
ai MEDICAL NUTRITION: key contributor to Danones sustainable profitable growth ambition Robust financial performance Innovation as a fuel for sustainable profitable growth Fully embedded in Danone, we live our Best Care purpose by bringing health through food to our customers Alimentation and commun