Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Motilal Oswal 7th Annual Global Investor Conference 2011
31 slides from Hindustan Unilever's conference presentation, Aug 23, 2011
Slide 1: Motilal Oswal 7th Annual Global Investor Conference
Motilal Oswal 7th Annual Global Investor Conference 23rd August 2011
Slide 2: 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 3: What are some of the trends?
What are some of the trends? Increasing Affluence
Slide 4: Increasing affluence
Increasing affluence 2003 2013 180 mn households 230 mn households Rich Classes Top End Business 3 Affluent 11 Changing attitudes >$ 5000 p.a. Aspiring Classes 46 Aspirers 124 Trebling $ 1000-5000 p.a. Credit Culture 131 Strivers 96 Striving Classes <$ 1000 p.a. B.O.P Opportunity The shape of India
Slide 5: Changing attitudes: from Minimalism to Materialism
Changing attitudes : from Minimalism to Materialism Bitten by the Travel Bug
Slide 6: Media Explosion
Media Explosion Tvl 600 In Mumbai Sun -2 Raj -2 Debi Aaj Tak 500 Star “ kal TV Ne jiay TV B4U <n TNT Sun News oe “eee 400 Jaya TV Rajt 30 ATN Ben 300 004 -16(Reg NG Asianet Jain 200 Udaya TV 130 10+ ETV 100 75 Gurjari 55 6 Lashkara 29 a 5 1" 1300 i 1991 1992 1993 1994 1995 1996 1999 2000 2002 2004 2
Slide 7: Connected anytime anywhere
Connected anytime anywhere ….. Where I find all my friends
Slide 8: Women: many roles
Women : many roles I drive my children to school I am a best friend I am a homemaker I am a CEO I am a teacher
Slide 9: Modern Trade: growing rapidly, Mall Culture
Modern Trade : growing rapidly, Mall Culture
Slide 10: What are some of the trends?
What are some of the trends? Increasing Affluence Changing Attitudes Connected, anytime anywhere Women : many roles Modern Trade
Slide 11: Changing consumer aspirations
Changing consumer aspirations Demand Elasticity Personal Care/Beauty/Foods Explosion LSM 1 LSM 2-4 LSM 5-7 LSM 8 LSM 8+ (new categories) 7.7 x LSM 8+ 4.9 x LSM 5-7 3.1 x LSM 2-4 1.7 x LSM 1 1x Laundry, Cleansing Pers Prod Foods 0 2000 4000 6000 8000 10000 Exp per HH / year (INR) HUL Participating Ca
Slide 12: What are some of the trends?
What are some of the trends? Increasing Affluence Changing Attitudes Connected, anytime, anywhere Women : many roles Modern Trade Sustainability
Slide 13: HUL Strategy: Winning Today & Winning Tomorrow
HUL STRATEGY Winning Today & Winning Tomorrow
Slide 14: How will we win tomorrow?
How will we win tomorrow? Consumers & Segments of tomorrow: Portfolio Channel of tomorrow : Modern Trade Geography of tomorrow: Rural Capabilities for tomorrow Winning Sustainably
Slide 15: Shaping the portfolio of tomorrow
Shaping the portfolio of tomorrow
Slide 16: Building segments of tomorrow: Hair Conditioners
Building segments of tomorrow: Hair Conditioners • Conditioners: Market growing 30-40% • HUL Conditioner: Now, market leader Availability across price points driving consumption Market growth / share source: AC Nielsen
Slide 17: Building segments of tomorrow: Facial Cleansing
Building segments of tomorrow: Facial Cleansing • Facial Cleansing: Market 48 growing >40% 47 47 304 • Deployed full portfolio 100 128 2008 2009 2010 • Business size doubles in HUL Indexed Sales Market Growth% FY 10-11 Market growth / share source: AC Nielsen
Slide 18: Building segments of tomorrow: Premium Skin Care
Building segments of tomorrow : Premium Skin Care Premium Skin Lightening Hand & Body Market Size in Euro Mln 94 Market Size in Euro Mln VHW Share 160 HUL Share 140 60 120 42 PWB >7% of HUL Face Care 2008 2009 2010 2008 2009 2010 Male Grooming Anti Aging Premium Mid Priced Mass Market growth / share
Slide 19: Building segments of tomorrow: Foods & Beverages
Building segments of tomorrow: Foods & Beverages Building Savoury Developing a soup Gaining share in Driving Dish drinking habit afternoon snacks Penetration Expanding in-home Expanding Kissan Franchise & impulse consumption through innovations Kissan Creamy Spread Entry in Refreshment Platform Kiss
Slide 20: Expanding OOH footprint
Expanding OOH footprint 150+ Swirl Parlours Experimenting with Beverages retail services 140+ Lakme Salons
Slide 21: Accelerating growth from categories of future
Accelerating growth from categories of future Core Categories Future Categories *Chart depicts FY 2010-11 contribution to Domestic Consumer Business
Slide 22: Winning in Channel of Tomorrow: Modern Trade
Winning in Channel of Tomorrow : Modern Trade eQ* at 89 (world class level) Increasing Market Shares MT Share > GT Shares Continuous improvement in (145 bps gain in 09) Customer Service Improvement in Profitability 2008 2009 2010 *Nielsen Equity Management Program Score
Slide 23: Winning in Geography of Tomorrow: Rural
Winning in Geography of Tomorrow : Rural Every village in the country mapped Technology leveraged for blueprinting Shakti network leveraged in v small villages Rigorous ROI Model for each state
Slide 24: Building capabilities for tomorrow: Winning in Personal Care
Building capabilities for tomorrow: Winning in Personal Care Transforming beauty experience Integrated Communication
Slide 25: Driving 360 Engagement
Driving 360 Engagement Micro Owning Content Marketing Way to Integrated Experential Marketing Engage Campaign Alternative Mobile Media Marketing Using New Media
Slide 26: Winning through continuous improvement: Quality & Service
Winning through continuous improvement: Quality & Service Superior Products 3X 2X X Excellence in Customer Service FH'09 DQ'10 123 125 June'11 100 Indexed % of blind product wins 2007 2009 Current Indexed CCFOT
Slide 27: Winning Sustainably: HUL SLP
Winning Sustainably : HUL SLP Improve health and wellbeing Reduce Enhance livelihoods by increasing environmental Impact through our awareness of & access Water, Waste and GHG value chain to hygiene & nutrition
Slide 28: HUL Sustainable Living Plan – Progress vs Target
HUL Sustainable Living Plan – Progress vs Target
Slide 29: Winning through People
Winning through People Engaged Organization # 1 Best Employer in India, 2011 Awarded by AonHewitt Indexed Employee Engagement Scores
Slide 30: In Summary
In Summary Rapid and Significant Change Point of view on the future Develop capabilities today to win tomorrow
Slide 31: Motilal Oswal 7th Annual Global Investor Conference
Motilal Oswal 7th Annual Global Investor Conference 23rd August 2011
Hindustan Unilever — Motilal Oswal 7th Annual Global Investor Conference 2011 on 6ix