Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Kotak Chasing Growth 2021
39 slides from Hindustan Unilever's conference presentation, Feb 23, 2021
Slide 1: Investor Presentation cover letter to stock exchanges
23rd February, 2021 Stock Code BSE: 500696 NSE: HINDUNILVR ISIN: INE030A01027 BSE Limited, National Stock Exchange of India Ltd Corporate Relationship Department, Exchange Plaza, 5th Floor, 2nd Floor, New Trading Wing, Plot No. C/1, G Block, Rotunda Building, P.J. Towers, Bandra Kurla Complex, Dalal
Slide 2: Sensitivity: Internal
Sensitivity: Internal
Slide 3: Safe Harbour Statement
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Slide 4: Sensitivity: Internal
3 Sensitivity: Internal 3
Slide 5: 150 years of history in India
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Slide 6: HUL at a glance
9 out of 10 ‘Employer of Choice’ households Most Innovative Companies 8 mn+ stores #8 #1 21,000 14 HUL brands Sensitivity: Internal 5
Slide 7: Category leadership in over 90% of our business
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Slide 8: Many owned technologies and proprietary brands
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Slide 9: 10-year sales CAGR and EBITDA growth
*On comparable basis. On reported basis, 10-year sales CAGR stands at 8%. ^On comparable basis. On reported basis, EBITDA up by ~1000 bps over last 10 years. 8 Sensitivity: Internal
Slide 10: Market capitalization
*Market capitalization as on 22nd February 2021 and converted to USD based on reference rate on 18th February 2021 9 Sensitivity: Internal **Market capitalization as on 22rd February 2011 and converted to USD based on reference rate on 22nd February 2011
Slide 11: Sensitivity: Internal
Sensitivity: Internal
Slide 12: Rising economic power and demographic opportunities in India
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Slide 13: Sensitivity: Internal
• • • 12 Sensitivity: Internal
Slide 14: Digital public infrastructure and India stack
CONSUMER APPS/ PORTALS HEALTH PROVIDER APPS/ PLATORMS GOVT & PRIVATE Private Public Other HIMS/ Other Sector Sector Apps LIMS Platforms APPS & PLATFORMS Diverse user experiences & Private innovative solutions Gamifier Payers Preventive Core Fiduciary Treatment Core Fiduciary Innovation Augmentation
Slide 15: Changing Indian consumer
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Slide 16: Consumption and penetration data
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Slide 17: Building a future-fit HUL with purpose at core
BUILDING A FUTURE-FIT HUL WITH PURPOSE AT CORE Sensitivity: Internal
Slide 18: Purpose-led brands and strengthening our ownership
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Slide 19: People and wellbeing, planet and sustainable business
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Slide 20: Inclusion and diversity in gender balance
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Slide 21: Water conservation and sustainable livelihoods
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Slide 22: Sensitivity: Internal
Sensitivity: Internal
Slide 23: Creating the future of the market: growth categories
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Slide 24: Capturing high growth spaces
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Slide 25: Extensions, brand expansion and master brands
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Slide 26: Sensitivity: Internal
1.3X X Sensitivity: Internal
Slide 27: Portfolio transformation
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Slide 28: 3.4 lakh
3.4 lakh 6x 2x Sensitivity: Internal
Slide 29: Winning in the market: central brand growth
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Slide 30: Customer development and landing innovations faster
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Slide 31: Reimagining HUL for the next decade
REIMAGINING HUL FOR THE NEXT DECADE
Slide 32: Reimagine ecosystems
Consumer Ecosystem Data & Reimagine Customer Tech Ecosystem Ecosystem HUL Operations Ecosystem 31 Sensitivity: Internal
Slide 33: Innovation, manufacturing and consumer systems
Innovation System Manufacturing & Logistics System Open Innovation & Crowd Sourcing Data, Tech & Analytics Original Design & Automated & Manufacturing Robotized Warehouse Media Room Analytics Centre Digital Twins Digital Factory Control Tower Consumer System Customer Ecosystem Salons Counter Makeup
Slide 34: Demand generation, fulfilment and capture ecosystems
Building Direct Coverage& Assortment Engine Consumer Offtake & Share Analytics Back End Shopper eb2c Retailer eb2b: Shikhar Purchase Data Distributor Hyperlocal Seamless Debtor Risk Delivery Credit Retail lending Demand Generation Ecosystem Demand Capture Ecosystem Warehouse Fulfilment Centre Factor
Slide 35: Spotlight: operations ecosystem
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Slide 36: Powered by integrated enterprise data ecosystem
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Slide 37: People strategy and analytics
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Slide 38: Purpose-led, future-fit: HUL is ready for the new decade
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Slide 39: Sensitivity: Internal
Sensitivity: Internal