Nestle India Ltd. · NSE:NESTLEIND
Nestle India — Investor Presentation (August 2026)
42 slides from Nestle India's investor presentation, Aug 4, 2026
Slide 1: Nestlé India Limited
Nestlé India Limited (CIN: L15202DL1959PLC003786) Nestlé House Jacaranda Marg ‘M’ Block, DLF City, Phase – II Gurugram – 122002, Haryana Phone: 0124 - 3940000 E-mail: investor@in.nestle.com Website: www.nestle.in PKR:SG: 36:2026-27 4th August 2026 BSE Limited (BSE) National Stock Exchange of India L
Slide 2: Consumer First. Brand Strong. Future Ready
Consumer First. Brand Strong. Future Ready Analyst and Institutional Investors Meet, 4th August 2026 Mr. Manish Tiwary, Chairman and Managing Director, Nestlé India Analyst and Institutional Investor Meet, August 2026
Slide 3: Disclaimer
Disclaimer • Except for the historical financial information contained herein, this presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements. You are cautioned not to place undue reliance on these forward-looking
Slide 4: Agenda for today
Agenda for today Our growth journey The rising India opportunity Key focus areas Key takeaways Analyst and Institutional Investor Meet, August 2026
Slide 5: Our Purpose
Our Purpose Unlock the power of food and beverages to enhance quality of life for everyone, today and for generations to come Analyst and Institutional Investor Meet, August 2026 x Analyst and Institutional Investor Meet, August 2026
Slide 6: Our growth journey
Our growth journey Analyst and Institutional Investor Meet, August 2026
Slide 7: Nestlé's India footprint
Nestlé’s India footprint Legacy of 114 years 8,680 500,000 + Employees Shareholders 10,000+ 6.2* million outlets 9 Distributors & re-distributors Total reach Factories in India Analyst and Institutional Investor Meet, August 2026 Data till 31 March 2026; *Source: Nielsen RMS – MAT Jun’26
Slide 8: Powered by brands you love
Powered by brands you love 13.2+ Billion cups 5+ Billion fingers 2+ Billion feeds of science- 5.7+ Billion serves based products 34.2+ Million tins 13 Million packs 535 million serves A Nestlé product reaches 2 out of 3 households in India Analyst and Institutional Investor Meet, August 2026 *Data f
Slide 9: Consistent revenue growth and accelerating
Consistent revenue growth and accelerating Revenue (INR billion) Revenue Growth (Y-o-Y) 25.4% 23.4% 231 18.5% 10.9% 147 5.9% 2021 FY 25-26 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 FY 25-26 growth : 14.9% Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate
Slide 10: Backed by volume growth; regaining momentum
Backed by volume growth; regaining momentum Volume (‘000 tonnes) Volume Growth (Y-o-Y) 648 544 2021 FY 25-26 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 FY 25-26 growth : 10.7% Double digit volume growth Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate
Slide 11: Scaling household reach; significant growth headroom
Scaling household reach; significant growth headroom 56% 55% 2021 2023 2025 2021 2023 2025 39% 2023 2025 Analyst and Institutional Investor Meet, August 2026 Source: Kantar Household Panel; Annual penetration 2025 - Urban + Rural for Maggi; Urban for Nescafé and Kitkat
Slide 12: Winning rural consumers; deepening coverage
Winning rural consumers; deepening coverage Distribution coverage Total village coverage 45,300 2,19,700 13,500 1,10,200 2021 FY 23-24 FY 25-26 2021 FY 23-24 FY 25-26 Wholesale Hubs Re-distributor Distributor Analyst and Institutional Investor Meet, August 2026 Source: Internal data as on year end,
Slide 13: Widening reach; highest ever gain versus peers
Widening reach; highest ever gain versus peers 6.2 5.7 2023 Jun'2026 Outlet reach in million 500,000+ Retail outlets added since 2023 Analyst and Institutional Investor Meet, August 2026 Source: Nielsen RMS – MAT Jun’26
Slide 14: Winning in urban; scaling and leveraging emerging channels
Winning in urban; scaling & leveraging emerging channels Leveraging increasing salience of Winning with premium Launchpad for new products E-commerce consumers 2x 2x Contribution of E-commerce Contribution as compared to since 2021 Traditional channels Fit for Purpose portfolio Leveraging key topica
Slide 15: Stepping up premiumization; future growth engine
Stepping up premiumization; future growth engine 14 ~17% Nestlé Premium portfolio CAGR since 2021 11 +500 bps 2021 FY 25-26 Premium growth vs. total Premium portfolio contribution % growth Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate
Slide 16: Our value creation journey continues
Our value creation journey continues 1. INVESTMENT IN 2. STRONGER 3. HIGHER 4. HIGHER 5. CASH GENERATION BRAND BUILDING BRANDS SALES GROWTH PROFITABILITY 26.7% 10.7% 14.9% 11.2% 72.0% REINVEST IN BRAND BUILDING Virtuous Growth Cycle Total Shareholder Return for last 1 year : 15.2% Analyst and Instit
Slide 17: The rising India opportunity
The rising India opportunity Analyst and Institutional Investor Meet, August 2026
Slide 18: Expanding consumer base; opportunities across tiers
Expanding consumer base; opportunities across tiers HH 2025 2034 P Expenditure Classification share increase 5.5% 9.8% Elite 18 mn 40 mn Elite + Affluent 2025 2034P Affluent 14.1% 20.3% 47 mn 83 mn 19.6% 30.1% Aspirers 25.5% 29.9% 84 mn 122 mn Elite + Affluent + Aspirers Next billion 42.1% 34.3% 202
Slide 19: Strategy Key focus areas
Strategy Key focus areas Analyst and Institutional Investor Meet, August 2026
Slide 20: Key focus areas
Key focus areas Growth – Penetration-led volume, Premiumization Cost Efficiency – Optimization across value chain Investment – Brands and capacity scale-up Digital – Tech-led sales and operations acceleration Profitability – Disciplined margins and cash generation Growth underpinned by execution exc
Slide 21: 1. Growth: Penetration-led Premiumization
1. Growth Penetration-led Premiumization Consumption cohorts Science-backed Analyst and Institutional Investor Meet, August 2026
Slide 22: Significant headroom, powered by strong brands
Significant headroom, powered by strong brands Five decades of Taste, Trust and Togetherness 97% 5.5 65% 5 37% 2.3 Biscuits Salty snacks Instant noodles Penetration % Purchase occasions 50 years of MAGGI Analyst and Institutional Investor Meet, August 2026 Source: Kantar Household Panel; Average Mon
Slide 23: Significant headroom, powered by strong brands
Significant headroom, powered by strong brands Stirring India’s Coffee Culture 91% 33% Tea Coffee Penetration % NESCAFÉ marked 20th consecutive quarter of double-digit growth Analyst and Institutional Investor Meet, August 2026 Source: Kantar Household Panel; Monthly penetration for Coffee (Urban),
Slide 24: Significant headroom, powered by strong brands
Significant headroom, powered by strong brands Sweetening everyday moments 62.9% 6 23.0% 3 Chocolates Nestlé chocolates Penetration % Purchase occasions India became the largest market for KITKAT globally Analyst and Institutional Investor Meet, August 2026 Source: Kantar Household Panel; Average Qu
Slide 25: Capturing India's premiumization opportunity
Capturing India’s premiumization opportunity F&B premium category growing faster F&B F&B Premium Growth rate Analyst and Institutional Investor Meet, August 2026 Source: Nielsen RMS – Q1’26
Slide 26: Nestlé's winning portfolio across consumer spectrum
Nestlé’s winning portfolio across consumer spectrum Super- Premium premium Consumption Penetration Analyst and Institutional Investor Meet, August 2026
Slide 27: Unlocking new consumption cohorts
Unlocking new consumption cohorts 26% 19% Summer Winter Cold consumption in India’s coffee cups Cold driving the next wave of India’s coffee consumption Analyst and Institutional Investor Meet, August 2026 Source: The Cake Study,Kantar
Slide 28: Expanding consumption occasions: Out of Home
Expanding consumption occasions Savory and Dessert solutions Out of Home 8 5 Beverage solutions 2025 2030 Out of home meals/household/month India is the second largest market for Nestlé Out-of-Home business in Zone AOA Analyst and Institutional Investor Meet, August 2026 Source: Bain 2023
Slide 29: Building a portfolio leveraged by science
Building a portfolio leveraged by science Global Nestlé’s R&D organization largest in the food and beverage industry 4,000+ 22 Employees Sites worldwide CHF 1.6 bn R&D spend CY2025 Analyst and Institutional Investor Meet, August 2026 Image for illustration purpose only
Slide 30: Key focus areas 2. Cost Efficiency
Key focus areas 2. Cost Efficiency Analyst and Institutional Investor Meet, August 2026
Slide 31: Driving efficiencies across value chain
Driving efficiencies across value chain White Space Ideas in Operations 2.6% Challenging in Everything 1.9% that we do ‘Outside In’ View 2021-2024 average 2025 Savings %age to sales Strong Governance Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate
Slide 32: Key focus areas 3. Investment
Key focus areas 3. Investment Analyst and Institutional Investor Meet, August 2026
Slide 33: Significant step up in advertising spends
Significant step up in advertising spends Advertising Spends (Y-o-Y increase) 18.0 6.0% 5.3% 16.0 5.0% 4.1% 14.0 12.2 12.0 4.0% 51.8% 10.0 42.2% 40.6% 3.0% 8.0 7.0 6.0 2.0% 12.0% 4.0 1.0% 2.0 5.1% 0.0 0.0% 2022 2025-26 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Advertising spends (INR billion) Ad-spend
Slide 34: Bolstered by impactful digital outreach
Bolstered by impactful digital outreach Contribution of digital spends 55% 33% 2021 2025 Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate
Slide 35: Committed to 'Make in India'
Committed to ‘Make in India’ Capital expenditure (INR billion) 47 5 CY2017-19 CY 2020-22 FY 2024-26 Capacity expansion since Capacity for Noodles, Coffee, Spent till date 2020 Chocolate 41% INR 64 + billion Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estim
Slide 36: Key focus areas 4. Digital
Key focus areas 4. Digital Analyst and Institutional Investor Meet, August 2026
Slide 37: Leveraging AI to drive smarter execution and productivity
Leveraging AI to drive smarter execution & productivity Operations Touchless Connected Digital Manufacturing Touchless Forecasting Planning Operation Replenishment PLAN Sales Employees Must Sell SKU 3.0 Sales Officer Application SMART GEN AI AI-powered outlet Real-time insights, actionable Simulatio
Slide 38: Excited about the opportunities while navigating challenges
Excited about the opportunities while navigating challenges #1 Potential slowdown in consumption #2 Geopolitics Analyst and Institutional Investor Meet, August 2026
Slide 39: Consumption could moderate in the short-term
Consumption could moderate in the short-term 25 20 15 10 5 0 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 F&B - Rural growth Food CPI F&B - Urban Growth CPI • Inflation impacted by West Asia conflict and monsoon expectation (El Nino) • Overall consumption and F&B growth a watchout in
Slide 40: Geopolitical disruptions driving dual headwinds
Geopolitical disruptions driving dual headwinds 1. Supply continuity 2. Cost inflation Volatile energy, packaging and Shipping disruptions and edible oils market elevated freight costs Global pressure on raw material Currency and commodity availability and supply chains market volatility Analyst and
Slide 41: Nestlé India's growth journey continues
Nestlé India’s growth journey continues…… Poised to capture India's growth opportunity Consumer-centric in a rapidly evolving marketplace Dual engine of growth: Core and premiumization Investing behind brands and capacity to fuel future growth Technology-enabled execution at scale People – the found
Slide 42: Relentless in input. Resilient in output.
Relentless in input. Resilient in output. Analyst and Institutional Investor Meet, August 2026