Investor Presentation - HUL Capital Markets Day, 2026

4th September, 2026 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 Street, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Dear Sir/Madam, Sub: Presentation at the Capital Markets Day, 2026 This is further to our letter dated 28th July, 2026, intimating that the Company would be holding its ‘Capital Markets Day 2026’ for Institutional Investors & Financial Analysts on Friday, 4th September, 2026. In this regard, please find enclosed herewith the presentation that will be made at the aforesaid event. A copy of the above presentation(s) is also available on the website of the Company at https://www.hul.co.in/investors/results-and-presentations/company-presentations/ You are requested to take the above information on your record. Thanking You. Yours faithfully, For Hindustan Unilever Limited Radhika Shah Company Secretary & Compliance Officer Membership No: A19308 Winning in New India CAPITAL MARKETS DAY 2026 Sensitivity: Public Agenda 1. Our Strategy to Win 2. Segment Presentations 3. Value Creation Model 4. Breakout Sessions 5. Q&A Sensitivity: Public 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 expressions or variations of these expressions or negatives of these terms indicating future performance or results, financial or otherwise, which are forward -looking statements . These forward -looking statements are based on certain expectations, assumptions, anticipated developments and other factors which are not limited to, risk and uncertainties regarding fluctuations in earnings, market growth, intense competition and the pricing environment in the market, consumption level, ability to maintain and manage key customer relationship and supply chain sources and those factors which may affect our ability to implement business strategies successfully, namely changes in regulatory environments, political instability, change in international oil prices and input costs and new or changed priorities of the trade . The Company, therefore, cannot guarantee that the forward -looking statements made herein shall be realised . The Company, based on changes as stated above, may alter, amend, modify or make necessary corrective changes in any manner to any such forward -looking statement contained herein or make written or oral forward -looking statements as may be required from time to time on the basis of subsequent developments and events . The Company does not undertake any obligation to update forward -looking statements that may be made from time to time by or on behalf of the Company to reflect the events or circumstances after the date hereof . Sensitivity: Public Winning in New India Priya Nair, Managing Director & CEO Sensitivity: Public HUL at a Glance Sensitivity: Public The largest & one of the most loved companies in India ₹ 63,763 cr. 21 brands 9 out of 10 Annual Turnover more than Households use one or Turnover ₹ 1000 cr. more of our brands Employer >90% 85 Bn+ 9 Mn+ of choice Turnover with Packs sold in a Outlets #1 market position year reached Turnover milestone of > ₹1,000 cr. based on trailing 12 -months turnover for JQ’26 Market Leadership basis Nielsen MAT Jul’26 #1 Employer of choice based on Brand Perception study by InsideIIM in top Indian Bschools in 2025 Sensitivity: Public Four powerhouse segments ₹ 23,672 cr. ₹ 14,990 cr. ₹ 9,564 cr. ₹ 14,061 cr. Home Care Beauty & Wellbeing Personal Care Foods FY’26 Revenue = Segment Turnover + Other Operating Revenue 7 Sensitivity: Public With a robust profit and cash profile 23.6% ₹ 11K cr. EBITDA Margin Operating Cash Flow 110.9% ₹ 49K cr. Return on Capital Employed Reserves Best -in-class supply chain costs All financial figures pertain to FY’26 Return on Capital Employed and Reserves pertain to standalone business 8 Absolute Operating Cash Flow ₹ 10,999 cr.; Absolute Reserves ₹ 48,988 cr. Sensitivity: Public HUL has delivered a decade of value creation Consistent, volume -led Industry -leading Sustained cash growth profitability generation Turnover EBITDA Operating cash flow 2X 3X 4X FY'14 FY'24 FY'14 FY'24 FY'14 FY'24 All reported figures include Ice Cream business for full reporting period Sensitivity: Public Growth has been muted in the last two years amidst a challenging operating environment Turnover FY'24 FY'26 Turnover excludes Ice Cream business for the full reporting period 10 FY’24 turnover excluding Ice Cream is unaudited Sensitivity: Public Decisive actions taken in the last one year are resetting HUL for stronger growth Elevating desire of Sharper resource Acceleration of key our brands allocation growth pockets SASSY framework to transform Focus on fewer, Geographies, channels & brands bigger bets portfolios Execution Rewired step -up organisation New Q -com organi sation ; Unified India operating Thrust on specialised channels model to bring agility Sensitivity: Public Resulting in progressive step - up in performance Underlying Sales Growth % FH FY'26 DQ'25 MQ'26 JQ'26 Continued to strengthen competitiveness Underlying Sales Growth (USG): Increase in turnover for the period, excluding any change resulting from acquisitions and disp osals 12 Competitiveness as per Turnover weighted market share (MAT Jul’26) Sensitivity: Public The New India Opportunity Sensitivity: Public India’s consumption story is just getting started Rising household Fastest growing major Under -indexed FMCG incomes economy spends 3 $63 India’s GDP ranking 2030 Projected 2026 293 Mn HH 386 Mn HH 2014 Thailand China 2018 2030 Projected 7X 3X Segmentation by annual household income < $4,000 $4,000-8,500 Philippines Indonesia $8,500-40,000 > $40,000 5X 3X Source: IMF, PIB, NIQ, OECD, Bain & World Economic Forum 14 HH: Number of Households Sensitivity: Public India FMCG offers a rare combination of scale & per - capita growth Absolute market -value increase from 2025 -30 htworg dneps atipac- Bubble size: Total FMCG market value, 2025 India Indonesia Thailand Brazil Japan China Source: FF&A Report, Euromonitor (at constant prices) Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actua l persons. Sensitivity: Public Five structural shifts are creating a New India Population New -age transformation villages ₹ 2 Lakh cr. 377 million Government’s GenZ consumers annual budget for in India rural transformation Women Road in-charge connectivity 25% to 43%+ 2nd Largest Participation of women road network in the in workforce World, with ~600 (2018 to 2026) National Highways Data penetration 43% to 70% Internet penetration (2020 to 2025) Source: Labour Force Participation Rate Age 15 -59, World Bank, Mckinsey, NHAI, Newsroom, CMIE, PIB 1166 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actua l persons. Sensitivity: Public Growth opportunities in New India are emerging in sub - segments Newer geographies Newer channels Small towns growing at Q-com expected to reach 2X ₹ 2L cr. vs All India market by FY’28 Newer consumer spaces Newer media platforms India growing at Social media users 2.5X ~500 Mn vs. World in India (Vitamins & Dietary supplements) Sources:. NIQ MAT Jul’26, Care Edge Report, Euromonitor 2020 -2025, Datareportal 17 Note: Vitamins & Dietary supplements include weight management & wellbeing Sensitivity: Public Winning in New India is winning in distinct growth cells Hair Care market Big cities Small towns Tier 4 + Rural Online MT GT Online MT GT Large GT Small GT POWER SPEND [Showing first 8,000 characters — download PDF for full document]