Investor Presentation

9th 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 Analyst/Institutional Investor Meet Further to our letter dated 4th September, 2026 and pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed Investor Presentation that will be made at the upcoming Analyst/Institutional Investor Meet(s). A copy of the above presentation 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 Barclays Global Consumer Staples Conference 2026 Priya Nair CEO & Managing Director Hindustan Unilever Limited Unilever India at a Glance The largest & one of the most loved companies in India € 6.5 Bn € 48 Bn 9 out of 10 Annual Hindustan Unilever Households use one or Turnover Market Capitalisation more of our brands >90% 85 Bn+ 9 Mn+ Employer of choice Turnover with Packs sold Outlets #1 market position in a year reached 23.6% EBITDA Margin Market Leadership basis Nielsen MAT Jul’26; #1 Employer of choice based on Brand Perception study by InsideIIM in top Indian Bschools in 2025. 3 Annual Turnover & EBITDA Margin for Financial Year 2025-26; Conversions based on a constant exchange rate of ₹97.6/€; Market Capitalisation as on closing for 4th Sept 2026 (NSE) 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'15 FY'25 FY'15 FY'25 FY'15 FY'25 All reported figures include Ice Cream business for full reporting period 4 Figures for Financial Year i.e. 1st April to 31st March The New India Opportunity India’s consumption story is just getting started Rising household Large and young Fastest growing major Under-indexed FMCG incomes population economy spends India’s GDP ranking $63 2030 billion people Projected 2026 293 Mn HH 386 Mn HH ~ 2014 Thailand China 2018 2030 Projected 7X 3X Segmentation by annual household income median age < $4,000 $4,000-8,500 Philippines Indonesia $8,500-40,000 > $40,000 5X 3X Source: UN, IMF, PIB, NIQ, OECD, Bain & Word Economic Forum 6 HH: Number of Households Five structural shifts are creating a New India Modern Population villages transformation € 20.5 Bn 377 Mn 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 A digital society 43% to 70% Internet penetration (2020 to 2025) Source: Labour Force Participation Rate Age 15-59, World Bank, Mckinsey, NHAI, Newsroom, CMIE, PIB Conversions based on a constant exchange rate of ₹97.6/€ 7 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actual persons. Growth opportunities in New India are emerging in multiple segments Newer geographies Newer channels Small towns growing at Q-com expected to reach 2X € 20.5 Bn 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 Note: Vitamins & Dietary supplements include weight management & wellbeing; 8 Conversions based on a constant exchange rate of ₹97.6/€ Success in New India is winning in distinct growth cells Hair Care market 10% 20% 70% Big cities Small towns Tier 4 + Rural Online MT GT Online MT GT Large GT Small GT POWER SPENDERS France HHI Urban Affluent PREMIUMISERS Indonesia HHI Rural Value Seekers DEMOCRATISERS 2x Parts of Africa HHI HHI: Household Disposable Income 9 2Y Shampoo Market Delta (Online + Offline) Four key strategies to unlock growth Big cities Small towns Tier 4 + Rural Online MT GT Online MT GT Large GT Small GT POWER SPENDERS France HHI MARKET MAKING PREMIUMISATION (MORE BENEFITS) SPACES (MORE USERS) Using more premium shampoos Existing shampoo users adding Shampoo bottles formats, to regime – Conditioners, Upgrading to Rs. 2 Dove sachet Masstige & masks, serums PREMIUMISERS Prestige Indonesia HHI DEMOCRATISERS CONSUMPTION (MORE USAGE) Parts of Africa HHI Using more shampoo HHI: Household Disposable Income Our portfolio is uniquely positioned to win across these cells Big cities Small towns Tier 4 + Rural Online MT GT Online MT GT Large GT Small GT POWER SPENDERS France HHI PREMIUMISERS Indonesia HHI DEMOCRATISERS Parts of Africa HHI HHI: Household Disposable Income Our Strategy to Win WINNING IN NEW INDIA D ELIVER CO M PET IT IVE VO LUM E- LED G RO WT H Consumption Premiumisation Market Making New Spaces MORE USAGE MORE BENEFITS MORE USERS MORE CATEGORIES 40% delta 40% delta 20% delta ENA B LERS Crafting Desirable Brands Future-fit Go-to-Market AI as a Moat VA LUE CREA T IO N M O D EL Generate Deploy Step-up Deliver Volume-led Fuel for Growth Fuel for Growth Capital for Growth Profit Growth UNDERPINNED BY UNMATCHED TALENT, WINNING CULTURE & ESG Delta: Incremental Turnover Contribution 13 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actual persons. WINNING IN NEW INDIA D ELIVER CO M PET IT IVE VO LUM E- LED G RO WT H Consumption Premiumisation Market Making New Spaces MORE USAGE MORE BENEFITS MORE USERS MORE CATEGORIES 40% delta 40% delta 20% delta ENA B LERS Crafting Desirable Brands Future-fit Go-to-Market AI as a Moat VA LUE CREA T IO N M O D EL Generate Deploy Step-up Deliver Volume-led Fuel for Growth Fuel for Growth Capital for Growth Profit Growth UNDERPINNED BY UNMATCHED TALENT, WINNING CULTURE & ESG Delta: Incremental Turnover Contribution 14 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actual persons. Driving Consumption is a key source of category growth Unilever’s leadership & reach gives us an unparalleled advantage Laundry Soaps Tea Shampoo Affluent 1.2X 1.3X 1.5X 1.7X X X X X Value Seeker Market Share vs 4X 2.5X 1.2X 3.5X nearest competitor Avg consumption 15 Source: Numerator, May’25-Apr’26, Nielsen MAT Jul’26 Laundry in India has huge headroom to grow Consumption ADOPTION OF AFFLUENCE WASHING MACHINE 1.2X Power Spenders 1.1X Premiumisers Democratisers 1.24X consumption in households with machines Numerator: Avg Consumption for ANY WASHNG POWDER, Avg Consumption for ANY WASHNG POWDER/LIQUID 16 HH: Household Unilever is best placed to drive Consumption Relative market share High availability nearest competitor Tiered portfolio API Segmental Present in 9/10 Indian households index share index Tier 1 2.1X 3.1X Superior products Tier 2 Product superiority 1.2X 1.6X increases consumption by 1.5X Tier 3 Nielsen Category APIs and Unilever Share Index Jul’26 | Numerator MAT Jun’26 Unilever Laundry Penetration | Numerator Avg Consumption SFXL Powder 17 1.5x vs Tier3 Powders Source of growth WINNING IN NEW INDIA D ELIVER CO M PET IT IVE VO LUM E- LED G RO WT H Consumption Premiumisation Market Making New Spaces MORE USAGE MORE BENEFITS MORE USERS MORE CATEGORIES 40% delta 40% delta 20% delta ENA B LERS Crafting Desirable Brands Future-fit Go-to-Market AI as a Moat VA LUE CREA T IO N M O D EL Generate Deploy Step-up Deliver Volume-led Fuel for Growth Fuel for Growth Capital for Growth Profit Growth UNDERPINNED B [Showing first 8,000 characters — download PDF for full document]