NSEInvestor Presentation5d ago · 4 Nov 2026, 07:28 pm

Investor Presentation

Hindustan Unilever Limited · HINDUNILVR

✦ AI Summary▲ PositiveProduct Launch

Hindustan Unilever Limited has informed the Exchange about Investor Presentation, highlighting the company's growth opportunities in India, market leadership, and competitive share gains.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment9/10

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Hindustan Unilever Limited has informed the Exchange about Investor Presentation

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HINDUNILVR_04112026192744_SEIntimationInvestorPresentation04112026Signed.pdf

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4th November, 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 30th October, 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 Investor Meet. 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 INDIA Priya Nair CEO & Managing Director, Hindustan Unilever Ltd. INDIA FMCG CONSUMPTION PRESENTS A SIGNIFICANT RUNWAY FOR GROWTH Consumption increases sharply with affluence HUL has substantial market making headroom Indonesia Penetration Index to India LAUNDRY SOAPS TEA SHAMPOO 60X+ 17X 16X 7X 3X 2X 1.2 1.3 1.5 1.7 Affluent X X X X 2% 2% Value X X X X Seeker Hair Masks Suncare Bodywash Dishwash Laundry Face Liquid Liquid Cleansing AVERAGE CONSUMPTION/ HOUSEHOLD MAT APR ‘26 QUARTERLY CATEGORY PENETRATION | INVESTOR EVENT 2026 | 2 Source: Numerator, L3M Aug’26 Category Penetration, Pentrack | HH: Number of Households UNILEVER IN INDIA HAS THE UNDISPUTED LEADERSHIP & CAPABILITIES TO WIN MARK ET S HARE V S . NEARES T COMPETI TOR 6.3 6 85 Hair Care 3.5x BN BN 2025 Brands Packs sold Skin Care 4x Turnover > € 300 Mn in a year Skin Cleansing 2.5x Laundry 4x 9 9 1 /10 M Dishwash 4x Households use Outlets Employer of one or more of reached Choice Lifestyle Nutrition 5x our brands Market Leadership basis Nielsen MAT Sep’26; #1 Employer of choice based on Brand Perception study by InsideIIM in top Indian Bschools in 2025. Turnover milestone of > € 300 Mn based on trailing 12 months turnover for SQ’26; Conversions based on a constant exchange rate of ₹97.6/€ | INVESTOR EVENT 2026 | 3 OVER THE PAST YEAR, WE HAVE STRENGTHENED OUR MARKET LEADERSHIP IN INDIA EXECUTION ELEVATED SHARPER STEP-UP DESIRE ON RESOURCE ACROSS BRANDS ALLOCATION CHANNELS VOLUME-LED UNIFIED INDIA REVENUE ORGANISATION GROWTH | INVESTOR EVENT 2026 | 4 SHARPER EXECUTION HAS TRANSLATED TO STRONGER VOLUME-LED REVENUE GROWTH UNDERLYING SALES GROWTH % 6% 5% SQ'25 DQ'25 MQ'26 JQ'26 SQ'26 Underlying Volume Growth Underlying Sales Growth (USG): Increase in turnover for the period, excluding any change resulting from acquisitions and disposals | INVESTOR EVENT 2026 | 5 Underlying Volume Growth (UVG): Volume growth including the impact of mix of turnover realisation of products sold ACCELERATING GROWTH THROUGH COMPETITIVE SHARE GAINS L A UN D R Y L A UN D R Y L A UN D R Y D I S H POWD ER S BA R S L I QUI D S WA S H | INVESTOR EVENT 2026 | 6 STRONG MULTI-YEAR BETS TO WIN IN INDIA ACCELERATE SCALE DOVE ACROSS BUILD A MASSTIGE 1 2 3 4 WIN IN HAIR CARE HOME CARE LIQUIDS BPC BEAUTY POWERHOUSE MARKET MAKING FACE BUILDING HORLICKS AS A MARKET MAKING WIN IN THE EXPLODING 5 CLEANSERS & LIGHT 6 7 SUPERFOOD NUTRITION 8 MOISTURISERS DEODORANTS SUPPLEMENT WELLBEING MARKET | INVESTOR EVENT 2026 | 7 SUCCESS IN INDIA IS WINNING IN DISTINCT GROWTH CELLS B I G C I T I E S S M A L L T O W N S T I E R 4 + R U R A L Online MT GT Online MT GT Large GT Small GT POWER SPENDERS France HHI U r b a n A f f l u e n t of population PREMIUMISERS X Indonesia HHI R u r a l V a l u e S e e k e r s of population DEMOCRATISERS 2 Parts of Africa HHI X of population HHI: Household Disposable Income | INVESTOR EVENT 2026 | 8 2Y Shampoo Market Delta (Online + Offline) BUILDING A SEGMENTED FRONTLINE TO WIN IN INDIA BI G C I T I E S S M AL L T O WNS T I E R 4 + RUR AL Online MT GT Online MT GT Large GT Small GT POWER SPENDERS France HHI In-store Partnerships investments Higher frequency of service on & & platform category specialised ecosystems investments captaincy PREMIUMISERS Indonesia HHI DEMOCRATISERS Cover more outlets & efficient feet on street Parts of Africa HHI | INVESTOR EVENT 2026 | 9 HHI: Household Disposable Income OUR PORTFOLIO IS UNIQUELY POSITIONED TO WIN POWER SPENDERS France HHI PREMIUMISERS Indonesia HHI DEMOCRATISERS Parts of Africa HHI | INVESTOR EVENT 2026 | 10 HHI: Household Disposable Income WE WILL CONTINUE TO ELEVATE OUR BRANDS S A S S Y cience esthetics ensorials aid by others outhful Blockbuster Packaging Unilever Large Design Proprietary Design Hub Fragrance House Scale Creator and test Technology in India in Mumbai Ecosystem for Gen Z | INVESTOR EVENT 2026 | 11 AND INNOVATE ACROSS ALL KEY PRICE POINTS | INVESTOR EVENT 2026 | 12 WINNING IN AN OMNI- CHANNEL INDIA “PERFECT” LOOKS DIFFERENT BY CHANNEL; EXECUTION DISCIPLINE REMAINS CONSISTENT AVAILABILITY VISIBILITY CONVERSION DIGITISATION Pin-code level Content that AI–led QUICK Winning on dark store converts & optimisation COMMERCE search & browse availability targeted sampling engine Store specific Category Image recognition OPEN FORMAT Shopper soulmate expanded leadership & & digitised STORES programs assortment retail theatre tracking HEALTH & BEAUTY Curated beauty Premium assets & Beauty advisors Beauty tech STORES portfolio assisted selling TRADITIONAL Assortment & High impact Access packs Shikhar & IQ GROCERS coverage physical visibility | INVESTOR EVENT 2026 | 14 WINNING QUICK COMMERCE END-TO-END FROM AVAILABILITY TO CONVERSION 1400 + bps AI-ENABLED improvement in Customer AVAILABILITY ENGINE Reported Fill Rate 1.2X TARGETED PERFORMANCE MARKETING better ROAS CATEGORY BUILDING PARTNERSHIPS Advantage Survey Rank > 5 0 % U S G I N Q U I C K C O M M E R C E ROAS: Return on Advertisement Spend; Quick commerce USG for the period SQ’26; Rank #2 Advantage Survey for Blinkit & Swiggy Instamart | INVESTOR EVENT 2026 | 16 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actual persons. Q U I C K C O M M E R C E V I D E O | INVESTOR EVENT 2026 | 17 TRANSFORMING NEIGHBORHOOD OPEN FORMAT STORES WITH AN ELEVATED RETAIL EXPERIENCE 20,000+ stores serviced in 200+ towns Dedicated In-Store Category Organisation Brand Building Development Per Store Growth vs 3X 11 Assortment previous period %+ Growth SQ 26 vs SQ 25 Secondary Gross Sales Value growths; Assortment growth for SQ’26 | INVESTOR EVENT 2026 | 18 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actual persons. STRENGTHENING OUR EXECUTION IN HEALTH & BEAUTY 175,000 specialist stores across 150+ top towns Curated In-Store Assisted Portfolio Brand Building Selling Growth vs Per Store 1.4X 9 previous period + % Assortment Growth SQ 26 vs SQ 25 Secondary Gross Sales Value growths; Assortment growth for SQ’26 | INVESTOR EVENT 2026 | 19 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actual persons. USING TECHNOLOGY TO FURTHER ENHANCE OUR DEEP RURAL SCALE AND ACCURACY IDENTIFY OPPORTUNITIES CAPTURE DEMAND HUL SHIKHAR INTERNAL & EXTERNAL 1.3MN ACTIVE USERS SIGNALS AI-LED OUTLET LEVEL ~33K BILLS GENERATED RECOMMENDATIONS PER DAY D O U B LE-D IG IT AS S O R T M ENT G R O W T H IN T R AD IT IO NAL T R AD E All figures relate to SQ’26 | INVESTOR EVENT 2026 | 20 Synthetic human images created using generative AI to support illustrative and visual storytelling and do not represent actual persons. IN SUMMARY Massive India Multi-year Desire at Segmented opportunity portfolio bets Scale Go-To-Market | INVESTOR EVENT 2026 | 21 Synthetic human images created using generative AI [Showing first 8,000 characters — download PDF for full document]