NSEInvestor Presentation5d ago · 4 Nov 2026, 07:28 pm
Investor Presentation
Hindustan Unilever Limited · HINDUNILVR
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Hindustan Unilever Limited has informed the Exchange about Investor Presentation, highlighting the company's growth opportunities in India, market leadership, and competitive share gains.
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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
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