Investor Presentation

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 Limited (NSE) Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C-1, Dalal Street, G Block, Bandra Kurla Complex, Mumbai - 400 001 Bandra (East), Mumbai - 400 051 BSE Scrip Code: 500790 NSE Symbol: NESTLEIND Subject: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”): Presentation for analyst/ institutional investors meet (virtual) scheduled for today i.e., 4th August 2026 at 2:00 P.M. (IST) Dear Madam/ Sir, Further to our letter PKR:SG: 33:2026-27 dated 23rd July 2026 intimating about analyst and institutional investors meet scheduled to be held virtually, and pursuant to Regulation 30 read with Part A of Schedule III of the Listing Regulations, please find enclosed herewith the presentation to be made at the analyst and institutional investors meet (virtual) scheduled to be held today at 2:00 P.M. (IST) and the same is also being uploaded on the Company’s website at www.nestle.in. As prescribed under the Listing Regulations, the recording and transcript of the aforesaid Meet will be uploaded on the Company’s website at www.nestle.in in due course and will be intimated to the Stock Exchanges. The above is for your information and record. Thanking you, Yours truly, NESTLÉ INDIA LIMITED PRAMOD KUMAR RAI COMPANY SECRETARY AND COMPLIANCE OFFICER Encl.: as above Regd. Office: 100 / 101, World Trade Centre, Barakhamba Lane, New Delhi – 110 001 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 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 statements, which holds only as of the date. The future involves uncertainties and risks that could cause actual results to differ materially from the current views being expressed. Potential uncertainties and risks include but are not limited to factors such as changes in general economic, political or market conditions, commodities and currency fluctuations, competitive product and pricing pressures, industrial relations and regulatory developments, significant disruptions in the operations due to unforeseen events (includingspread of any disease) Figures are on standalone basis and are regrouped / reclassified to make them comparable. Calculations are based on non-rounded figures. ‘Analytical data’ are best estimates to facilitate understanding of business and NOT meant to reconcile reported figures. Answers to Questions may be given basis generally available information in public domain. No person is authorized to give any information or to make any representation not contained in and not consistent with this presentation and, if given or made, such information or presentation must not be relied upon as having been authorized by or on behalf of Nestlé India Limited. The Financial Year of the Company stands changed from 1st January – 31st December cycle to 1st April – 31st March cycle. Accordingly, the Financial Year 2023-24 covers a period of 15 months commencing from 1st January 2023 to 31st March 2024. Where CY is mentioned, it stands for January – December calendar year Analyst and Institutional Investor Meet, August 2026 Agenda for today Our growth journey The rising India opportunity Key focus areas Key takeaways Analyst and Institutional Investor Meet, August 2026 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 Our growth journey Analyst and Institutional Investor Meet, August 2026 Nestlé’s India footprint 8,680 500,000 + Legacy of 114 years 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 Powered by brands you love 13.2+ Billion cups 5+ Billion fingers 2+ Billion feeds of science- 5.7+ Billion serves based products 535 million serves 34.2+ Million tins 13 Million packs A Nestlé product reaches 2 out of 3 households in India Analyst and Institutional Investor Meet, August 2026 *Data from 1st April 25 – 31st March 26 Consistent revenue growth and accelerating Revenue (INR billion) Revenue Growth (Y-o-Y) 25.4% 23.4% 18.5% 10.9% 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 Backed by volume growth; regaining momentum Volume (‘000 tonnes) Volume Growth (Y-o-Y) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 2021 FY 25-26 FY 25-26 growth : 10.7% Double digit volume growth Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate Scaling household reach; significant growth headroom 2021 2023 2025 2021 2023 2025 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 Winning rural consumers; deepening coverage Total village coverage Distribution 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, as per best estimate Widening reach; highest ever gain versus peers 2023 Jun'2026 500,000+ Outlet reach in million Retail outlets added since 2023 Analyst and Institutional Investor Meet, August 2026 Source: Nielsen RMS – MAT Jun’26 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 topical events Off-platform collaboration Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate Stepping up premiumization; future growth engine Nestlé Premium portfolio CAGR since 2021 +500 bps 2021 FY 25-26 Premium growth vs. total growth Premium portfolio contribution % Analyst and Institutional Investor Meet, August 2026 Source: Internal data, as per best estimate Our value creation journey continues 1. INVESTMENT IN 2. STRONGER 3. HIGHER 4. HIGHER 5. CASH GENERATION BRAND BUILDING BRANDS SALES GROWTH PROFITABILITY 11.2% 26.7% 10.7% 14.9% 72.0% REINVEST IN BRAND BUILDING Virtuous Growth Cycle Total Shareholder Return for last 1 year : 15.2% Analyst and Institutional Investor Meet, August 2026 1 – A&SP growth; 2. Volume growth; 3. Revenue Growth; 4. EBITDA growth; 5. Net cash flows generated from operating activities growth | Growth % - FY 25-26 vs. FY 24-25 The rising India opportunity Analyst and Institutional Investor Meet, August 2026 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% 2025 2034P 139 mn 140 mn 45.1% 60.0% Strugglers 12.6% 5.6% 42 mn 23 mn Number of HHs 330 million 407 million Analyst and Institutional Investor M [Showing first 8,000 characters — download PDF for full document]