BSECompany Update4 Aug 2026 · 4 Aug 2026, 01:20 pm
Presentation for analyst/ institutional investors meet (virtual) scheduled for today i.e., 4th August 2026 at 2:00 P.M. (IST)
Nestle India Ltd · 500790
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Nestle India Ltd announced a presentation for analyst/institutional investors meet (virtual) scheduled for today, August 4th, 2026, at 2:00 P.M. (IST). The presentation is available on the company's website and will be uploaded on the stock exchanges in due course.
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Nestle India Ltd - 500790 - Announcement under Regulation 30 (LODR)-Investor Presentation
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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
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