2018 investor event, mumbai...bse sensex bse fmcg sector hul performance $ 6.5 bn $ 17 bn 2.6x,...

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2018 Investor Event, Mumbai Paul Polman

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Page 1: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

2018 Investor Event, Mumbai

Paul Polman

Page 2: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

2001 2005 2009 2012

HUL

BSE SENSEX

BSE FMCG SECTOR

HUL PERFORMANCE

$ 17 bn$ 6.5 bn

2.6X, +$10bn8% CAGR

SHARE PRICE

MARKET CAPITALISATION

Page 3: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

HUL PERFORMANCE

$ 55 bn3.2X, +$38 bn

26% CAGR

MARKET CAPITALISATION$ 17 bn

HUL

BSE SENSEX

BSE FMCG SECTOR

SHARE PRICE

Page 4: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

We have built a strong foundation

PURPOSE-LED FUTURE-FIT

BEAUTY AND PERSONAL CARE

HOME CARE

FOODS &REFRESHMENT

Page 5: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

But a time of change… is a time of opportunity

PURPOSE-LED FUTURE-FIT

….But will never be finished We started early

HUGE CHALLENGESEMPOWERED CONSUMERS TRUST CRISISDATA EXPLOSION

Page 6: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

Competitive Core

INNOVATION CAPABILITY

Divisions are in the markets

CCBTs CCBTs CCBTs

ORGANISATIONAL AGILITYSTRONG BRANDS & REACH

PRECISION SPEED , QUALITY, RELEVANCE EVEN BETTER BASICS

2.5 billion consumers

use our products every

single day

Page 7: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

Portfolio transformation

ACQUISITONS

TAKE FASTER TO MORE MARKETS

DISPOSALS

BUILD SCALE IN KEY AREAS

50 ACQUIRED 47 DISPOSED

Page 8: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

Fuel for growth

STEPPED UP EFFICIENCIES STRATEGIC REINVESTMENT

ONGOING RESTRUCTURING DIGITISE OUR BUSINESS MODEL

€6 BILLION €4 BILLION

Page 9: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

People & Culture

EVEN MORE DELAYERING & EMPOWERMENT DELIVER DIGITAL TRANSFORMATION

GREATER EMPOWERMENT A CULTURE OF LEARNING STRONG & ENGAGED TALENT

#1 Employer of Choice 90% Proud to work

for Unilever

52% Millennials 79% Workforce in emerging markets

Employees believe their

personal growth in Digital is

necessary to stay relevant

239 Country Category Business Teams

67% Feel speed to market is improved

74%Feel more empowered

8/10

Employees believe their personal growth in Digital

is necessary to stay relevant

Page 10: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

Purpose

PEOPLE WITH PURPOSE COMPANY WITH PURPOSE BRANDS WITH PURPOSE

PURPOSE HAS NEVER BEEN MORE RELEVANT

50% faster growth

Page 11: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

Long-term sustainable value creation

Superior Financial Performance

Purpose-Led, Future-Fit

SUPERIOR longtermVALUE

GROWTH

MARGIN

CASH CONVERSION

3-5%

20% UOM

100%

Multi-StakeholderModel

Consumers

Employees

Customer

Society Shareholders

Planet

Page 12: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

2018 Investor Event, Mumbai

Page 13: 2018 Investor Event, Mumbai...BSE SENSEX BSE FMCG SECTOR HUL PERFORMANCE $ 6.5 bn $ 17 bn 2.6X, +$10bn 8% CAGR SHARE PRICE MARKET CAPITALISATION HUL PERFORMANCE $ 55 bn 3.2X, +$38

PURPOSE-LED FUTURE-FIT

INVESTOR EVENT 2018