Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Investor Presentation (June 2017)
8 slides from Hindustan Unilever's investor presentation, Jun 2, 2017
Slide 1: GST - Annual Investor Meet
GST ANNUAL INVESTOR MEET | 2 JUNE 2017 P.B. Balaji
Slide 2: Safe Harbour Statement
SAFE HARBOUR STATEMENT This Release / Communication, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and similar
Slide 3: Welcome Reform; Win-Win for All
WELCOME REFORM; WIN-WIN FOR ALL CONSUMER COUNTRY/ ECONOMY Cheaper, better products Higher investment led growth GOVERNMENT INDUSTRY Lower fiscal deficit, Simpler & effective compliance, higher tax base Level playing field, Efficient SC 3
Slide 4: Extensive Preparations Underway
EXTENSIVE PREPARATIONS UNDERWAY 1) Compliance 2) Cutover 3) Value Creation Impacts multiple areas Focus on IT readiness Supporting the eco-system • Significant impacts on • Significant impact on HUL systems • HUL and our eco-system targeting to be ready for a July 1st transition o Procurement o Manu
Slide 5: Committed to Pass on the Net Benefits
COMMITTED TO PASS ON THE NET BENEFITS Source of benefits • Reduced output tax rates o Soaps HUL shall pass on the net Interplay between P&L o Toothpaste benefit based on lines likely o Detergent bars fair principles • 100% input credit availed 5
Slide 6: Near Term Impact
NEAR TERM IMPACT Growth likely to be impacted by temporary thinning down of trade pipelines Trade concerns Our Response Presumptive Credit on closing stock • Extensive communication to clarify • 40% of CGST payable available as credit • Compensate customers appropriately Margins • Await final transi
Slide 7: In Summary
IN SUMMARY Net Benefit on tax rates In the near term – to be passed on Win- win for everyone in the long run Temporary thinning down of trade pipelines likely Interplay between P&L lines likely 7
Slide 8: Thank You
ForTHANK more YOU information & updates FOR MORE INFORMATION 8
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