Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Investor Presentation (November 2026)
22 slides from Hindustan Unilever's investor presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter for investor presentation
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, Dal
Slide 2: India - Priya Nair, CEO & Managing Director
INDIA Priya Nair CEO & Managing Director, Hindustan Unilever Ltd.
Slide 3: India FMCG consumption presents a significant runway for growth
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 17% 13% Affluent 1.2X 1.3X 1.5X 1.7X 8% 2% 2% <1% Value Seeker
Slide 4: Unilever in India has the undisputed leadership & capabilities to win
UNILEVER IN INDIA HAS THE UNDISPUTED LEADERSHIP & CAPABILITIES TO WIN MARKET SHARE VS. NEAREST COMPETITOR Hair Care 3.5x €6.3BN 6 85BN+ 2025 Brands Packs sold Skin Care 4x Turnover > € 300 Mn in a year Skin Cleansing 2.5x Laundry 4x 9/10 9M+ #1 Dishwash 4x Households use Outlets Employer of one or m
Slide 5: Over the past year, we have strengthened our market leadership in India
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 REVENUE INDIA GROWTH ORGANISATION | INVESTOR EVENT 2026 | 4
Slide 6: Sharper execution has translated to stronger volume-led revenue growth
SHARPER EXECUTION HAS TRANSLATED TO STRONGER VOLUME-LED REVENUE GROWTH UNDERLYING SALES GROWTH % 15% 10% 7% 5% 2% 7% 6% 5% 4% 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 an
Slide 7: Accelerating growth through competitive share gains
ACCELERATING GROWTH THROUGH COMPETITIVE SHARE GAINS LAUNDRY LAUNDRY LAUNDRY DISH POWDERS BARS LIQUIDS WASH | INVESTOR EVENT 2026 | 6
Slide 8: Strong multi-year bets to win in India
STRONG MULTI-YEAR BETS TO WIN IN INDIA ACCELERATE SCALE DOVE ACROSS BUILD A MASSTIGE 1 HOME CARE LIQUIDS 2 BPC 3 BEAUTY POWERHOUSE 4 WIN IN HAIR CARE MARKET MAKING FACE BUILDING HORLICKS AS A 5 CLEANSERS & LIGHT 6 MARKET MAKING DEODORANTS 7 SUPERFOOD NUTRITION SUPPLEMENT 8 WIN IN THE EXPLODING WELLB
Slide 9: Success in India is winning in distinct growth cells
SUCCESS IN INDIA IS WINNING IN DISTINCT GROWTH CELLS BIG CITIES SMALL TOWNS TIER 4 + RURAL Online MT GT Online MT GT Large GT Small GT POWER SPENDERS France HHI Urban 5% Affluent of population PREMIUMISERS Indonesia HHI X Rural Value 60% Seekers of population DEMOCRATISERS Parts of Africa HHI 2X 35%
Slide 10: Building a segmented frontline to win in India
BUILDING A SEGMENTED FRONTLINE TO WIN IN INDIA BIG CITIES SMALL TOWNS TIER 4 + RURAL 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 PREMIUMISERS captainc
Slide 11: Our portfolio is uniquely positioned to win
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
Slide 12: We will continue to elevate our brands
WE WILL CONTINUE TO ELEVATE OUR BRANDS Science Aesthetics Sensorials Said by others Youthful 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
Slide 13: And innovate across all key price points
AND INNOVATE ACROSS ALL KEY PRICE POINTS | INVESTOR EVENT 2026 | 12
Slide 14: Winning in an omni-channel India
WINNING IN AN OMNI- CHANNEL INDIA
Slide 15: "Perfect" looks different by channel; execution discipline remains consistent
“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
Slide 16: Winning quick commerce end-to-end from availability to conversion
WINNING QUICK COMMERCE END-TO-END FROM AVAILABILITY TO CONVERSION AI-ENABLED +1400 bps AVAILABILITY ENGINE improvement in Customer Reported Fill Rate TARGETED PERFORMANCE 1.2X MARKETING better ROAS CATEGORY BUILDING #2 PARTNERSHIPS Advantage Survey Rank >50% USG IN QUICK COMMERCE | INVESTOR EVENT 20
Slide 17: Quick commerce video
QUICK COMMERCE VIDEO | INVESTOR EVENT 2026 | 17
Slide 18: Transforming neighborhood open format stores with an elevated retail experience
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 3X 11%+ Per Store Growth vs Assortment previous period Growth | INVESTOR EVENT 2026 | 18 SQ 26 vs SQ 25 Secondary
Slide 19: Strengthening our execution in health & beauty
STRENGTHENING OUR EXECUTION IN HEALTH & BEAUTY 175,000 specialist stores across 150+ top towns Curated In-Store Assisted Portfolio Brand Building Selling 1.4X Growth vs previous period +9 Per Store % Assortment Growth | INVESTOR EVENT 2026 | 19 SQ 26 vs SQ 25 Secondary Gross Sales Value growths; Ass
Slide 20: Using technology to further enhance our deep rural scale and accuracy
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 DOUBLE-DIGIT ASSORTMENT GROWTH IN TRADITIONAL TRADE | INVESTOR EVENT
Slide 21: In summary
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 to support illustrative and visual storytelling and do not represent actual persons.
Slide 22: Thank you
Uniloven- Thank you
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