Unilever Plc · LSE:ULVR
Unilever — Investor Presentation (March 2003)
5 slides from Unilever's investor presentation, Mar 6, 2003
Slide 1: Heartbrand Media Launch
06/03/2003 U Antony Burgmans Chairman Unilever N.V. Heartbrand Media Launch Rotterdam, 6 March 2003 SAFE HARBOUR STATEMENT: This presentation may contain forward-looking statements (within the meaning of the U.S. Private Securities Litigation Reform Act 1995). Any forward-looking statements are base
Slide 2: Path to Growth scorecard
06/03/2003 Path to Growth scorecard • Leading brand growth 5.4% → approaching 90% of total • 87 businesses sold at €6.3 bn • Operating margin (beia) to 14.9% ↑ 380bps • Fixed assets ↓ by > 400 bps to 17.1% of sales, working capital ↓ by > 200 bps to 4.9% • Cash flow from operations €7.9 bn in 2002 •
Slide 3: Progress of Leading Brands
06/03/2003 Progress of Leading Brands Underlying Sales Growth % U T S R Q P O N Rolling 12 months M nQ nN nO nP nQ nN nO nP nQ DMM ----------2001---------- ----------2002---------- cççÇë=Éñ=f` em` fÅÉ=`êÉ~ã qçí~ä Developing brand power brands average # brands with > € 1bn turnover innovation top-25
Slide 4: Margin progression and capital efficiency
06/03/2003 Margin progression and NS capital efficiency PS PQ NQ PO NO PM OU NM OS Operating Margin OQ U (beia) F. Assets + W. Capital OO S as % of Sales OM NVVS NVVT NVVU NVVV OMMM OMMN OMMO Outlook for 2003 • Leading brands growth at 5 - 6% • Leading brands to rise to 90%+ of portfolio • EPS (beia
Slide 5: Taking charge of the top-line: global brands
06/03/2003 Taking charge of the top-line: global brands Portfolio of global brands & local jewels: 400 brands / 200 brand positions leading brands: from 75% to 95% of sales 40 global brands: already 64% of sales 14 brands €1bn + each Unilever Ice cream turnover in € bn no. of 42 countries 5.0 56 4.0