Key Presentation Content

Market Opportunity and Position

  • India FMCG consumption presents significant growth runway with consumption increasing sharply with affluence
  • HUL has substantial market making headroom across categories including Laundry, Soaps, Tea, and Shampoo
  • Market leadership vs nearest competitor: Hair Care (3.5x), Skin Care (4x), Skin Cleansing (2.5x), Laundry (4x), Dishwash (4x), Lifestyle Nutrition (5x)
  • 2025 turnover: €6.3 billion with 6 brands having > €300 million turnover
  • 85+ billion packs sold in a year, reaching 9+ million outlets
  • 9/10 households use one or more HUL brands
  • #1 Employer of Choice based on Brand Perception study by InsideIIM in top Indian B-schools in 2025

Recent Performance and Strategy

  • Over the past year, HUL has strengthened market leadership through:
  • Elevated desire on brands
  • Sharper resource allocation
  • Execution step-up across channels
  • Volume-led revenue growth
  • Unified India organization
  • Accelerating growth through competitive share gains
  • Strong multi-year bets to win in India
  • Success in India defined as winning in distinct growth cells

Channel Strategy and Performance

Quick Commerce
  • >50% Underlying Sales Growth (USG) in quick commerce for SQ'26
  • +1400bps improvement in Customer Reported Fill Rate
  • Rank #2 in Advantage Survey for Blinkit & Swiggy Instamart
  • 1.2X better Return on Advertisement Spend (ROAS)
  • AI-enabled availability engine and category building partnerships
Open Format Stores
  • Store specific expanded assortment
  • Category leadership & retail theatre
  • Shopper soulmate programs
  • Image recognition & digitised tracking
Health & Beauty Stores
  • Curated beauty portfolio
  • Premium assets & assisted selling
  • Beauty advisors
  • Beauty tech
Traditional Grocers
  • Double-digit assortment growth in traditional trade
  • Assortment & coverage expansion
  • High impact physical visibility
  • Access packs
  • Shikhar & IQ digitization tools
  • ~33,000 bills generated per day through AI-led systems

Technological Capabilities

  • Using technology to enhance deep rural scale and accuracy
  • AI-led outlet level recommendations using internal & external signals
  • AI-led optimization engine for quick commerce
  • Image recognition and digitized tracking for open format stores
  • Beauty tech for health & beauty channels

Conversion Rate

  • Constant exchange rate used: ₹97.6/€
  • Market leadership data based on Nielsen MAT September 2026
  • Turnover milestone of > €300 million based on trailing 12 months turnover for SQ'26

Additional Information

Presentation available on company website: https://www.hul.co.in/investors/results-and-presentations/company-presentations/