Hindustan Unilever (HINDUNILVR) Investor presentation summary

Company overview and market position

• Holds #1 market position in over 90% of turnover and is used by 9 out of 10 Indian households.

• Annual turnover of €6.5 billion with a market capitalization of €48 billion as of September 2026.

• Sells over 85 billion packs annually and reaches more than 9 million outlets.

• Maintains a 23.6% EBITDA margin for FY 2025-26.

• Recognized as the top employer of choice among Indian business school graduates.

Growth drivers and market opportunities

• Achieved 2X turnover, 3X EBITDA, and 4X operating cash flow growth over the past decade.

• India’s young, growing population and rising incomes are fueling consumption growth.

• Five structural shifts: population transformation, modern villages, increased female workforce participation, digital society, and improved road connectivity.

• Small towns are growing at 2X the national average, and new channels like Q-commerce are expanding rapidly.

• Vitamins, dietary supplements, and social media platforms are emerging as high-growth spaces.

Strategic approach and portfolio positioning

• Focuses on four key strategies: market making, premiumisation, consumption, and new spaces.

• Portfolio is structured to win across all consumer segments, from affluent urban to rural value seekers.

• Drives category growth through superior products, high availability, and tiered offerings.

• Premium brands like Dove and Vaseline are growing rapidly and expanding into new categories.

• Market making model includes superior products, education, large-scale sampling, and social-first demand generation.