REFRESHMENT - Hindustan Unilever...THE OPPORTUNITIES - TEA LOOSE TEA UPGRADATION We are just 10% of...
Transcript of REFRESHMENT - Hindustan Unilever...THE OPPORTUNITIES - TEA LOOSE TEA UPGRADATION We are just 10% of...
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WHAT I AM GOING TO SPEAK ABOUT
1. The refreshment opportunity in India
2. Why do we think HUL will win
3. Our strategy to win
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TEA COFFEE ICE CREAM
OUR PORTFOLIO
GLOBAL POSITION
INDIA POSITION
#1
#1#1
#1NA
#2
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THE OPPORTUNITIES - TEA
LOOSE TEA UPGRADATION
We are just 10% of the mkt. vol
INDIA TEA BAGS
Potential to be E100 Mn today
GREEN TEA
At 2X margin, Explosive Growth
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THE OPPORTUNITIES - COFFEE
Conventional Coffee Upgradation
3/4thof the Mkt still to be tapped
Tea User Conversion
Coffee, only 5% of tea consumption
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Share Gain
Only 1/10th share of a E1.2Bn Mkt
Consumption Increase
400ml ppc vs.1.6l (Indo) & 7l (Brazil)
THE OPPORTUNITIES – ICE CREAM
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ARE WE SURE OF THE OPPORTUNITY
Refreshment as a % of HUL
India 15%
South India 24%
Pakistan 34%
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1. The refreshment opportunity in India
2. Why do we think HUL will win
3. Our strategy to win
WHAT I AM GOING TO SPEAK ABOUT
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COFFEE ICE CREAM
POWERFUL BRANDS
SHARE OF MIND TO SHARE OF MARKET 3X 5X1.2X
TEA
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Tea Ice Cream Coffee
GM% indexed to Source of Growth 2X 1.5X 2X
Indexed GM growth 2013-2016 1.2X 1.4X 1.2X
Share of media spends to market share 5X 5X 1.4X
VERY STRONG BUSINESS MODEL
We have the FUEL to WIN the Market
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COMPETITIVE GROWTH
COFFEETEA ICE CREAM
1995-2008
2008-2012
2012-2015
Volume Growth
Consistent Growth Across Categories
95 100 105 110 115
2013
2015
Volume Market Share
99 100 101 102 103
2013
2015
Indexed Share Growth
Market growth
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NOW IS THE TIME TO ACCELERATE
FY’13 FY’14 FY’15
Double-Digit CAGR
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1. The refreshment opportunity in India
2. Why do we think HUL will win
3. Our strategy to win
WHAT I AM GOING TO SPEAK ABOUT
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FOUR FOLD STRATEGY
CRAFT MAGICAL BRANDS DIFFERENTIATED TECHNOLOGY
WIN IN MANY INDIA’S MARKET DEVELOPMENT
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CRAFT MAGICAL BRANDS
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DIFFERENTIATE WITH TECHNOLOGY
PROPRIETARY ICE CREAM TECHNOLOGY
PROPRIETARY COFFEE TECHNOLOGY
FRESH TEA VENDING MACHINES
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Green tea in long leaf format
Good to medium flavour & strength
CTC leaf Medium to plain
flavour & medium strength CTC leaf
Plain flavour & medium strength CTC leaf
Best to good flavour & medium strength CTC leaf
& dust
Best flavour and high strength
CTC leaf & dust
Local grown Good flavor & strength CTC Loose leaf
Local grown plain unique flavour CTC
powdery dusts
WINNING IN MANY INDIA’S
Brooke Bond 3 Roses Blend Intervention leading to 1.1 x growth in market share
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MARKET DEVELOPMENT
BRU: CC conversionGreen Tea Boilable Tea Buds Flavoured tea
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THANK YOU