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11 September 2011

Hindustan Unilever::Takeaways Motilal Oswal Annual Global Investor Conferences

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Key Takeaways
Core essence: HUL is investing in categories and channels of tomorrow, to gain from
changing consumption patterns and demographic dividend.
Industry insights
 The Indian consumer has come of age. Media explosion, rising income levels and
increasing role of women in the decision making will increase demand for personal
care and processed foods.
 Rural India offers huge opportunity and HUL has increased its distribution by 0.6m
outlets to cater to rising demand in rural India.
 As far as urban demand is concerned, there is an upgradation wave in urban India
and new products are gaining acceptance at a fast rate.
 Modern trade offers huge opportunity for players like HUL to launch new products
and garner higher share.
Company vision and strategy
 Focus on new products for tomorrow, like fabric softeners, hair conditioners,
deodorants in personal care, and creamy spread, soy juice, Knorr Soupy and Kissan
Nutrismart.
 Channels of tomorrow: strength in modern trade, higher share and profitability.
 Capabilities of tomorrow: capture premiumization, portfolio approach with
products across the pyramid.
 Sustainability: looking to add 1b consumers globally, with environment friendly
approach.
 Gain market share in existing categories and create new categories for the long
term.
 Offer high quality products at right prices and strong execution in the field with
better service.
Key triggers/milestones/challenges
 Product pricing: competitive pricing with high quality
 New launches: to focus on personal care and food products
 Competitive intensity: to grow ahead of competition with competitive pricing
 Increase in share of higher margin personal care in total sales.


Mr Nitin Paranjpe was appointed
EVP South Asia and CEO Hindustan
Unilever, India in April 2008. He is
CEO & MD of Unilever's Indian
business.
He joined Hindustan Lever as a
management trainee in 1987 and
worked in several sales and
marketing roles. In 1996 he was
appointed Branch Manager for the
south region and in 1999 he became
a member of the Project Millennium
Team.
In 2000, Mr. Paranjpe moved to
London and was involved in a review
of the organisational structure. In
2001 he was Assistant to the Unilever
Chairman & Executive Committee in
London. On return to India in 2002,
he became Category Head-Fabric
Wash & Regional Brand Director
(Asia) for some laundry and
household cleaning brands. In 2004
he became Vice President - Home
Care (Laundry & Household Care)
India.
Mr. Paranjpe holds a BE Mechanical
degree from the College of
Engineering Pune, India and an MBA
in Marketing from Jamnalal Bajaj
Institute of Management Studies,
Mumbai.

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