arisaig partners consumer symposium - marico · emerging markets mnc high growth markets of asia...
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ARISAIG PARTNERS CONSUMER SYMPOSIUM
Mr. Saugata Gupta – Managing Director and CEO
September 2017
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INDIA CONTINUES TO MAINTAIN ITS GROWTH TRAJECTORY
Increase in rural disposable incomes
Demographic dividend
Burgeoning middle class
Structural reforms
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AN INDIAN MNC WITH A MARKET CAP. OF $ 6.7 BN DELIVERING SUSTAINED PROFITABLE GROWTH
25 Years of Excellence
Operating since 1991
Sustained Value Creation
27% compounded annual
return since listing in 1996
Emerging Markets MNC
High growth markets of
Asia and Africa
Revenue CAGR 10% | Operating Margin Improvement 730 bps LAST 5 YEARS
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WITH MARKET LEADERSHIP IN KEY SEGMENTS
77%
23%
India International
Presence in growing emerging markets
Market Leader in 90% of the segments in our portfolio
Coconut Oil ( $ 669 mn)
Premium Refined Edible Oils (India)
RANK
1 Hair Oils ($ 1 bn)
Male Shampoo (Vietnam)
Hair Styling (Egypt)
Hair Styling (India)
RANK
2 Oats (India)
Roll-on Deodorants (Vietnam)
Ethnic Styling (South Africa)
Serums (India)
Core Portfolio Emerging Portfolio
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…. AND ICONIC BRANDS THAT HAVE DEFINED THEIR CATEGORIES
COCONUT OILS HAIR OILS
HEALTHY FOODS MALE GROOMING
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MARICO IS UNIQUELY POISED TO MAINTAIN HEALTHY GROWTH
Growth in Emerging Markets to provide good
tailwinds
Underpenetrated Categories and Room for
Market Share Growth
Premiumisation driven by Innovations
Current Penetration Levels
0% 50% 100%
Coconut Oils
Prem. Ed. Oils
Deos
Gels
Oats
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INDIA STRATEGY: 5 KEY PILLARS
Grow the core
Drive premiumization
Focus on the Bottom of Pyramid
Drive E-commerce and Digital
Build new engines of growth
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INTERNATIONAL STRATEGY: 5 KEY PILLARS
Scale up Male Grooming and Nourishment platforms
Drive “One Marico” Synergies
Existing Core Markets: Drive to full potential
Strategic entry in new markets in Africa and Asia
Build global capability and Center of Excellences
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KEY AREAS OF TRANSFORMATION
8
INNOVATION GO TO MARKET
STRATEGY
TALENT VALUE PROPOSITION &
CULTURE
IT & ANALYTICS
VALUE MANAGEMENT
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BUILDING FUTURE-READY DISTRIBUTION
9
WINNING THROUGH
GO TO MARKET
LEVERAGE IT &
ANALYTICS
OPTIMIZATION OF SPENDS
NURTURE NEW PRODUCT
DEVELOPMENT
SPECIALTY CHANNELS
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TALENT VALUE PROPOSITION & CULTURE
Creating Workplace for Future
Driving Internal Communication to #GetConnected
Learning
Building Talent for Future
Strengthening Employer Branding
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VALUE MANAGEMENT – A VIRTUOUS CYCLE
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LIVING MARICO’S PURPOSE
SOCIETY
MEMBERS
BUSINESS ASSOCIATES
SHAREHOLDERS
CUSTOMERS
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COMMITMENT TOWARDS SUSTAINABILITY
Renewable
Energy Becoming Water
Positive
Sustainable
Procurement
Responsible
Corporate
Citizenship
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India’s Super 50 Companies 2016
AWARDS & RECOGNITIONS
Excellence in Corporate
Governance Among Top 100 Cos. for
Working Mothers
Featured in the list of India’s Best Boards
2014
Featured in the list of Best Investor Relations
Programs 2016
Rated 2nd among FMCG Companies
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THANK YOU