NestleGood lifeDeutsche Bank 2023Leveraging emerging market opportunitiesFrancois-XavierRogerEVP, Chief Financial OfficerMILO
DisclaimerThis presentation contains forward looking statements which reflectManagement's current views and estimates. The forward lookingstatements involve certain risks and uncertainties that could cause actualresults to differ materially from those contained in the forward lookingstatements. Potential risks and uncertainties include such factors asgeneral economic conditions, foreign exchange fluctuations. competitiveproduct and pricing pressures and requlatory developments.June8,2023Nestli6Goodfood,Good life
Our business is alobal balanced and diversified2022 sales of CHF 94.4 bn., with an underlying TOP margin of 17.1%Where we sellWhat we sellEurope24%PetCarePrepared dishes(incl,coffeeHealth Science& cooking aids27%19%16%13%Milk productsConfectioneryWater& ice creamAOA22%12%9%4%13%ResourcesNumberof employeesR&D spendR&D locationsFactories275000CHF 1.7 bn23344June8,2023
At a glance: our emerging markets business2022 sales of CHF 39.3 bn, with an underlying TOP margin of >18%Where we sellWhat we sell9%BeveragesNutrition&PrepareddishesMilkproducts(incl.coffee)& ice cream& cooking aids27%20%19%12%Greater15%ConfectioneryPetCareWaterAOA45%11%8%3%31%ResourcesNumberof employeesR&D locationsFactories165000188"Undating TOP nargih ahe alocalon enta os, omparable wih Goup under n TOP margh tut o omparb e wit 2one undierying TOP narginJune8,2023
Delivering strong organic growthOraanic arowth in emerging markets10-year averageEmergingMarketsNestléGroup12%Organicgrowth10.0%10%9.3%6.6%4.5%6%Pricing4.9%3.6%1.9%4%2%3.0%2.6%RIG0%2013201420152016201720182019202020212022June8,2023DeutschBank2023Nestli6Goodfood,Good life
Long and deeply rooted presence in emerging marketsGreaterBrazilMexicoPhilippinesIndiaChileChinaSales(2022,CHF)5.8 bn3.8 bn3.5 bn2.7 bn2.0 bn1.3 bnLowHighMidMidHighHighOrganicgrowth(10-year average)single-digitsingle-digitsingle-digitsingle-digitsingle-digitsingle-digitYears present1151029311211189June8,2023
Complementary portfolio of both global and regional brandsGlobal brands represent~75% of sales in emerging marketsStrongglobal brandsWell respected regional brands,太太乐NESCAFEMasgIMILO(arnationNINHONANNIDONESCUGarotoYUJune8,2023
Strong market positions and consumer trustLeading playerinfood&beveraqeStrongmarketpositions,Highconsumertrust#1Chile,Philippines,MalaysiaPercentageofsalesin#1position,and Thailand52%China38%company#2Brazil, Indonesia andNigerialPhillipines70%Brazil71%Chile77%#4IndiaandMexicoIndia77%100%Mexico81%mosttrustedcompanies#5ChinaCentral&WestAfrica93%"n the bod& beveaogh ndausty pso independnt tus sunveyondudted in23 Neste semerging maketJune8,2023DeutschBank2023
Siqnificantopportunity to increase share of stomach in larae marketsNestle's share of food & beverage consumer expenditure (%)0.8%0.7%0.6%0.6%0.5%0.5%0.01%BrazilChileMalaysiaPhilippinesMexicoDevelopedIndonesiaNigeriaChinaIndiaMarketsJune8,2023DeutschBank2023
Driving locally relevant innovationRegionalR&DLocally-tailoredKey global...
