Creating Shared Value
The Multi-faceted Opportunity & Demographic Dividend
Young Population an Asset
⚫54% population below
24 years
• Net growth +1.3% p.a.
Increasing Awareness & Digitalization
• 900 million mobiles
• 84% reach of TV in Urban
125 million internet users
5 | September 25th, 2012 | Nestlé Investor Seminar, Shanghai
Urban-Rural Tiers
.69% population is Rural
•
53 cities with 1 million+,
8 cities with 5 million+
population
GDP Growth and the New Reality
GDP per capita $1500+
Consumer Confidence Index 119 (-4)
9.5
8.5
7.7
7.4
7.1
5.4
%
2007
2008
2009
2010
2011
YTD 2012
The New Reality
Inflation, rising commodity costs & weakened Rupee
Inflation Trends
Nestlé India Commodity Basket
(Price Index)
USD: INR
Average Exchange Rate
9.2
6.4
4.9
127
17.7
12.0
A
8.7
8.4
10.9
9.6
148
138
7.3%
123
12.1%
9.5
9.1
9.5
112
110
8.3
8.9
10.4%
7.4
1.6%
100
10%
48.4
45.7
43.6
46.6
Nestle
52.3
41.3
2.4
Closing Exchange Rate at 30/Jun/2012 1USD = 56.21 INR
2007 2008 2009
2010 2011 H1
2007 2008 2009 2010 2011
Inflation (WPI)
2012
Inflation (Food)
H1
2012
2007 2008 2009 2010 2011 H1
2012
6 September 25th, 2012 | Nestlé Investor Seminar, Shanghai
Printer on 25/09/2012
Nestle
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