Logo

01

Extending leadership
in our core categories
and geographies

Goodknight Fabric Roll-On comprises a revolutionary formula that repels mosquitoes instantly

Strategic Priority

Extending leadership in our core categories
and geographies

Capitals Impacted
Risks
  • Macroeconomic factors
  • Exchange rate volatility
  • Competitive market conditions and new entrants to the market
Enablers
  • Focused 3 by 3 growth strategy
  • Growth potential in priority markets
  • Superior-quality, affordable products that provide great value
Key Focus Area
  • Building leadership in hair care, home care and personal care in Asia, Africa and Latin America
Value created

We have enhanced value creation through organic and inorganic growth and in line with our 3 by 3 growth strategy. Consequently, Social & Relationship Capital, measured in leadership market positions, category penetration and consumption rates, has improved. This has led to our Financial Capital metrics being strengthened.

Our multi-local strategy translates into serving diverse geographies, consumer preferences and socio-economic contexts. As a result, we have significantly diversified our Human Capital. Today, we have over 12,000 team members across 19 countries. We continue to build diversity as a competitive advantage.

In line with our approach to democratising categories, we are making world-class products available at affordable prices. We do this through ramping up our design-driven innovation capabilities and Intellectual Capital, measured through patents, brand valuation and R&D investment

Our
Globalisation
Strategy

Our globalisation strategy (called ‘3 by 3’) has been very deliberate. Guided by this, over the last decade, we have created significant value through M&A and established strong beachheads in three categories (home care, hair care, and personal care) in three emerging geographies (Asia, Africa, and Latin America).

A BROAD EMERGING
MARKETS PORTFOLIO

In fiscal year 2008-09, 22 per cent of our overall revenues came from international businesses. In fiscal year 2018-19, it is 46 per cent, with Indonesia and Africa accounting for 39 per cent. To drive more focus on emerging markets, in 2018, we divested our UK business.

Geography Salience (FY09)

Geography Salience (FY19)

A FOCUSED APPROACH
TO CATEGORY CHOICES

We have moved from an over 50 per cent soaps portfolio in 2009 to a more balanced and strategic category portfolio. Today, we have three core categories: household insecticides, personal wash, and hair care. We have entered into a new category to serve the hair care needs of African women. Air care, which we forayed into a few years ago in India, has now become the fourth global category for us.

Category Salience (FY09)

Category Salience (FY19)

DIVERSIFIED CATEGORY
PORTFOLIOS WITHIN
GEOGRAPHIES

India (FY19)

Indonesia (FY19)

 
 

Africa, USA and Middle East (FY19)

A PORTFOLIO OF
POWER BRANDS

₹ 1,000 Crore+

₹ 500-1,000 Crore

₹ 250-500 Crore

Top 10 brands contribute ~70% of revenue

STRENGTHENED BRAND
POSITIONS ACROSS
KEY MARKETS AND
GEOGRAPHIES

  • >3/4 of portfolio comprises category leaders
  • Gained market share in ~70% of portfolio in the
    last 2 years

Range of home care and personal care products, household insecticides, hair colour, liquid detergents, soaps and air fresheners

  • #1Household insecticides
  • #1Air fresheners
  • #1Hair colour
  • #2Soaps

Source: Management estimates

PERSONAL CARE

 

HAIR CARE

 

HOME CARE

 

AIR CARE

Range of products across hair extensions, hair care, hair colour, personal wash, home care and household insecticides

  • #1Ethnic hair colour
    (Sub Saharan Africa)
  • #1Hair extensions
    (Sub Saharan Africa)
  • #3Caucasian hair colour
    (South Africa)
  • 00Leader in wet hair care
    (USA)

Source: Management estimates

Range of household and personal care products - household insecticides, air fresheners, hair colour and wet wipes

  • #1Household insecticides
  • #1Air fresheners
  • #1Wet wipes

Source: Management estimates

Range of hair colour, hair care, depilatory products and colour cosmetics

  • #1Hair colour
  • #1Depilatory products
    (Chile)
  • #1Hair fixing sprays**
    (Argentina)
  • #3Hair styling products*
    (Argentina)

Source: *Nielsen, **Scentia

02

ACCELERATING
INNOVATION AND
BUILDING PURPOSEFUL
BRANDS