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2011 Nine Months Sales
                                             Continued Global Growth




                                                   Roddy Child-Villiers
                                                  Head of Investor Relations


October 20th, 2011   2011 Nine Month Sales
Disclaimer
    This presentation contains forward looking statements
    which reflect Management’s current views and
    estimates. The forward looking statements involve
    certain risks and uncertainties that could cause actual
    results to differ materially from those contained in the
    forward looking statements. Potential risks and
    uncertainties include such factors as general economic
    conditions, foreign exchange fluctuations, competitive
    product and pricing pressures and regulatory
    developments.




1   October 20th, 2011   2011 Nine Month Sales
Performance Highlights: 9 Months

         7.3% Organic growth

         Pricing up to 3.2%; 4.1% RIG

         All operating segments and product groups growing

         FX a significant impact in translation

         Outlook:
          Slightly above 6% organic growth
          Striving for margin improvement in constant currencies




2   October 20th, 2011   2011 Nine Month Sales
Key Elements of Sales
                                                     +4.1%     RIG
                                                                             +7.3%
                                                                              OG
                                                     +3.2%     Pricing


              Maintaining                            -5.7%     Acq./Div.


            Organic Growth                                     Exchange
                                                               Rates
              Momentum                               -15.1%
                                                              Total evolution
                                                              of sales: -13.5%




OG = Organic Growth
RIG = Real Internal Growth

3     October 20th, 2011     2011 Nine Month Sales
Regional Performance: Growth Everywhere

                                                                                                                      13.1
                                                                                              % OG         % RIG
         Good growth in all regions
                                                                                                                             9.5
         Growth in all categories

                                                                                                          5.8
                                                                                 5.0
                                                                                        3.5

                                                                                                                1.7



                                                                              Europe                      Americas      AOA
                                                                       Sales*  18.8                         27.1        15.0
                                                                        CHF bn


* Each region includes Zones, Nestlé Waters, Nestlé Nutrition, Nestlé Professional, Nespresso, NHSc, and JVs

4   October 20th, 2011   2011 Nine Month Sales
Growth in all Environments

                                                 13.1           12.7
                                                        12.3




                  7.3


                                                                              4.0                3.7




                Group              Emerging Markets     BRIC    PPP    Developed Markets   Portugal, Italy,
                                                                                           Greece & Spain


                                                         % OG
5   October 20th, 2011   2011 Nine Month Sales
Operating Segments: All Growing

                                                             11.7                                 11.4
                % OG                   % RIG

                                                                                                         8.8
                                                                    8.2
                                                                                      7.6

                                                 5.6                                        5.2
                                                                          4.7
                         3.8
                                                                                3.2
                                2.2
                                                       0.8


                           Zone                   Zone         Zone       Nestlé       Nestlé      Other
                          Europe                 Americas      AOA        Waters      Nutrition
           Sales            11.1                  19.1         11.1         5.1         5.4          9.1
        CHF bn rounded



6   October 20th, 2011   2011 Nine Month Sales
Zone Americas: Growth in North & South
     Sales CHF 19.1 bn                           OG   5.6%       RIG 0.8%


                                                             North America: organic growth increases

                                                                PetCare accelerates; shares improve

                                                                Ice cream improves: snacks & super-premium

                                                                Frozen unchanged; innovations resonate.
                                                                 Pizza growing & gaining share

                                                                CoffeeMate enters dairy creaming market

                                                             Latin America: double-digit organic growth

                                                                Nescafé, Chocolate, Maggi, PetCare,
                                                                 Powdered highlights



7   October 20th, 2011   2011 Nine Month Sales
Zone Europe: Growth in East & West
     Sales CHF 11.1 bn                           OG   3.8%   RIG 2.2%



              Strong, sustainable growth in the Zone

              Worst July weather for 30 years: Ice cream impact

              Innovation key growth driver: multi-categories

              France strong in nearly all categories

              Eastern Europe a mixed picture

              Zone highlights: Soluble coffee, Culinary, PetCare,
               Frozen Pizza, Culinary chilled




8   October 20th, 2011   2011 Nine Month Sales
Zone Asia, Oceania & Africa: Emerging & Developed Growth
     Sales CHF 11.1 bn                           OG     11.7%       RIG 8.2%




                                                     Japan & Oceania region continues to grow

                                                     Most emerging markets double-digit

                                                     Biggest categories growing double-digit

                                                     Highlights: Dairy, Soluble coffee, Culinary

                                                     Smaller categories performing well:
                                                      RTD beverages, Ice cream




9   October 20th, 2011   2011 Nine Month Sales
Nestlé Nutrition: Growth in all Zones
         Sales CHF 5.4 bn                         OG   7.6%   RIG 5.2%




         Infant nutrition growing high single-digit, driven by innovations

         All three Zones growing; emerging markets double-digit

         Highlights: Russia, China, South Asia, Africa, Latin America

         US environment impacts Jenny Craig & Performance nutrition




10   October 20th, 2011   2011 Nine Month Sales
Nestlé Waters: Growth in all Zones
      Sales CHF 5.1 bn                            OG   4.7%   RIG 3.2%




                                                                        North America pricing impacts RIG,
                                                                         but growth positive

                                                                        Europe performs well in weak season:
                                                                         share gains

                                                                        Emerging markets continue double-digit

                                                                        Highlights: Nestlé Pure Life, S. Pellegrino,
                                                                         Perrier, Acqua Panna, Vittel




11   October 20th, 2011   2011 Nine Month Sales
Other: Growth in all Constituents
      Sales CHF 9.1 bn                            OG   11.4%   RIG 8.8%

              Nestlé Professional                                         Nestlé Health Science
               Good growth, double-digit in                               Good growth & share gains
                emerging markets                                           Acquisitions being integrated,
               Nescafé Milano and Viaggi systems                           new platforms for growth
                well-received

              Nespresso                                                   Joint Ventures
               Momentum continues                                         Cereal Partners Worldwide and Beverage

               On track for 250 boutiques by                                Partners Worldwide deliver mid-single digit
                year end                                                     organic growth




12   October 20th, 2011   2011 Nine Month Sales
Product categories: All Growing

                        12.6

                                                                                                     % OG     % RIG


                                 7.8                   8.1


                                                                        4.8              4.4
                                                                                                            3.9
                                                             3.2
                                                                              2.3                2.0                2.4



                      Powdered &                     Milk Products   Prepared Dishes   Confectionery        PetCare
                   Liquid Beverages                  & Ice Cream      & Cooking Aids
       Sales                 13.1                        12.2             10.0                 6.3                7.1
     CHF bn rounded




13      October 20th, 2011   2011 Nine Month Sales
Conclusion

        A solid nine months with organic growth above the long-term 5-6% range

        Organic growth contribution more weighted to pricing as year progresses

        Environment challenging, especially in developed markets

        Full-Year 2011 Likely to be slightly above 6% organic growth, and striving for margin
         improvement in constant currencies




14   October 20th, 2011   2011 Nine Month Sales
2011 Nine Months Sales


                                                  Discussion



October 20th, 2011   2011 Nine Month Sales
Weighted Average Exchange Rates

                              CHF per             9m 2010   9m 2011   (%)*

                              US Dollar (1)        1.07      0.88     -18

                              Euro (1)             1.40      1.23     -12

                              £ Sterling (1)       1.63      1.42     -13

                              Real (100)           59.85     53.80    -10

                              Mex. Peso (100)      8.39      7.30     -13

                              Yen (100)            1.19      1.09      -8



* % rounded

16   October 20th, 2011   2011 Nine Month Sales
FX Impact on All Businesses

                              (%)                 1Q 2011   HY 2011   9m 2011

                              Nestlé Waters        -11.5     -15.8     -16.7

                              Zone Americas        -9.4      -15.1     -16.6

                              Nestlé Nutrition     -10.5     -15.0     -16.1

                              Zone AOA             -8.1      -13.4     -15.0

                              Other                -9.9      -12.7     -13.6

                              Zone Europe          -10.8     -11.5     -12.2

                              Total                -9.8      -13.8     -15.1




17   October 20th, 2011   2011 Nine Month Sales

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Nestlé 9 mnth sales investor call presentation

  • 1. 2011 Nine Months Sales Continued Global Growth Roddy Child-Villiers Head of Investor Relations October 20th, 2011 2011 Nine Month Sales
  • 2. Disclaimer This presentation contains forward looking statements which reflect Management’s current views and estimates. The forward looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward looking statements. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange fluctuations, competitive product and pricing pressures and regulatory developments. 1 October 20th, 2011 2011 Nine Month Sales
  • 3. Performance Highlights: 9 Months  7.3% Organic growth  Pricing up to 3.2%; 4.1% RIG  All operating segments and product groups growing  FX a significant impact in translation  Outlook: Slightly above 6% organic growth Striving for margin improvement in constant currencies 2 October 20th, 2011 2011 Nine Month Sales
  • 4. Key Elements of Sales +4.1% RIG +7.3% OG +3.2% Pricing Maintaining -5.7% Acq./Div. Organic Growth Exchange Rates Momentum -15.1% Total evolution of sales: -13.5% OG = Organic Growth RIG = Real Internal Growth 3 October 20th, 2011 2011 Nine Month Sales
  • 5. Regional Performance: Growth Everywhere 13.1 % OG % RIG  Good growth in all regions 9.5  Growth in all categories 5.8 5.0 3.5 1.7 Europe Americas AOA Sales* 18.8 27.1 15.0 CHF bn * Each region includes Zones, Nestlé Waters, Nestlé Nutrition, Nestlé Professional, Nespresso, NHSc, and JVs 4 October 20th, 2011 2011 Nine Month Sales
  • 6. Growth in all Environments 13.1 12.7 12.3 7.3 4.0 3.7 Group Emerging Markets BRIC PPP Developed Markets Portugal, Italy, Greece & Spain % OG 5 October 20th, 2011 2011 Nine Month Sales
  • 7. Operating Segments: All Growing 11.7 11.4 % OG % RIG 8.8 8.2 7.6 5.6 5.2 4.7 3.8 3.2 2.2 0.8 Zone Zone Zone Nestlé Nestlé Other Europe Americas AOA Waters Nutrition Sales 11.1 19.1 11.1 5.1 5.4 9.1 CHF bn rounded 6 October 20th, 2011 2011 Nine Month Sales
  • 8. Zone Americas: Growth in North & South Sales CHF 19.1 bn OG 5.6% RIG 0.8% North America: organic growth increases  PetCare accelerates; shares improve  Ice cream improves: snacks & super-premium  Frozen unchanged; innovations resonate. Pizza growing & gaining share  CoffeeMate enters dairy creaming market Latin America: double-digit organic growth  Nescafé, Chocolate, Maggi, PetCare, Powdered highlights 7 October 20th, 2011 2011 Nine Month Sales
  • 9. Zone Europe: Growth in East & West Sales CHF 11.1 bn OG 3.8% RIG 2.2%  Strong, sustainable growth in the Zone  Worst July weather for 30 years: Ice cream impact  Innovation key growth driver: multi-categories  France strong in nearly all categories  Eastern Europe a mixed picture  Zone highlights: Soluble coffee, Culinary, PetCare, Frozen Pizza, Culinary chilled 8 October 20th, 2011 2011 Nine Month Sales
  • 10. Zone Asia, Oceania & Africa: Emerging & Developed Growth Sales CHF 11.1 bn OG 11.7% RIG 8.2%  Japan & Oceania region continues to grow  Most emerging markets double-digit  Biggest categories growing double-digit  Highlights: Dairy, Soluble coffee, Culinary  Smaller categories performing well: RTD beverages, Ice cream 9 October 20th, 2011 2011 Nine Month Sales
  • 11. Nestlé Nutrition: Growth in all Zones Sales CHF 5.4 bn OG 7.6% RIG 5.2%  Infant nutrition growing high single-digit, driven by innovations  All three Zones growing; emerging markets double-digit  Highlights: Russia, China, South Asia, Africa, Latin America  US environment impacts Jenny Craig & Performance nutrition 10 October 20th, 2011 2011 Nine Month Sales
  • 12. Nestlé Waters: Growth in all Zones Sales CHF 5.1 bn OG 4.7% RIG 3.2%  North America pricing impacts RIG, but growth positive  Europe performs well in weak season: share gains  Emerging markets continue double-digit  Highlights: Nestlé Pure Life, S. Pellegrino, Perrier, Acqua Panna, Vittel 11 October 20th, 2011 2011 Nine Month Sales
  • 13. Other: Growth in all Constituents Sales CHF 9.1 bn OG 11.4% RIG 8.8% Nestlé Professional Nestlé Health Science  Good growth, double-digit in  Good growth & share gains emerging markets  Acquisitions being integrated,  Nescafé Milano and Viaggi systems new platforms for growth well-received Nespresso Joint Ventures  Momentum continues  Cereal Partners Worldwide and Beverage  On track for 250 boutiques by Partners Worldwide deliver mid-single digit year end organic growth 12 October 20th, 2011 2011 Nine Month Sales
  • 14. Product categories: All Growing 12.6 % OG % RIG 7.8 8.1 4.8 4.4 3.9 3.2 2.3 2.0 2.4 Powdered & Milk Products Prepared Dishes Confectionery PetCare Liquid Beverages & Ice Cream & Cooking Aids Sales 13.1 12.2 10.0 6.3 7.1 CHF bn rounded 13 October 20th, 2011 2011 Nine Month Sales
  • 15. Conclusion  A solid nine months with organic growth above the long-term 5-6% range  Organic growth contribution more weighted to pricing as year progresses  Environment challenging, especially in developed markets  Full-Year 2011 Likely to be slightly above 6% organic growth, and striving for margin improvement in constant currencies 14 October 20th, 2011 2011 Nine Month Sales
  • 16. 2011 Nine Months Sales Discussion October 20th, 2011 2011 Nine Month Sales
  • 17. Weighted Average Exchange Rates CHF per 9m 2010 9m 2011 (%)* US Dollar (1) 1.07 0.88 -18 Euro (1) 1.40 1.23 -12 £ Sterling (1) 1.63 1.42 -13 Real (100) 59.85 53.80 -10 Mex. Peso (100) 8.39 7.30 -13 Yen (100) 1.19 1.09 -8 * % rounded 16 October 20th, 2011 2011 Nine Month Sales
  • 18. FX Impact on All Businesses (%) 1Q 2011 HY 2011 9m 2011 Nestlé Waters -11.5 -15.8 -16.7 Zone Americas -9.4 -15.1 -16.6 Nestlé Nutrition -10.5 -15.0 -16.1 Zone AOA -8.1 -13.4 -15.0 Other -9.9 -12.7 -13.6 Zone Europe -10.8 -11.5 -12.2 Total -9.8 -13.8 -15.1 17 October 20th, 2011 2011 Nine Month Sales