Unilever Sees Growth Opportunity in India Amid Supply Chain Disruptions

Unilever has indicated that ongoing global supply chain disruptions and rising packaging costs—driven by higher crude oil prices—are creating growth opportunities in markets like India.

According to CEO Fernando Fernández, shortages among local competitors in India and Southeast Asia could support Unilever’s volume growth, particularly in categories such as home care.

Fernández noted that while global supply constraints are impacting smaller or regional players, Unilever’s diversified and resilient supply chain positions it to benefit from the situation.

He added that the reduced competition could also make it easier for the company to pass on pricing adjustments in the future, helping maintain margins.

The development highlights how global cost pressures are reshaping competitive dynamics in emerging markets, with large multinational firms potentially gaining an edge.