NSEInvestor Presentation2d ago · 28 Jul 2026, 10:02 am

Investor Presentation

Hindustan Unilever Limited · HINDUNILVR

✦ AI Summary▲ PositiveResults

Hindustan Unilever Limited announced its results for the quarter ended 30th June 2026, with key highlights including a 10% Underlying Sales Growth (USG), EBITDA Margin at 23.0%, and a 9% year-on-year growth in Profit After Tax before exceptional items.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10

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28th July, 2026 Stock Code: BSE: 500696 NSE: HINDUNILVR ISIN: INE030A01027 BSE Limited, National Stock Exchange of India Ltd Corporate Relationship Department, Exchange Plaza, 5th Floor, 2nd Floor, New Trading Wing, Plot No. C/1, G Block, Rotunda Building, P.J. Towers, Bandra – Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Dear Sir/Madam, Sub: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the Investor Presentation on the Unaudited Financial Results of the Company for the quarter ended 30th June, 2026. We are also enclosing herewith a copy of the Press Release which will be disseminated shortly. The Press Release is self-explanatory. Please take the above information on record. Thanking You. Yours faithfully, For Hindustan Unilever Limited Radhika Shah Company Secretary & Compliance Officer Membership No: A19308 CONSOLIDATED RESULTS FOR THE QUARTER ENDED 30th JUNE 2026 Revenue Growth 10%, Underlying Volume Growth 5%, EBITDA Growth 8% Mumbai, 28th July 2026: Hindustan Unilever Limited announced its results for the quarter ended 30th June 2026. Key highlights for June Quarter: • Delivered our highest growth in 13 quarters, with USG¹ of 10% and Turnover of ₹ 17,184 crores • EBITDA Margin at 23.0% remained within the guided range while navigating a volatile operating environment • EBITDA at ₹ 3,947 crores grew 8% year-on-year • Profit After Tax before exceptional items grew 9% year-on-year to ₹ 2,731 crores • Reported Profit After Tax at ₹ 2,680 crores declined 2% year-on-year due to one-off tax credit in JQ’25 Home Care: Delivered 14% USG, marking its highest growth in three years while strengthening market leadership Home Care delivered 14% USG, driven by high-single digit UVG2. Disciplined market development and consumer-centric innovations enabled our highest growth in three years and strengthened market leadership, while maintaining volume resilience. Fabric Wash accelerated its performance, delivering double-digit USG, driven by high-single digit UVG. Bars and powders sustained their step-up, while liquids further accelerated its double-digit growth trajectory. Household Care delivered double-digit USG and UVG. Vim Liquids continued to scale, with focused initiatives boosting penetration and delivering strong double-digit growth. Beauty & Wellbeing: Recorded 12% USG, double-digit growth in Premium Skin Care and Hair Care Beauty & Wellbeing recorded 12% USG, driven by high-single digit UVG. Hair Care achieved double-digit USG driven by Premium Hair Care including future-formats, while the category continued to strengthen market leadership. Skin Care and Colour Cosmetics delivered high-single digit USG, led by double-digit growth in Premium Skin Care. Minimalist delivered double-digit growth with sequential acceleration in momentum. During the quarter, Liquid I.V. launched a sugar-free variant and Vaseline launched a Gluta Hya Smoothening Body Lotion to address evolving consumer needs. Personal Care: Reported 4% USG, strong growth in Premium Bars and strengthened market leadership in Bodywash Personal Care reported 4% USG led by pricing, as palm oil inflation persisted for the second consecutive year. Skin Cleansing posted mid- single digit USG, led by Premium Bars delivering competitive double-digit, volume-led growth. Bodywash continued its double-digit growth momentum while improving market leadership. Oral Care reported mid-single digit growth, with premium innovations in Closeup White Now, Pepsodent Gum Care and Sensitive Care continuing to gain traction. During the quarter, Lux launched a refreshed Bodywash proposition that combines superior skincare benefits with premium packaging. Foods: Delivered 7% USG, continued strong performance in Lifestyle Nutrition and Coffee Foods delivered 7% USG, driven by mid-single digit UVG. Premium Tea reported low-single digit UVG. Coffee delivered double-digit, volume-led growth, with RTD and Bru Gold continuing to scale up. Lifestyle Nutrition continued its double-digit growth momentum. Boost surpassed ₹ 1,000 crore annual turnover milestone3, while Horlicks Superfoods and RTD continued to see encouraging traction. Packaged Foods delivered high-single digit USG, led by Unilever Foods Solutions, Mayonnaise, and International Sauces. During the quarter, the segment strengthened its premium portfolio, relaunching Bru Southern Trails Coffee and extending Red Label Instant Tea and Kissan Chutney range with new variants. Priya Nair, CEO and Managing Director, commented: “Despite global geopolitical volatility, the Indian economy demonstrated resilience, supported by proactive fiscal and monetary policy measures. The underlying demand environment remained stable during the quarter. Against this backdrop, HUL delivered turnover of ₹ 17,184 crores and 10% USG, driven equally by volume and price. This marks our highest growth in thirteen quarters. The performance reflects the strength of our brands, increasing competitiveness of our portfolio, and disciplined execution of our strategic priorities. As our investments in market development, channel expansion and portfolio transformation continue to scale, we are building a stronger, future-fit business. While we continue to navigate the short-term dynamic environment, we remain focused on driving volume-led revenue growth.” 1. Underlying Sales Growth (USG) refers to the increase in turnover for the period, excluding any change resulting from acquisitions and disposals 2. Underlying Volume Growth (UVG) refers to volume growth including the impact of mix of turnover realisation of products sold 3. Annual turnover milestone based on trailing 12months turnover Hindustan Unilever Limited JQ’26 Results 28 th July 2026 JQ’26 Results Safe harbour statement This Release / Communication, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and similar expressions or variations of these expressions or negatives of these terms indicating future performance or results, financial or otherwise, which are forward -looking statements . These forward -looking statements are based on certain expectations, assumptions, anticipated developments and other factors which are not limited to, risk and uncertainties regarding fluctuations in earnings, market growth, intense competition and the pricing environment in the market, consumption level, ability to maintain and manage key customer relationship and supply chain sources and those factors which may affect our ability to implement business strategies successfully, namely changes in regulatory environments, political instability, change in international oil prices and input costs and new or changed priorities of the trade . The Company, therefore, cannot guarantee that the forward -looking statements made herein shall be realised . The Company, based on changes as stated above, may alter, amend, modify or make necessary corrective changes in any manner to any such forward -looking statement contained herein or make written or oral forward -looking statements as may be required from time to time on the basis of subsequent developments and events . The Company does not undertake any obligation to update forward -looking statements that may be made from time to time by or on behalf of the Company to reflect the events or circumstances after the date hereof . Sensitivity: Public Priya Nair Chief Executive Officer and Managing Director JQ’26 Results J Q’26: Operating context Geopolitical disruption Macro -economic resilience Consumption environment Volatile commodities & currency Coordinated policy response Stable FMCG demand Sens [Showing first 8,000 characters — download PDF for full document]