HINDUNILVRNSEHindustan Unilever Limited· DiversifiedHighNeutral
Announced Thu, 12 Feb · 10:18 IST

Hindustan Unilever Limited has informed the Exchange regarding Board meeting held on February 12, 2026.

Ebitda Margin CompressionExceptional ItemResults View source PDF

HINDUNILVR · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

HUL's Board approved its Q3 FY26 (quarter ended 31 Dec 2025) results. Consolidated sales from continuing operations rose 6% to Rs. 16,235 crores, while EBITDA grew 3% to Rs. 3,788 crores with margin compressing 70 bps to 23.3%. Profit after tax from continuing operations fell 30% YoY to Rs. 2,118 crores, but reported PAT jumped 121% to Rs. 6,603 crores, driven by a one-time exceptional gain of Rs. 4,611 crores from the demerger of its ice cream business into Kwality Wall's (India) Limited, effective 1 Dec 2025. Standalone sales grew 4% to Rs. 15,614 crores, with EBITDA margin down 50 bps to 23.3%. The Board also approved acquiring the remaining 49% stake in Zywie Ventures and divesting its stake in Nutritionalab. Statutory auditors Walker Chandiok & Co LLP issued an unmodified review report.

Likely market impact

Underlying business momentum is modest with single-digit sales growth and margin compression, but reported earnings are flattered by a large non-recurring demerger gain. Investors should focus on continuing-operations PAT (down 30%) and shrinking EBITDA margins as a more accurate read on core performance, while the demerger sharpens HUL's portfolio focus on higher-growth segments.