HINDUNILVRNSEHindustan Unilever Limited· DiversifiedMediumNeutral
Announced Thu, 31 Jul · 10:01 IST

Hindustan Unilever Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

HINDUNILVR · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

HUL reported a consolidated Underlying Sales Growth of 5% and Underlying Volume Growth of 4% for Q1 FY26, with turnover at Rs 16,323 crore. EBITDA margin contracted 130 basis points year-on-year to 22.8% and gross margin fell 190 bps to 49.5%, as the company stepped up investments. Profit After Tax grew 6% to Rs 2,768 crore, helped by a one-off tax re-estimation, while PAT before exceptional items declined 5%. Segments performed broadly well — Beauty & Wellbeing grew 7%, Personal Care 6%, Foods 5%, and Home Care 4%. Management guided that gross margin will improve sequentially, price growth will stay in low-single digits if commodities hold, and consolidated EBITDA will remain in the 22-23% range.

Likely market impact

Margin pressure in the quarter was largely anticipated, but the sequential improvement guidance and 22-23% EBITDA band provide near-term visibility. The stock reaction will depend on whether the volume-led growth and category-share gains outweigh concerns about the sharp decline in PAT before exceptional items.