HINDUNILVRNSEHindustan Unilever Limited· DiversifiedMediumNeutral
Announced Thu, 12 Feb · 10:27 IST

Hindustan Unilever Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsInvestor Communications 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 reported Q3 FY26 (DQ'25) consolidated turnover of ₹16,235 cr, up 6% year-on-year, driven by 5% Underlying Sales Growth and 4% Underlying Volume Growth. EBITDA grew 3% to ₹3,788 cr, but EBITDA margin contracted 70 basis points to 23.3% from 24.0% last year. Profit After Tax before exceptional items (PAT bei) rose only 1% to ₹2,562 cr, while Reported PAT jumped 121% to ₹6,603 cr, boosted largely by a one-time gain from the Ice Cream demerger. Segment-wise, Beauty & Wellbeing, Personal Care, and Foods each delivered 6% USG, while Home Care lagged at 3%. Management announced strategic moves including acquisition of the remaining 49% stake in OZiva and 19.8% divestment in Ice Cream, alongside a 'Unified India' organisational restructuring.

Likely market impact

Margin pressure continues with a 70 bps EBITDA margin decline, though volumes show early signs of demand recovery. The headline PAT growth is largely flattered by one-off demerger accounting, so underlying earnings momentum remains modest — investors should watch for margin stabilisation in coming quarters.