Outcome of Board Meeting held on 31st July, 2025
HINDUNILVR · price
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Awaiting price reaction for this filing.
HUL reported Q1 FY26 consolidated sales of Rs. 16,323 crores, up 5% year-on-year. EBITDA stood at Rs. 3,718 crores with margins contracting 130 basis points to 22.8%. Profit before exceptional items declined 5% to Rs. 2,526 crores, dragged by a Rs. 127 crore net exceptional charge (mainly Rs. 91 crore restructuring costs). Reported PAT grew 6% to Rs. 2,768 crores, helped by a one-time tax re-estimation benefit that boosted growth by 12%; without it, PAT would have fallen. The Foods segment saw a sharp 11% drop in segment results to Rs. 652 crores despite modest revenue growth. The company completed its Rs. 2,706 crore acquisition of Uprising Science (Minimalist brand) on 21st April 2025, whose results are consolidated from that date. Statutory auditors Walker Chandiok & Co LLP issued an unmodified review report.
Mixed quarter for shareholders: top-line growth and reported PAT look healthy on the surface, but underlying profitability is weakening with margin compression and a decline in core profit. The Foods segment underperformance and reliance on a tax benefit to show PAT growth are negatives that may weigh on the stock in the near term.