Outcome of the Board Meeting held on 31st July 2025.
HINDUNILVR · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 4.1 pts more than Nifty 100 and 4.0 pts more than its Fast Moving Consumer Goods peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
HUL reported Q1 FY26 consolidated sales of Rs. 16,323 crores, up 5% year-on-year, while standalone sales grew 4% to Rs. 15,747 crores. Consolidated EBITDA stood at Rs. 3,718 crores with margin at 22.8%, down 130 basis points from the same quarter last year. Consolidated Profit After Tax rose 6% to Rs. 2,768 crores (standalone PAT up 8% to Rs. 2,732 crores), helped by a one-time reduction in tax expense that added about 12% to PAT growth. The company booked a net exceptional charge of Rs. 127 crores (standalone) / Rs. 138 crores (consolidated), mainly for restructuring. The Minimalist brand acquisition (Uprising Science, 90.5% stake for Rs. 2,706 crores) was completed on 21 April 2025 and is reflected in these results. Statutory auditors Walker Chandiok & Co LLP issued an unmodified (clean) review report.
Margins came under pressure as ad/promo spend stayed elevated and input costs rose, but tax benefits and the new Minimalist acquisition cushioned headline profit growth. Investors should watch for sustained margin recovery in coming quarters, while the clean auditor report removes near-term governance concerns.