Results for the quarter and nine months ended 31st December, 2025 is enclosed
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 1.5 pts less than Nifty 100 and 1.4 pts less 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 Q3 FY26 consolidated revenue from operations of Rs 16,197 crores, up ~6% YoY, with total sales from continuing operations growing 6% to Rs 16,235 crores. EBITDA rose 3% to Rs 3,788 crores but EBITDA margin contracted by 70 basis points to 23.3%, reflecting continued input cost and demand pressure. Profit after tax from continuing operations fell 30% YoY to Rs 2,118 crores (consolidated) and 15% to Rs 2,590 crores (standalone), dragged by a Rs 576 crores net exceptional charge in continuing operations. A major event was the demerger of HUL's ice cream business into Kwality Wall's (India) Limited, effective 1st December 2025, which booked a one-time gain on demerger of Rs 4,611 crores, pushing reported consolidated PAT (including discontinued operations) up 121% YoY to Rs 6,603 crores. The Board also approved acquiring the remaining 49% stake in Zywie Ventures and divesting the stake in Nutritionalab Private Limited. The statutory auditor (Walker Chandiok & Co LLP) issued an unmodified review report.
The headline PAT surge is almost entirely a one-time accounting gain from the ice cream demerger and should not be read as operational strength — underlying continuing-ops profit actually declined sharply, and margin compression continues. Post-demerger, HUL becomes a more focused FMCG play, but weak underlying earnings growth and shrinking margins may weigh on the stock in the near term.