Hindustan Unilever Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Hindustan Unilever reported turnover of INR17,184 crores for the June 2026 quarter with Underlying Sales Growth of 10%, described as the highest growth in 13 quarters, driven equally by volume and price. EBITDA margin came in at 23%, within the guided range, with absolute EBITDA up 8% year-on-year to INR3,947 crores and Profit After Tax before exceptional items up 9% to INR2,731 crores. Management detailed segment performance across Home Care, Beauty & Wellbeing, Personal Care and Foods, and said it expects FY27 to be better than FY26 with EBITDA margin remaining around the current guided range.
HUL reported 8% consolidated revenue growth for the March quarter with 7% underlying sales growth, its highest quarterly growth in 12 quarters, alongside an EBITDA margin of 23.7%. For the full year, the company delivered 5% underlying sales growth on a turnover of Rs. 63,763 crores, with second-half performance stronger than the first half. Management discussed the impact of Middle East-linked crude cost inflation and rupee depreciation, price increases taken across Home Care and Fabric Wash, and outlined segment-level performance across Home Care, Beauty & Wellbeing, Personal Care and Foods.