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Earnings Call

Hindustan Unilever Earnings Call: Key Takeaways

HUL reported robust FY26 results with 8% consolidated revenue growth and 7% USG. Strategy focuses on premiumization and omnichannel expansion.

Why this was an Alfa AlertNot a filter event. EBITDA margin of 23.7% was at the higher end of the 22.5%-23.5% guidance range, not a material beat.
Highlights
Revenue growth8% consolidated revenue growth in March quarter FY26.
MarginsEBITDA margin at 23.7%; medium-term guidance 22.5% to 23.5%.
Demand visibilityStable urban and rural demand despite short-term geopolitical volatility.
Management confidenceHigh; projecting FY27 to be better than FY26.

Growth

FY26 turnover reached ₹63,763 crores with 5% USG and 4% UVG; EBITDA grew 2%.

Outlook

FY27 expected to outperform FY26. Planned ₹2,000cr capex for premium formats and ₹3,500cr in acquisitions.

Risks

Geopolitical volatility in the Middle East impacting crude-linked costs and continued rupee depreciation.

Source

Earnings Call filed with BSE, NSE: HINDUNILVR. Summary written with AI assistance from the document.

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Hindustan Unilever Ltd: key numbers

Share price
₹1,942.90
Market cap
₹4,56,502 Cr
Revenue (annual)
₹64,468 Cr
Net profit (annual)
₹15,040 Cr
P/E (TTM)
30.5×Sector 43.4×
Promoter holding
61.90%+0.00% QoQ
FII holding
9.50%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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