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Investor Presentation

Hindustan Unilever Investor Presentation: Key Takeaways

HUL reported JQ'26 results with 10% Revenue growth and 10% USG, the highest in 13 quarters. Strategy remains volume-led growth amid volatile commodities.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth10% YoY increase to ₹17,184 Cr
MarginsEBITDA margin at 23% (-40 bps YoY)
Demand visibilityStable FMCG demand; monitor monsoon and geopolitics
Management confidenceHigh; citing strongest growth in 13 quarters

Growth

Turnover reached ₹17,184 Cr (up 10%); USG at 10% and UVG at 5%. PAT (bei) grew 9% YoY to ₹2,731 Cr.

Outlook

Expect FY'27 to outperform FY'26. EBITDA margins guided to remain around current range.

Risks

Geopolitical disruption, volatile commodities/currency, and persistent palm oil inflation impacting Personal Care margins.

Last quarter's promises, checked

Delivered

  • EBITDA margin 22.5%-23.5% → delivered 23.0% (= BEAT)
  • FY'27 growth > FY'26 (5% USG) → delivered 10% USG (= BEAT)
  • Focus on volume-led growth → delivered 5% UVG (= BEAT)

Partly delivered

  • Calibrated pricing (2-5%) → delivered 5% price growth (= PARTIAL)
Source

Investor Presentation filed with NSE, 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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