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Investor Presentation

Hindustan Unilever Investor Presentation: Key Takeaways

HUL delivered 10% revenue growth for June Quarter 2026, driven by 5% UVG and competitive premiumization. Management maintained EBITDA margins within their guided range of 23%.

Guidance and delivery
EBITDA Margin: guided vs achieved 23.00% achieved Guided 23.00%–24.00%; confirmed by management
Management target Revenue FY27
Highlights
Revenue growth10% YoY growth, highest in 13 quarters.
MarginsEBITDA margins stable at 23% despite commodity inflation.
Demand visibilityStable FMCG demand environment; monitoring monsoon and rural recovery.
Management confidenceHigh; guiding FY27 to be better than FY26.

Growth

Turnover rose 10% YoY to INR 17,184 crores. EBITDA grew 8% to INR 3,947 crores, while PAT (bei) grew 9%.

Outlook

Management expects FY27 performance to exceed FY26. EBITDA margins are guided to remain stable around the current range.

Risks

Persistent palm oil inflation in Personal Care, volatile crude prices impacting Home Care, and uncertain global geopolitical tensions.

Last quarter's promises, checked

Delivered

  • EBITDA margin 22.5–23.5% → delivered 23.0% (= BEAT)
  • FY27 better than FY26 → delivered 10% revenue growth (= BEAT)
  • Calibrated price hikes 2–5% → delivered 5% price growth (= BEAT)
Source

Investor Presentation 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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