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Investor Presentation

Hindustan Unilever Investor Presentation: Key Takeaways

HUL reported Q1 FY27 turnover of ₹63,763 cr. with a 23.6% EBITDA margin. Strategy shifts focus to volume-led growth across 'New India' segments.

Highlights
Revenue growth10% Underlying Sales Growth in Q1 FY27.
MarginsEBITDA margin at 23.6%; focus on fuel-for-growth value model.
Demand visibilityStrong growth in small towns (2X) and Q-com channels.
Management confidenceHigh; citing decisive actions and structural shifts resetting growth.

Growth

Underlying Sales Growth stepped up to 10% in JQ'26 (Q1 FY27). Turnover grew at a 4% CAGR (FY24-26).

Outlook

Targeting high growth in 'New Spaces' (20% delta contribution) and premiumization/market making (40% delta each).

Risks

Challenging operating environment noted for prior two years; muted growth period now resetting through structural actions.

Last quarter's promises, checked

Delivered

  • Guided FY27 better than FY26 → delivered 10% USG (current high) (= BEAT)
  • Guided EBITDA margin in range → delivered 23.6% (= BEAT)
  • Guided focus on premium bars → delivered double-digit volume growth (= BEAT)

Partly delivered

  • Guided health/wellness growth → delivered soft quarter during OZiva transition (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: HINDUNILVR. Summary written with AI assistance from the document.

Read the document ↗

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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