Q3 2025 Hindustan Unilever Ltd Earnings Call Transcript
Key Points
- Hindustan Unilever Ltd (BOM:500696) reported a competitive underlying sales growth of 2% driven by pricing, despite challenging market conditions.
- The company maintained healthy margins with a gross margin of 50% and an EBITDA margin within the range of 23% to 24%.
- Hindustan Unilever Ltd (BOM:500696) continues to gain turnover-rated market shares, indicating strong competitive performance.
- The acquisition of a majority stake in Minimalist, a premium beauty brand, aligns with the company's strategy to expand its presence in high-growth demand spaces.
- The company has successfully maintained a strong performance in its homecare segment, delivering a 6% underlying sales growth driven by high single-digit volume growth.
- Overall FMCG volume growth has slowed down, indicating subdued demand, particularly in urban areas.
- The company experienced a flat underlying volume growth, with negative mix effects impacting overall performance.
- There is significant volatility in commodity prices, including crude palm oil and tea, which could impact future cost structures.
- The beauty and wellbeing segment experienced modest growth of 1% year-on-year, impacted by delayed winter and mass skin performance.
- The company faces challenges in its skin cleansing segment, with a decline in hygiene-related products impacting overall revenue.
Ladies and gentlemen, good day and welcome to the Hindustan Unilever Limited conference call for the results of December quarter ended December 31, 2024. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Shilpa Kedia, Group Financial Controller and Head Investor Relations. Thank you, and over to you, ma'am.
Thank you, Darwin. Good evening, everyone. Welcome to the conference call of Hindustan Unilever Limited. This evening, we'll be covering the results for the quarter ended December 31, 2024. On the call with me is Rohit Jawa, CEO and Managing Director; and Ritesh Tiwari, CFO. We will start with the prepared remarks from Rohit and Ritesh.
We expect this to take around 35 minutes, leaving us with approximately an hour for the Q&A. We will look to end the call by 07:30 PM. Before we get started with the presentation, I would like to draw your attention to the safe harbor statement included
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