Q1 2026 Hindustan Unilever Ltd Earnings Call Transcript
Key Points
- Hindustan Unilever Ltd (BOM:500696) reported an underlying sales growth of 5% driven by an underlying volume growth of 4%, indicating strong market demand.
- The company has strategically invested in emerging demand drivers and future core portfolios, such as Dove, which has delivered two consecutive quarters of double-digit growth.
- Hindustan Unilever Ltd (BOM:500696) has successfully expanded its health and well-being portfolio, with OZiva tripling its turnover year-on-year.
- The company has maintained a healthy EBITDA margin of 22.8%, aligning with its guidance, despite a 130 basis points decline.
- Hindustan Unilever Ltd (BOM:500696) has shown strong performance in its home care segment, delivering high-single digit volume growth and maintaining competitive pricing.
- The company's profit after tax before exceptional items declined by 5%, indicating pressure on profitability.
- Gross margin stood at 49.5%, a decrease of 190 basis points year-on-year, reflecting investments to maintain an optimal price value equation.
- The beauty and well-being segment experienced margin decline due to higher A&P spends and channel mix impact.
- Glow and Lovely, a significant part of the portfolio, continues to face challenges, with sequential improvement but still not achieving growth.
- The company faces competitive intensity in the home care segment, particularly in liquids and detergent bars, impacting pricing strategies.
Good day and welcome to the Hindustan Unilever Limited conference call for the results of quarter ended June 30, 2025. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference out to Mr. Yogesh Mulgaonkar, Head of Investor Relations and Head of Finance, Personal Care. Thank you and over to you, sir.
Welcome to the conference call of Hindustan Unilever Limited. This evening, we will be covering the results for quarter ended June 30, 2025. On the call with me is Rohit Jawa, CEO and Managing Director; Priya Nair, who has been appointed as the next CEO and Managing Director; and Ritesh Tiwari, our CFO.
We will start with prepared remarks from Rohit and Ritesh. We expect this to take around 30 minutes, leaving approximately an hour for the Q&A session. We will look to end the call by 5:30 PM. Before we get started with the presentation, I would like to draw your attention to the
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
