Q2 2026 Hindustan Unilever Ltd Earnings Call Transcript

Oct 23, 2025 / 10:30AM GMT

Release Date Price: ₹2570.11 (+0.38%)

Transcript

Key Points

Positve

Hindustan Unilever Ltd (BOM:500696) reported a competitive performance with a 2% underlying sales growth, driven by carry forward pricing in skin cleansing, beverages, and skincare.
The company benefited from recent GST reforms, which positively impacted 40% of its portfolio by moving to a 5% GST rate, enhancing affordability and consumer sentiment.
Hindustan Unilever Ltd (BOM:500696) maintained market leadership, holding the number one position in more than 85% of its business segments.
The company has a strong innovation pipeline, leveraging Unilever's global R&D capabilities to drive market development and premiumization across categories.
Hindustan Unilever Ltd (BOM:500696) declared an interim dividend of INR 19 per share, translating to a total payout of INR 4,464 crores, reflecting its commitment to shareholder returns.

Negative

The company faced short-term disruptions due to GST rate changes, leading to trade channel disruptions and postponed orders, impacting sales during the quarter.
Prolonged and intense monsoon conditions disrupted supply chains and dampened demand, posing challenges to the company's operations.
Inflationary pressures persisted in palm oil and S&P, affecting the company's cost structure and margins.
The company's EBITDA margin declined by 90 basis points year-on-year, reflecting increased investments in brands and business.
Hindustan Unilever Ltd (BOM:500696) experienced a decline in profit before exceptional items by 4%, impacted by lower other income and strategic capital allocation decisions.

Operator

Good day and welcome to the Hindustan Unilever Limited conference call for the results of quarter ended 30th September 2025. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing then 0 on a touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Yokesh Mulgawkar, head of investor relations and head of finance, personal care.

Thank you and over to you, sir.

Yogesh Mulgaonkar

Hindustan Unilever Ltd - Head of Investor Relations and Head of Finance, Personal Care

Thank you, Michelle. Good evening, everyone. Welcome to the conference call of Hindustan Unilever Limited. Wishing you and your loved ones a happy and a prosperous Diwali. This evening we will be covering the results for quarter ended 30th September 2025. On the call with me is Priya Nayar, CEO and managing director, Ritesh Dewari, CFO,

Already have an account? Log in

Get the full story

Subscribe Now

	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...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.