Q3 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 a positive market response.
- The company achieved its highest ever market share in the Home Care segment, further strengthening its leadership position.
- The Beauty & Wellbeing segment delivered 6% USG, driven by strong performance in Hair Care and Health & Wellbeing, with Hair Care achieving double-digit growth.
- Hindustan Unilever Ltd (BOM:500696) has established a dedicated quick commerce organization, which is growing rapidly and expected to scale meaningfully in the near term.
- The company is focusing on premiumization and market development, with initiatives like the INR99 Surf XL pack to accelerate premiumization in laundry powders.
- The input cost landscape remains volatile, with increased cost pressure on imported materials and divergent commodity trends impacting the Home Care portfolio.
- Despite a 6% revenue growth, EBITDA grew only 3% year on year, reflecting lower net other income due to softer interest rates and lower investable surplus.
- The Skin Care and Color Cosmetics segment experienced weaker performance in the non-winter portfolio, offsetting gains from the winter portfolio.
- The company reported a 1% growth in profit after tax before exceptional items, indicating challenges in translating sales growth into profit.
- Hindustan Unilever Ltd (BOM:500696) faces competitive pressure in the Home Care segment, impacting pricing and necessitating calibrated price increases.
Ladies and gentlemen, good day and welcome to the Hindustan Unilever Limited conference call for the results of the quarter ended December 31, 2025. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Yogesh Mulgaonkar, Head of Investor Relations and Head of Finance, Personal Care. Thank you and over to you, sir.
Thank you, Dobin. Good evening, everyone. Welcome to the conference call of Hindustan Unilever Limited. This evening, we will be covering the results for the quarter ended December 31, 2025. On the call with me is Priya Nair, CEO and Managing Director; and Niranjan Gupta, our CFO.
We will start with prepared remarks from Priya and Niranjan, we expect this to take around 20 minutes, leaving us with approximately an hour for the Q&A session. We will look forward to end the call at 5:15.
Before we get started with the presentation, I would like to draw your
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