Q4 2026 Hindustan Unilever Ltd Earnings Call Transcript
Key Points
- Hindustan Unilever Ltd (BOM:500696) reported an 8% consolidated revenue growth, marking the highest quarterly growth in 12 quarters.
- The company achieved a 7% underlying sales growth, primarily driven by volumes, indicating strong market demand.
- EBITDA grew 6% year-on-year with a margin of 23.7%, at the higher end of the company's guidance.
- The company has made significant investments in premium formats of Beauty and Home Care, committing INR2,000 crore of CapEx.
- Hindustan Unilever Ltd (BOM:500696) has successfully expanded its omnichannel execution, enhancing its reach and effectiveness in both general and modern trade.
- The escalation of the Middle East crisis led to a sharp spike in crude and crude-linked commodity costs, impacting supply chains.
- Rupee depreciation continues to pose challenges, increasing input costs for the company.
- The company anticipates some rebalancing between volume and price growth due to heightened commodity inflation in crude-linked derivatives.
- The mass skin care segment experienced subdued performance, particularly in talcum powders, affecting overall growth in the category.
- There is ongoing geopolitical volatility, which could create short-term volatilities in demand and cost structures.
Ladies and gentlemen, good day and welcome to the Hindustan Unilever Limited conference call for the results of quarter and financial year ended March 31, 2026. (Operator Instructions) Please note at 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, Nirav. Good afternoon, everyone. Welcome to the conference call of Hindustan Unilever Limited. This evening, we will be covering the results for the quarter and financial year ended March 31, 2026. On the call with me is Priya Nair, CEO and Managing Director; and Niranjan Gupta, our CFO.
We will start the prepared remarks from Priya and Niranjan. We expect this to take around 20 minutes, leaving us approximately an hour for the Q&A. We will look to end the call by 5:15.
Before we get started with the presentation, I would like to
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