Hindustan Unilever Ltd (NSE:HINDUNILVR)
₹ 2,085.3 -11.2 (-0.53%) Market Cap: 4.88 Tn Enterprise Value: 4.82 Tn PE Ratio: 32.84 PB Ratio: 10.08 GF Score: 93/100

Q1 2027 Hindustan Unilever Ltd Earnings Call Transcript

Jul 28, 2026 / 10:30AM GMT
Release Date Price: ₹2022.7 (-6.99%)

Key Points

Positve
  • Hindustan Unilever Ltd (BOM:500696) reported a strong revenue growth of 10% for the quarter, with an underlying volume growth of 5%.
  • The company achieved its highest growth in 13 quarters, driven by a balanced contribution from both volume and price increases.
  • Home Care segment delivered a 14% underlying sales growth, marking its strongest performance in three years.
  • Beauty and Wellbeing segment saw a 12% underlying sales growth, with premium hair care and skin care products performing exceptionally well.
  • The company continues to invest in brand development and innovation, with significant investments in advertising and promotion, reaching the highest level in the last 11 quarters.
Negative
  • The global environment remains uncertain, characterized by geopolitical tensions and volatile commodity markets, which could impact future performance.
  • The Personal Care segment experienced a modest 4% underlying sales growth, primarily due to continued palm oil inflation affecting the soaps category.
  • Despite strong top-line growth, the EBIT for the Home Care segment fell, indicating margin pressures.
  • The company faces challenges in the mass market segment, with some categories experiencing slower growth compared to premium segments.
  • There is ongoing inflation in crude-linked derivatives, necessitating calibrated price increases, which could affect consumer demand.
Operator

Ladies and gentlemen, good day, and welcome to the Hindustan Unilever Limited conference call for the results of quarter ended June 30, 2026. (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.

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

Thank you, Darwin. Good afternoon, everyone. Welcome to the conference call of Hindustan Unilever Limited. This evening, we will be covering the results for quarter ended 30th June 2026. 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 15 minutes, leaving us around 45 minutes for the Q&A session. We will look to end the call by 5:00 PM.

Before we get started with the presentation, I would like to draw your attention to the safe

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