Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — FY2026 Earnings Presentation
26 slides from Hindustan Unilever's earnings presentation, Apr 30, 2026
Slide 1: Hindustan Unilever Limited MQ'26 & FY'26 Results
Hindustan Unilever Limited MQ’26 & FY’26 Results 30 th April 2026
Slide 2: Safe harbour statement
MQ’26 & FY’26 Results Safe harbour statement This Release / Communication, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects
Slide 3: Priya Nair, CEO and Managing Director
Priya Nair Chief Executive Officer and Managing Director
Slide 4: MQ'26: Operating Context
MQ’26 & FY’26 Results MQ’26: Operating Context Consumption environment Macro - economic backdrop Input cost volatility Stable underlying demand Supportive monetary and fiscal Escalation in crude and crude - linked trend policies derivative costs 4 Sensitivity: Public
Slide 5: MQ'26: Consolidated Revenue growth at 8%
MQ’26 & FY’26 Results MQ’26: Consolidated Revenue growth at 8% Topline Earnings 7% 23.7 % ₹ 16,207 cr . Underlying Sales Growth 6% EBITDA as a % of TO Turnover 6% EBITDA Growth 4% PAT (bei) Growth Underlying Volume Growth Broad - based Underlying Sales Growth across segments Home Care Beauty & Wellb
Slide 6: FY'26: Consolidated Revenue growth at 5%
MQ’26 & FY’26 Results FY’26: Consolidated Revenue growth at 5% Topline Underlying Sales Growth 7% 5% 5% Underlying Sales Growth ₹ 63,763 cr . 2% 3% Turnover 4% Underlying Volume Growth FY’25 FH FY’26 DQ’25 MQ’26 Progressive step - up in performance Underlying Sales Growth (USG): Increase in turnover
Slide 7: Decisive actions taken over the last few quarters to unlock growth momentum
MQ’26 & FY’26 Results Decisive actions taken over the last few quarters to unlock growth momentum Implemented sharpened priorities anchored in volume - led growth Set - up a dedicated Q - commerce organisation, strengthening omni - channel execution Sharper resource allocation; ₹2,000 cr. capex comm
Slide 8: Growth agenda anchored to our key priorities
MQ’26 & FY’26 Results Growth agenda anchored to our key priorities Radical segmentation of Create modern, Accelerate frontline Double - down on fewer, consumers desirable brands machine bigger bets POWER SPENDERS PREMIUMISERS DEMOCRATISERS AI Powered HUL | Continued efficiencies in cost base | Organ
Slide 9: Superiority & Innovations
MQ’26 & FY’26 Results Crafting SASSY brands Strengthening brand distinctiveness and scaling our large brands S cience Superiority & Innovations A esthetics S ensorials Blockbuster patented Premium on - shelf Elevated sensory technology appeal experience 9 Sensitivity: Public
Slide 10: Social First Demand
MQ’26 & FY’26 Results Crafting SASSY brands Strengthening brand distinctiveness and scaling our large brands S aid by others Social First Demand Y outhful 30K+ content 2X influencer 160 mn+ creators assets generated engagements Content creator count for the period FY’26 2X influencer assets generate
Slide 11: Accelerating frontline machine
MQ’26 & FY’26 Results Accelerating frontline machine Enhancing reach, relevance and conversion with an omni - channel play General Trade Modern Trade E- commerce Q - commerce ~2 lakh increase in stores Strengthening 25%+ turnover Doubled turnover covered competitiveness growth in FY’26 in FY’26 Inve
Slide 12: Doubling down on fewer, bigger bets
MQ’26 & FY’26 Results Doubling down on fewer, bigger bets Building on momentum across the portfolio Accelerating Beauty & Premiumising Winning in Shifting gears to step - up Wellbeing momentum Personal Care Home Care growth in Foods 4X expansion of Masstige & Double - digit UVG in premium Crossed ₹4
Slide 13: Looking back, FY'26 was a year of meaningful progress
MQ’26 & FY’26 Results Looking back, FY’26 was a year of meaningful progress Sequential step - up in growth, underpinned by 4 key priorities Creating desire at scale across brands; strengthening relevance and widening consumer appeal Re - wiring go - to - market and building omni - channel capabiliti
Slide 14: Niranjan Gupta, Chief Financial Officer
Niranjan Gupta Chief Financial Officer
Slide 15: MQ'26: Consolidated results
MQ’26 & FY’26 Results MQ’26 : Consolidated results Topline EBITDA Margin EBITDA PAT (bei) Underlying Sales Growth Margin INR INR 7% 23.7 % 3,841 cr. 2,711 c r. 6% - 50 bps 6% 4% Underlying Volume Growth Change YoY Growth YoY Growth YoY Reported PAT grew 20% YoY after including proceeds from divestme
Slide 16: Home Care
MQ’26 & FY’26 Results Home Care ₹6,344 cr. Revenue | 19% Margin USG: 9 % UVG: High - single digit growth ❑ Fabric Wash : Double - digit, broad - based growth . Liquids portfolio accelerated its robust double - digit growth trajectory, while powders and bars recorded a step - up in performance ❑ Hous
Slide 17: Beauty & Wellbeing
MQ’26 & FY’26 Results Beauty & Wellbeing ₹ 3,698 cr. Revenue | 29 % Margin USG: 8% UVG: Mid - single digit growth ❑ Hair Care : Strong double - digit growth driven by volume . Performance was broad - based across brands and formats . Stepped - up distribution of bottles in General Trade . Category c
Slide 18: Personal Care
MQ’26 & FY’26 Results Personal Care ₹ 2,229 cr. Revenue | 19% Margin USG: 5% UVG: Low - single digit decline ❑ Skin Cleansing : High - single digit growth driven by Dove and Lux . Continued market development initiatives fuelled strong double - digit growth in Bodywash . Premium skin cleansing deliv
Slide 19: Foods
MQ’26 & FY’26 Results Foods ₹ 3,566 cr. Revenue | 20 % Margin USG: 5% UVG: High - single digit growth ❑ Beverages : Tea delivered low - single digit UVG . Coffee continued its strong double - digit growth momentum supported by volume and price ❑ Lifestyle Nutrition : Lifestyle Nutrition grew in doub
Slide 20: FY'26: Consolidated results
MQ’26 & FY’26 Results FY’26 : Consolidated results Topline EBITDA Margin EBITDA PAT (bei) Turnover (INR) Margin INR INR 63,763 cr. 23.6 % 15,054 cr. 10,324 c r. 5% - 70 bps 2% Flat Underlying Sales Growth Change YoY Growth YoY Growth YoY A&P 9.8% of Turnover; up ₹270 cr. YoY | Reported PAT from cont
Slide 21: FY'26: Consolidated segment results
MQ’26 & FY’26 Results FY’26 : Consolidated segment results HOME CARE BEAUTY & WELLBEING • Revenue: ₹23,672 cr. • Revenue: ₹14,991 cr. • USG: 4% • USG: 6% • UVG: High - single digit growth 37% • UVG: Low - single digit growth • Margin: 19% • Margin: 28% 23% Revenue Contribution% FOODS PERSONAL CARE 1
Slide 22: Robust financial model
MQ’26 & FY’26 Results Robust financial model Unlocking cash and productivity to reinvest in the business and generate returns Financial position Return on Capital Employed Return on Equity Reserves Percentage Percentage ₹ 48,988 cr . 110.9% 22.4% ₹ 10,496 cr . +270 bps +110 bps Cash from operations
Slide 23: FY'26: Sharper capital allocation for growth and sustained shareholder returns
MQ’26 & FY’26 Results FY’26: Sharper capital allocation for growth and sustained shareholder returns Investing behind high - growth Stable, attractive returns to opportunities shareholders ₹ 3,500 cr.+ ₹ 9,633 cr. Minimalist and OZiva acquisition Dividend payout for FY’26 ₹ 2,000 cr. ₹ 41 dividend p
Slide 24: Protecting supply continuity and consumer value amid geo-political disruption
MQ’26 & FY’26 Results Protecting supply continuity and consumer value amid geo - political disruption Business impact of heightened Securing supplies to ensure no Mitigating cost pressures while geo - political tension production disruption protecting consumer franchise Dialling - up savings funnel
Slide 25: Mid-Term Outlook
MQ’26 & FY’26 Results Mid - Term Outlook Demand ❖ Well equipped to navigate market volatility, underpinned by strong brands, robust financial position and operational agility ❖ Expect FY’27 to be better than FY’26 led out of portfolio and channel transformation Margin ❖ Judicious balancing of pricin
Slide 26: Hindustan Unilever Limited
Hindustan Unilever Limited MQ’26 & FY’26 Results 30 th April 2026