Hindustan Unilever Limited · NSE:HINDUNILVR
Hindustan Unilever — Q2 FY2026 Earnings Presentation
21 slides from Hindustan Unilever's earnings presentation, Oct 23, 2025
Slide 1: Regulation 30 disclosure letter to stock exchanges
Hindustan Unilever Limited, Unilever House, BD Sawant Marg, Chakala, Andheri East, Mumbai 400 099 Tel: +91 (22) 50433000 | Web: www.hul.co.in | CIN: L15140MH1933PLC002030 23rd October, 2025 Stock Code BSE: 500696 NSE: HINDUNILVR ISIN: INE030A01027 BSE Limited, National Stock Exchange of India Ltd Co
Slide 2: Hindustan Unilever Limited SQ'25 Results
Slide 3: Forward-looking statements disclaimer
/ Communication, LE e historical information, may contain statements, including the words or ould, undertakes, aims seeks to, objective, goal, proj rmance or results, financial or othe uncertainties regarding fluctuations in earnings, market gro maintain and manage key customer relationship and supp
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Slide 5: SQ'25: Operating context
S$Q‘25: Operating context Demand trends FMCG volume growth trends (MAT) --- FMCG Rural Demand trend remains stable Sensitivity: Public Market backdrop Implementation of GST reforms expected to boost consumption growth Prolonged and intense monsoon conditions affected parts of the country Divergent c
Slide 6: Our approach and consumption tailwinds
Our approach Consumption tailwinds Revision Disposable income across 1,200+ SKUs Pricing & grammage actions taken aA Consumer sentim Support Clear pricing extended to {comms rolled trade out YZ Premiumisation upside Agile execution to pass on entire benefit to consumers ~40% portfolio transitioned t
Slide 7: Performance highlights
Performance highlights $Q’25 H1FY’26 | ‘ 3x 3 16,061 vara Underlying Sales Growth z 32,384 pi) Underlying Sales Growth Turnover Flat Turnover 2», Underlying Volume Growth Underlying Votume Growth 23.2: 23.0. 4; EBITDA as a % of TO ley EBITDA as a % of TO % yA PAT Growth -4,, PAT Growth = 4, PAT (bei
Slide 8: Business with #1 market position brands
>857 business with #1 market position 19 brands with an >80 bn interactions annual turnover with consumers >21,000 crores annually
Slide 9: Strategic priorities: segmentation, modern brands, sales machine
Radical segmentation Create modern, Frontline marketing & Fewer. of consumers desirable brands sales machine bigger bets Better than ee ” SOFT A BPS. @ El KBPS : —_ 98% ru NEW, '% FAST DEMOCRATISERS fs SPEED MEETS CLEAN! CLOUD SOFT — Deepening our segmentation of Modernising core & building Accelera
Slide 10: Chief Financial Officer
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Slide 11: SQ'25: Consolidated results
$Q’‘25: Consolidated results Topline Gross Margin EBITDA | Underlying Sales Growth Margin Margin 50.9% 23.2% 22,694 cr. -10 bps -90 bps 4% Underlying Volume Growth Change YoY Change YoY Growth YoY A&P at 10.3%, increased 80 bps year-on-year Sensitivity: Public
Slide 12: Home Care
Hindustan Unilever Limited Home Care 35,664 cr. Revenue |19% Margin USG: Flat UVG: Mid-single digit growth Q Fabric Wash: | Mid-single _ digit _ volume growth driven by outperformance in liquids portfolio.|Continued to strengthen market | leadership powered by Unmissable Brand Superiority and multi-
Slide 13: Beauty & Wellbeing
Beauty & Wellbeing 33,732 cr. Revenue | 28% Margin USG: 5% UVG: Flat Oziva '*! | Q Hair Care: | Turnover declined year-on-year reflecting transitory A impact of GST rate rationalisation. Strengthened value and volume car eae leadership PHYTO CERAMIDES+ Skin Care and Colour Cosmetics: High-single dig
Slide 14: Personal Care
Personal Care 22,425 cr. Revenue | 20% Margin USG: Flat UVG: High-single digit decline Skin Cleansing: Delivered competitive performance in the quarter underpinned by double-digit growth in premium soaps. Bodywash continued to deliver competitive growth. Overall turnover growth was flat, impacted by
Slide 15: Foods
Hindustan Unilever Limited Foods 23,869 cr. Revenue | 16% Margin USG: 3% UVG: Low-single digit growth mango A faves Beverages: Maintained double-digit growth momentum. Tea delivered high-single digit growth, driven by price and volume. Coffee continued to post robust double-digit growth Lifestyle Nu
Slide 16: SQ'25: Consolidated results summary
$Q‘25: Consolidated results summary Particulars Sales EBITDA EBITDA Margin Other Income (Net) Exceptional Items Profit Before Tax Tax Effective Tax Rate Profit After Tax PAT before exceptional items Sensitivity: Public
Slide 17: H1 FY'26: Consolidated results summary
Hindustan Unilever Limited H1 FY’26: Consolidated results summary Particulars Sales EBITDA EBITDA Margin Other Income (Net) 92 Exceptional Items 57 Profit Before Tax 6,873 Tax (1,411) Effective Tax Rate 20.5% Profit After Tax 5,462 PAT before exceptional items 5,008 Sensitivity: Public
Slide 18: Near Term Outlook
ae Hindustan Unilever Limited Near Term Outlook Growth * GST-related disruption continues into October; normal trading conditions anticipated early November onwards * If commodity prices remain where they are, price growth to be in low-single digit * Overall, we expect second half of FY’26 to be bet
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Slide 21: Press release: Consolidated results for the quarter ended 30 September
CONSOLIDATED RESULTS FOR THE QUARTER ENDED 30" SEPTEMBER 2025 Underlying Sales Growth 2%, EBITDA Margin 23.2%, Dividend per share €19/- } Mumbai, 23" October 2025: Hindustan Unilever Limited announced its results for the quarter ended 30 September 2025. September Quarter Results: HUL reported a cons