Unilever PLC (ULVR) Q4 2025 Earnings Call

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WEBVTT 00:00:01.027 -- 00:00:04.251 Hello and welcome to Unilever's full year results announcement. 00:00:04.251 -- 00:00:08.516 Thank you for joining us. In a moment, Srini Patak, our Chief Financial Officer, will 00:00:08.516 -- 00:00:12.941 take you through a detailed breakdown of Unilever results for 2025. 00:00:12.941 -- 00:00:17.166 But before that, I would like to share with you a few reflections on our performance 00:00:17.166 -- 00:00:21.671 last year. Let me start by saying that we have delivered a solid year, fully in line 00:00:21.671 -- 00:00:24.837 with our commitments, despite challenging conditions. 00:00:24.837 -- 00:00:30.106 When I took over as CEO, I made clear that one of my biggest priorities was to ensure 00:00:30.106 -- 00:00:34.252 that in Unilever we could both perform and transform. 00:00:34.252 -- 00:00:37.999 2025 has demonstrated our ability to do both. 00:00:37.999 -- 00:00:42.866 We deliver a good performance, delivering competitive volume growth, positive mix and 00:00:42.866 -- 00:00:46.842 gross margin expansion, with sequential improvement throughout the year. 00:00:46.842 -- 00:00:51.970 We sharpened the portfolio. The successful demerger of ice cream, combined with 10 deals, 00:00:51.970 -- 00:00:54.554 including acquisitions like Minimalist, Wild and Dr. 00:00:54.554 -- 00:00:59.723 Squash, and the disposal of several non-strategic brands, means that we have rotated 00:00:59.723 -- 00:01:03.565 15% of the total portfolio in 2025. 00:01:03.565 -- 00:01:08.951 we have significantly elevated the offering of our brands, stepping up their functionality, 00:01:08.951 -- 00:01:14.577 their aesthetics, their sensorials. Strong innovation plans and a decisive shift 00:01:14.577 -- 00:01:19.622 to social first demand generation models als...