)
Hindustan Unilever (HINDUNILVR) investor relations material
Hindustan Unilever Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Underlying sales grew 5% with 4% volume growth, and consolidated sales from continuing operations rose 6% year-over-year to Rs. 16,235 crore for the quarter ended 31 December 2025.
EBITDA increased 3% year-over-year to Rs. 3,788 crore, with a margin of 23.3%, down 70 bps year-over-year.
Reported PAT surged 121% year-over-year to Rs. 6,603 crore, primarily due to one-off gains from the ice cream business demerger and portfolio transformation.
Strategic focus on volume-led growth, premiumization, and expansion in quick commerce and modern trade channels.
All segments contributed to growth, with premium brands and D2C channels outperforming.
Financial highlights
Revenue grew 6% year-over-year to Rs. 16,235 crore, with gross margin at 50.8%, up 30 bps.
EBITDA margin at 23.3%, excluding ice cream, remained within guidance but was down 70 bps year-over-year.
PAT before exceptional items was Rs. 2,562 crore, up 1% year-over-year; adjusted for gratuity impact, PAT would have grown 4%.
Exceptional items included a Rs. 4,611 crore gain from the ice cream business demerger.
Absolute ANP spend increased, but as a percentage of turnover, it was down 30 bps year-over-year.
Outlook and guidance
FY27 is expected to outperform FY26, with growth as the top priority and continued investment to support volume-led expansion.
Consolidated EBITDA margin expected to stay within the guided range (22.5%-23.5% post ice cream demerger).
Low single-digit price increases anticipated due to stable-to-inflationary commodity trends.
Macro stability and supportive policy measures, including GST 2.0 and repo rate cuts, are expected to foster consumption growth.
The company continues to monitor regulatory changes, including new labour codes, and will adjust financial reporting as needed.
Next Hindustan Unilever earnings date
Next Hindustan Unilever earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)