Hindustan Unilever
Logotype for Hindustan Unilever Limited

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.
Logotype for Hindustan Unilever Limited
Q3 25/26 earnings summary12 Feb, 2026

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.

Quick commerce: How does its profitability compare to other channels
Rationale for Nutritionalab divestment
Expected impact of new org structure on innovation
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Hindustan Unilever earnings date

Logotype for Hindustan Unilever Limited
Q4 25/2623 Apr, 2026
Hindustan Unilever
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Hindustan Unilever earnings date

Logotype for Hindustan Unilever Limited
Q4 25/2623 Apr, 2026

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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Hindustan Unilever Limited, together with its subsidiaries, operates as a fast moving consumer goods company in India. It offers beauty and personal care products in the skincare, haircare, oral care, male grooming, and deodorants categories. Hindustan Unilever Limited is India’s largest consumer packaged goods company. Their portfolio includes iconic brands like – Lux, Lifebuoy, Surf Excel, Rin, Wheel, Fair & Lovely, Pond’s, Vaseline, Lakmé, Dove, Sunsilk, TRESemmé, Closeup Colgate and Axe.

Quartr provides global coverage of all investor relation material from public companies.

  • 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.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage