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Hindustan Unilever Limited Q2 FY26 earnings call summary

NSE: HINDUNILVR · BSE: 500696

Earnings call of 23 Oct 2025, summarised by AI from the filing.

EBITDA margin guidance 22-23%; Ice Cream demerger adds 50-60 bps from December quarter.

Key takeaways

  1. Guidance EBITDA margin guidance 22-23%; Ice Cream demerger adds 50-60 bps from December quarter.
  2. Growth driver Volume-led growth focus; H2 expected better than H1 on macro improvement and innovation.
  3. Risk Prolonged monsoon disrupted supply chains and dampened demand; winter outcome uncertain.

Original filing on BSE

Hindustan Unilever Limited Q1 FY27 results

As filed: Revenue ₹17,341 cr (+5% year on year), EBITDA ₹3,947 cr (+6% year on year), PAT ₹2,680 cr (−3% year on year), EBITDA margin 22.8% (+25 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹16,351 cr (+4% year on year), EBITDA ₹3,841 cr (+6% year on year), PAT ₹2,994 cr (+21% year on year), EBITDA margin 23.5% (+40 bps). Score 63 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was well above it; profit growth was in line with it. EBITDA margin rose 40 bps year on year. Profit fell 55% from last quarter. Share price after the results: −7.0% in 29 days (Nifty 500: −0.9%).
  • Q3 FY26: Revenue ₹16,441 cr (+4% year on year), EBITDA ₹3,788 cr (+3% year on year), PAT ₹6,603 cr (+1% year on year), EBITDA margin 23.0% (−32 bps). Score 58 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend; profit before exceptional items growth was in line with it. EBITDA margin fell 32 bps year on year. Share price after the results: −12.3% in 29 days (Nifty 500: −10.1%).
  • Q2 FY26: Revenue ₹16,241 cr (+2% year on year), EBITDA ₹3,729 cr (−2% year on year), PAT ₹2,694 cr (+4% year on year), EBITDA margin 23.0% (−86 bps). Score 46 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 86 bps year on year. Share price after the results: −6.1% in 29 days (Nifty 500: +0.1%).
  • Q1 FY26: Revenue ₹16,514 cr (+5% year on year), EBITDA ₹3,718 cr (−1% year on year), PAT ₹2,768 cr (+6% year on year), EBITDA margin 22.5% (−132 bps). Score 54 of 100, In line with trend. Revenue and profit growth were above the company's own trend; EBITDA growth was in line with it. EBITDA margin fell 132 bps year on year. Share price after the results: +9.1% in 29 days (Nifty 500: −2.5%).
  • Q4 FY25: Revenue ₹15,670 cr (+3% year on year), EBITDA ₹3,619 cr (+2% year on year), PAT ₹2,475 cr (−3% year on year), EBITDA margin 23.1% (−15 bps). Score 52 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend; profit growth was below it. EBITDA margin fell 15 bps year on year. Profit fell 17% from last quarter. Share price after the results: −2.7% in 29 days (Nifty 500: +2.4%).
  • Q3 FY25: Revenue ₹15,818 cr (+2% year on year), EBITDA ₹3,695 cr (+1% year on year), PAT ₹2,989 cr (0% year on year), EBITDA margin 23.4% (−19 bps). Score 52 of 100, In line with trend. Revenue, EBITDA and profit before exceptional items growth were in line with the company's own trend. EBITDA margin fell 19 bps year on year.
  • Q2 FY25: Revenue ₹15,926 cr (+2% year on year), EBITDA ₹3,793 cr (0% year on year), PAT ₹2,595 cr (−2% year on year), EBITDA margin 23.8% (−49 bps). Score 31 of 100, Below trend. EBITDA margin fell 49 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Hindustan Unilever Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.