Hindustan Unilever (HINDUNILVR) Q4 25/26 earnings summary

Executive summary

• Consolidated revenue grew 8% year-over-year in MQ'26 and 5% for FY'26, with broad-based growth across all segments and record market shares in key categories.

• EBITDA grew 6% year-on-year in MQ'26, with margin at 23.7%, and profit after tax before exceptional items rose 4% year-on-year; reported PAT up 20% YoY including divestment gains.

• Full-year turnover reached ₹63,763 crore, with 5% USG and 4% underlying volume growth; growth momentum improved in the second half.

• Strategic focus on premiumization, omni-channel execution, and targeted investments in high-growth segments and brands, including portfolio rotation and expansion.

• Market leadership strengthened in laundry powders and bodywash, with sequential improvement across categories.

Financial highlights

• MQ'26 consolidated revenue: ₹16,207 crore, USG 7%, UVG 6%; EBITDA margin at 23.7%, EBITDA ₹3,841 crore, PAT (before exceptionals) ₹2,711 crore.

• FY'26 turnover: ₹63,763 crore, USG 5%, UVG 3%, EBITDA margin 23.6%, EBITDA ₹15,054 crore, PAT (before exceptionals) ₹10,324 crore.

• Cash flow from operations stood at ₹10,500 crore; total reserves at year-end close to ₹49,000 crore.

• Board declared a final dividend of ₹22 per share, totaling ₹41 per share for the year, subject to approval.

• Advertising & promotion spend at 9.8% of turnover, up ₹270 crore YoY.

Outlook and guidance

• FY'27 expected to outperform FY'26, supported by stable demand, strong brand positioning, and portfolio transformation.

• Midterm margin guidance maintained at 22.5%-23.5%; focus remains on competitive volume-led growth and balancing pricing, savings, and media investments.

• Pricing actions will be taken as needed to offset input cost inflation, with continued cost optimization.