Hindustan Unilever Limited — Investor Meet, 07-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Hindustan Unilever (HUL) reported 5% Underlying Sales Growth and 4% Underlying Volume Growth consolidated. EBITDA margin hit 22.8%, reflecting strategic investments despite gross margin pressure from price actions. Gradual consumption recovery, led by rural, continues.

Key portfolio shifts towards "Future Core" and "Market Makers" drove performance. OZiva's annual turnover tripled to Rs. 450 Cr, while Minimalist (acquired for Rs. 2,706 Cr) showed robust double-digit growth, strengthening premium beauty. Management expects continued gradual recovery, focusing on competitive volume-led growth and maintaining 22-23% EBITDA by reinvesting margin gains.