Hindustan Unilever Limited — PPTs, 23-10-2025: Investor Presentation

HUL reported 2% Underlying Sales Growth (USG) and flat Underlying Volume Growth (UVG) for the quarter. EBITDA margin stood at 23.2%, a 90 bps year-on-year decline due to increased investments. Profit After Tax (PAT) grew 4% driven by a one-off tax resolution, while PAT before exceptional items declined 4%.

Home Care delivered mid-single digit volume growth despite flat sales. Beauty & Wellbeing achieved 5% USG, boosted by strong Skin Care and Health & Wellbeing, though Hair Care sales dipped due to GST changes. Recent launches included Comfort Perfume Deluxe and OZiva Phyto Ceramides. Personal Care saw flat sales, also impacted by GST, with premium soaps showing double-digit growth. Foods reported 3% USG, with Beverages growing double-digits, offsetting declines in Ice Cream (due to monsoons/GST) and Lifestyle Nutrition.

Management anticipates normal trading conditions by early November as GST adjustments stabilize, paving the way for gradual market recovery. The strategic focus is on accelerating portfolio transformation, modernizing core brands, enhancing digital capabilities, and scaling high-growth areas for volume-led growth. An interim dividend of INR 19/- per share has been declared.