Hindustan Unilever Limited — Investor Meet, 07-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Hindustan Unilever (HUL) reported strong Q4 FY26, with Consolidated Revenue up 8% and Underlying Sales Growth (USG) at 7%, largely volume-driven – its highest in 12 quarters. Full-year FY26 saw 5% USG. Profit After Tax before exceptional items grew 4% to ₹2,711 Cr in Q4.

Management is focused on volume-led growth, driven by portfolio transformation and enhanced omni-channel execution, including dedicated Quick Commerce efforts. HUL invested ₹2,000 Cr in premium formats and saw Lifestyle Nutrition, including Horlicks, turn around strongly. Despite commodity inflation (8-10%), HUL is confident in navigating challenges with selective price hikes (2-5%) and cost savings, expecting FY27 to be better than FY26. Mid-term margin outlook of 22.5-23.5% is maintained.