HINDUSTAN UNILEVER LTD. — Q2FY27 earnings call summary

Filed 04 November 2026 · Official transcript

Multiple analyst queries on margin trajectory and volume outlook; management confident on volume-led growth and margin recovery
Medium-term EBITDA margin guidance maintained at 22-24%
Q2FY27 underlying sales growth (USG) 15%, underlying volume growth (UVG) 7%
Rural demand growing sequentially, broad-based growth across categories and channels
Pricing strategy passes absolute cost increases fully with calibrated price hikes
EBITDA margin 22.6%, EBITDA Rs. 4,089 Cr (+8% y-y), PAT before exceptional items Rs. 2,795 Cr (+9% y-y)
Home Care USG 22%, Beauty & Wellbeing USG 16%, Personal Care and Foods USG 9% each
Strategy focuses on portfolio transformation, premiumisation, channel expansion, and AI-driven efficiencies