HUL Q4 FY26: Revenue up 6% to ₹16,235 Cr, PAT (bei) up 1% to ₹2,562 Cr
Hindustan Unilever Limited reported Q4 FY26 results with revenue up 6% to ₹16,235 Cr and PAT (bei) up 1% to ₹2,562 Cr. Underlying Sales Growth was 5% and Underlying Volume Growth was 4%. Reported PAT surged 121% to ₹6,603 Cr due to one-off demerger impacts. Priya Nair, CEO, noted early signs of recovery and HUL's focus on sustained volume-led growth.
The results show steady growth and strong segment performance, which is positive for investors. However, the significant increase in reported PAT is due to one-off events, and the PAT (bei) growth is modest, indicating a stable rather than transformative impact.
The company reported positive revenue growth and stable PAT (bei), with strong performance across several segments like Home Care, Beauty & Wellbeing, and Personal Care. The CEO's commentary also reflects a positive outlook on market recovery and future growth.
Hindustan Unilever Limited (HUL) announced its results for the quarter ended 31st December 2025 (DQ’25), reporting a consolidated revenue growth of 6% to ₹16,235 crores. The company delivered 5% Underlying Sales Growth (USG) driven by 4% Underlying Volume Growth (UVG). EBITDA stood at ₹3,788 crores, a 3% year-on-year increase, with an EBITDA margin of 23.3%, remaining within the guided range. Reported Profit After Tax (PAT) surged by 121% to ₹6,603 crores, primarily due to one-off impacts from portfolio transformation actions, specifically the Ice Cream demerger. Excluding these exceptional items, PAT (bei) grew by 1% to ₹2,562 crores.
In the Home Care segment, HUL achieved its highest-ever market share, with 3% USG and mid-single digit UVG. The Fabric Wash category saw mid-single digit UVG, while the Liquids portfolio accelerated to double-digit growth. Household Care also maintained double-digit UVG, led by Vim liquid.
The Beauty & Wellbeing segment reported 6% USG with low-single digit UVG. Hair Care experienced volume-led double-digit growth, strengthening its leadership position, while premium brands like Dove and TRESemmé drove growth. Skin Care and Colour Cosmetics performed well with winter products, though offset by weaker non-winter performance. Health & Wellbeing continued its robust growth trajectory with high double-digit increases.
Personal Care grew by 6%, with Skin Cleansing achieving mid-single digit growth driven by premium products and strong performance in Pears and Dove. The Bodywash portfolio further solidified its market leadership. Oral Care posted double-digit growth, led by Closeup.
The Foods segment delivered 6% USG with high-single digit UVG. Tea saw mid-single digit UVG, while Beverages revenue grew low-single digit due to price reductions. Coffee maintained strong double-digit growth. Lifestyle Nutrition grew in high-single digits, supported by Boost and Horlicks. Packaged Foods also reported high-single digit growth across Ketchup, Mayonnaise, Soups, and Unilever Foods Solutions, with the introduction of the Kissan Great Indian Chutneys range.
Priya Nair, CEO and Managing Director, commented that demand trends showed early signs of recovery, underpinned by supportive policy measures. HUL delivered a competitive performance with 6% Revenue Growth and 4% Underlying Volume Growth. She emphasized the company's commitment to building modern brands, leading category creation, and investing in future moats to deliver sustained volume-led growth and long-term shareholder value.
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