HUL‘s profit for the period, however, came in at Rs 6,603 crore, up 121% year-on-year (YoY), primarily driven by one-off impacts from its portfolio transformation actions.
The company’s revenue from continuing operations stood at Rs 16,441 crore, up 5.6% YoY from Rs 15,556 crore in the corresponding quarter of the previous financial year, HUL said in a regulatory filing.
Earnings before interest, tax, depreciation and amortisation (EBITDA) from continuing operations stood at Rs 3,788 crore, up 3% from the same quarter last year. However, the EBITDA margin declined 70 basis points YoY to 23.3%. One basis point equals 0.01% (one-hundredth of a percentage point).
For the quarter under review, HUL reported underlying sales growth (USG) of 5%, supported by underlying volume growth (UVG) of 4%.
HUL segment-wise performance
The Home Care segment further strengthened its leadership position, achieving its highest-ever market share. It delivered 3% USG, supported by mid-single-digit UVG. Pricing actions taken during the year continued to exert a negative price impact on the category.
Beauty & Wellbeing reported 6% USG with low-single-digit UVG, driven by strong outperformance in Hair Care and Health & Wellbeing. Hair Care posted volume-led double-digit growth and reinforced its leadership position, supported by strong traction in premium brands such as Dove and TRESemmé.
The Personal Care segment recorded 6% growth, led by double-digit expansion in premium Skin Cleansing and Oral Care. Skin Cleansing grew at a mid-single-digit pace, supported by strong performance from Pears and Dove, while the Bodywash portfolio continued to outperform and consolidate its market leadership.
Foods delivered 6% USG, driven by high-single-digit UVG across categories. Tea registered mid-single-digit UVG, although revenue growth remained in the low-single digits due to price reductions amid a deflationary commodity environment. Coffee maintained strong double-digit growth momentum, supported by both price and volume gains.
Outlook
The company expects macroeconomic stability and supportive policy measures to create a favourable environment for consumption going forward. It anticipates FY27 to be stronger than FY26, driven by continued portfolio optimisation and channel transformation initiatives.
Priya Nair, CEO and Managing Director, said demand trends reflected early signs of recovery, underpinned by supportive policy measures. “We continued to build desirability at scale with our brands, accelerate market development in high-growth demand spaces, and strengthen our capabilities to scale Channels of the Future with a dedicated organisation for quick commerce.”
Following the earnings release, HUL shares traded 3% lower at Rs 2,396 apiece.
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