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Hindustan Unilever (HINDUNILVR) investor relations material
Hindustan Unilever Investor Day 25/26 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.India growth opportunity
Consumption rises sharply with affluence, leaving substantial market-making headroom across categories and household segments.
Leadership spans hair care, skin care, skin cleansing, laundry, dishwash and lifestyle nutrition, with market share 2.5x–5x the nearest competitor by category.
2025 turnover was €6.3bn; six brands exceeded €300mn in trailing 12-month turnover to SQ'26, with 85bn+ packs sold annually and 9/10 households using at least one brand.
Reach exceeds 9mn outlets; market leadership is based on Nielsen MAT Sep'26.
Performance and strategic priorities
Priorities included elevated brand desire, sharper resource allocation, channel execution, a unified India organisation and volume-led revenue growth; sharper execution supported stronger volume-led growth across SQ'25–SQ'26.
Multi-year bets include accelerating home care liquids, scaling Dove across beauty and personal care, building a masstige beauty powerhouse, and winning in hair care.
Further priorities include market-making face cleansers and light moisturisers, growing deodorants, building Horlicks as a superfood nutrition supplement, and winning in wellbeing.
Portfolio and brand development
Brand building will combine science, aesthetics, sensorial appeal and distinctive communication, supported by an India Packaging Design Hub and a Mumbai fragrance house.
A large-scale creator ecosystem will design and test content for Gen Z.
Innovation spans price points and categories including facial cleansers, sun care and sensitive-skin products.
Competitive-share initiatives include new laundry powders, bars and liquids, plus dishwash products and formulas.
- Q2 USG hit a 14-quarter high as volume-led growth lifted PAT before exceptional items 9%.HINDUNILVR
Q2 26/27 - Innovation-led growth lifted 1997 profit, despite a slowing economy and tougher markets.HINDUNILVR
Q4 1997 - Profit rose sharply despite rural weakness, export headwinds and branded-tea excise pressure.HINDUNILVR
Q4 1998 - Power-brand growth and cost control lifted profit 25.3% despite weak markets.HINDUNILVR
Q4 2001 - Profit rose 32.8% as volume gains and exports offset difficult markets.HINDUNILVR
Q4 1999 - Personal Products growth and cost discipline helped offset weak FMCG markets and rising input pressures.HINDUNILVR
Q4 2003 - Net profit rose 22.4% as brand focus and consolidation shaped the growth agenda.HINDUNILVR
Q4 2000 - Profit and margins rose despite sales contraction, weak demand and higher input costs.HINDUNILVR
Q4 2002 - FY2004 profit fell sharply amid price competition, despite signs of FMCG recovery.HINDUNILVR
Q4 2004
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