Hindustan Unilever (HINDUNILVR) Investor Day 25/26 summary

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.