Hindustan Unilever will host its Capital Markets Day 2026 on September 4, 2026, providing institutional investors and financial analysts with an update on the company's strategic outlook. The event serves as a key communication channel for the consumer goods major to engage with its financial community ahead of the upcoming fiscal period.

The company issued the intimation on July 28, 2026, pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Radhika Shah, Company Secretary & Compliance Officer, signed the disclosure submitted to both BSE Limited and the National Stock Exchange of India Ltd.

Event Details

The key details of the scheduled event are outlined below:

The gathering is restricted to institutional participants and financial analysts, ensuring focused dialogue on investment themes. Following the event, Hindustan Unilever will submit the presentations made during the session to the stock exchanges. These materials will also be hosted on the company's official website for broader stakeholder access.

Strategic Context

Capital Markets Days are typically used by large-cap companies to outline long-term growth strategies, capital allocation frameworks, and operational milestones. For Hindustan Unilever, this event offers a platform to address market expectations regarding its portfolio performance in fast-moving consumer goods segments. Investors attending the session can expect detailed insights into the company's approach to navigating competitive dynamics and evolving consumer preferences.

Hindustan Unilever Limited delivered its highest growth in 13 quarters for the quarter ended June 30, 2026, reporting an underlying sales growth (USG) of 10% and turnover of ₹17,184 crore. The performance was driven equally by volume and price increases, with underlying volume growth (UVG) standing at 5%. This result signals strong consumer demand resilience despite global geopolitical volatility and persistent commodity inflation, reinforcing the company’s market leadership across key categories.

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. While operational metrics improved significantly, reported Profit After Tax (PAT) declined 2% year-on-year to ₹2,680 crore. This decline was attributed to a one-off tax credit received in the corresponding quarter of FY25 (JQ'25). Excluding exceptional items, PAT grew 9% year-on-year to ₹2,731 crore. EBITDA rose 8% to ₹3,947 crore, with margins remaining within the guided range at 23.0%, despite a 40 basis point compression year-on-year.

Segment Performance

Home Care emerged as the top performer with 14% USG, its highest growth in three years, supported by high-single digit UVG. Fabric Wash accelerated with double-digit USG, driven by bars, powders, and liquids. Household Care also posted double-digit growth, led by Vim Liquids. Beauty & Wellbeing recorded 12% USG, fueled by double-digit growth in Premium Hair Care and Skin Care. Minimalist showed sequential acceleration, while new launches included Liquid I.V.’s sugar-free variant and Vaseline’s Gluta Hya Smoothing Body Lotion.

Personal Care reported 4% USG, primarily pricing-led, as palm oil inflation persisted for the second consecutive year. Premium Bars delivered competitive double-digit volume-led growth, and Bodywash continued its double-digit momentum. Foods delivered 7% USG, driven by mid-single digit UVG. Coffee saw double-digit volume-led growth, with RTD and Bru Gold scaling up. Lifestyle Nutrition maintained double-digit growth, with Boost surpassing the ₹1,000 crore annual turnover milestone based on trailing 12-months.

What the Numbers Show

The divergence between operational profitability and reported net profit highlights the impact of non-recurring items on bottom-line metrics. While EBITDA grew 8% and PAT before exceptional items grew 9%, the reported PAT fell 2% solely due to the absence of a one-off tax credit from the prior year. This indicates that core operational efficiency improved, with margin discipline maintained despite input cost pressures. Furthermore, the shift towards premiumization is evident in Personal Care and Beauty segments, where volume-led growth in premium brands like Dove and Pears offset broader category softness, suggesting successful portfolio transformation.

Priya Nair, CEO and Managing Director, stated that the Indian economy demonstrated resilience supported by proactive fiscal and monetary policies. She noted that HUL’s investments in market development and channel expansion are building a future-fit business. The company expects FY27 to be better than FY26, driven by portfolio and channel transformation, although commodity volatility and inflationary pressures are expected to persist in the short term.