HUL Reports Steady Growth, Downplays Impact of US Tariffs
Hindustan Unilever Limited (HUL) reported a 5% increase in consolidated revenue to ₹16,296.00 crores for Q1. Profit After Tax grew by 6% to ₹2,768.00 crores. The company's management stated that US tariffs are expected to have minimal impact on operations. HUL completed the acquisition of Uprising Science Private Limited for ₹2,706.00 crores. Despite growth, EBITDA margin declined by 130 basis points year-on-year to 22.80%. CEO Rohit Jawa expressed confidence in gradual market recovery and the company's ASPIRE strategy for future growth.

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Hindustan Unilever Limited (HUL), India's leading fast-moving consumer goods (FMCG) company, has reported a solid financial performance for the quarter ended June 30, while also addressing concerns about potential US tariffs.
Minimal Impact from US Tariffs
During a recent conference call, HUL management indicated that US tariffs are expected to have minimal impact on the company's business operations. This statement comes as a reassurance to investors and stakeholders amid global trade uncertainties.
Financial Highlights
HUL's financial results for the first quarter demonstrate resilience in a challenging market:
- Consolidated revenue from operations grew by 5% to ₹16,296.00 crores
- Underlying Sales Growth (USG) stood at 5%, with Underlying Volume Growth (UVG) at 4%
- Profit After Tax (PAT) increased by 6% to ₹2,768.00 crores
Segment Performance
The company reported varied performance across its business segments:
Segment | USG | UVG | Performance Highlights |
---|---|---|---|
Home Care | 4% | High single-digit | Driven by Fabric Wash and Household Care |
Beauty & Wellbeing | 7% | Low single-digit | Strong performance in Health and Wellbeing |
Personal Care | 6% | Not specified | Led by calibrated pricing actions |
Foods | 5% | Mid single-digit | Growth in Beverages and Ice Cream |
Strategic Moves and Market Outlook
HUL's CEO and Managing Director, Rohit Jawa, commented on the results: "FMCG demand has continued to remain stable, with a gradual uptick in recency. We strategically stepped up our investments to effectively advance our portfolio transformation agenda this quarter."
The company completed the acquisition of Uprising Science Private Limited (USPL), which owns the 'Minimalist' brand, on April 21, for a consideration of ₹2,706.00 crores. This move is expected to strengthen HUL's presence in the skincare and haircare segments.
Margin Pressure and Future Outlook
Despite the growth in revenue and profit, HUL faced some margin pressure:
- EBITDA margin declined by 130 basis points year-on-year to 22.80%
- The company attributes this to increased investments in the business
Looking ahead, Jawa expressed confidence in the gradual recovery being sustained, stating, "I am confident that the ASPIRE strategy will further strengthen our presence in segments and channels of the future, powered by unmissably superior brands, heightened innovation intensity and digital media models, to deliver competitive volume-led growth and create long-term shareholder value."
HUL's ability to maintain growth while navigating global trade concerns and investing in future capabilities demonstrates its strong market position and strategic foresight in the Indian FMCG sector.
Historical Stock Returns for Hindustan Unilever
1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
---|---|---|---|---|---|
-0.75% | -2.16% | +4.43% | +5.81% | -8.58% | +13.23% |