Hindustan Unilever Ltd. (HUL), a leading FMCG company in India, has announced its plans to release its second quarter results on October 23. The company's Board of Directors is scheduled to meet on this date to review and approve the financial performance for the period ending September 30.

Key Points

• Results Announcement: October 23
• Period Covered: Quarter ending September 30
• Board Meeting Agenda:
  • Review of unaudited standalone and consolidated financial results
  • Consideration of interim dividend proposal

Expected Financial Performance

Analysts anticipate subdued quarterly results for HUL:

• Sales are expected to rise by just 1% year-on-year
• Profit may decline by 5%

These projections reflect challenges stemming from recent GST rate cuts, which have affected nearly 40% of HUL's product portfolio, including soaps, shampoos, detergents, toothpaste, and packaged foods. The GST transition has led to channel de-stocking and inventory realignment issues.

Factors Impacting Performance

• Extended monsoon disrupting sales momentum, particularly affecting skin care and seasonal products
• Weak underlying demand and channel destocking weighing on volumes
• Margin pressure with EBITDA margin expected to fall by 140 basis points to around 22.10%
• Lower prices passed to consumers and increased promotional spending to clear older inventory

Raw Material Costs

• Mixed trends observed
• Palm oil and crude-based inputs remain volatile
• Tea prices have softened
• Coffee prices stay near 52-week highs

Analyst Outlook

Despite the anticipated weak quarterly performance, analysts view the challenges as largely temporary. They expect recovery in coming quarters once the GST impact normalizes. Brokerages remain positive on HUL's medium-term prospects, citing:

• Structural demand recovery
• Softer input costs
• GST-driven price rationalization that could boost affordability

Financial Results Review

The Board meeting will focus on examining the unaudited financial statements, both on a standalone and consolidated basis. This comprehensive review will provide insights into HUL's performance across its various business segments and subsidiaries.

Dividend Consideration

The Board will also evaluate a proposal for an interim dividend payment. This consideration underscores HUL's commitment to delivering value to its shareholders, although the final decision will depend on the company's financial performance and future outlook.

Earnings Call

HUL has scheduled an earnings call for 4:00 PM on the same day, providing an opportunity for investors and analysts to gain deeper insights into the company's performance and future strategies.

Trading Window Closure

In compliance with regulatory requirements, HUL has implemented a trading window closure for designated persons:

• Closure Start Date: September 15
• Expected Reopening: October 27

This measure ensures fair trading practices and prevents insider trading during the sensitive period leading up to the results announcement.

Recent Stock Performance

HUL's stock has shown mixed performance across different time frames:

The stock closed at Rs 2,588.00 on Tuesday, trading within its 52-week range of Rs 2,136.00 to Rs 2,750.00.

Investors and market watchers will be keenly awaiting HUL's Q2 results, which are expected to provide valuable insights into the company's performance amidst evolving market conditions, GST-related challenges, and consumer trends in the FMCG sector.

Hindustan Unilever Limited (HUL), a leading FMCG company in India, has announced its plans to review its second quarter results for the fiscal year 2025-26 on October 23, 2025. This announcement comes as part of the company's regular financial reporting cycle and commitment to transparency with its stakeholders.

Key Details of the Announcement

Additional Information

• HUL will host an earnings conference call for analysts and investors following the board meeting.
• The company will present its financial results for the quarter and half-year ended September 30, 2025.
• Detailed timing and dial-in information for the earnings call are available on HUL's official website.

Investor Access

Interested parties can find more information about the upcoming results and earnings call on HUL's investor relations page:

https://www.hul.co.in/investors/results-and-presentations/quarterly-results-and-webcasts/september-quarter-2025-results/

This announcement underscores HUL's commitment to regular and transparent communication with its investors and the broader market. As one of India's largest FMCG companies, HUL's financial performance is closely watched by market participants as an indicator of consumer demand and overall economic health in the country.

Investors and analysts will be keen to understand HUL's performance in the context of current market conditions, consumer trends, and any strategic initiatives undertaken by the company during the quarter under review.