Hindustan Unilever Limited's board has approved a substantial investment plan to strengthen its position in premium consumer goods categories. The board meeting held on February 18, 2026, resulted in the approval of a ₹2,000 crore capacity expansion initiative targeting high-growth market segments.

Investment Details and Timeline

The comprehensive investment plan encompasses several key parameters designed to enhance the company's manufacturing capabilities:

The board meeting commenced at 10.00 A.M. (IST) and concluded at 07.00 P.M. (IST), indicating extensive deliberations on this strategic initiative.

Strategic Focus Areas

The investment aligns with Hindustan Unilever's strategy of concentrating on fewer, bigger bets while strengthening its presence in high-growth demand spaces. The expansion specifically targets premium categories including:

• Premium skin care products
• Hair care solutions
• Personal care items
• Home care liquids

This strategic focus reflects the company's commitment to meeting evolving consumer preferences in the premium segment, where demand continues to show robust growth patterns.

Technology and Sustainability Integration

The capacity expansion initiative incorporates advanced technological solutions to enhance operational efficiency. The company plans to leverage automation and digital technologies to improve supply-chain efficiency and agility, enabling faster response to changing consumer needs.

Sustainability remains a core component of the expansion plan. All facilities developed under this investment will operate on 100% renewable energy, demonstrating Hindustan Unilever's commitment to environmental responsibility.

Leadership Perspective

Priya Nair, CEO and Managing Director of HUL, emphasized the strategic importance of this investment: "This investment reflects our strategic focus on scaling our brands and creating categories of the future to meet evolving consumer needs. It also underscores our commitment to building a resilient, technology-enabled supply chain that delivers superior value to consumers."

Future-Ready Manufacturing Network

The initiative aims to build a future-ready manufacturing network capable of supporting emerging channels and high-growth formats. By enhancing supply-chain agility through advanced automation, the company expects to improve its responsiveness to market dynamics and consumer preferences.

The investment represents a significant step in Hindustan Unilever's long-term growth strategy, positioning the company to capitalize on opportunities in India's expanding premium consumer goods market while maintaining its commitment to sustainable manufacturing practices.

Hindustan Unilever Limited's Board of Directors approved significant strategic portfolio decisions during their meeting on February 12, 2026, including the acquisition of remaining stake in Zywie Ventures and divestment of Nutritionalab shareholding, alongside Q3FY26 financial results. The company has also made its quarterly earnings call recording available online.

Strategic Portfolio Transactions Approved

The Board approved two major strategic decisions during their February 12, 2026 meeting. The company will acquire the remaining 49% stake in Zywie Ventures Private Limited for a cash consideration of ₹824 crores, making it a wholly owned subsidiary. Additionally, the Board approved the divestment of the company's entire 19.8% shareholding in Nutritionalab Private Limited to USV Private Limited for ₹307 crores.

Zywie Ventures (OZiva) Performance and Rationale

Zywie Ventures, operating under the OZiva brand, has demonstrated exceptional growth since HUL's initial 51% acquisition in January 2023. The company scaled to approximately ₹480 crores in 2025, achieving around 130% CAGR over the last two years. The Health & Wellbeing business focuses on vitamins, minerals, supplements, beauty and personal care products.

Q3FY26 Financial Performance

The company delivered robust operational performance during Q3FY26 with continuing operations showing steady growth across key metrics. Total sales from continuing operations reached ₹16,235 crores compared to ₹15,322 crores in the corresponding quarter.

Ice Cream Business Demerger Impact

The company successfully completed the demerger of its ice cream business to Kwality Wall's (India) Limited effective December 1, 2025. The transaction resulted in an exceptional gain of ₹4,611 crores, contributing to the reported profit after tax of ₹6,603 crores for the quarter, representing 121% growth.

Earnings Call Recording Available

Following the company's letter dated February 4, 2026, and in compliance with Regulation 30(6) of SEBI Listing Obligations, Hindustan Unilever has made the audio/video recording of its Q3FY26 earnings conference call available on the company website. Company Secretary & Compliance Officer Radhika Shah confirmed the availability of the recording on February 13, 2026.

CEO and Managing Director Priya Nair commented that Health & Wellbeing represents an important growth vector driven by rising consumer interest in everyday wellness. The full ownership of OZiva enables the company to unlock the next phase of growth while reflecting the strategy of fewer, bigger bets leveraging HUL's strengths in science, distribution and market development.