Hindustan Unilever Ltd.12-Quarter High Growth Momentum

Hindustan Unilever delivered its strongest quarterly performance in 12 quarters with 8% consolidated revenue growth in Q4 FY26, driven by robust 7% underlying sales growth and 6% volume growth.

EBITDA margin stood at 23.7%, at the higher end of guidance, despite facing 8-10% commodity inflation from geopolitical volatility. All four segments showed strong momentum with Home Care achieving 11-quarter high growth of 9%, Beauty & Wellbeing at 8%, and Lifestyle Nutrition turning around with double-digit Q4 growth. Management demonstrated confidence by guiding FY27 to be better than FY26, supported by strategic portfolio rotation including the ice cream demerger and investments in premium brands like OZiva and Minimalist.

The company committed Rs 2,000 crore capex for premium format expansion and maintained its mid-term EBITDA margin guidance of 22.5-23.5%. With Rs 49,000 crore in reserves and Rs 10,500 crore operating cash flow, HUL's strong balance sheet positions it well to navigate macro headwinds while continuing volume-led growth and channel expansion initiatives.