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Hindustan Unilever Q2 FY27 Earnings Presentation

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Hindustan Unilever Q2 FY27 Earnings Presentation (SQ'26 Results, 28 October 2026) — a 17-page results deck from Hindustan Unilever Limited (HUL), filed with BSE/NSE, covering the September quarter 2026 (Q2 of India's FY27, which runs April 2026 to March 2027): turnover of ₹18,071 crore, 15% underlying sales growth (USG), 7% underlying volume growth (UVG), 9% PAT (bei) growth, the WINI ('Winning In New India') strategy, segment results for Home Care, Beauty & Wellbeing, Personal Care and Foods, first-half FY27 totals and a mid-term outlook with a 22-24% EBITDA margin guide. Amounts are in Indian rupees, mostly ₹ crore (cr.).

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Hindustan Unilever
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HINDUNILVR
Hindustan Unilever Q2 FY27
SQ'26 results

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Deskripsi

Topik Utama

Hindustan Unilever Q2 FY27 Earnings Presentation (SQ'26 Results, 28 October 2026) — a 17-page results deck from Hindustan Unilever Limited (HUL), filed with BSE/NSE, covering the September quarter 2026 (Q2 of India's FY27, which runs April 2026 to March 2027): turnover of ₹18,071 crore, 15% underlying sales growth (USG), 7% underlying volume growth (UVG), 9% PAT (bei) growth, the WINI ('Winning In New India') strategy, segment results for Home Care, Beauty & Wellbeing, Personal Care and Foods, first-half FY27 totals and a mid-term outlook with a 22-24% EBITDA margin guide. Amounts are in Indian rupees, mostly ₹ crore (cr.).

Manfaat Utama

  • •Headline quarter scorecard on one slide: Turnover ₹18,071 cr., USG 15%, UVG 7%, PAT (bei) growth 9%, plus segment USG of Home Care 22%, Beauty & Wellbeing 16%, Personal Care 9% and Foods 9%
  • •First-half FY27 view: Turnover ₹35,255 cr., USG 12%, UVG 6%, PAT (bei) growth 9% and an interim dividend of ₹19 per share
  • •Consolidated P&L summary: EBITDA ₹4,089 cr. (+8% YoY), EBITDA margin 22.6% (-140 bps YoY), PAT (bei) ₹2,795 cr. (+9% YoY)
  • •A clear strategy framework (WINI) linking four growth vectors with their share of incremental turnover (40% / 40% / 20% delta), three enablers and a four-step value creation model
  • •Four segment pages with revenue, EBIT margin, USG, UVG and sub-category commentary on brands such as Surf excel, Vim, TRESemmé, Minimalist, OZiva, Dove, Pears, Horlicks and Kissan
  • •A bar chart showing a sequential step-up in USG (3% → 6% → 12%) and PAT (bei) growth (-2% → 2% → 9%) across FH FY'26, SH FY'26 and FH FY'27

Target Audiens

  • •Investors and equity analysts covering Indian FMCG and consumer staples
  • •Portfolio managers tracking HINDUNILVR on BSE/NSE
  • •Consumer goods strategy, brand and finance teams benchmarking against India's largest FMCG company
  • •Students and researchers studying emerging-market consumer companies and Unilever's India subsidiary
  • •Presentation designers looking for a polished, brand-led quarterly results deck

Kasus Penggunaan

  • •Reviewing HUL's September 2026 quarter (Q2 FY27) and first-half FY27 performance
  • •Comparing segment growth and margins across Home Care, Beauty & Wellbeing, Personal Care and Foods
  • •Building an FMCG earnings deck with KPI tile scorecards, segment pages and an outlook slide
  • •Studying how a consumer company frames strategy (WINI) and value creation for investors
  • •Teaching USG / UVG / PAT (bei) metrics used by Unilever-group companies

Proposisi Nilai Unik

  • •Brand-hero divider slides (Vaseline Deep Moisture for the CEO section, Comfort fabric conditioner for the CFO section) turn a financial deck into a product showcase
  • •Every segment page follows the same pattern — revenue and margin subtitle, USG and UVG pill boxes, three checkbox bullets and a large product pack shot — making the deck easy to scan
  • •Definitions of USG, UVG, PAT (bei), segment revenue and segment margin are printed on the slides themselves
  • •Indian-market specifics preserved: ₹ crore units, the SQ'26 / FH FY'27 naming convention and an interim dividend per share

Halaman Slide (17)

Tampilan detail setiap halaman slide, termasuk tata letak, konten utama dan elemen visual.

Halaman 1
title slide

Cover: Hindustan Unilever Limited SQ'26 Results, 28th October 2026

Konten

Title slide naming Hindustan Unilever Limited and 'SQ'26 Results' (the September quarter 2026, i.e. Q2 FY27), dated 28th October 2026, with the Hindustan Unilever Limited logo and script wordmark.

Struktur Tata Letak

Full-bleed product photograph on a warm off-white background: a giant vertical blue 'Vaseline' wordmark runs down the left edge, a Vaseline Deep Moisture lotion bottle and a golden serum droplet inside a glass shape fill the centre, and the blue title block sits on the right separated by a thin rule.

Elemen Visual Utama

  • •Vertical Vaseline wordmark
  • •Vaseline Deep Moisture 400 ml bottle with hyaluron and ceramide serum callouts
  • •Golden serum droplet with bubbles
  • •Blue title text and Unilever 'U' logo
Halaman 2
disclaimer

Safe harbour statement

Konten

Standard forward-looking statements disclaimer: words such as expects, anticipates, intends and estimates indicate forward-looking statements subject to risks including earnings fluctuations, market growth, competition and pricing, consumption levels, supply chain, regulatory changes, political instability and international oil prices and input costs; the company does not undertake to update them.

Struktur Tata Letak

Single full-width paragraph of white justified text on the deck's signature blue-to-violet-to-cyan gradient background, with the HUL logo top-left, 'SQ'26 Results' top-right, thin white rules framing the content and a 'Sensitivity: Public' footer.

Elemen Visual Utama

  • •Blue gradient background
  • •Dense white legal text
  • •Header and footer rules
  • •Page number 2
Halaman 3
section divider / speaker introduction

Speaker divider: Priya Nair, Chief Executive Officer and Managing Director

Konten

Section opener introducing Priya Nair, Chief Executive Officer and Managing Director, who presents the operating context, headline performance and strategy section.

Struktur Tata Letak

Reuses the Vaseline cover artwork with the speaker's name in large blue type, a horizontal rule and her title beneath, and the HUL logo at bottom right.

Elemen Visual Utama

  • •Vaseline brand hero imagery
  • •Speaker name and title block
  • •HUL logo
Halaman 4
context / three-column overview

SQ'26: Operating context

Konten

Three-part summary of the quarter's environment: Geopolitical environment — elevated commodity prices; Resilient Indian economy — macro indicators intact; Consumption trend — positive demand conditions.

Struktur Tata Letak

Three equal dark-blue cards with cyan top bars, each with a heading, an illustrative photo (cargo ship and oil barrels against a world map; Indian city skyline with metro and logistics; shoppers in a supermarket aisle) and a one-line takeaway; footnote notes synthetic human images were created with generative AI.

Elemen Visual Utama

  • •Three photo cards
  • •Cyan accent bars
  • •Short headline captions
  • •Generative-AI image disclosure footnote
Halaman 5
KPI dashboard / financial highlights

SQ'26: Sustained acceleration in performance

Konten

Quarter headline KPIs: Turnover ₹18,071 cr., USG 15%, UVG 7% and PAT (bei) growth 9%; 'Broad-based Underlying Sales Growth across segments' with Home Care 22%, Beauty & Wellbeing 16%, Personal Care 9% and Foods 9%. Footnotes define USG (turnover growth excluding acquisitions and disposals), UVG (volume growth including mix of turnover realisation) and PAT (bei) (profit after tax before exceptional items).

Struktur Tata Letak

Top row of four navy KPI tiles separated by cyan vertical bars, each with a label, white rule and large number; below, a full-width banner headline over a four-column segment strip divided by white vertical lines.

Elemen Visual Utama

  • •Four large-number KPI tiles
  • •Segment USG strip
  • •Cyan dividers
  • •Metric definitions footnote
Halaman 6
KPI dashboard / half-year summary

FH FY'27: Leading to consistent growth momentum

Konten

First-half FY27 (April–September 2026) results: Turnover ₹35,255 cr., USG 12%, UVG 6%, PAT (bei) growth 9%, and an interim dividend of ₹19 per share.

Struktur Tata Letak

Four tall navy columns with header labels and cyan separators holding large white figures, plus a full-width rounded banner announcing the interim dividend; same metric-definition footnotes as page 5.

Elemen Visual Utama

  • •Four KPI columns
  • •Interim dividend banner
  • •Large rupee figures
  • •Footnote definitions
Halaman 7
strategy framework / house diagram

Our strategy: Winning In New India (WINI)

Konten

Strategy house to 'Deliver competitive volume-led growth' through four vectors — Consumption (more usage) and Premiumisation (more benefits) together 40% delta, Market Making (more users) 40% delta, New Spaces (more categories) 20% delta, where delta is incremental turnover contribution; enablers are Crafting Desirable Brands, Future-fit Go-to-Market and AI as a Moat; the value creation model runs Generate Fuel for Growth → Deploy Fuel for Growth → Step-up Capital for Growth → Deliver Volume-led Profit Growth, all underpinned by talent, culture and ESG.

Struktur Tata Letak

Stacked framework: a 'WINI' letter collage of Indian lifestyle photos at top, then a gold gradient banner, four pale pillar cards with gold sub-labels, sage-green delta bars, a gold 'Enablers' banner with three icon cells, a gold 'Value creation model' banner with four icon steps linked by chevrons, and a navy foundation bar.

Elemen Visual Utama

  • •Photo-filled WINI lettering
  • •Gold banners with letter-spaced capitals
  • •Pillar cards with delta percentages
  • •Icon-led enablers and process chevrons
Halaman 8
four-column showcase

Disciplined execution anchored to our strategy

Konten

Four execution proof points illustrated with brand visuals: Crafting desirable brands (Simple skin care — 'Repairs Sensitive Skin Barrier from 1st use'), Building future-fit Go-to-Market (a Vaseline in-store shelf display), Entering new demand spaces (Horlicks Protein, 24 g protein) and Winning in volatile environment (an automated bottling line in a factory).

Struktur Tata Letak

Four equal vertical columns, each with a two-line heading on a navy header block, a cyan bar and a tall portrait image beneath; generative-AI image disclosure in the footer.

Elemen Visual Utama

  • •Simple skin care ad
  • •Vaseline retail shelf
  • •Horlicks Protein pack shot
  • •Manufacturing line photo
Halaman 9
section divider / speaker introduction

Speaker divider: Niranjan Gupta, Chief Financial Officer

Konten

Section opener introducing Niranjan Gupta, Chief Financial Officer, who presents the consolidated results, profit growth bridge and segment detail.

Struktur Tata Letak

Full-bleed Comfort fabric conditioner campaign image — a woman in a flowing blue dress against blue sky and pink peonies holding a Comfort Morning Fresh bottle, with a giant vertical white 'Comfort' wordmark on the right; speaker name, title and HUL logo in blue on the left.

Elemen Visual Utama

  • •Comfort brand campaign imagery
  • •Vertical Comfort wordmark
  • •Speaker name block
  • •HUL logo
Halaman 10
financial results table / KPI cards

SQ'26: Consolidated results

Konten

Consolidated quarter results: Topline — USG 15% and UVG 7%; EBITDA margin 22.6%, a change of -140 bps YoY; EBITDA ₹4,089 cr., growth 8% YoY; PAT (bei) ₹2,795 cr., growth 9% YoY.

Struktur Tata Letak

Four tall navy cards with header labels (Topline, EBITDA Margin, EBITDA, PAT (bei)) over cyan bars, each showing a sub-label, a primary figure, a white rule, a secondary figure and a bottom caption; standard metric-definition footnotes.

Elemen Visual Utama

  • •Four stacked-metric cards
  • •Primary and YoY figures separated by rules
  • •INR labels
  • •Footnote definitions
Halaman 11
data visualization / bar chart with drivers

FH FY'27: Delivering volume-led profit growth

Konten

Left panel 'Executing with discipline' lists 01 Calibrated pricing actions, 02 Accelerated savings and 03 A&P spends productivity (illustrated by a 'Sangam' graphic). Right panel 'Sequential step-up in revenue and profit growth' shows USG of 3% (FH FY'26), 6% (SH FY'26) and 12% (FH FY'27) with PAT (bei) growth of -2%, 2% and 9% respectively. Banner: 'Focused on protecting consumer franchise'.

Struktur Tata Letak

Two side-by-side rounded navy panels: a three-column numbered list with cyan numerals and photos on the left, a white-bar column chart with outlined PAT growth boxes above each bar on the right, and a full-width banner beneath.

Elemen Visual Utama

  • •Numbered levers 01–03 with photos
  • •Three-bar USG column chart
  • •Outlined PAT (bei) growth boxes
  • •Sangam logo graphic
Halaman 12
segment performance

Home Care: ₹6,878 cr. Revenue | 16% Margin

Konten

Home Care delivered USG of 22% with double-digit UVG. Fabric Wash grew strongly double-digit across liquids, powders and bars, with all brands contributing and the Surf excel Easy Wash ₹99 pack driving premiumisation in powders; Household Care accelerated to double-digit, volume-driven USG with Vim Liquids outperforming; focused market development in liquids expanded penetration and strengthened market leadership.

Struktur Tata Letak

Segment template: title with revenue and margin subtitle, two navy pill boxes for USG and UVG, three checkbox bullets of commentary on the left two-thirds and large Surf excel Easy Wash and Surf excel Matic Top Load pack shots on the right; footnotes define segment revenue and segment margin (EBIT, excluding exceptional items).

Elemen Visual Utama

  • •USG / UVG pill boxes
  • •Checkbox bullet list
  • •Surf excel product packs
  • •Segment definition footnote
Halaman 13
segment performance

Beauty & Wellbeing: ₹4,319 cr. Revenue | 29% Margin

Konten

Beauty & Wellbeing posted USG of 16% with double-digit UVG. Hair Care accelerated its double-digit, volume-led growth with Premium Hair Care and innovations outperforming; Skin Care and Colour Cosmetics delivered double-digit, volume-led growth with Premium Skin Care on trajectory and Minimalist accelerating through innovations; Health & Wellbeing saw subdued performance in OZiva, though category fundamentals remain healthy and an innovation funnel is in place.

Struktur Tata Letak

Same segment template with USG and UVG pills, three checkbox bullets and a TRESemmé Hydra Matrix serum, conditioner and shampoo trio on the right.

Elemen Visual Utama

  • •USG 16% pill
  • •TRESemmé Hydra Matrix product trio
  • •Checkbox bullets
  • •Segment footnotes
Halaman 14
segment performance

Personal Care: ₹2,617 cr. Revenue | 17% Margin

Konten

Personal Care reported USG of 9% with flat UVG. Skin Cleansing delivered double-digit growth driven by pricing actions in an inflationary environment; market development in Pears and Dove bars supported double-digit, volume-led growth, and bodywash strengthened penetration and leadership via sampling and in-store activations; Oral Care reported low-single-digit growth while premium innovations kept double-digit growth.

Struktur Tata Letak

Segment template with USG and UVG pills, three checkbox bullets and Dove Exfoliate Away and Dove nourishing bodywash bottles on the right.

Elemen Visual Utama

  • •UVG 'Flat' pill
  • •Dove bodywash bottles
  • •Checkbox bullets
  • •Segment footnotes
Halaman 15
segment performance

Foods: ₹3,849 cr. Revenue | 22% Margin

Konten

Foods posted USG of 9% with low-single-digit UVG. Beverages: coffee delivered high-single-digit volume-driven growth while inflation moderated tea, led by softer mass tea, with premium tea innovations scaling well; Lifestyle Nutrition accelerated double-digit momentum, with Horlicks Biscuits and Ready-To-Drink growing well and newly launched Horlicks Protein gaining traction; Packaged Foods delivered double-digit, broad-based growth and Kissan condiments were relaunched with contemporary packaging.

Struktur Tata Letak

Segment template with USG and UVG pills, three checkbox bullets and Horlicks Super Foods jar and pouch pack shots on the right.

Elemen Visual Utama

  • •USG / UVG pills
  • •Horlicks Super Foods packs
  • •Checkbox bullets
  • •Segment footnotes
Halaman 16
outlook / guidance

Mid-term outlook

Konten

Demand: the underlying demand environment remains resilient, supported by healthy macro indicators, and FY'27 is expected to be better than FY'26, driven by portfolio and channel transformation. Margin: commodity inflation is expected to continue in the short term, and consolidated EBITDA margin is expected to be within the current guided range of 22-24%. Focus: driving competitive, volume-led profit growth anchored to the WINI strategy.

Struktur Tata Letak

One large navy panel with a cyan top bar containing three rows, each led by a striped cyan arrow icon, a bold heading (Demand, Margin, Focus) and diamond-bulleted statements.

Elemen Visual Utama

  • •Cyan striped arrow icons
  • •Three-heading guidance list
  • •Diamond bullets
  • •22-24% EBITDA margin guide
Halaman 17
closing slide

Closing slide: Hindustan Unilever Limited SQ'26 Results

Konten

Closing slide repeating the cover: Hindustan Unilever Limited, SQ'26 Results, 28th October 2026, with the HUL logo.

Struktur Tata Letak

Identical to the cover — Vaseline vertical wordmark, lotion bottle and golden serum droplet on the left and centre, blue title block on the right.

Elemen Visual Utama

  • •Vaseline hero imagery
  • •Repeated title block
  • •HUL logo

Pertanyaan yang Sering Diajukan

Pertanyaan umum tentang slide ini dan konten presentasi yang mendasarinya.

What is in the Hindustan Unilever Q2 FY27 earnings presentation?

It is HUL's 17-page 'SQ'26 Results' deck dated 28 October 2026, covering the September 2026 quarter: turnover of ₹18,071 crore, 15% underlying sales growth, 7% underlying volume growth, 9% PAT (bei) growth, consolidated EBITDA of ₹4,089 crore at a 22.6% margin, segment results for Home Care, Beauty & Wellbeing, Personal Care and Foods, the WINI strategy and a mid-term outlook.

What do SQ'26 and FY27 mean in HUL's results?

SQ'26 is HUL's label for the September quarter of calendar 2026. Indian companies report on an April–March financial year, so FY27 runs from April 2026 to March 2027; the September quarter is Q2 FY27, and 'FH FY'27' on page 6 means the first half, April to September 2026.

Where was this presentation filed and in what currency are the numbers?

Hindustan Unilever (HINDUNILVR) filed the presentation with BSE/NSE as part of its quarterly results disclosure. All amounts are in Indian rupees, mostly in ₹ crore (cr.), where one crore is 10 million rupees. The original BSE filing's cover-letter pages have been removed here, leaving the 17 presentation slides.

How did HUL's segments perform in the quarter?

Home Care: ₹6,878 cr. revenue, 16% margin, USG 22%, double-digit UVG. Beauty & Wellbeing: ₹4,319 cr., 29% margin, USG 16%, double-digit UVG. Personal Care: ₹2,617 cr., 17% margin, USG 9%, flat UVG. Foods: ₹3,849 cr., 22% margin, USG 9%, low-single-digit UVG.

What guidance does HUL give in this deck?

The mid-term outlook slide says demand remains resilient and FY'27 is expected to be better than FY'26, commodity inflation is expected to continue in the short term, and consolidated EBITDA margin should stay within the guided range of 22-24%. The company also declared an interim dividend of ₹19 per share for the first half.

What are USG, UVG and PAT (bei)?

As defined in the deck's footnotes, Underlying Sales Growth (USG) is turnover growth excluding acquisitions and disposals; Underlying Volume Growth (UVG) is volume growth including the mix impact of turnover realisation; PAT (bei) is profit after tax before exceptional items.

Can I download this deck as an editable PowerPoint?

Yes. The page offers the original PDF plus a PPTX version converted from it, so you can reuse the KPI tile layouts, segment page template, WINI strategy house and outlook slide. Because the PPTX is machine-converted, some text boxes and images may need adjusting.

Is this deck a good template for an FMCG or consumer company results presentation?

It is a strong reference: a consistent blue gradient theme, large-number KPI tiles, a repeatable segment template with revenue, margin and growth pills plus product pack shots, and brand-campaign section dividers. Swap in your own brands and figures to build a quarterly results deck quickly.

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