Скачать или смотреть Hindustan Unilever Q2 2026 Earnings: Flat Volume Sparks Market Sell-Off

Hindustan Unilever's Q2 2026 earnings report revealed a mixed performance with revenue growth of 2% and a modest 3.6% increase in profit after tax, aided by a one-time tax gain. Despite the headline beat, volume growth was flat, triggering concerns among investors. The company attributed the volume stagnation to temporary disruptions from GST rate changes and an extended monsoon season affecting distribution channels and rural demand.

Management emphasized a strategic focus on volume-led growth, premiumization in beauty and wellbeing segments, and increased brand investments to drive recovery. They expect trading normalization from early November and aim to maintain EBITDA margins around 22-23%, excluding the ice cream business. The interim dividend of 19 per share highlights the company's strong cash position despite margin pressures.

Market reaction was cautious-neutral, with the stock initially rising on headline results but closing down 3.3% the following day as investors digested the underlying volume and margin challenges. The outlook depends on the GST transition's resolution and commodity prices, with growth catalysts expected in the second half of the fiscal year. Hindustan Unilever remains a market leader, balancing scale with premium innovation amid a challenging macroeconomic backdrop.

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