FMCG giant Hindustan Unilever reported a 7.6% year-on-year rise in standalone net profit for Q1 FY26, reaching ₹2,732 crore—up from ₹2,538 crore in the same quarter last year.
Financial Highlights:
| Metric | Q1FY26 | YOY Change |
| Revenue | ₹16,323 | ↑ 5% |
| Net Profit | ₹2,768 Cr | ↑ 6% |
| EBITDA | ₹3,718 Cr | ↓ 0.7% |
| EBITDA Margin | 22.8% | ↓ 130 bps |
Key Announcements
- Completed integration of Minimalist (USPL) skincare brand (₹2,706 Cr acquisition)
- Stepped up brand investments and portfolio transformation under ASPIRE strategy
- CEO Rohit Jawa signs off; Priya Nair to take over as MD & CEO from August 1
Segment-Wise Highlights
- Home Care: ₹5,777 Cr revenue; strong double-digit volume growth in liquid detergents
- Beauty & Wellbeing: ₹3,631 Cr; 7% USG, led by premium soaps and haircare
- Personal Care: ₹2,540 Cr; 6% USG, but low-single digit volume decline
- Foods & Refreshments: ₹4,016 Cr; tea & coffee posted double-digit growth
Retailer Takeaways
- Demand Stability: FMCG demand remains stable with gradual recovery—retailers should expect steady replenishment cycles.
- Premiumization Push: Growth in premium categories (soaps, skincare) signals opportunity for retailers to stock higher-margin SKUs.
- Rural Strength: Strong rural performance suggests retailers in Tier 2/3 cities should expand inventory depth.
- Innovation Pipeline: Expect new launches in skincare, oral care, and beverages—stay updated to capitalize early.
- Margin Watch: Retailers may see promotional intensity rise as HUL defends volumes—leverage offers to drive footfall.