Q1-FY24 · Rohit Jawa
We've delivered this quarter a resilient and competitive performance, which was again marked by challenging operating environment.
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HUL · tone and specificity signals across the available quarters.
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Q1-FY24 · Ritesh Tiwari
If commodities remain where they are, we expect our price growth to be near flat or marginally negative.
Q1-FY24 · Ritesh Tiwari
The only single biggest risk we called out is weather.
Q1-FY25 · Rohit Jawa
We continue to hold on to most of the circa 200 basis points of market share gain that we gained during inflation.
Q1-FY25 · Ritesh Tiwari
Stratos is a first of its kind, groundbreaking technology developed and patented by our R&D team. This technology, that took us about 5 years to develop with 20+ patents filed, makes it possible to reformulate soap with a proprietary mix...
Q1-FY25 · Rohit Jawa
Our last three-month metric is already at circa 55% levels, providing compelling evidence that our strategic actions are driving the desired results for us.
Q1-FY26 · Rohit Jawa
We have systematically reshaped our portfolio to focus high-growth categories and future-ready segments aligned with the evolving consumer aspirations.
Q1-FY26 · Ritesh Tiwari
We will sustain our investments across the P&L, particularly in channels of the future, multi-year market-making platforms, and strategic capabilities to execute our portfolio transformation.
Q1-FY26 · Ritesh Tiwari
We have a large agenda of portfolio transformation and dialing up more growth in the demand spaces, which is where consumers are going and spending money.
Q2-FY24 · Rohit Jawa
We have scaled a new milestone by crossing INR 15,000 crore quarterly turnover mark for the first time.
Q2-FY24 · Ritesh Tiwari
Our EBITDA margin at 24.6% improved 130 basis points year-on-year.
Q2-FY24 · Ritesh Tiwari
We remain cautiously optimistic. Moderating inflation and upcoming festive season should improve consumer sentiment.
Q2-FY25 · Rohit Jawa
Our MAT business winning number has already crossed 60% in September, ahead of our early estimate of December 2024.
Q2-FY25 · Rohit Jawa
We are now taking calibrated price increases. Given our assessment that this price increase is here to stay, we are now taking calibrated price increases.
Q2-FY25 · Ritesh Tiwari
We have applied for more than twenty patents, and we do believe that with that we will have basically a formulation which will be very tight in terms of its development and in terms of proprietary nature.
Q2-FY26 · Priya Nair
Our focus is obsession is going to be on volume-led revenue growth. Very simply, if I had to tell you how we will look at the business, it will be unblinkingly looking at growth first.
Q2-FY26 · Ritesh Tiwari
We estimate that this quarter we saw overall at an aggregate HUL level up to 2% impact, largely volume of GST transition.
Q2-FY26 · Ritesh Tiwari
We are very clear that when a choice comes between top line and bottom line, it's always competitive volume growth. That's always the first protocol.
Q3-FY24 · Rohit Jawa
We are a full portfolio play company. We are an all-weather portfolio. We sell and serve to consumers in all tiers of the market.
Q3-FY24 · Rohit Jawa
Our absolute A&P spend in nine months of this fiscal is 33% higher than the same period last year.
Q3-FY24 · Ritesh Tiwari
We expect our MAT Business Winning metric to be impacted as we lap the high base. We expect it to dip below 60% for a couple of quarters before coming back towards second half of calendar year 2024.
Q3-FY25 · Rohit Jawa
We want to preserve the magic, the logic, the fundamentally robust business the two great founders have built.
Q3-FY25 · Rohit Jawa
We are not working on a hypothesis that this is going to be forever. We think this is going to get better. We can't say specifically when.
Q3-FY25 · Rohit Jawa
We have now assessed more than 95% of our portfolio using the unmissable brand superiority framework. I'm very happy to report that more than 80% of our turnover is unmissably superior.
Q3-FY26 · Priya Nair
Our UVG for the quarter is the highest UVG that we have recorded in the last twelve quarters, so this bodes well for us, and this is where we will keep focusing.
Q3-FY26 · Niranjan Gupta
Growth will continue to remain our number 1 priority. We will invest in the business as needed to support sustained growth, and hence we expect consolidated EBITDA margin to stay around the guided range.
Q3-FY26 · Priya Nair
Winning in India will always require an 'and' strategy rather than an 'or' strategy.
Q4-FY24 · Ritesh Tiwari
We are not satisfied with this performance of skin cleansing.
Q4-FY24 · Rohit Jawa
We are holding on to almost all of the gains made in 2021 and 2022.
Q4-FY24 · Ritesh Tiwari
We will continue to generate savings through our productivity program and reinvest it behind our brands and long-term strategic capabilities while maintaining EBITDA margin at the current levels.
Q4-FY25 · Rohit Jawa
We want to not be defensive. We want to be offensive. We want to play to win.
Q4-FY25 · Ritesh Tiwari
This 100 basis points of EBITDA, let me say from 23.1 that we have, if at all we go back to the range of 22%-23%, will mean more investments in trade for trade channels. It will mean more investments for product quality investments. It will mean more investments in A&P.
Q4-FY25 · Ritesh Tiwari
Our long-term intention of driving modest margin improvement, that does not change. In fact, I do believe, again, everything has been equal if commodity price trends in the market are not vaguely off compared to what we see today. There is no reason why in the later part of the financial year, we'll start seeing margins improving.
Q4-FY26 · Priya Nayer
Our number one priority will be to protect our competitiveness and our consumer franchise and to strengthen our consumer franchise and in that sense drive profit through revenue accretion.
Q4-FY26 · Nanjan Gupta
We are confident of fiscal year 27 to be better than fiscal year 26 despite all the volatility that we are seeing in the market.
Q4-FY26 · Priya Nayer
The real opportunity to educate India on what is required in skincare... is sunscreens and sun protection is required and therefore educating and making it accessible.