Ritesh Tiwari
CFO
Promise Delivery Record
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
HUL · Q4 FY26Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
HUL · Q4 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q3 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q3 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q3 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q3 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q1 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q1 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q1 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q1 FY26Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q4 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q4 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q4 FY25The current-quarter record did not contain enough evidence of delivery; the item remains delayed for follow-up.
Hindunilvr · Q4 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q3 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q3 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q1 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q1 FY25Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY24Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY24Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
Hindunilvr · Q2 FY24Notable Quotes
We estimate that this quarter we saw overall at an aggregate HUL level up to 2% impact, largely volume of GST transition.
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.
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.
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.
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.
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.
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.
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...
Our EBITDA margin at 24.6% improved 130 basis points year-on-year.
We remain cautiously optimistic. Moderating inflation and upcoming festive season should improve consumer sentiment.
If commodities remain where they are, we expect our price growth to be near flat or marginally negative.
The only single biggest risk we called out is weather.