• FY26 financial results: The company delivered a full-year turnover of ₹63,763 crore with 5% underlying sales growth and an EBITDA margin of 23.6%, recommending a total dividend of ₹41 per share.
• FY27 performance outlook: Management reiterated guidance that FY27 will exceed FY26 performance with EBITDA margins staying within the 22.5% to 23.5% range, supported by structural demand recovery.
• Inflation and pricing: In response to crude-linked input inflation of 8% to 10% in the upcoming quarter, calibrated price increases of 2% to 5% are being implemented alongside cost savings and media spend adjustments.
• Premium format capex: The company committed approximately ₹2,000 crore in capital expenditure over the next two years to expand premium liquid formats across home care, beauty, and personal care.
• Foods portfolio clarity: Management clarified that HUL's foods, beverages, and lifestyle nutrition portfolio remains outside the scope of the parent company's announced global food business demerger.