Hindustan Unilever Limited (HUL) FY25 & Q4FY25 Results Update | Profit From It
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Hindustan Unilever Limited (HUL) FY25 & Q4FY25 Results Update

Lesson 111/151 | Study Time: 10 Min
Hindustan Unilever Limited (HUL) FY25 & Q4FY25 Results Update

Hindustan Unilever Limited (HUL) FY25 & Q4FY25 Results Update

Navigating Resilience with Strategic Premiumization
(CMP: ₹2331 as on April 2025)


🔷 Financial Highlights

  • Revenue Growth:

    • Q4FY25 Revenue at ₹15,000 Cr, up 3% YoY (Mild improvement)

    • FY25 Revenue at ₹60,680 Cr, up 2% YoY

  • Volume Growth:

    • Q4FY25 and FY25 UVG at 2%

  • Profitability:

    • Q4FY25 PAT grew 4% YoY to ₹2,493 Cr

    • FY25 PAT grew 5% YoY to ₹10,644 Cr

    • Margins remained robust with EBITDA margin at 23.1% for Q4FY25 but declined by 30 bps v/s last year.


🔷 Segmental Performance

Segment

FY25 Revenue (₹ Cr)

UVG Trend

Home Care

22,972

High single-digit growth

Beauty & Wellbeing

13,073

Low-single digit growth

Personal Care

9,168

Low-single digit decline

Foods

15,294

Flat growth; Ice Cream led

Key Highlights:

  • Liquids Portfolio and Premiumization driving growth.

  • Ice Cream, Hair Care, and Beverages categories showing strong momentum.


🔷 Solvency, Liquidity & Cash Flow Strength

  • Debt-Free Balance Sheet

  • Cash and Equivalents: ₹5,947 Cr

  • Operating Cash Flow: ₹11,606 Cr

  • Dividend: ₹53/share (Yield: ~2.3%)


🔷 Strategic Focus Areas

  • Accelerated premiumization into Future Core categories.

  • Increased digital-first marketing: 40% rise in influencer spends.

  • Strong e-commerce penetration: 45% GSV growth.

  • Rural revival strategies underway.


🔷 Valuation Snapshot

Metric

Value

PE Ratio

~51x

Dividend Yield

~2.3%

ROCE

~29%


🔷 Outlook

Short Term:
Moderate growth expected with improving macro trends in H2FY26.

Long Term:
Sustained leadership in Indian FMCG space, driven by innovation, digitization, and premiumization.

Corporate View:
Hold/Gradual Accumulation for long-term portfolios.


📢 Disclosure:
This report is for educational purposes and does not constitute financial advice. Investors must exercise discretion.

Piyush Patel

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