HUL to Report Q1 FY27 Results on July 28 After Q4 Profit Beat
Hindustan Unilever's board convenes July 28 for Q1 FY27 earnings. Q4 delivered net profit of Rs 2,992 crore (up 21.4% YoY), revenue of Rs 16,351 crore, and a 23.5% Ebitda margin, with a Rs 22 final dividend. The company is deploying shrinkflation—cutting Pears soap from 60g to 57g—to offset rising input and PFAD costs.
What happened
Hindustan Unilever · HUL board to consider Q1 FY27 results on July 28. Q4 delivered a beat with net profit up 21.4% and Rs 22 dividend. Firm is implementing
Key facts
- Q1 FY27 results July 28
- final dividend Rs 22
- Q4 net profit Rs 2,992 crore
- Q4 revenue Rs 16,351 crore
- PAT up 21.4% YoY
- Ebitda margin 23.5%
- share price Rs 2,208.80
- market cap Rs 6.06 lakh crore
- Pears soap 60g to 57g
Why this matters
Sustained margin resilience amid input-cost inflation strengthens HUL's premiumization and portfolio-optimization thesis—monitor July 28 volume-growth signals to gauge appetite for bolt-on acquisitions in high-margin categories.
What to watch
- Q1 FY27 underlying volume growth (UVG) number and management commentary on rural vs urban
- Gross and Ebitda margin trend vs Q4's 23.5% given input cost inflation
- Palm oil/PFAD price direction and any pricing action guidance
- Beauty & Wellbeing / premium portfolio growth vs mass staples
- Any additional pack-size cuts or price hikes signaling further shrinkflation
- Commentary on demand recovery timing and monsoon impact
- Peers (Nestle India, Dabur, Marico, Godrej Consumer, ITC FMCG) benchmarked against HUL's volume vs price mix on July 28
- Buy-side rotates within staples toward names with cleaner rural exposure ahead of the print
- Distributors and modern trade adjust shelf pricing to reflect the Pears gram reduction
- Analysts revise FY27 margin models around PFAD and palm oil trajectory
- D2C and regional brands amplify value-per-gram marketing to exploit shrinkflation narrative