Revenue jumped to ₹18,226 crore, a 14.5% year‑over‑year gain that tops the 14‑quarter high and nudges analyst consensus of ₹18,000 crore, per the BSE filing.
EBITDA reached ₹4,089 crore, beating the ₹4,003 crore estimate by ₹86 crore, but the margin slipped to 22.4% from 23.8% a year earlier, a 140‑basis‑point contraction. Management says margins will stay within the 22‑24% guided band.
Net profit settled at ₹2,796 crore, essentially flat against the ₹2,818 crore estimate and close to the ₹2,790 crore earned in the same quarter last year, according to the filing.
Segment‑level lift was uneven: home care surged 21.4% YoY, well above the 14‑17% range forecast; beauty and wellbeing grew 15.7% vs 10‑13% expected; personal care and foods & refreshments rose 8% and 8.5% respectively, both at the upper end of analyst ranges.
The stock slid 1.7% to ₹1,787.3 on the day, approaching its 52‑week low and marking a 23% year‑to‑date loss. Investor presentation cautioned that commodity inflation will persist short‑term, tempering demand.
HUL is slated to report Q3 results in March; management reiterated its 22‑24% EBITDA margin guidance and underscored resilient underlying demand despite inflationary headwinds.