Hindustan Unilever Ltd. Share Price

Dabur Q2 PAT rises 12% to ₹499 Cr; margin slips

DABUR Dabur India Limited (DABUR) reported Q2FY27 net profit of ₹499 Cr, up 12% YoY but down 15% QoQ. Revenue stood at ₹3,563 Cr, up 12% YoY and down 5% QoQ. EBITDA was ₹632 Cr, up 8% YoY but down 15% QoQ. EBITDA margin contracted to 17.7% from 18.4% YoY (down 68 bps) and from 19.7% QoQ (down 194 bps). EPS rose 12% YoY to ₹2.85. Other income stood at ₹172 Cr. The company delivered double-digit revenue and profit growth for the fourth consecutive quarter on the profit front, supported by volume growth and international business performance, though higher input costs weighed on operating margins. An interim dividend of ₹3.50 per share was also declared. The key triggers are the 12% YoY rise in both revenue and PAT to ₹3,563 Cr and ₹499 Cr respectively, alongside the 68 bps contraction in EBITDA margin. This reflects healthy demand recovery but ongoing cost pressures. Peers such as Hindustan Unilever, Godrej Consumer Products and Marico may face comparison on volume growth and margin trends. Near-term prices could react positively to the double-digit growth and dividend, though margin compression may limit upside. Risks include sustained input cost inflation, weaker rural demand, or further margin pressure. Competitors listed: Hindustan Unilever, Godrej Consumer Products, Marico. We have no financial interest in this news.

A New Growth Opportunity for Hindustan Unilever?

Imagine buying everyday products without knowing the science, research and technology behind them. Now imagine India becoming a global innovation centre for those products. Unilever has announced an additional **€35 million investment** to strengthen its R&D centres in Mumbai and Bengaluru. It will also invest **€5 million over five years** in India's Bio-Futures partnership, focusing on biotechnology, microbiome science, biomanufacturing and AI-enabled research. One Indian-listed company that deserves attention from this development is **Hindustan Unilever Ltd (NSE: HINDUNILVR )**, a Nifty 500 constituent. Why does this matter? Hindustan Unilever could benefit strategically from stronger research capabilities, faster product innovation, improved consumer understanding and the development of differentiated products. The bigger story is not just about investment in laboratories. It is about building India's capabilities in science-led FMCG innovation and potentially strengthening long-term competitiveness. However, the actual financial benefits will depend on execution, consumer demand, product success and profitability. Investors should monitor these developments rather than assume immediate earnings growth. Research investment can strengthen innovation, product differentiation and long-term competitiveness, but investors must track execution, margins and demand over time. **Educational Purpose Only:** This post is intended solely for financial education and awareness, not as a stock recommendation or investment advice.

Marico Ltd Q2FY27 Result Fundamental Outlook

Marico Ltd reported a strong performance in Q2FY27, with consolidated net profit increasing 31% YoY to ₹550 crore, supported by robust operating margins, healthy volume growth and improving business momentum across domestic and international markets. Revenue grew 13% YoY to ₹3,897 crore, while PBIDT increased 25.1% to ₹762 crore, indicating improved operating profitability and strong execution. The India business delivered 10% volume growth, driven by sustained performance in its core franchise and continued scale-up of emerging businesses. Traditional and organised trade channels registered double-digit growth, while quick commerce witnessed accelerated momentum, reflecting improving consumer reach and distribution strength. International business reported 13% constant currency growth (CCG) and 23% growth in INR terms. Vietnam remained a key growth contributor with 22% CCG, followed by MENA at 15%, South Africa at 15% and NCD & Exports at 17%. Bangladesh reported 5% CCG amid persistent inflationary pressures and subdued consumer demand, although management expects gradual improvement in subsequent quarters. Management remains optimistic about sustaining growth momentum, supported by investments in brands, people and business capabilities. Additionally, Marico appointed former Hindustan Unilever MD & CEO Rohit Jawa as an Independent Director for a five-year term from January 2027 to December 2031. Overall, strong domestic volume growth, margin expansion and diversified international performance position Marico favourably for sustained business growth. Please Read Disclaimer & Disclosure Carefully:***** See another version

MACRO DATA-> THIS DATA WILL GIVE YOU INSIGHT WHERE TO INVEST

भारत में गरीबी तेजी से घटी, क्या ये सेक्टर्स बन सकते हैं अगली ग्रोथ स्टोरी दुनिया में गरीबी घटाने की सबसे तेज रफ्तार वाले देशों में भारत शामिल है। लेकिन इस प्रगति के साथ एक बड़ा सवाल भी सामने आया है: क्या आर्थिक विकास का फायदा सभी आय वर्गों तक समान रूप से पहुंच रहा है? World Bank की अक्टूबर 2026 की Poverty and Equity Brief के अनुसार, भारत ने 2011 से 2023 के बीच लगभग 49.6 करोड़ लोगों को गरीबी से बाहर निकाला। हालांकि, देश में कमाई की असमानता अब भी काफी बड़ी है। 1. गरीबी में कितनी बड़ी गिरावट आई? World Bank के आंकड़ों के अनुसार: प्रमुख आंकड़ा 2011 2023 $4.20 प्रतिदिन से कम आय वाली आबादी 57.7% 16.1% $3 प्रतिदिन से कम आय वाली आबादी (Extreme Poverty) 27.1% 2.6% ये दोनों अंतरराष्ट्रीय गरीबी रेखाएं 2021 के Purchasing Power Parity (PPP) पर आधारित हैं। यानी इनका उद्देश्य अलग-अलग देशों में वास्तविक खरीदने की क्षमता को ध्यान में रखना है। यह गिरावट बताती है कि भारत में बड़ी आबादी की बुनियादी आर्थिक स्थिति में सुधार हुआ है। --->इस बदलाव से किन सेक्टर्स को फायदा हो सकता है? FMCG- !HINDUNILVR / GODREJCP / TATACONSUM Automobile — Two-Wheelers और Tractors M&M / MARUTI / ESCORTS / ATHER ENERGY Cement & Housing — घर और निर्माण की मांग ULTRATECH / DALBHARAT --->THE BOTTOM LINE भारत ने गरीबी कम करने में बड़ी प्रगति की है, लेकिन 13 गुना का वेतन अंतर बताता है कि आर्थिक विकास का अगला चरण अधिक व्यापक आय वृद्धि और बेहतर रोजगार पर निर्भर करेगा। निवेशकों के लिए FMCG, Two-Wheelers, NBFCs और Cement जैसे घरेलू मांग से जुड़े सेक्टर्स लंबे समय की ग्रोथ थीम बन सकते हैं। आने वाले वर्षों में भारत की Consumption Story का अगला बड़ा ड्राइवर केवल बढ़ती GDP नहीं, बल्कि बढ़ती Household Purchasing Power भी हो सकती है। Sources: World Bank — October 2026 Poverty & Equity Brief; NDTV Profit; World Bank Poverty & Equity Briefs.

Hindustan Unilever posts 15% sales growth

Hindustan Unilever Limited (NSE: HINDUNILVR) reported turnover of ₹18,071 crore for Q2 FY27, up 15% year-on-year. Underlying volume growth reached 7%, while EBITDA rose 8% to ₹4,089 crore. The strongest contribution came from Home Care, which recorded 22% underlying sales growth. Beauty and Wellbeing grew 16%, while Personal Care and Foods each recorded 9% growth. The company also declared an interim dividend of ₹19 per share. My view: Volume growth is the key positive because it suggests sales growth is not being driven by pricing alone. However, EBITDA margin declined to 22.6% from 24% a year earlier. This indicates that cost pressure remains a concern despite stronger demand. The gap between revenue growth and profit growth needs attention. The next trigger is the company’s ability to protect margins while sustaining volume growth. I will watch the impact of commodity inflation and whether volume-led growth continues across Home Care, Beauty and Wellbeing, and Foods. Stance: Operational momentum has improved, but margin pressure remains a key risk. The next results should help assess whether sales growth translates into stronger profitability. HINDUNILVR

HINDUSTAN UNILEVER REVENUE GROWS 12% GROWTH REMAINS MODEST

HINDUNILVR HINDUSTAN UNILEVER REVENUE GROWS 12% BUT PROFIT GROWTH REMAINS MODEST HUL Q2 Results Revenue Reaches ₹18 226 Crore as Investors Assess Profitability When analysing FMCG companies I pay close attention to revenue growth profit margins pricing power and consumer demand. These factors help explain whether a company is growing efficiently or facing cost pressures. Hindustan Unilever reported second-quarter revenue of ₹18 226 crore representing a 12% year-on-year increase. Net profit rose approximately 3% to ₹2 796 crore while gross profit increased 10% to ₹3 726 crore. The difference between revenue growth and net profit growth deserves attention. My Key Observations 1. Revenue Growth Is Encouraging Revenue increased 12% year-on-year indicating growth in the companys reported business performance. The sustainability of this growth will depend on consumer demand sales volumes and pricing. 2. Profit Growth Is Comparatively Slow Net profit increased only 3% considerably less than revenue growth of 12%. This difference means investors should examine operating expenses other income exceptional items and margins to understand the reasons behind the slower profit growth. 3. What Could Influence the Stock? Changes in raw-material costs rural consumption urban demand competition and pricing strategies can influence HULs future performance. My Market View I believe investors should avoid evaluating an FMCG company purely on revenue growth. Profitability and cash generation are equally important when assessing the quality of its performance. For HUL I would watch how the market responds to the results and whether the stock establishes a sustained trend supported by trading volumes. The key takeaway: Revenue growth is positive but the slower increase in net profit makes margin analysis particularly important before forming a view on the stock.