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HUL to Invest ₹2,000 Crore to Expand Premium Manufacturing Capacity
Hindustan Unilever (HUL) has announced a strategic investment of ₹2,000 crore to be deployed over the next two years. This capital expenditure is focused on expanding manufacturing capacity for high-growth premium categories within Beauty & Wellbeing and Home Care liquids. The initiative aims to modernize the supply chain through automation and digital technologies while targeting 100% renewable energy for the new facilities. This move underscores HUL's commitment to premiumization and scaling high-margin segments to meet evolving consumer demands.
Key Highlights
Proposed investment of ₹2,000 crore over a two-year period across multiple locations.
Focus on premium Skin Care, Hair Care, and Home Care liquid categories.
Capacity expansion to leverage advanced automation and digital technologies for supply-chain agility.
New facilities designed to operate on 100% renewable energy in line with sustainability goals.
💼 Action for Investors
Investors should view this as a positive long-term indicator of HUL's focus on high-margin premium segments. Monitor the progress of this capex and its eventual impact on volume growth and operating margins.
HUL Completes Acquisition of Remaining 49% Stake in Zywie Ventures for INR 824 Crores
Hindustan Unilever Limited (HUL) has successfully completed the acquisition of the balance 49% stake in Zywie Ventures Private Limited. The transaction was finalized for a total consideration of INR 824 Crores, following the terms of the Share Subscription and Share Purchase Agreement. This move gives HUL full ownership of the entity, which is known for its health and wellness brand OZiva. The acquisition aligns with HUL's long-term strategy to scale its presence in the high-growth digital-first wellness segment.
Key Highlights
Acquisition of the remaining 49% stake in Zywie Ventures Private Limited completed on February 13, 2026.
Total cash consideration for the final tranche of shares is INR 824 Crores.
Zywie Ventures becomes a wholly-owned subsidiary of Hindustan Unilever Limited.
The transaction was executed in accordance with the Share Subscription and Share Purchase Agreement dated February 12, 2026.
💼 Action for Investors
Investors should view this as a positive consolidation of HUL's portfolio in the premium wellness category. Monitor the integration of Zywie's brands and their impact on HUL's overall margin profile in the coming quarters.
HUL Subsidiary Kwality Wall’s (India) to List 234.96 Cr Shares on Feb 16, 2026
Hindustan Unilever Limited (HUL) has announced that its subsidiary/demerged entity, Kwality Wall’s (India) Limited (KWIL), has received final listing and trading approvals from both BSE and NSE. A total of 2,34,95,91,262 equity shares of face value ₹1 each will be admitted to dealings. Trading is scheduled to commence on February 16, 2026, under the symbol 'KWIL' on the NSE. This marks the final stage of the Scheme of Arrangement intended to unlock value for HUL shareholders.
Key Highlights
Listing and trading approval received for 2,34,95,91,262 equity shares of ₹1 each
Trading of KWIL shares to officially commence on February 16, 2026
Approvals received from both BSE (Notice 20260212-18) and NSE (Ref: NSE/LIST/190)
The listing follows a court-approved Scheme of Arrangement between HUL and KWIL
KWIL will trade under the symbol 'KWIL' on the National Stock Exchange
💼 Action for Investors
Investors should track the listing price on February 16 to determine the market valuation of the standalone ice cream business. Existing HUL shareholders who were allotted KWIL shares should hold or trade based on their outlook for the frozen desserts sector.
HUL Q3 Net Profit Surges to ₹6,603 Cr Driven by ₹4,516 Cr Exceptional Gain
Hindustan Unilever Limited (HUL) reported a 3% YoY increase in revenue from operations at ₹16,197 crore for the quarter ended December 31, 2025. While total net profit jumped to ₹6,603 crore from ₹2,694 crore YoY, this was primarily due to a massive one-time exceptional gain of ₹4,516 crore from discontinued operations. Profit from continuing operations actually saw a decline, falling to ₹2,118 crore compared to ₹2,791 crore in the year-ago period, reflecting margin pressures.
Key Highlights
Revenue from operations grew 3.06% YoY to ₹16,197 crore from ₹15,715 crore.
Total Net Profit stood at ₹6,603 crore, significantly boosted by a ₹4,516 crore exceptional credit in discontinued operations.
Profit from continuing operations decreased by 24% YoY to ₹2,118 crore.
Advertising and promotion expenses remained high at ₹1,522 crore to maintain market share.
Basic EPS for the quarter rose to ₹28.12 from ₹11.43 YoY, largely due to the one-time gain.
💼 Action for Investors
Investors should discount the massive jump in net profit as it is driven by a one-time exceptional item. Focus on the underlying performance of continuing operations, which shows a decline in profitability despite modest revenue growth.
HUL DQ'25 Results: 4% Volume Growth, Reported PAT Surges 121% on Ice Cream Demerger One-offs
Hindustan Unilever Limited (HUL) reported a steady 4% underlying volume growth and 5% underlying sales growth for the quarter ended December 2025, with turnover reaching ₹16,235 crores. While reported PAT jumped 121% to ₹6,603 crores due to one-off gains from the Ice Cream business demerger, normalized PAT (before exceptional items) grew marginally by 1% to ₹2,562 crores. EBITDA margins saw a 70 bps compression to 23.3% as the company continues to invest in premiumization and digital channels. The company is also restructuring into a 'Unified India' model to enhance agility and speed in decision-making.
Key Highlights
Underlying Volume Growth (UVG) stood at 4% and Underlying Sales Growth (USG) at 5% for the quarter.
Reported PAT rose 121% YoY to ₹6,603 Cr, driven by portfolio transformation and the Ice Cream demerger.
Home Care segment achieved its highest-ever market share, with liquids delivering double-digit growth.
EBITDA margin contracted by 70 bps YoY to 23.3%, while EBITDA grew 3% to ₹3,788 Cr.
Board approved acquiring the remaining 49% stake in OZiva and divesting a 19.8% stake in Nutritionalab Pvt. Ltd.
💼 Action for Investors
Investors should monitor the impact of the 'Unified India' restructuring on execution speed and the sustainability of volume growth in a dynamic commodity environment. The stock remains a defensive core holding, though margin pressure suggests a balanced near-term outlook.
HUL to Acquire Remaining 49% Stake in OZiva for ₹824 Cr; Divests Nutritionalab Stake for ₹307 Cr
Hindustan Unilever (HUL) has announced the full acquisition of Zywie Ventures (OZiva) by purchasing the remaining 49% stake for ₹824 crores, making it a wholly-owned subsidiary. Simultaneously, the company is divesting its 19.8% minority stake in Nutritionalab to USV Private Limited for ₹307 crores. These moves align with HUL's strategy to focus on high-growth 'bigger bets' within the Health & Wellbeing segment. OZiva has demonstrated strong performance, scaling to a projected ₹480 crores in 2025 with a 130% CAGR over the last two years.
Key Highlights
Acquisition of balance 49% stake in Zywie Ventures (OZiva) for a cash consideration of ₹824 crores.
Divestment of 19.8% stake in Nutritionalab for ₹307 crores to USV Private Limited.
OZiva's turnover grew significantly from ₹100.07 crores in FY23 to ₹257.67 crores in FY25.
Both transactions are expected to be completed by March 31, 2026, subject to closing conditions.
Post-transaction, OZiva and its subsidiary Zenherb Labs will become wholly-owned subsidiaries of HUL.
💼 Action for Investors
Investors should view this as a positive consolidation move that streamlines HUL's Health & Wellbeing portfolio into high-growth brands. Monitor the integration of OZiva and its contribution to HUL's overall margin profile in the coming quarters.
HUL to Acquire Remaining 49% Stake in OZiva for ₹824 Cr; Divests Nutritionalab Stake for ₹307 Cr
Hindustan Unilever (HUL) has approved the acquisition of the remaining 49% stake in Zywie Ventures (OZiva) for ₹824 Crores, making it a wholly-owned subsidiary. Simultaneously, the company is divesting its 19.8% minority stake in Nutritionalab to USV Private Limited for ₹307 Crores. This move aligns with HUL's strategy to focus on fewer, bigger bets within the fast-growing Health & Wellbeing segment. OZiva has shown significant growth, with its turnover rising from ₹100.07 Crores in FY23 to ₹257.67 Crores in FY25.
Key Highlights
Acquisition of 49% balance stake in Zywie Ventures (OZiva) for a cash consideration of ₹824 Crores
Divestment of 19.8% stake in Nutritionalab to USV Private Limited for ₹307 Crores
OZiva's turnover grew significantly from ₹100.07 Crores in FY23 to ₹257.67 Crores in FY25
Both transactions are expected to be completed by March 31, 2026
Post-acquisition, Zywie and its subsidiary Zenherb Labs will become 100% subsidiaries of HUL
💼 Action for Investors
Investors should view this as a positive strategic consolidation in the high-margin health and wellness space. Monitor the integration of OZiva and its impact on HUL's non-traditional FMCG margins over the next few quarters.
HUL Q3 Net Profit Jumps to ₹6,603 Cr on Exceptional Gain; Core Profit Declines 24% YoY
Hindustan Unilever (HUL) reported a consolidated net profit of ₹6,603 crore for Q3 FY26, a significant increase from ₹2,694 crore YoY, primarily driven by a massive one-time exceptional gain of ₹4,516 crore from discontinued operations. However, the performance of continuing operations was weak, with profit falling 24% YoY to ₹2,118 crore due to higher input costs and a ₹576 crore exceptional charge. Revenue growth remained modest at 3% YoY, reaching ₹16,197 crore, reflecting a challenging consumption environment.
Key Highlights
Consolidated Net Profit rose to ₹6,603 Cr, boosted by a ₹4,516 Cr gain from discontinued operations.
Revenue from operations grew 3.1% YoY to ₹16,197 Cr from ₹15,715 Cr in the year-ago quarter.
Profit from continuing operations declined 24.1% YoY to ₹2,118 Cr compared to ₹2,791 Cr in Q3 FY25.
Advertising and promotion expenses stood at ₹1,522 Cr, while total expenses rose to ₹13,078 Cr.
EPS for the quarter surged to ₹28.12 from ₹11.43 YoY, though core operational EPS showed a decline.
💼 Action for Investors
Investors should look beyond the headline profit figure as it is inflated by a one-time divestment gain. The decline in core operating profit and modest revenue growth suggest margin pressure, making the stock a 'Watch' for signs of volume recovery.
Two HUL Units Join WEF Lighthouse Network; Total Count Reaches 5 Advanced 4IR Sites
Hindustan Unilever Limited's (HUL) Gandhidham and Pondicherry factories have been designated as Advanced Fourth Industrial Revolution (4IR) Lighthouse sites by the World Economic Forum. The Gandhidham unit achieved a 90% reduction in Scope 1 and 2 emissions and a 17% reduction in water usage while supporting double-digit growth. The Pondicherry unit leveraged AI and machine learning to achieve 25% volume growth and a 23% reduction in defects. This recognition brings HUL's total to five such sites, highlighting its leadership in digital manufacturing and operational efficiency.
Key Highlights
HUL now has 5 factories recognized by the WEF Global Lighthouse Network for advanced digital manufacturing.
Gandhidham unit reduced Scope 1 and 2 emissions by 90% and saved 6.12 billion litres of community water.
Pondicherry unit achieved 25% volume growth and a 23% reduction in defects using AI-powered troubleshooting.
Digital transformation at Pondicherry enabled a threefold increase in product variants within existing capacity.
💼 Action for Investors
Investors should view this as a positive sign of HUL's operational excellence and ESG leadership, which helps protect margins and drive long-term resilience. No immediate action is required as this is an operational milestone rather than a financial event.
HUL Receives Income Tax Demand Notice of INR 1,559.69 Crore for FY 2021-22
Hindustan Unilever Limited (HUL) has received an assessment order from the Income Tax Department for FY 2021-22, involving a significant demand of INR 1,559.69 crore. The dispute primarily concerns transfer pricing adjustments related to payments made to related parties and disallowances regarding depreciation claims. While the amount is substantial, the company has clarified that it expects no material impact on its current financial or operational performance. HUL intends to challenge the order by filing an appeal with the appropriate appellate authority.
Key Highlights
Total tax demand of INR 1,559.69 crore issued under Section 156 of the Income Tax Act, 1961.
The assessment order pertains to the financial year 2021-22 (Assessment Year 2022-23).
Dispute involves transfer pricing adjustments on related party payments and corporate tax disallowances on depreciation.
Company management intends to file a formal appeal against the order within the permissible timeline.
HUL states there is no immediate material impact on operations or financial activities due to this order.
💼 Action for Investors
Investors should monitor the legal proceedings as the demand amount is significant, though such tax litigations are common for large MNCs and often involve long-drawn appellate processes.
HUL Shareholders Approve Appointment of Niranjan Gupta and Bobby Parikh with Over 99% Majority
Hindustan Unilever Limited (HUL) has announced the successful passage of two key board resolutions via postal ballot with overwhelming shareholder support. Mr. Niranjan Gupta has been appointed as a Whole-time Director for a five-year term starting November 1, 2025, receiving 99.56% of the votes in favor. Additionally, Mr. Bobby Parikh's appointment as an Independent Director for five years from December 1, 2025, was approved with 99.58% support. These appointments ensure leadership stability and bring specialized expertise to the board for the 2025-2030 period.
Key Highlights
Appointment of Niranjan Gupta as Whole-time Director approved with 199.72 crore votes in favor (99.56%)
Appointment of Bobby Parikh as Independent Director approved with 199.77 crore votes in favor (99.58%)
Both directors are appointed for a five-year tenure, ensuring long-term board stability through 2030
The postal ballot saw participation from a total of 11,42,011 members as of the record date
Resolutions were passed with high institutional and promoter support, reflecting strong corporate governance
💼 Action for Investors
These are standard board appointments with strong shareholder backing, indicating confidence in the company's governance. No immediate action is required, but investors should monitor how these leadership changes influence future strategic execution.
HINDUNILVR: Kwality Wall's Allots 2,34,95,91,262 Equity Shares Post Scheme
Hindustan Unilever Limited (HINDUNILVR) announced that Kwality Wall's (India) Limited (KWIL) has allotted 2,34,95,91,262 fully paid-up equity shares of face value Re. 1 each to the equity shareholders of HUL as of the record date, December 5, 2025, pursuant to the Scheme of Arrangement. KWIL has also cancelled and reduced its entire pre-Scheme paid-up share capital of 5,00,00,000 equity shares of Re. 1 each, previously held by HUL. Consequently, KWIL is no longer a wholly-owned subsidiary of HUL, effective December 12, 2025. KWIL will seek listing and trading permission from BSE and NSE for the newly allotted shares; these shares will remain frozen until permission is granted.
Key Highlights
KWIL allotted 2,34,95,91,262 equity shares to HUL shareholders.
KWIL cancelled 5,00,00,000 pre-Scheme equity shares previously held by HUL.
Share Entitlement Ratio is 1:1 (1 KWIL share for every 1 HUL share).
Face value of KWIL equity share is Re. 1.
💼 Action for Investors
HUL shareholders should monitor updates regarding the listing and trading permission of KWIL shares on BSE and NSE. The allotted KWIL shares will remain frozen until the listing is approved.
HINDUNILVR: Kwality Wall’s Allots 2,34,95,91,262 Equity Shares
Hindustan Unilever Limited (HUL) announced the allotment of equity shares of Kwality Wall’s (India) Limited (KWIL) to HUL shareholders as part of a scheme of arrangement. KWIL allotted 2,34,95,91,262 fully paid-up equity shares of Re. 1 each to HUL shareholders as of the record date, December 5, 2025, based on a 1:1 share entitlement ratio. KWIL's pre-scheme paid-up share capital of 5,00,00,000 equity shares held by HUL has been cancelled and reduced. KWIL has ceased to be a wholly owned subsidiary of HUL.
Key Highlights
KWIL allotted 2,34,95,91,262 equity shares to HUL shareholders.
Share entitlement ratio is 1:1.
KWIL's pre-scheme paid-up capital of 5,00,00,000 shares was cancelled.
KWIL has ceased to be a wholly owned subsidiary of HUL.
💼 Action for Investors
HUL shareholders should note the allotment of KWIL shares and await further updates on the listing and trading permissions from BSE and NSE. Monitor KWIL's performance post-listing for potential investment opportunities.
HINDUNILVR: Kwality Wall's Scheme Update - Office Change & Director Resignations
Hindustan Unilever Limited (HINDUNILVR) announced a material update regarding the Scheme of Arrangement with Kwality Wall's (India) Limited (KWIL). KWIL communicated a change in its Registered Office to 13th Floor, Oberoi Commerz II, Goregaon East, Mumbai, effective December 1, 2025. Additionally, Mr. Navin Jain, Ms. Vinita Nair, and Ms. Shalini Sinha resigned as Non-Executive Directors of KWIL, effective at the closure of business hours on November 30, 2025, pursuant to the scheme's reconstitution of the board.
Key Highlights
KWIL's Registered Office changed to 13th Floor, Oberoi Commerz II, Goregaon East, Mumbai - 400063 effective 1st December, 2025.
Mr. Navin Jain (DIN: 08632751) resigned as Non-Executive Director effective 30th November, 2025.
Ms. Vinita Nair (DIN: 10903336) resigned as Non-Executive Director effective 30th November, 2025.
Ms. Shalini Sinha (DIN: 08299362) resigned as Non-Executive Director effective 30th November, 2025.
💼 Action for Investors
Investors should monitor further announcements related to the Scheme of Arrangement. These changes are part of the ongoing integration process.