Toh kya hua poora scene? Company ne December 2025 quarter ke liye apna result nikala hai, aur sabse zabardast baat hai inka Volume Growth, jo pichhle 12 quarters matlab 3 saal mein sabse zyada, 4% raha. Sales mein bhi 5% ka 'Underlying Sales Growth' (USG) dikha. Isse lagta hai ki logon ne maal kharidna shuru kar diya hai, jo market ke liye achhi baat hai.
Ab profit ki baat karein toh, reported Profit After Tax (PAT) 121% bhag gaya, ho gaya ₹6,603 Crore! Lekin, yahan ek chota sa twist hai. Yeh bada jump sirf ek baar hone wale faydon ki wajah se hai. Jaise ki, inka ice cream business alag kiya gaya, OZiva company se kuch fayda hua, aur purane water business ko bech diya tha uske paise bhi aa gaye. Agar yeh sab 'exceptional items' hata dein, toh PAT before exceptional items sirf 1% badha hai, jo ki ₹2,562 Crore raha.
Company ka EBITDA bhi 3% badh kar ₹3,788 Crore ho gaya hai, aur margins stable 23.3% par hain. Gross margin bhi 50.8% par mast hai, ismein unki nayi acquisition Minimalist ka bhi fayda mila hai.
HUL ab growth par full focus kar raha hai, khaas kar volume-led growth par. Woh apne brands ko aur mazboot kar rahe hain, digital presence badha rahe hain aur consumers ko samajh rahe hain. Unka target hai ki FY27 mein FY26 se better performance ho, aur FY26 ka doosra half pehle half se achha rahega. Iske liye woh apne 'SASSY' brands bana rahe hain aur D2C channels jaise Minimalist aur OZiva ko extend kar rahe hain.
Company ne kuch bade strategic moves bhi kiye hain: Ice Cream business ko alag karna, OZiva mein poori 49% stake kharidna ₹824 Crore mein, aur Nutritionalab se apna stake bechna ₹307 Crore mein.
Aage ka outlook bhi positive lag raha hai, consumption badhne ki umeed hai, haan thodi market volatility aur competition toh rahegi. Par HUL ka volume par focus unhein iss race mein aage rakh sakta hai.