Hindustan Unilever reported a 6% revenue growth and 4% underlying volume growth in the December 2025 quarter, signalling early recovery in demand. CEO Priya Nairin highlighted innovations across nutrition, haircare, oral care, and regional flavours, while strengthening quick commerce capabilities to meet evolving consumer needs and sustain brand desirability at scale.
Hindustan Unilever Limited (HUL), India’s largest fast-moving consumer goods company, has reported a competitive performance in the December quarter of 2025, underscoring resilience in a market that is beginning to show early signs of recovery. The company’s results, announced by CEO and Managing Director Priya Nairin, reflect a 6% revenue growth and 4% underlying volume growth, achieved against a backdrop of supportive policy measures and improving demand trends.
For HUL, the quarter was not just about numbers but about reinforcing its position as a consumer-centric innovator. Nairin emphasised that the company continued to build desirability at scale with its brands, accelerate market development in high-growth demand spaces, and strengthen capabilities to scale channels of the future. A dedicated organisation for quick commerce has been established, signalling HUL’s commitment to adapting to changing consumer behaviour and the rise of instant delivery platforms.
The company’s innovation pipeline was particularly vibrant this quarter, reflecting its strategy of combining deep consumer insights with best-in-class research and development. Among the highlights was the extension of the Kissan masterbrand with the launch of the Great Indian Chutneys range, a move that taps into the rich diversity of regional flavours across India. By bringing familiar tastes into packaged formats, HUL is positioning itself to capture the growing appetite for authentic, localised food experiences.
In the nutrition category, Horlicks Superfoods was introduced, powered by proprietary technology aimed at elevating functional everyday nutrition. This innovation reflects the increasing consumer demand for products that go beyond basic nourishment to deliver added health benefits. With wellness becoming a mainstream priority, HUL’s move to strengthen its nutrition portfolio is timely and strategic.
Haircare also saw a significant addition with the launch of the TRESemmé Hydra Matrix range, designed to deliver a superior sensorial experience. This innovation underscores HUL’s focus on premiumisation and experiential products, catering to consumers who seek both performance and indulgence in their personal care routines.
In oral care, the company expanded its freshness portfolio with Close Up Intense Cool, a product crafted to appeal to the youth segment. With its bold positioning and emphasis on freshness, the innovation is aligned with HUL’s strategy of targeting younger consumers who value individuality and vibrant self-expression.
These launches are not isolated moves but part of a broader narrative of HUL’s ability to anticipate and respond to evolving consumer needs. The company’s showreel of innovations captures the breadth of its efforts, from regional food flavours to advanced nutrition and sensorial personal care experiences. Each product reflects a blend of insight-driven development and technological expertise, reinforcing HUL’s reputation as a leader in consumer innovation.
The December quarter results also highlight the company’s ability to balance short-term performance with long-term capability building. By investing in quick commerce, HUL is preparing for a future where speed, convenience, and digital engagement will define consumer expectations. The creation of a dedicated organisation for this channel demonstrates foresight, ensuring that HUL remains competitive in a rapidly shifting retail landscape.
Priya Nairin’s leadership message was clear: HUL is not only delivering growth but also shaping the future of consumer goods in India. The company’s focus on desirability at scale, market development, and channel innovation reflects a holistic approach to growth. It is not merely about expanding product lines but about embedding relevance and resonance into every consumer interaction.
The broader context of the quarter adds weight to HUL’s performance. With demand trends showing early signs of recovery, supported by policy measures, the company’s ability to post steady growth is significant. It suggests that HUL is well-positioned to ride the wave of recovery while continuing to invest in innovation and capability building.
For investors and industry watchers, the December quarter results reaffirm HUL’s resilience and adaptability. The company’s portfolio strategy—balancing heritage brands with new launches—ensures both stability and dynamism. Its emphasis on regional flavours, functional nutrition, and youth-centric personal care products reflects a nuanced understanding of India’s diverse consumer base.
Looking ahead, HUL’s trajectory will likely be shaped by its ability to scale innovations, deepen consumer engagement, and leverage digital channels. The December quarter has set a strong foundation, with performance metrics that signal competitiveness and a pipeline of innovations that promise relevance.
In a market where consumer preferences are shifting rapidly, HUL’s December quarter results stand as a testament to its agility and foresight. By combining growth with innovation, and by investing in channels of the future, the company is not only navigating recovery but actively shaping the contours of India’s consumer goods landscape.
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