Informist, Friday, Sept. 26, 2025

 

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--HUL: Around 40% of co's portfolio benefits from GST revision 
--HUL: Will ensure GST benefits are passed to customers via competitive prices 
--HUL: GST reforms expected to drive long-term demand across key categories 
--HUL: Saw disruption across channels to clear inventories with old prices 
--HUL: See Jul-Sept consol ops growth to be near flat to low-single digit 
--HUL: See growth to recover from November on stable prices 
--HUL: Sales in Sept impacted due to delay in purchase by distributors 
--HUL: Sales in Oct likely to be impacted given existing pipeline inventory

 

NEW DELHI – Hindustan Unilever Ltd. Friday said due to the transitory impact of the recent goods and services tax reforms, the company expects consolidated business growth for the September quarter to be near flat to low-single digit. "This is a one-off, transitory impact, and we anticipate recovery starting November as prices stabilise, underpinned by rising disposable incomes and our ongoing portfolio transformation actions," the fast-moving consumer goods bellwether said in an exchange filing.

 

With the revised GST rates, nearly 40% of HUL's portfolio now attracts a reduced GST rate of 5%, down from 12% or 18?rlier. The company said while the reform measure supports long-term consumption, it has seen a transitory impact in the form of disruption at distributors and retailers across channels to clear existing inventories with old prices. It added that this has resulted in postponement of orders in anticipation of receiving new stocks with updated prices, and lower orders across the overall portfolio as customers delayed their pantry buying. Besides the short-term impact on sales this month, based on the existing pipeline inventory in the channels, HUL expects the impact to continue into October as well.

 

The company, however, stressed that it remains committed to passing on the GST benefits to customers through competitive pricing from Sept. 22 onwards.

 

For the June quarter, HUL reported a net profit of INR 27.32 billion on a revenue of INR 159.31 billion. Friday, shares of the company closed over 1% lower on the National Stock Exchange at INR 2,511.80.  End

 

Reported by Shakshi Jain

Edited by Deepshikha Bhardwaj

 

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