Hindustan Unilever Ltd (HUL), the Indian arm of global consumer goods major Unilever, is expected to see continued support for its volume growth amid global supply chain disruptions and rising input costs linked to geopolitical tensions and crude oil volatility. The company’s top executives highlighted that constraints faced by smaller local competitors in India and Southeast Asia are indirectly strengthening HUL’s market position.

During an earnings call, Unilever CEO Fernando Fernández said that India remains one of the company’s most important markets globally, consistently ranking second after the United States in revenue contribution. He noted that disruptions in global supply chains and rising packaging costs have created operational pressure for smaller regional players, which in turn is benefiting larger, well-capitalised companies like Unilever. He added that shortages among local competitors could support volume growth, particularly in categories such as home care.

The company also pointed to strong performance in key segments of the Indian market, where it has reportedly achieved its highest-ever share in laundry powders and is expanding rapidly in liquid detergents. CFO Srinivas Phatak said HUL delivered 6% volume growth in the March quarter, describing it as a “very high order” performance. He added that inflation, driven by imported crude prices and currency fluctuations, is creating pricing opportunities in categories like home care.

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Phatak further explained that inflation tends to benefit home care businesses structurally, as companies can adjust pricing while maintaining demand due to essential consumption patterns. He noted that HUL’s diversified product portfolio allows it to serve multiple price points, while smaller local competitors often struggle with supply chain limitations and cash flow constraints. This, he said, creates a “unique opportunity” for sustained growth in the Indian market.

The company also highlighted its expansion across digital and modern retail channels, with sales from quick commerce doubling in FY26 and e-commerce turnover rising by 25%. HUL has also strengthened its distribution network by expanding outlet coverage to around 2.3 million retail points. Investments in omni-channel capabilities, including dedicated teams for quick commerce and e-commerce, are expected to further enhance its market reach in India’s fast-evolving consumer landscape.

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