Unilever's Indian unit, Hindustan Unilever (HUL), announced on September 26, 2025, that it expects a short-term impact on sales due to recent tax cuts. This measure has caused transitory disruption at distributors and retailers clearing existing inventories.
HUL projects its consolidated business growth to be nearly flat or in the low-single-digit range for the quarter ending September 30. The impact is expected to continue into October, with prices stabilizing from November.
This temporary headwind in a critical emerging market highlights operational challenges related to regulatory changes. While supporting long-term consumption, the immediate disruption affects HUL's quarterly performance.
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