Earnings Snapshot: HUL, Colgate Palmolive, Laurus Labs, Vardhman Textiles, and Tata Teleservices
- Share.Market
- 5 min read
- Published at : 24 Oct 2025 01:21 PM
- Modified at : 24 Oct 2025 01:21 PM
HINDUNILVRTotal Income ₹16,388 crores 🔼 2%
PAT ₹2,694 crores 🔼 4%
Hindustan Unilever Ltd. reported muted performance for the quarter ended September 30, 2025, with Underlying Sales Growth (USG) at 2% and Underlying Volume Growth (UVG) flat. The company’s results, with a turnover of ₹16,061 crore, were negatively impacted by transitory GST changes and prolonged monsoon conditions across parts of the country. Despite these headwinds, Profit After Tax (PAT) grew by 4%, primarily driven by a one-off positive impact from the resolution of prior years’ tax matters.
The company saw varied segmental performance: Beauty & Wellbeing was a bright spot, delivering 5% sales growth driven by Skin Care and triple-digit growth in Health & Wellbeing, while Home Care managed flat sales but saw mid-single-digit volume growth. Conversely, Personal Care saw flat sales, and the Foods business saw 3% growth, with its Ice Cream segment affected by the monsoons and GST transition. HUL plans to focus on brand modernization and investment in high-growth areas to accelerate volume-led growth in the medium to long term.
The Board approved an interim dividend of ₹19 per share. The record date for the same is Friday, 7th November, 2025, and dividend will be paid to the shareholders on Thursday, 20th November, 2025.
COLPALRevenue From Operations ₹15,072 crores 🔻 6%
PAT ₹3,275 crores 🔻 17%
Colgate-Palmolive (India) Ltd. faced a challenging Q2 FY26, reporting a Net Sales drop of 6.3% year-on-year (Y-o-Y) to ₹1,507 crore. The company attributed this downturn to a tough operating environment, cycling a high growth base from the previous year, and the transitory disruptions caused by the recent GST rate reduction on its oral care portfolio from 18% to 5%. Despite these headwinds, the quarter showed a sequential sales growth of 6.1% over the preceding quarter.
Strategically, the company remains focused on brand investment, with its premium portfolio, led by Colgate Visible White Purple, showing strong momentum.
The Board also declared the first interim dividend of ₹24 per share for the financial year 2025-26. The record date for the same is November 03, 2025.
LAURUSLABSRevenue ₹1,653 crores 🔼 35%
PAT ₹195 crores 🔼 875%
Laurus Labs Ltd. delivered a strong performance in the second quarter of the fiscal year 2026, with Revenues climbing 35% year-on-year (Y-o-Y) to ₹1,653 crore. This robust growth was driven by the ongoing expansion of the high-margin CDMO (Contract Development and Manufacturing Organization) business and sustained momentum in Generics. Profitability saw a massive increase, with Q2 EBITDA surging 136% to ₹429 crore, and EBITDA Margins expanding significantly by 11.1 percentage points to 26.0%, supported by a favorable business mix and operational improvements. Net Profit for the quarter was ₹195 crore, up 875% Y-o-Y.
The divisional performance underscored the company’s strategic focus: the Small Molecules CDMO business grew 58% Y-o-Y to ₹471 crore, fueled by late-phase and commercial deliveries. The Generics segment grew 28% to ₹1,135 crore, primarily driven by continued volume uptake in ARV (Antiretroviral) products. Laurus continues to invest in advanced R&D capabilities, including a strategic $2 million investment in Aarvik Therapeutics for next-generation ADC technology, underscoring its commitment to driving long-term value.
The Board declared an interim dividend of ₹0.80 per share. The record date for the same is October 31, 2025. The dividend amount will be paid on or after November 12, 2025.
VTLRevenue from Operations ₹2,417 crores 🔻 2%
PAT ₹7189 crores 🔻 14%
Vardhman Textiles Ltd. reported a softer financial performance for Q2 FY26, with Revenue from Operations declining 2% year-on-year (Y-o-Y) to ₹2,417 crore. This slight drop in revenue translated into a notable compression in profitability, with EBITDA falling 10% Y-o-Y to ₹383 crore. The Profit After Tax for the quarter was ₹189 crore, a 14% decrease compared to the previous year.
Despite the quarterly margin pressure, the textile manufacturer is executing an aggressive Total Announced Capex of ₹3,535 crore aimed at long-term capacity and technological expansion. Key progress in this plan includes the completion of approximately 17,000 spindles for yarn capacity, with an open-end project of 6,624 rotors yet to start. Significant capacity additions are slated for the second half of FY26 (H2 FY26), including 31 million meters annually for Processed Fabric and 18 million meters annually for Vardhman Performance Fabric (Synthetic Woven). Modernization and automation projects are also underway, with substantial completion expected by H2 FY26, while Green Capex is planned for completion by FY27.
TTMLRevenue ₹286 crores 🔻 17%
Loss ₹321 crores (Down from a loss of 330 crores in Q2 last year)
Tata Teleservices (Maharashtra) Ltd. reported Revenue from Operations of ₹286.13 crore for the quarter, reflecting a decrease from the ₹343.50 crore reported in the same quarter last year (Q2 FY25). Sequentially, revenue was marginally up from ₹284.25 crore in the preceding quarter.
Despite generating a positive Earnings Before Interest, Tax, Depreciation, and Amortisation (EBITDA) of ₹139.77 crore, the company reported a significant Loss After Tax of -₹320.82 crore. This substantial loss was primarily driven by high Finance Costs of -₹424.99 crore.
Note: The stock prices mentioned are as of 1:20 pm.
