Archive · 26 Sep 2025
HUL Anticipates Sales Dip Due to GST 2.0 Disruptions
Hindustan Unilever (HUL), a big company that sells everyday products, expects sales to slow down a bit in the next few months.
This is because of a new tax called GST that changed recently.
Some products now have a lower tax, which made stores and shoppers wait before buying to see the new prices.
HUL thinks sales will start to get better in November.
About 40% of their products now have the lower tax rate.
Other companies are also expecting similar impacts.
HUL sees the tax changes as a good thing in the long run.
Hindustan Unilever (HUL) anticipates a short-term impact on sales in September due to GST 2.0 reforms.
The company expects near-flat to low single-digit growth for the September quarter.
Postponement of orders by trade and delayed consumer buying contribute to the slowdown.
40% of HUL's portfolio now has a reduced GST rate.
HUL anticipates recovery starting in November.
- Who
- Hindustan Unilever (HUL)
- What
- Forecasts a short-term sales impact and slowdown
- When
- September 2025 (Q2FY26)
- Where
- India
- Why
- Due to disruptions from GST 2.0 reforms
FMCG Companies
Kirana Retailers
GST Transition
FMCG Companies
FMCG companies have passed on GST price benefits but face challenges due to the transition process.
Kirana Retailers
Kirana retailers are hesitant to immediately drop prices due to existing stock.
- Company
- Hindustan Unilever (HUL)
- Impacted Quarter
- September 2025 (Q2FY26)
- Expected Growth
- Near-flat to low single-digit
- GST Rate Reduction
- 5% on 40% of portfolio
- Affected Products
- Daily essentials
- Recovery Anticipated
- Starting November
Sources
ITC Executive Director: Optimistic about festive season with GST benefits, but inflation a concern
Fortune oils maker may serve roti too
GST reforms will drive domestic consumption, accelerate shift to branded segment: TCPL
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Pharma stocks, HAL, Unified Data, Supreme Petrochem, Fabtech Tech, RITES, Solarium Green, NTPC Green, Kothari Industrial, Afcons Infra, Ceigall to remain in focus on Friday
HUL sees near-flat Q2 growth as GST rate cuts disrupt September sales
HULs Q2 to be near flat due to transitory impact of GST
HUL expects flat to low single-digit growth in September quarter
Hindustan Unilever faces a short-term sales dip due to the GST rate cut transition
