本文源自：金融界AI电报 联合利华CEO：今年的价格涨幅可能在2%左右。 ...

Unilever (NYSE:UL) H2 2025 Earnings call February 12, 2026 03:00 AM ET Company ParticipantsCeline Pannuti - Managing Director and Head of Consumer Staples Research EuropeDavid Hayes - Managing DirectorFernando Fernandez - CEOGuillaume Delmas - Executive DirectorJemma Spalton - Head of Investor RelationsJeremy Fialko - Head of Consumer Staples ResearchOlivier Nicolaï - Head of European Consumer Staples ResearchSarah Simon - Managing Director and Head of European Consumer StaplesSrinivas Phatak - CFOTom Sykes ...

Unilever (NYSE:UL) H2 2025 Earnings call February 12, 2026 03:00 AM ET Company ParticipantsCeline Pannuti - Managing Director and Head of Consumer Staples Research EuropeDavid Hayes - Managing DirectorFernando Fernandez - CEOGuillaume Delmas - Executive DirectorJemma Spalton - Head of Investor RelationsJeremy Fialko - Head of Consumer Staples ResearchOlivier Nicolaï - Head of European Consumer Staples ResearchSarah Simon - Managing Director and Head of European Consumer StaplesSrinivas Phatak - CFOTom Sykes ...

Unilever (NYSE:UL) H2 2025 Earnings call February 12, 2026 03:00 AM ET Speaker4Hello, and welcome to Unilever's full year results announcement. Thank you for joining us. In a moment, Srinivas Phatak, our Chief Financial Officer, will take you through a detailed breakdown of Unilever results for 2025. But before that, I would like to share with you a few reflections on our performance last year. Let me start by saying that we have delivered a solid year, fully in line with our commitments, despite challengin ...

此外，联合利华2025年基础每股收益为3.08欧元。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：2月12日，联合利华公布2025年全年及第四季度财务业绩。数据显示，公司2025年总收入为 505亿欧元，低于市场预期的513亿欧元；基础营业利润为100.8亿欧元，亦不及预期的103亿欧元。第四 季度总收入为126亿欧元，同样逊于市场预估的129.2亿欧元。 来源：观点地产网 ...

LONDON — Growth at Unilever’s beauty and well-being division outstripped the consumer giant’s overall performance in 2025, with brands including Nutrafol, Liquid I.V., Vaseline and Dove leading the way. Underlying sales in the division grew 4.3 percent to 12.8 billion euros, driven by a balance of volume and price growth. Wellness products as well as Vaseline and Dove grew in the double digits. By contrast, growth in prestige beauty, core skin care and hair care, was in the low-to-midsingle digits. More f ...

Core Insights - The company reported a net profit of €9.47 billion in 2025, an increase from €5.7 billion in the previous year, indicating a significant improvement in financial performance as it continues to reshape its business [1] Financial Performance - Net profit for 2025 reached €9.47 billion, reflecting a growth of €3.77 billion compared to €5.7 billion in 2024, which represents an increase of approximately 66.1% [1] Business Strategy - The company is actively engaged in reshaping its business, which is likely contributing to the improved financial results [1]

Full Year 2025 Results 12 February 2026 Fernando Fernandez & Srinivas Phatak 1 Safe harbour statement This presentation may contain forward-looking statements within the meaning of the securities laws of certain jurisdictions, including 'forward-looking statements' within the meaning of the United States Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements. Words and terminology such as 'will', 'aim' ...

本文源自：金融界AI电报 联合利华：第四季度总收入为126亿欧元，市场预期为129.2亿欧元。2025年基础每股收益为3.08欧元。 2025年总收入为505亿欧元，市场预期为513亿欧元。2025年基础营业利润为100.8亿欧元，市场预期为 103亿欧元。 ...

Core Insights - The competition among beauty giants in India has intensified, with Unilever investing millions in local brands and L'Oréal committing nearly 30 billion RMB to establish a global AI beauty technology center in India, indicating a strategic focus on this emerging market [1][2]. Group 1: Market Potential - India's population has surpassed China's, with projections indicating it will reach over 1.6 billion by 2050, creating a significant consumer base for the beauty market [3]. - The Indian beauty market is expected to grow to $40 billion (approximately 278.28 billion RMB) by 2035, with a steady annual growth rate of 5.6% [4]. - The current low penetration of high-end beauty products in India suggests substantial room for market upgrades and potential growth [5]. Group 2: Investment Trends - Unilever has made over ten investments in Indian brands in the past two years, focusing on skincare to enhance its brand portfolio, including a notable acquisition of the high-end beauty brand Minimalist for approximately 2.509 billion RMB [6][7]. - Other companies, such as Kose and LVMH, are also accelerating their investments in India, with Kose acquiring a 10% stake in the DTC skincare brand Foxtale [10]. Group 3: Cultural Insights - Many successful local brands in India are rooted in Ayurveda, reflecting a consumer preference for natural ingredients, with over 47% of Indian consumers prioritizing natural components in skincare products [12][14]. - The Ayurveda market is projected to reach $28.83 billion (approximately 200.59 billion RMB) by 2030, growing at a compound annual growth rate of 12.3% [14]. Group 4: Strategic Approaches - International beauty giants are leveraging established e-commerce platforms like Nykaa to penetrate the Indian market quickly, reducing entry barriers and costs [15]. - L'Oréal has invested 3.5 billion euros (approximately 28.93 billion RMB) to establish a global beauty technology center in India, enhancing its technological capabilities [18]. Group 5: Leadership Dynamics - The rise of Indian-origin executives in key positions within major beauty companies is shaping market strategies, with 14 Indian-origin CEOs leading Fortune Global 500 companies as of 2024 [19][26]. - These leaders are instrumental in bridging cultural gaps and ensuring effective execution of localized strategies [26]. Group 6: Performance Metrics - L'Oréal reported a 12.2% year-on-year growth in the SAPMENA-SSA region, with India being a significant contributor to this growth [30]. - Nykaa's financial performance indicates a 25% year-on-year revenue growth, with beauty products contributing 92% of its total revenue, highlighting the market's potential [32]. Group 7: Competitive Landscape - The competition among beauty giants in India is evolving from mere capital investment to deep operational engagement, focusing on local brand acquisitions, the influence of Indian executives, and the market's growth potential [33]. - Companies face challenges related to consumer preferences, distribution channels, and supply chain complexities, necessitating a balance between global strategies and local insights for sustainable growth [33].