Unilever PLC (UL) This autumn 2025 Earnings Name Transcript


Fernando Fernandez
CEO & Director

Howdy, and welcome to Unilever’s full 12 months outcomes announcement. Thanks for becoming a member of us. In a second, Srini Phatak, our Chief Monetary Officer, will take you thru an in depth breakdown of Unilever outcomes for 2025. However earlier than that, I wish to share with you a couple of reflections on our efficiency final 12 months.

Let me begin by saying that we’ve got delivered a stable 12 months, absolutely in keeping with our commitments regardless of difficult circumstances. After I took over as CEO, I made clear that one among my largest priorities was to make sure that in Unilever, we might each carry out and remodel. 2025 has demonstrated our capability to do each. We delivered a superb efficiency, delivering aggressive quantity development, optimistic combine and gross margin growth, with sequential enchancment all year long.

We sharpened the portfolio. The profitable demerger of Ice Cream, mixed with 10 offers, together with acquisitions like Minimalist, Wild and Dr. Squatch. And the disposal of a number of nonstrategic manufacturers implies that we’ve got rotated 15% of the whole portfolio in 2025. Now we have considerably elevated the providing of our manufacturers, stepping up their performance, their aesthetics, their sensorials, sturdy innovation plans and a decisive shift to social-first demand-generation fashions



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