Skip to contentHome page Seeking Alpha - Power to InvestorsTranscriptsUnited KingdomMar 31, 2026, 7:52 PM ETUnilever PLC (UL) Stock, UNLYF StockSA Transcripts159.17K FollowersCommentsUnilever PLC (UL) Shareholder/Analyst Call March 31, 2026 11:00 AM EDTCompany ParticipantsFernando Fernandez - CEO & DirectorSrinivas Phatak - CFO & DirectorConference Call ParticipantsTom Sykes - Deutsche Bank AG, Research DivisionDavid Hayes - Jefferies LLC, Research DivisionCeline Pannuti - JPMorgan Chase & Co, Research DivisionJeff Stent - BNP Paribas, Research DivisionJames Jones - RBC Capital Markets, Research DivisionGuillaume Gerard Delmas - UBS Investment Bank, Research DivisionJeremy Fialko - HSBC Global Investment ResearchPresentationFernando FernandezCEO & DirectorGood morning, and good afternoon, everyone, and thank you for joining us today. I'm Fernando, and I'm joined in the call by Srini. Today marks an important milestone in Unilever as we keep accelerating our strategy and sharpening our portfolio.We are moving towards a pure-play HPC company focused on higher growth categories with a proven sector-leading growth profile. At the same time, we are unlocking value through a growth-led separation of foods, creating a scaled global flavor powerhouse together with McCormick, built on a strong strategic and cultural alignment.This delivered 2 clear outcomes, a more focused Unilever and a new global leader in flavor. Let me double-click on this while I deliver 5 key messages. First, we are creating a EUR 39 billion HPC pure-play with leading positions in highly attractive categories, a stronger exposure to fast-growing geographies like the U.S. and India and greater participation in premium and digital channels.From a category, segment, channel and geographical perspective, this is where faster growth and more attractive profit pools are. This is where our portfolio and capabilities give us a clear right to win. Second, a focused Home and Personal Care business can bring all company capabilities into one shared system from science-led innovation to demand creation to operations, improving global repeatability, speed and returns. Third, it strengthens our already superior growth profile.Read more current UL analysis and newsView all earnings call transcriptsCommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.