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Hindustan Unilever Sets Dec. 1 Effective Date for Kwality Wall’s Demerger

HUL guides to a fourth-quarter FY26 KWIL listing subject to approvals.

Overview

  • The board set Dec. 5, 2025 as the record date with a 1:1 entitlement granting one KWIL share for each HUL share held.
  • The separation follows approvals this year from the board in January, stock exchanges in May, and shareholders in August.
  • HUL says carving out the lower‑margin ice‑cream unit should lift reported margins by about 50–60 basis points.
  • The ice‑cream business reported a year‑on‑year revenue decline in the September quarter, citing an extended monsoon and the GST transition.
  • HUL shares closed modestly lower after the announcement, and most analysts tracked by Bloomberg rate the stock buy or hold.