Unilever has identified India as a core anchor market and indicated plans to intensify investments across beauty, well-being, and personal care categories through 2026. Speaking during a fourth-quarter post-earnings analyst call on February 12, CEO Fernando Fernandez outlined the company’s intent to prioritise its largest growth opportunities, with the US and India serving as primary anchor geographies.
The strategy includes portfolio premiumisation and increased exposure to e-commerce channels, alongside a sharpened focus on higher-growth segments within beauty and personal care. According to the company, India’s improving macroeconomic environment and strengthening brand fundamentals are contributing to positive momentum across key indicators.
Unilever reported 4.7 percent underlying sales growth in its home care business during the fourth quarter, supported by 4 percent volume growth and continued strong performance in India. Home care delivered mid-single-digit volume growth, led by liquids in fabric wash and household care, enabling the company to achieve its highest-ever market share in the segment. Home care currently accounts for approximately 40 percent of Unilever’s India business.
The company also cited improved on-ground execution, particularly in rural markets and traditional trade channels, as drivers of share gains. Going forward, Unilever plans to accelerate investment in premium segments and digitally native brands, while expanding e-commerce penetration in key markets including India and the US.