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Hindustan Unilever has been upgraded to an "Accumulate" rating with a target price of Rs 2807, following positive guidance from management for double-digit EPS growth over the next decade. Key growth drivers include competitive core offerings, premiumisation, and expansion into emerging segments like Beauty and Personal Care. Despite increased competition from e-commerce, the company is expected to return to positive profit growth by Q3 2025, with a projected PAT CAGR of 9.1% from FY25-27.
Sunil Singhania, founder of Abakkus Asset Management, emphasized that investing in quality stocks at any price is flawed. He noted that while companies like Hindustan Unilever and Asian Paints have high P/E ratios, their growth rates are not sufficient to justify such valuations, as they lag behind the country's nominal GDP growth.
Hindustan Unilever (HUL) plans to spin off its ice cream business, aiming for a separate listing to enhance value discovery. This strategic move is expected to attract interest from domestic and international players, while also allowing HUL to focus on its core portfolio amidst a favorable medium-term outlook.
Hindustan Unilever (HUL) is set to demerge its ice creams business, a move that aligns with Unilever's global strategy to separate this segment. Shareholders will receive shares in the new ice creams company, marking a favorable decision for minority investors. Further details are anticipated that may refine this outlook.
Hindustan Unilever Ltd. (HUL) has received in-principle approval from its board to spin off its ice cream business into a separate entity, which will be listed independently. This decision, aimed at maximizing shareholder value, is pending further approval from the board and shareholders early next year. Shareholders will receive shares in the new entity proportional to their holdings in HUL.
Hindustan Unilever's board has granted in-principle approval for the demerger of its ice cream business into a separate entity, which will be listed independently. This decision, aimed at maximizing shareholder value, is pending approval from the board and shareholders, with the scheme to be presented early next year. Shareholders will receive shares in the new entity proportional to their holdings in HUL.
Hindustan Unilever's board has granted in-principle approval for the demerger of its ice cream business into a separate, independently listed entity, pending shareholder approval early next year. Shareholders will receive shares in the new entity proportional to their holdings in HUL, aimed at maximizing value and providing investment flexibility in the ice cream sector.
Marico anticipates that urban consumption will take at least six months to recover, as food inflation reaches a 15-month high of 10.87%. The company's CEO, Saugata Gupta, noted that while the sector faces challenges, a recovery is expected once food inflation stabilizes.
Kirana stores, once central to India's retail landscape, are struggling with profitability due to the rise of e-commerce and changing consumer habits. FMCG giants like Dabur and Hindustan Unilever are responding by streamlining inventories to support their traditional distributors, despite a temporary dip in sales. Dabur's CEO emphasized that this strategic move is essential for the long-term health of their business and the profitability of their general trade partners.
Hindustan Unilever's CEO Rohit Jawa emphasized the company's commitment to quality and brand strength amid rising inflation and weakened urban consumer spending. Speaking at the CNBC-TV18 Global Leadership Summit, he noted a shift in focus from rural to urban markets, urging the company to "keep calm and carry on" while developing the market for future growth.
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