Tag: hul

  • HUL: Sleeping Giant Ready to Break Out?

    HUL: Sleeping Giant Ready to Break Out?

    📈 Equity Research Update: Hindustan Unilever Ltd (HUL)
    Over the past 2–3 years, HUL’s stock has been consolidating in a sideways trend, but recent management commentary and structural investments signal potential upside ahead.

    🔍 Key Highlights:
    ✅ Strong focus on premiumization, innovation, and market-making
    ✅ Expected EBITDA improvement post 2–3 quarters
    ✅ Home Care segment sees robust volume growth; liquids expanding 5x faster
    ✅ Beauty & Wellbeing: Hair Care shines, Skin Care faces near-term softness
    ✅ Stock may witness a breakout if supported by volume and bullish price action

    With sustained capex since 2021 and favorable tailwinds like stable raw material prices, HUL could be gearing up for a new growth phase—both fundamentally and technically.

    📊 If you’re tracking FMCG giants or looking for stable compounders, this is one to watch!

    HUL Equity Report

  • HUL’s Long-Term Strategy: Premiumization, Digital Push, and Steady Brand Strength

    HUL’s Long-Term Strategy: Premiumization, Digital Push, and Steady Brand Strength

    HUL, India’s largest FMCG company, continues to focus on premiumization, strategic acquisitions, and digital transformation to drive long-term growth. Despite near-term demand challenges, the company’s strong brand positioning, cost efficiency, and innovation-led strategy keep it resilient.

    🔹 Revenue & Profit Trends 📈
    🔹 Segment-Wise Performance 🏭
    🔹 Premiumization & Market Strategy 💎
    🔹 Growth Drivers & Challenges ⚡
    🔹 Valuation Insights 📊

    Hul Equity Research Report

  • Best FMCG Stocks In India 2024

    Best FMCG Stocks In India 2024

    Hindustan Unilever Ltd

    Market Cap  ₹ 606,101 Cr.

    Debt  ₹ 1,043 Cr.

    ROE  18.4 %

    Sales growth  13.2 %

    EPS  ₹ 39.0

    Industry PE  62.3

    Stock P/E  66.0

    ROCE  24.4 %

    Promoter holding  61.9 %

    Pledged percentage  0.00 %

    PEG Ratio  4.22

    Net profit  ₹ 9,183 Cr.

    Return on Equity:

    10 Years: 45%

    5 Years: 36%

    3 Years: 28%

    Last Year: 18%

    Compounded Profit Growth:

    10 Years: 13%

    5 Years: 16%

    3 Years: 13%

    TTM: 11%

    Compounded Sales Growth

    10 Years: 8%

    5 Years: 10%

    3 Years: 10%

    TTM: 13%

    PROS:

    • Company is almost debt free.
    • Company has a good return on equity (ROE) track record: 3 Years ROE 28.4%
    • Company has been maintaining a healthy dividend payout of 96.4%

    CONS:

    • Stock is trading at 12.4 times its book value
    • The company has delivered a poor sales growth of 9.60% over the past five years.
    • Promoter holding has decreased over last 3 years: -5.28%

    Procter & Gamble Hygiene and Health Care Ltd

    Market Cap  ₹ 45,860 Cr.

    Debt  ₹ 5.10 Cr.

    ROE  79.3 %

    Sales growth  9.14 %

    EPS  ₹ 177

    Industry PE  62.3

    Stock P/E  79.6

    ROCE  110 %

    Promoter holding  70.6 %

    Net profit  ₹ 576 Cr.

    PEG Ratio  14.3

    Pledged percentage  0.00 %

    Return on Equity:

    10 Years: 44%

    5 Years: 58%

    3 Years: 62%

    Last Year: 79%

    Compounded Profit Growth:

    10 Years: 12%

    5 Years: 6%

    3 Years: 11%

    TTM: -12%

    Compounded Sales Growth:

    10 Years: 12%

    5 Years: 11%

    3 Years: 10%

    TTM: 9%

    PROS:

    • Company is almost debt free.
    • Company has a good return on equity (ROE) track record: 3 Years ROE 61.7%
    • Company has been maintaining a healthy dividend payout of 109%

    CONS:

    • Stock is trading at 62.0 times its book value
    • The company has delivered a poor sales growth of 11.0% over the past five years.

     

    Colgate-Palmolive (India) Ltd

    Market Cap  ₹ 44,494 Cr.

    Debt  ₹ 83.0 Cr.

    ROE  74.4 %

    Sales growth  3.30 %

    EPS  ₹ 38.8

    Industry PE  62.3

    Stock P/E  42.0

    ROCE  92.0 %

    Promoter holding  51.0 %

    Net profit  ₹ 1,055 Cr.

    PEG Ratio  3.15

    Pledged percentage  0.00 %

    Return on Equity:

    10 Years: 65%

    5 Years: 60%

    3 Years: 67%

    Last Year: 74%

    Compounded Profit Growth:

    10 Years: 9%

    5 Years: 13%

    3 Years: 13%

    TTM: -1%

    Compounded Sales Growth:

    10 Years: 7%

    5 Years: 5%

    3 Years: 5%

    TTM: 3%

    PROS:

    • Company is almost debt free.
    • Company has a good return on equity (ROE) track record: 3 Years ROE 67.4%
    • Company has been maintaining a healthy dividend payout of 98.0%

    CONS:

    1. Stock is trading at 25.8 times its book value
    2. The company has delivered a poor sales growth of 5.07% over the past five years.

     

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