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Hindustan Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Digital Investment And Brand Modernization Will Open New Markets
Key Takeaways Strategic portfolio transformation towards premium and emerging markets targets double-digit growth through enhanced rural and brand expansion efforts. Increased digital investments and supply chain optimization aim to enhance consumer engagement, supporting revenue growth despite commodity price fluctuations.
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₹2.55k
FV
5.4% undervalued
intrinsic discount
6.40%
Revenue growth p.a.
Set Fair Value
0
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0
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29
users have followed this narrative
3 days ago
author updated this narrative
Jyothy Labs
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Product Launches In Fabric And Personal Care Segments Will Drive Future Success
Key Takeaways Focus on expanding Fabric and Personal Care with new products and marketing could drive revenue growth. Leveraging manufacturing and distribution strengths could enhance margins and operational efficiencies.
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₹416.92
FV
18.9% undervalued
intrinsic discount
7.67%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Bajaj Consumer Care
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Project Aarohan And Banjara's Acquisition Will Expand Future Opportunities
Key Takeaways The acquisition of Vishal Personal Care and Project Aarohan aim to boost revenue by expanding market reach and optimizing costs. Price adjustments and technological investments are expected to protect margins and improve overall profitability despite raw material cost inflation.
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₹239.00
FV
1.8% undervalued
intrinsic discount
6.90%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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3 days ago
author updated this narrative
Honasa Consumer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Derma Co's Growth And Distributor Expansion Will Strengthen Future Prospects
Key Takeaways Honasa Consumer's focus on distributor expansion and younger brand growth could boost revenue and improve net margins. Strategic marketing efforts and enhanced partner incentives may increase profitability and drive revenue through innovative channel growth.
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₹288.62
FV
8.6% undervalued
intrinsic discount
15.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Emami
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Rebranding To Smart And Handsome And New Products Will Boost Male Grooming Market Position
Key Takeaways Rebranding and celebrity endorsements in male grooming are anticipated to boost sales and strengthen market position. Expansion in channels and international markets could drive revenue growth, improve margins, and diversify the geographic footprint.
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₹713.04
FV
19.4% undervalued
intrinsic discount
7.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Colgate-Palmolive (India)
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Increasing Indian Incomes Will Drive Premium Oral Care Demand
Key Takeaways Expansion into premium products and rural markets, along with growing health awareness, is driving sustained revenue growth and broader market penetration. Operational efficiency and premiumization are supporting improved margins and enabling reinvestment in brand, innovation, and distribution channels.
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₹2.53k
FV
12.5% undervalued
intrinsic discount
7.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Bajaj Consumer Care
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Flagship Dependence And Rising Regulatory Costs Will Intensify Valuation Concerns
Key Takeaways Heavy dependence on a single flagship product risks revenue stagnation amid shifting consumer preferences and increased competition from emerging and global personal care brands. Rising regulatory costs, underperforming diversification, and volatile input prices are likely to constrain margins and limit long-term earnings growth.
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₹181.00
FV
29.7% overvalued
intrinsic discount
7.57%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Honasa Consumer
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Digital Fatigue And Domestic Saturation Will Erode Margins
Key Takeaways Rising digital marketing costs, increased competition, and domestic saturation threaten margins and growth prospects amidst evolving consumer and regulatory landscapes. Heavy reliance on India and mounting compliance burdens further limit international diversification and strain profitability.
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₹197.00
FV
33.9% overvalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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3 days ago
author updated this narrative
Dabur India
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Expansion Into E-commerce And Health Supplements Will Drive Future Growth
Key Takeaways Expanding premium offerings and strategic channel initiatives aim to enhance revenue growth and net margins. Focus on international growth and strategic partnerships may drive operating efficiency and sustainable value creation.
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₹521.82
FV
2.0% undervalued
intrinsic discount
8.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
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