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500696: Upcoming Board Restructuring Will Support Future Share Price Upside

500696: Revenue Momentum And Demerger Progress Will Drive Shareholder Returns

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500696
AnalystConsensusTarget
Not Invested
Published 07 Nov 2024

Update shared on 16 Dec 2025

Fair value Decreased 0.11%
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AnalystConsensusTarget's Fair Value
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1Y
-2.3%
7D
0.9%

Analysts have made a marginal downward revision to their price target on Hindustan Unilever to ₹2,784, trimming it by about ₹3 as they fine tune assumptions on discount rates, revenue growth, and future valuation multiples, while acknowledging a slightly improved profit margin outlook.

What's in the News

  • The board will consider adopting a new set of Articles of Association tailored to listed company norms, along with reconstituting key board committees and designating senior managerial personnel, at its December 12, 2025 meeting (company filing).
  • A board meeting on November 27, 2025 will consider approving the shift of the registered office within Mumbai from Unilever House near the international airport to Oberoi Commerz II in Goregaon East, and will also consider accepting the resignations of three non executive directors (company filing).
  • A special shareholders meeting is scheduled via postal ballot on January 6, 2026 to seek investor approvals on proposed corporate actions (company filing).
  • A board meeting on November 17, 2025 will consider appointing Ritesh Tiwari as an additional non executive director and fixing December 5, 2025 as the record date under the KWIL share entitlement scheme with a 1:1 share swap ratio (company filing).
  • A separate board meeting on November 18, 2025 will consider appointing Bobby Parikh as an independent director for a five year term starting December 1, 2025, subject to shareholder approval (company filing).

Valuation Changes

  • Fair Value: Trimmed slightly from ₹2,787.06 to ₹2,783.85, reflecting minor adjustments to key model inputs.
  • Discount Rate: Reduced marginally from 13.60% to 13.52%, indicating a slightly lower perceived risk profile.
  • Revenue Growth: Eased slightly from 9.34% to 9.32%, suggesting a modestly more conservative topline outlook.
  • Net Profit Margin: Increased fractionally from 16.76% to 16.77%, factoring in a small improvement in profitability assumptions.
  • Future P/E: Edged down from 68.12x to 67.89x, implying a marginally lower valuation multiple applied to forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.