Update shared on 01 Nov 2025
Fair value Increased 0.75%Narrative Update: Hindustan Unilever Analyst Price Target Revision
Analysts have raised their price target for Hindustan Unilever from ₹2,752 to ₹2,773. They cite expectations of stronger revenue growth and a slight reduction in discount rates, which support the updated valuation.
What's in the News
- Board meeting scheduled on October 23, 2025 to consider financial results for the quarter and half year ended September 30, 2025, and a proposal for interim dividend for the financial year ending March 31, 2026 (Key Developments).
- Wellbeing Nutrition, backed by Hindustan Unilever, is reportedly up for strategic sale with top pharma and FMCG companies approached; HUL may look to exit and retain the right of first refusal (Key Developments).
- Cessation of Mr. Ritesh Tiwari as Chief Financial Officer effective October 31, 2025, with his new role as Global Head of M&A and Treasury at Unilever Plc. Niranjan Gupta to be appointed as the new CFO starting September 1, 2025 (Key Developments).
- Kwality Walls (India) Limited, HUL's ice cream business, is moving forward with its demerger and listing process. This is expected to conclude by Q4 FY26, with a 1:1 share entitlement for HUL shareholders (Key Developments).
- Special/Extraordinary Shareholders Meeting scheduled for September 27, 2025, via postal ballot (Key Developments).
Valuation Changes
- The Fair Value Estimate has risen slightly from ₹2,752.29 to ₹2,773.06.
- The Discount Rate has decreased marginally from 14.01% to 13.92%.
- The Revenue Growth expectation has increased from 8.00% to 9.32%.
- The Net Profit Margin forecast has edged down from 16.95% to 16.78%.
- The Future P/E Ratio has decreased from 70.21x to 68.39x.
Disclaimer
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