Update shared on03 Sep 2025
Fair value Increased 1.13%Hindustan Unilever's slight improvement in net profit margin, with the future P/E largely unchanged, has led analysts to moderately raise the consensus price target from ₹2674 to ₹2704.
What's in the News
- Wellbeing Nutrition, a company backed by HUL, is up for strategic sale with top pharma and FMCG companies approached; HUL holds a right of first refusal and may consider exit based on demand.
- Ritesh Tiwari to step down as HUL CFO at end-October; he will become Global Head of M&A and Treasury at Unilever Plc, London, after successfully leading HUL through key transitions.
- Niranjan Gupta appointed as HUL CFO effective 1 September.
- HUL is demerging and listing its INR 18,000 million Kwality Walls ice cream business, with HUL shareholders to receive a 1:1 share entitlement; listing expected by Q4 FY26.
- Priya Nair will succeed Rohit Jawa as HUL CEO from 1 August, following Jawa’s mutually agreed departure after less than two years as CEO.
Valuation Changes
Summary of Valuation Changes for Hindustan Unilever
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₹2674 to ₹2704.
- The Net Profit Margin for Hindustan Unilever has risen slightly from 16.33% to 16.92%.
- The Future P/E for Hindustan Unilever remained effectively unchanged, moving only marginally from 70.58x to 69.18x.
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.