Update shared on05 Sep 2025
Given minimal changes in both the discount rate and future P/E, with no substantive analyst reasoning provided, the consensus fair value for Hindustan Unilever remains effectively unchanged at ₹2704.
What's in the News
- Hindustan Unilever announced a leadership transition, with Priya Nair set to become CEO effective 1 August 2025 as Rohit Jawa steps down.
- CFO Ritesh Tiwari will exit on 31 October 2025 to become Global Head of M&A and Treasury at Unilever Plc; Niranjan Gupta is set to take over as CFO from 1 September 2025.
- The company is proceeding with the demerger and independent listing of its Kwality Walls (India) Limited ice cream business, with a 1:1 share entitlement ratio for HUL shareholders and listing targeted for FY26.
- HUL may exit its minority stake in Wellbeing Nutrition, which is up for strategic sale, as top pharma and FMCG players are approached for acquisition.
- A special/extraordinary shareholders meeting will be held via postal ballot on 27 September 2025.
Valuation Changes
Summary of Valuation Changes for Hindustan Unilever
- The Consensus Analyst Price Target remained effectively unchanged, at ₹2704.
- The Discount Rate for Hindustan Unilever remained effectively unchanged, moving only marginally from 14.09% to 14.12%.
- The Future P/E for Hindustan Unilever remained effectively unchanged, moving only marginally from 69.22x to 69.23x.
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.