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Motilal Oswal Report
Stock To Buy: We reiterate our Buy rating with a target price of Rs 3,100, based on 55 times December-26E earnings per share (five-year average P/E is 55x-60x).
The company continues to place building blocks for future growth and has been able to do so ahead of its peers. It continues to display the capabilities despite its larger size.
HUL has strengthened the key drivers of its success in India over the last decade, including-
pioneering the use of technology to generate data and facilitate decision-making;
the Winning in Many Indias strategy focused on decentralization and localized strategies;
recognizing trends and investing in them early on; d) funneling cost savings back into the business; and
its strong execution ability, which has led to positive earnings momentum.
HUL has continued to strengthen its brand, distribution network, and quality of personnel, thereby remaining ahead of its peers. Additionally, with its analytics and R&D initiatives (much ahead of peers) in recent years, HUL ensures it remains adaptive in a dynamically changing environment. Under the new leadership of Mr. Rohit Jawa, HUL is expected to take corrective actions to address the white space, particularly in B&W and Foods.
The company commands strong leadership in Home Care, which can be capitalized during improving macros.
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