HUL - Near-Term Outlook Circumspect, But Strong Long-Term Positioning To Drive Outperformance: Systematix

"BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy. .Systematix Research Report.We came back impressed with Hindustan Unilever Ltd.’s strategy for the next decade, set out in its 2022 Capital Markets Day. Q2 result was a mixed bag with decent growth, offset by significant impact on margins. However, the near-term commentary on demand and margin recovery remains circumspect, with no visible signs of a turnaround. A structural reversal in commodity inflation and Indian rupee depreciation remain key drivers for volume and margin recovery. Nonetheless, HUL handled the prevailing environment quite well, surpassing market growth rates and limiting the impact on its margins. Successful premiumisation, innovation and market development, coupled with strong cost controls and supply chain improvement boosted growth. HUL’s strong research and development capabilities ensured product superiority and strong distribution, with market development driving penetration and digital capabilities aiding strong positioning in premium products and alternate channels. HUL seems well ahead of competition (both traditional and new-age players) on multiple fronts, and is set to fortify its leadership in the fast moving consumer goods space over the next five-10 years, supported by favorable macros in the sector..Click on the attachment to read the full report:.DISCLAIMERThis report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime..Users have no license to copy, modify, or distribute the content without permission of the Original Owner."

HUL - Near-Term Outlook Circumspect, But Strong Long-Term Positioning To Drive Outperformance: Systematix

HUL seems well ahead of competition on multiple fronts, and is set to fortify its leadership in fmcg space over the next 5-10 yrs

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HUL - Near-Term Outlook Circumspect, But Strong Long-Term Positioning To Drive Outperformance: Systematix

HUL seems well ahead of competition on multiple fronts, and is set to fortify its leadership in fmcg space over the next 5-10 yrs

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