HUL’s Strategic Reset Under Rohit Jawa Sets The Stage For Long-Term Growth Says ICICI Securities; Retains Add

Even though difficult market conditions limited short-term growth, Rohit has laid a solid foundation in core and new categories, sustainability, and digital. Now, the responsibility shifts to his successor, Priya Nair, to turn these strategic moves into consistent volume growth and accelerated TSR..NDTV Profit’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 NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..ICICI Securities Report.We model revenue/Ebitda/PAT CAGRs of 7/8/8 (%) over FY25–27E. Maintain Add on Hindustan Unilever Ltd. with an unchanged DCF-based target price of Rs 2,850. Key downside risks are delayed recovery in demand, and irrational competition. Key upside risks are betterthan-expected recovery in rural demand and reduction in competitive intensity..Rohit Jawa took the helm as HUL’s CEO in Jun’23 – a particularly tempestuous time for the FMCG industry. At the time, the industry was mired with high food inflation, volatile raw material prices, intense competition and slower demand in both rural and urban markets. Under his stewardship, HUL navigated these choppy waters by keenly focusing (ASPIRE strategy) on premium products, sharpening its portfolio, strengthening its D2C presence, and upgrading its manufacturing and distribution systems. The launch of STRATOS technology in soaps was a bold move in a tough, price-sensitive market. In parallel, HUL expanded its premium portfolio via liquids, accelerated digital initiatives, targeted specific sales channels (under WIMI 2.0) and improved its supply chain; thus, gaining agility and resilience. Early signs are encouraging (margin/market share protection), but scaling up remains the imperative. Even though difficult market conditions limited short-term growth, Rohit has laid a solid foundation in core and new categories, sustainability, and digital. Now, the responsibility shifts to his successor, Priya Nair, to turn these strategic moves into consistent volume growth and accelerated TSR. We maintain Add with an unchanged target price of Rs 2,850..Click on the attachment to read the full report:.'Buy' AU Small Finance Bank Maintains Motilal Oswal On Favorable Risk-Reward — Check Target Price .DISCLAIMERThis report is authored by an external party. NDTV Profit 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 NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

HUL’s Strategic Reset Under Rohit Jawa Sets The Stage For Long-Term Growth Says ICICI Securities; Retains Add

Under Rohit Jawa's stewardship, HUL navigated choppy waters by keenly focusing ASPIRE strategy on premium products, sharpening its portfolio etc., adds the brokerage.

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