What Does The New CEO Bring To HUL? Motilal Oswal Report

Ms. Priya Nair, the first woman CEO of HUL, brings various positive possibilities for the India business. She has 30 years of experience at Unilever, with most of it handling the company’s India portfolio. She has a successful legacy in the Home Care and B&W portfolios. Home Care in HUL’s India portfolio has seen a massive premiumization drive under her leadership..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. .Motilal Oswal Report.Hindustan Unilever Ltd. announced that Ms. Priya Nair, current President of Beauty and Wellbeing at Unilever, will be appointed CEO and MD of the company, effective August 01, 2025, for a period of five years. Ms. Nair will replace Mr. Rohit Jawa, who will step down on July 31, 2025 to pursue the next chapter in his personal and professional journey, the company said.  We are surprised by the move because Mr. Jawa is leaving HUL after a two-year tenure with the company, the shortest and unprecedented in the company’s history (also leaving Unilever Group). He had chalked out a volume priority plan for FY26, which we considered as a mean-revision opportunity for the company.Ms. Nair, the first woman CEO of HUL, brings various positive possibilities for the India business. She has 30 years of experience at Unilever, with most of it handling the company’s India portfolio. She has a successful legacy in the Home Care and B&W portfolios. Home Care in HUVR’s India portfolio has seen a massive premiumization drive under her leadership..HUL in the Q4 earnings concall downgraded its Ebitda margin guidance to 22-23% from 23-24% to increase spending on marketing and promotion. We expect the cost impact will be front-ended and volume pickup will be gradual. We believe the new CEO can further capitalize on the volume drive with her understanding of Indian consumers and the company’s execution playbook. We have a Buy rating on the stock with a target price of Rs 3,000..Click on the attachment to read the full report:.HUL Names Priya Nair As New CEO: Macquarie Bullish On Stock, Goldman Sach Is Neutral.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.

What Does The New CEO Bring To HUL? Motilal Oswal Report

Ms. Priya Nair has 30 years of experience at Unilever, with most of it handling the company’s India portfolio

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