Selected Tag: HUL
Selected Tag: HUL

Unilever's India Party Meets Reliance's Guest List

Unilever is betting heavily on India through HUL. Can premiumisation, distribution strength and brand acquisitions justify its valuation?

Krishnadevan V

June 4, 2026 at 12:54 PM IST

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HUL Spent Two Years Blaming Rural. The Real Margin Story Is Structural

For two years, HUL leaned on a rural-slowdown story to explain every soft quarter. The January-March quarter saw volumes at a twelve-quarter high, yet margins slipped anyway. The structural shift in new FMCG selling models is eating HUL’s old model.

Dev Chandrasekhar

May 1, 2026 at 7:35 AM IST

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HUL

Unilever Simplifies Its Portfolio, HUL Still Carries the Complexity

Unilever’s sale of its global foods business excludes India, bringing HUL’s portfolio mix and valuation framework under closer market scrutiny.

Krishnadevan V

April 3, 2026 at 9:06 AM IST

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AI Generated

Indian Companies May Need a Timeless Strategy to Fix a New Cash Problem

Indian companies’ ₹16 trillion cash pile is reviving an old instrument that returns capital without locking in dividends or distorting ownership.

Chandrika Soyantar

March 23, 2026 at 9:56 AM IST

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India’s Consumption Boom Is Passing HUL By 

Hindustan Unilever’s restructuring exposes execution strain as margins compress, core profits stall, and headline growth masks deeper operational weakness.

Krishnadevan V

February 13, 2026 at 11:54 AM IST

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HUL

The Optics of Virtue: HUL’s Unexpected Theatre of Transparency

HUL’s move to let shareholders read its CEO’s contract signals intent, but with slow growth and a stagnant share price, it feels more symbolic than real.

Srinath Sridharan

November 12, 2025 at 7:30 AM IST

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HUL

HUL Gets NCLT Nod To Hold Shareholder Meet On Kwality Wall’s Demerger

BasisPoint Insight

June 12, 2025 at 10:03 AM IST

Hindustan Unilever’s Margin Moat Now A Muddy Trench

HUL’s move to focus on volume growth even at the cost of margins is not a strategy; it is about surviving amid smaller, nimbler competition.

Krishnadevan V

May 4, 2025 at 3:53 PM IST

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GrindtXX/Via WikiCommons

Maggi Beats Sunscreen In FMCG Smackdown

Nestle’s food-led surge and HUL’s personal care drag, signal a structural shift in India’s FMCG growth story.

Krishnadevan V

April 25, 2025 at 12:53 PM IST

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Sunscreen Gets FMCG Giant, Minnow Hot Under The Collar

A ₹74 billion market is sizzling as HUL and Mamaearth clash over sunscreen claims. Investors should look past the shade and spot the signal.

Krishnadevan V

April 21, 2025 at 12:09 PM IST

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HUL To Tweak Lakme Sunscreen Ad After Honasa Suit In Delhi HC

BasisPoint Insight

April 18, 2025 at 11:28 AM IST

Delhi HC Issues Summons To HUL Over Allegedly Disparaging Sunscreen Ad

BasisPoint Insight

April 17, 2025 at 11:35 AM IST

The Bureau

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities
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