Underlying PAT grows 1 per cent to ₹2,562 crore; revenue up 5.6 per cent in Q3FY26; HUL to fully acquire OZiva for ₹824 crore, divest Wellbeing Nutrition stake
As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.
In the December quarter, HUL posted a 30 per cent decline in consolidated net profit (from continuing business) to ₹2,118 crore, compared to ₹3,027 crore year-on-year (Y-o-Y)
Brokerages tracked by Business Standard estimate HUL's net profit to average ₹2,568.5 crore, compared to ₹2,541 crore a year ago, up 1 per cent year-on-year (Y-o-Y)
Thus far in the calendar year 2026, the BSE FMCG index has underperformed the market by falling 7 per cent, as against 4.8 per cent decline in the BSE Sensex.
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ICICI Securities identified four key growth levers for HUL. First, demand for large-pack units in personal care categories has shown strong responsiveness to lower prices following GST cuts.
HUL's Gandhidham and Pondicherry plants have been recognised by the World Economic Forum as Advanced 4IR Lighthouses, taking the company's total Lighthouse sites to five
The Relative Strength Index (RSI) is a technical momentum indicator which helps in determining overbought and oversold stocks; in general, a reading below 30 is considered as oversold.
Technical charts show that stocks such as IndiGo, Hindustan Unilever, Apollo Hospitals and Tata Motors Passenger Vehicles are trading in oversold territory based on the RSI parameter.
The fast-moving consumer goods major HUL had set December 5, 2025, as the record date for the spin-off of its ice cream business (Kwality Wall's)
The brokerage's constructive view is backed by the recent goods and services tax (GST) cut on ice cream, a strong cold-chain and distribution network, and a premium brand portfolio
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Hindustan Unilever has named Vandana Suri to its management committee as executive director for home care, succeeding Srinandan Sundaram, who will become CEO of Unilever International from 1 January
Nomura sees GCPL, Tata Consumer, Marico, and Britannia as the key near-term winners of the commodity downcycle.
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It has access to introduce Ben & Jerry's, Viennetta and Yasso brands in India
Nuvama Institutional Equities believes HUL's ice cream business, given its lower margins and smaller scale, will likely be valued at a lower multiple than the core franchise.
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