Hindustan Unilever Q4 Preview: Price cuts, slow demand, regional competition to hurt topline
Hindustan Unilever moved higher in a quarterly results development.
· Moneycontrol Business
The hike in royalty payments to parent Unilever are likely to adversely impact HUL#39;s EBITDA margins, say…
The analysis
Against that, the stock is -0.9% on the day at ₹1,849.10, and has returned -13.3% over three months. It sits 29% below its 52-week high, which means a good deal of bad news was already in the price. The fmcg sector has moved -4.0% over the same period, so Hindustan Unilever is running 9.3 points behind its peers.
For Hindustan Unilever, the question is how much of this is already reflected in the price and how much re-rates the fmcg peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- The company directly in focus is HINDUNILVR.
- Sector exposure: FMCG.
In this story
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