UNILEVER INDIA REVENUE
FMCG sector set for steady Q4 on rural demand and volume growth
The FMCG sector anticipates a steady March quarter, buoyed by stable rural demand and urban recovery, despite subdued pricing in some segments. While raw material costs were supportive for most of the quarter, recent increases in crude-linked inputs may impact margins. Companies with strong execution and premium portfolios are expected to lead performance.
Stocks in news: Wipro, HUL, Angel One, Alembic Pharma, HDFC Life
Markets ended flat on Thursday after a volatile session, with analysts maintaining a positive outlook and recommending a buy-on-dips strategy. Key stocks like Wipro, HUL, Angel One, Alembic Pharma, and HDFC Life are in focus due to Q4 results and corporate actions.
Hindustan Unilever to focus on regaining market share: Global CEO Fernando Fernandez
Unilever's leader, Fernando Fernandez, has placed his trust in Priya Nair, the head of India operations, as she embarks on a transformative journey to innovate the company’s offerings. Recognizing the challenges posed by rivals, the company is committed to regaining its competitive edge in India.
Nykaa confirms acquisition talks with Deepika Padukone’s 82°E
Nykaa is reportedly in talks to acquire a stake in Deepika Padukone's skincare brand, 82°E. Despite initial struggles with pricing and positioning, Nykaa's market leadership and customer base could potentially revive the flagging D2C business. This move aligns with Nykaa's 'House of Nykaa' strategy amidst a booming Indian beauty market.
Stocks in news: HDFC Bank, RBL Bank, Dabur, Tata Motors PV, Tata Steel
Indian markets experienced significant volatility, closing flat-to-positive after a sharp recovery. Analysts anticipate continued fluctuations. Key stocks like HDFC Bank, RBL Bank, and Tata Motors are in focus due to Q4 updates and news. HDFC Bank reported a 10% advance growth, while YES Bank saw steady balance sheet expansion.
Unilever bets on 'super growth assets' to strengthen India play
Unilever is prioritizing smaller, high-growth acquisitions in India and the US, focusing on premium and digitally native brands. This strategic shift aims to accelerate exposure to fast-growing markets and deepen e-commerce presence, while the company exits slower-growth food categories globally. India's strategic importance is highlighted as it was excluded from a recent food business merger.
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Why is Unilever hiving off its food business?
Unilever is merging its food business with spice maker McCormick in a massive $65 billion deal. This move aims to reshape the company's focus. Unilever's food division faces challenges from changing consumer habits and market saturation in developed regions. The deal excludes operations in India, Nepal, and Portugal. This significant transaction is set to create a new entity.
Unilever considers carving out its food business; India won't be part of McCormick deal
Unilever is in advanced talks to combine its global foods business with McCormick & Company. The deal, potentially worth $15.7 billion, will exclude Unilever's India foods operations. Hindustan Unilever's foods business remains a core part of its strategy. Discussions are ongoing, and an agreement could be reached soon. This move aims to reshape Unilever's portfolio.
Why is Unilever looking to sell its food business?
In a strategic pivot, Unilever is exploring the sale of its food division to McCormick & Company, a potential match that could fuse popular brands such as Hellmann's and Knorr with McCormick's own beloved Cholula hot sauce. This move reflects Unilever's commitment to refining its business model in response to shifting consumer tastes and competitive pressures.
In consumer goods, access to capital no longer the primary differentiator; profitability key for survival
India's consumer businesses are changing their strategy. They are now focusing on profitability rather than just rapid growth. Digital platforms like e-commerce and quick commerce are helping brands reach customers efficiently. This allows for building demand first and then expanding distribution. Investors are backing businesses with strong economic fundamentals.
HUL rebuts divestment buzz, says foods business ‘core’ as Unilever confirms talks after inbound offer
Hindustan Unilever has denied speculation of divesting its foods business, stating it remains a core and attractive segment. Parent Unilever confirmed talks with McCormick & Company following an inbound offer, but emphasized no deal is certain. The Indian foods business, generating over ₹15,000 crore annually, is a key pillar of HUL's strategy.
Flipkart group CFO Sriram Venkataraman quits amid ecommerce major’s IPO plans
Venkataraman, who joined the Bengaluru-based ecommerce company in 2015, is set to step down over the coming months. No successor has been named yet. His exit comes amid a series of senior hires in Flipkart’s finance function and follows recent cost-cutting measures, including the layoff of 400–500 employees based on performance reviews.
L Catterton doubles down on India, warns against ‘growth at any price’ bets
Global private equity firm L Catterton is increasing its India investments. The firm is adopting a selective approach, backing strong founder-led businesses in attractive sectors. L Catterton prioritizes companies with proven profitability over rapid growth. This strategy aims to avoid inflated valuations in India's competitive consumer market.
India & China must-win markets on rising middle-class households: Reckitt Chief
Reckitt Benckiser sees India and China as vital growth markets. The company's CEO highlighted the expanding middle class in these nations. Emerging markets are driving Reckitt's revenue expansion. India and China showed strong growth in the last quarter. This performance helped offset weaker results in developed markets. Reckitt aims to increase its reach in India through improved distribution.
Estée Lauder buys full stake in Forest Essentials, deepens India bet as prestige beauty demand rises
Estée Lauder Forest Essentials deal: The acquisition underscores how multinational beauty companies are scrambling to expand in India, where a young population, rising incomes and digital retail are accelerating demand for premium cosmetics.
Testing ground India: MNCs are writing their global playbooks here
India has transitioned from a high-growth emerging market to a crucial innovation hub for global retailers and FMCG companies. Its diverse consumer base and intense competition serve as a live laboratory, stress-testing business models and products before their export to other markets worldwide.
India’s consumer goods makers bet on volume-led growth as inflation eases, GST cuts boost demand
Indian companies expect a strong rebound in sales volume next fiscal year. Easing inflation and lower GST rates will make products more affordable, boosting household demand. This shift from price-driven growth to volume-led expansion signals a recovery in the mass market. Consumer sentiment is improving, with a positive outlook for the upcoming year.
Unilever to sharpen India play with premium & q-comm push
The Indian unit, Hindustan Unilever (HUL), is reshaping and investing in its product portfolio to prepare for the future, with a sharper focus on premium offerings and an expanded presence in digital commerce, chief executive Fernando Fernandez said.
FMCG prices rise up to 5% as GST relief ends, weak rupee and rising costs squeeze margins
Distributors said select packs of everyday items, from detergents and hair oils to chocolates, noodles and cereals, have started reaching store shelves with higher price tags this quarter.
Dabur appoints Hershey’s Herjit Bhalla as India chief; elevates Mohit Malhotra to global role
Dabur has appointed Herjit Bhalla, formerly of Hershey, as its new India chief executive, effective April 15. Current chief Mohit Malhotra will transition to the global CEO role. This leadership change occurs amidst a broader trend of significant executive shifts within the consumer goods sector over the past year.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 39%
The way the market has been acting in the last two weeks, the bias seems to have changed. Yes, there is the challenge that volatility in the Nasdaq can bring on the table. But there have been some positive developments that can mean something for the bulls. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Kwality Wall’s (India) shares list at 26% discount after HUL demerger. All you need to know
Kwality Wall’s India shares are set to list today following their demerger from Hindustan Unilever Ltd (HUL). This marks the creation of India's first pure-play listed ice-cream company. HUL also reported a 30% decline in net profit from continuing operations for Q3 FY26, though overall net profit surged due to portfolio transformation.
Stocks in news: BSE, TCS, Ola Electric, Religare Enterprises, Manappuram Finance
Markets faced selling pressure, with the Nifty declining due to a sharp fall in technology stocks. Several companies like BSE, TCS, Ola Electric, Religare Enterprises, and Manappuram Finance are in focus due to significant business developments and strategic partnerships.
Unilever ice cream unit seeks to tap big India opportunity amid a turnaround mode
India is poised to become the world's largest ice cream market within twenty years. Unilever's demerged ice cream business is undergoing a significant turnaround in India. The company sees immense growth potential in the Indian market. This business is set to debut on local stock exchanges soon. India's ice cream sector is experiencing rapid expansion.
Kwality Wall's listing date announced as HUL gets trading approval for demerged entity
Hindustan Unilever Ltd secured approvals from BSE and National Stock Exchange of India to list demerged ice-cream arm Kwality Wall's on February 16. Shareholders receive one share per holding, creating India’s first pure-play listed ice-cream firm backed by The Magnum Ice Cream Company.
Honasa expects FY27 revenue to beat estimates as Mamaearth recovery drives growth, CEO says
Honasa Consumer is set to outpace market predictions for fiscal 2027, driven by a robust resurgence of its beloved Mamaearth brand. The company is strategically targeting acquisitions in innovative product lines to diversify its offerings. Honasa is optimistic about achieving high-teen percentage revenue growth in the upcoming fiscal year.
HUL shares down 3% as Q3 PAT falls 30% YoY to Rs 2,118 crore
Hindustan Unilever's shares fell 2.5% after reporting a 30% drop in Q3 FY26 net profit from continuing operations to Rs 2,188 crore. Despite this, overall net profit surged 121% to Rs 6,603 crore due to one-off portfolio transformation impacts. Revenue from continuing operations saw a 5.6% year-on-year increase.
USV Pharma buys 79% stake in Wellbeing Nutrition for Rs 1,583 crore
USV Pharma has acquired a 79% stake in Wellbeing Nutrition for Rs 1,583 crore in an all-cash deal, expanding into India’s nutraceutical supplements and wellness space. Hindustan Unilever, Fireside Ventures and founder Avnish Chhabria will divest significant stakes. Chhabria will receive about Rs 800 crore and may offload more later.
AI jitters continue to hit IT; USV Pharma buys Wellbeing stake
IT stocks slid sharply Thursday on rising fears of AI-led disruption. Here’s more in today’s ETtech Top 5:
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