JM FINANCIAL HUL
HUL shares rise 3% after Q2 results. Jefferies, Nomura cut target price but forecast 29% upside potential
Hindustan Unilever shares rose on Thursday after the FMCG major reported a 4% year-on-year increase in Q2 FY27 net profit to Rs 2,790 crore and 15% revenue growth to Rs 18,226 crore. Jefferies, Nomura and JM Financial cut their target prices but continue to see upside potential of up to 29%.
HUL shares rebound 2% after Q1 results. Here's what Morgan Stanley, Motilal Oswal and other brokerages are saying
Hindustan Unilever (HUL) shares rebounded 2.2% after brokerages retained bullish views despite the FMCG major reporting a 3% YoY decline in Q1 FY27 net profit that missed estimates. Revenue rose 10% to Rs 17,341 crore, driven by its strongest underlying sales growth in 13 quarters. The profit decline was due to a one-off tax credit in the year-ago period.
HUL shares rally 8% as brokerages raise target prices after Q1 results. Should you buy, sell or hold?
Hindustan Unilever's shares surged following a seven-quarter high revenue growth of 5% in Q1 FY26, prompting brokerages to raise target prices. The company's net profit rose 7.6% YoY, with analysts citing improved macro conditions and strategic interventions by the new CEO as drivers for future growth and margin recovery. Brokerages largely recommend holding or accumulating the stock.
JM Financial maintains Buy on Hindustan Unilever, raises target price to Rs 2,555
JM Financial suggests buying Hindustan Unilever shares. The target price is now Rs 2,555. The previous target was Rs 2,485. The analyst expects the price to reach this level in a year. Hindustan Unilever reported a consolidated total income of Rs 15,979 crore for the quarter ended March 31, 2025. Management anticipates volume-led growth and stable EBITDA margins.
Stocks in news: Vedanta, Bajaj Finserv, IndusInd Bank, Bank of Maharashtra, Triveni Engineering
Vedanta Chairman Anil Agarwal reaffirmed the company's commitment to unlocking value, saying the four new companies that will emerge from the demerger, have the potential to grow into $100 billion companies each.
Buy Godrej Consumer, target price Rs 1,415: JM Financial
JM Financial retains its buy rating for Godrej Consumer Products, targeting Rs 1415. The company's Q3 performance was below expectations. India business volumes remained flat. Soap sales declined, and household insecticide growth slowed. Margins are also expected to be lower. JM Financial reduced earnings estimates. The brokerage believes current issues are temporary. They expect improvements in the medium term.
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Hyatt-owner Juniper Hotels' shares can rally up Rs 450, says JM Financial as it initiates a ‘Buy’ rating
Juniper Hotels, a leading luxury hospitality player in India, has received a 'buy' rating from JM Financial with a target price of Rs 450. The brokerage expects strong growth for the company, driven by its strategic partnerships, prime locations, and the robust recovery in the hospitality sector. Juniper's focus on high-demand markets and its expansion plans are expected to drive future growth and value creation for shareholders.
Buy Hindustan Unilever, target price Rs 2,870: JM Financial
JM Financial recommends buying Hindustan Unilever with a target price of Rs 2870. The current price is Rs 2479. Hindustan Unilever is a large FMCG company. The company reported income growth and profit for the recent quarter. The focus is on portfolio transformation through premiumisation and market development to drive future growth.
JM Financial initiates coverage on Mamaearth with a buy rating, lists 3 top triggers
The company run by husband-wife co-founder duo of Varun and Ghazal Alagh capitalised on the "large unsolved need" for toxin-free baby and skin care products in India. While Varun comes from an FMCG market background (Coca-Cola, HUL, Diageo), Ghazal started her career as a corporate trainer.
HUL tanks 3.6% after Q1 nos, ITC almost equal in m-cap
HUL shares have underperformed the market in the past year with the stock remaining flat as against the 27% gains in the Nifty FMCG index and the 18% upmove in the benchmark Nifty. ITC shares surged 64% in this period.
HUL's stock falls 3% as FMCG major misses Street’s estimates. Should you buy?
HUL reported a standalone net profit of Rs 2,472 crore for the June quarter which was up 8% year-on-year versus Rs 2,289 crore posted by the company in the year-ago period. The company's sales increased 7% YoY to Rs 14,931 crore. An ET NOW poll of analysts had anticipated the profit figure at Rs 2,615 crore.
HUL vs ITC: Where did FIIs, MFs & retail investors put their money over last 4 quarters?
Foreign portfolio investors have consistently increased their stakes in India's ITC, making the cigarette-to-hotels firm the best-performing stock in the consumer staples sector with gains of 62% over the past year. Meanwhile, retail investors have been reducing their holdings of the company for three consecutive quarters. Mutual fund activity in ITC has been volatile, with an overall trimming of stakes in Q1. The cumulative holding of retail investors in FMCG bellwether Hindustan Unilever was 10.61% at the end of Q1 compared with 11.20% at the end of Q2 2021.
HUL shares fall on royalty fee hike even as many cheer Q3 numbers
Motilal Oswal said operating performance was in line with expectations and that "royalty increase was not a concern". Recovery in rural demand and commodity cost reductions will help HUL get back to the mid-to-high teens earnings growth trajectory that it exhibited for the four years before Covid, the brokerage firm said.
Buy Hindustan Unilever, target price Rs 2855: JM Financial
Hindustan Unilever, incorporated in the year 1933, is a Large Cap company (having a market cap of Rs 639241.55 Crore) operating in FMCG sector.
Analysts bullish on HUL post Q1 show
Macquarie said the quarterly result highlighted the company's ability to balance volume growth and Ebitda margin in an inflationary environment. "While high-cost inventory will hurt 2Q (second quarter) margin, we remain constructive on expansion in the second half post recent commodity cost correction, especially in palm," said Macquarie.
Costs rising, but analysts bet HUL can do better than peers
HUL's net sales grew 11% year-on-year to ₹13,460 crore in the March quarter, while net profit was up 8.6% to ₹2,280 crore against the estimated ₹2,040 crore. HUL's current valuations at 47.7 times FY24 estimated earnings per share still leave room for further upside, said Motilal Oswal Financial Services in a note after the March quarter results.
This brokerage says ITC can reverse its long-term lacklustre performance
JM Financial said it sees potential for ITC to reverse the long period of lacklustre performance. The brokerage believes that the government’s increasingly "logical stance" on tobacco taxation to be one key value driver for the stock going forward.
After a 30% rally, can HUL rerate further? Here is what analysts say
Given the scope of premiumisation in product categories, cost-saving initiatives, focus on acquiring digital capabilities and the management commentary on double-digit growth in earnings, most brokerages said the stock could rise up to 20 per cent over the next 12 months.
Can’t be complacent despite strong recovery: Sanjiv Mehta, Chairman HUL
HUL’s performance is considered a proxy for broader consumer sentiment in India. It reported 16% growth in sales in the September quarter, helped by the acquisition of GSK Consumer.
HUL Q2 results preview: FMCG giant set to report double-digit sales growth led by health & hygiene
Year-to-date, shares of HUL have outperformed large cap indices, thanks to favourable business conditions even during the pandemic.
GSK, Horlicks to sell HUL shares worth Rs 26,000 crore today
JP Morgan, Morgan Stanley and HSBC are the book runners to the trade.
Hold Hindustan Unilever, target price Rs 2,165: JM Financial
HUL sees VWash as an opportunity for it to tap a very high-growth whitespace and a big market-development opportunity.
ITC rallies 8%, peers register smart gains as well
HUL has resisted the market crash very well and has dipped just 0.81 per cent this calendar.
Acute liquidity squeeze choking sales in rural markets, says HUL
Rural consumption, which accounts for about a third of the market came under stress in the past three quarters.
Lower royalty payout is likely to boost EPS of MNCs’ local units
HUL is expected to pay 3.4 per cent of EBITDA as royalty in FY2019
Lodha Group welcomes London Mayor Sadiq Khan
The Growth Summit 'Endless Opportunities: London & Mumbai' in Mumbai witnessed participation of corporate honchos.
HUL to report Q1 results today: Here is what analysts say
Experts believe that the market will keenly follow the pre-GST impact on the firm.
SP Jain sees 25% jump in highest salary offer this year
The highest offer in the final placements of the Class of 2016 at Mumbai-based SP Jain Institute of Management & Research increased 25% .
JBIMS completes MMS course placements with top salary of Rs 26 lakh; average salary of Rs 16.18 lakh
JBIMS has completed the final placements for its MMS course with a top salary of Rs 26 lakh per annum and an average stipend of Rs 16.18 lakh.
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