HUL nears 52-week low as Q1 growth meets margin pressure
Hindustan Unilever posted 10% Q1 revenue growth and 5% volume growth, but higher palm oil, packaging and marketing costs pulled EBITDA margin down 40 bps sequentially to 23%. Broker views remain split as premiumisation and omnichannel gains face weak rural demand and elevated valuations.
HUL’s Q1 revenue rose 10%, supported by Home Care and Beauty & Wellbeing, but elevated palm oil, packaging and marketing costs pressured margins. Brokerages differ on outlook, citing premiumisation and omnichannel initiatives against weak rural demand and demanding valuations.
Why this matters
The signal follows bullish brokerage calls citing consumption and premiumisation, including Jefferies’ Buy view and Rs 2,850 target, but comes after HUL’s June-quarter profit fell 3.17% and shares dropped 6.97%.
retail-company is accelerating, up 404833% QoQ.