External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

External broker reports(aggregated public sources)

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>HUL’s annual investor day highlights its commitment to the future, where growth ahead should outperform (vs market) with enhanced thrust and execution on future opportunities in core and a market-making strategy.</li><li>HUL remains an execution play, where the management team has identified strategic bets across segments and the premiumization of 10 brands.</li><li>It aspires for double digit earnings growth, which is to be driven by the topline, as margin expansion is expected to be modest going forward.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HUL’s annual investor day highlights its commitment to the future, where growth ahead should outperform (vs market) with enhanced thrust and execution on future opportunities in core and a market-making strategy.HUL remains an execution play, where the management team has identified strategic bets across segments and the premiumization of 10 brands.It aspires for double digit earnings growth, which is to be driven by the topline, as margin expansion is expected to be modest going forward.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindustan Unilever - Focusing on the Needs of Affluent and Aspiring Indians to Drive Growth

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Hindustan Unilever (HUVR) hosted Capital Market Day-2024 and underlined its business moats and competitive positioning across its categories.</li><li>The company aims to remain relevant within India’s large consumption theme, which comprises 1) income prosperity; 2) a young population with a median age of under 32 years, and 3) increasing digital and social connectivity.</li><li>The company’s strong funnel of product innovation (mainly for Beauty &amp; Wellness) was the showstopper.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindustan Unilever (HUVR) hosted Capital Market Day-2024 and underlined its business moats and competitive positioning across its categories.The company aims to remain relevant within India’s large consumption theme, which comprises 1) income prosperity; 2) a young population with a median age of under 32 years, and 3) increasing digital and social connectivity.The company’s strong funnel of product innovation (mainly for Beauty &amp; Wellness) was the showstopper.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindustan Unilever - Exciting Product Funnel; Gearing up for Growth

External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Sharekhan's research report onHindustan Unilever Company has identified six categories with potential to deliver high double-digit growth in coming years; expects 10 power brands to drive premiumisation.</li><li>It eyes low single-digit price growth and maintain OPM at current level in the near term; targets double-digit EPS growth in the long term.</li><li>Effective working capital management and strong cash conversion at ~100% will fuel capex; company to continue focusing on capital allocation, high-growth M&amp;As and return to shareholder.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Sharekhan's research report onHindustan Unilever Company has identified six categories with potential to deliver high double-digit growth in coming years; expects 10 power brands to drive premiumisation.It eyes low single-digit price growth and maintain OPM at current level in the near term; targets double-digit EPS growth in the long term.Effective working capital management and strong cash conversion at ~100% will fuel capex; company to continue focusing on capital allocation, high-growth M&amp;As and return to shareholder.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindustan Unilever Ltd - Strong Growth Aspirations

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>In the analyst meet, the management reiterated its key growth strategies, which include growing the core, premiumising the portfolio, driving market development by investing in future categories, and strengthening leadership in emerging channels.</li><li>The company has maintained a strong leadership position across 85% of its portfolio and achieved a 200 bps market share gain between Mar-21 and Oct-24.</li><li>Over the past decade (FY14-24), revenue grew at approximately 8% CAGR, despite disruptions such as GST implementation, COVID-19, and inflation.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

In the analyst meet, the management reiterated its key growth strategies, which include growing the core, premiumising the portfolio, driving market development by investing in future categories, and strengthening leadership in emerging channels.The company has maintained a strong leadership position across 85% of its portfolio and achieved a 200 bps market share gain between Mar-21 and Oct-24.Over the past decade (FY14-24), revenue grew at approximately 8% CAGR, despite disruptions such as GST implementation, COVID-19, and inflation.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindustan Unilever Ltd - Analyst Meet Takeaways – Maintain BUY

<ul><li>Hindustan Unilever’s (HUVR) 2QFY25 revenue was up 2% at INR157.3b (in line), with underlying growth of 3%.</li><li>Volume growth of 3% was below our estimate of 5% (4% in 1QFY25).</li><li>Demand trends remained stable, with moderate growth in urban areas and a stable recovery in rural regions.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindustan Unilever’s (HUVR) 2QFY25 revenue was up 2% at INR157.3b (in line), with underlying growth of 3%.Volume growth of 3% was below our estimate of 5% (4% in 1QFY25).Demand trends remained stable, with moderate growth in urban areas and a stable recovery in rural regions.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Hindustan Unilever - Miss on Volume; Core Portfolio Performs Well

India

Hindustan Unilever Limited manufactures and distributes consumer products. The Company offers soap, detergent, personal care products and processed food, ice creams, cooking oils, and other related products. Hindustan Unilever serves customers worldwide.

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Hindustan Unilever (HUVR IN)

Hindustan Unilever - Focusing on the Needs of Affluent and Aspiring Indians to Drive Growth

HUL remains an execution play, where the management team has identified strategic bets across segments and the premiumization of 10 brands.

Emkay

Hindustan Unilever - Exciting Product Funnel; Gearing up for Growth

Hindustan Unilever (HUVR) hosted Capital Market Day-2024 and underlined its business moats and competitive positioning across its categories.

Motilal Oswal

Hindustan Unilever Ltd - Strong Growth Aspirations

Sharekhan's research report onHindustan Unilever Company has identified six categories with potential to deliver high double-digit growth in coming...

Sharekhan

Hindustan Unilever Ltd - Analyst Meet Takeaways – Maintain BUY

The company has maintained a strong leadership position across 85% of its portfolio and achieved a 200 bps market share gain between Mar-21 and Oct...

Axis Direct

Hindustan Unilever - Miss on Volume; Core Portfolio Performs Well

Hindustan Unilever’s (HUVR) 2QFY25 revenue was up 2% at INR157.3b (in line), with underlying growth of 3%.Volume growth of 3% was below our...

Motilal Oswal

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