Target: ₹ 2,850

CMP: ₹ 2,521.55

Rohit Jawa Took The Helm as Hindustan Unilever’s Ceo in June 2023 – A Particularly Tempestuous Time for the FMCG Industry. At the time, the industry was mired with high food inflation, Volatile Raw Material Pries, Intense Competition and Slower Demand in Both Rural and URBAN Markets. Under his stewardship, hul navigated these choppy waters by keenly focusing (aspire strategy) Manufacturing and distribution systems.

The launch of stratos technology in soaps was a bold move in a tough, price-sensitive market. In parallel, hul expanded its premium portfolio via liquids, accelerated digital initiatives, targeted specific sales channels (Under wimi 2.0) and improved its supply chain; Thus, Gaining Agility and Resilience. Early Signs are encouraging (margin/market share protection), but scaling up remain the imperative

Even Thought Difential Market Conditions Limited Short-Term Growth, Rohit has laid a solid foundation in core and new categories, sustainability, and digital. Now, The Responsibility Shifts to His Successor, Priya Nair, to Turn these strategic moves into consistent Volume Growth and Accelerated TSR. We maintain add with an unchanged target price of ₹ 2,850.

Published on September 23, 2025