Hindustan Unilever

Why FMCG Is Back On Fund Managers’ Radar After Years Of Underperformance

Jan 29, 2026, 09:31 AM IST

Are FMCG stocks making a comeback - or is this just a lack of better ideas? In this conversation, the focus shifts to why investors are once again turning overweight on FMCG names like HUL, Dabur, Marico and ITC after years of muted returns. The discussion breaks the long-held myth that FMCG stocks always compound, highlighting extended periods of underperformance across marquee names. With consumption recovering from its 2023-24 lows, easing food inflation freeing up household budgets, and falling input costs supporting margins, the sector’s fundamentals are quietly improving. The key takeaway: markets change, stories mislead, and disciplined data-driven systems often spot opportunities well before narratives catch up.

Stock market today: Sensex falls 313 pts, Nifty below 25,250 ahead of Economic Survey 2026

Jan 29, 2026, 09:26 AM IST

Among Sensex constituents, Maruti Suzuki declined 2.55% to Rs 14497. Asian Paints slipped 1.72%, while Titan, IndiGo and Hindustan Unilever fell 1.54%, 1.24% and 1.15%, respectively.

Swipe, select, but spend smart: How Gen Z is redefining consumption

Jan 23, 2026, 04:59 PM IST

The purchase behaviour of India's Gen Z reflects a decision hierarchy, driven by product quality, value perception and brand trust, rather than impulse or trends

Union Budget 2026: Volatility looms over D-St amid tariff threats; BEL, HAL, ITC top picks

Jan 09, 2026, 11:33 AM IST

In the run-up to the important economic event, the Indian stock market is ready for a volatile ride on the back of persistent FIIs flows, Trump tariff concerns and geopolitical uncertainty.

Sensex slips 116 pts, Nifty below 26,150 ahead of Christmas break; what’s next?

Dec 24, 2025, 03:56 PM IST

Five stocks, namely Reliance Industries (RIL), ICICI Bank, Sun Pharma, IndiGo, and Hindustan Unilever, contributed heavily to the Sensex’s decline.

At HUL, CEO & MD Priya Nair is bringing in global thinking, with an Indian touch

Dec 18, 2025, 10:47 AM IST

Priya Nair, the first woman CEO of HUL, doesn't believe in just numbers. Gaining on-the-ground insights is her priority.

HUL-Kwality Walls demerger: Stock signals mild weakness; check value of ice-cream biz

Dec 05, 2025, 09:49 AM IST

HUL shares demerger: Shares of India's largest FMCG company, Hindustan Unilever (HUL), began to trade adjusted for the demerger of its ice cream business.

HUL-Kwality Walls demerger: All details on key dates, allotment ratio, listing & targets

Dec 02, 2025, 09:51 AM IST

Hindustan Unilever demerger: Shares of FMCG major Hindustan Unilever (HUL) are set to demerge ice-cream business, Kwality Walls (India), after a special pre-open session on Friday, December 5.

HUL demerger: Kwality Walls to list in Feb 2026? Likely listing price, key concerns

Dec 02, 2025, 08:19 AM IST

As a standalone entity, Kwality Walls may offer a focused long-term play on the GST cut for ice cream, from 18 per cent to 5 per cent, which is viewed as a structural tailwind for affordability and formalisation.

Paytm, Bharat Forge, BHEL, JSW Steel: 14 stocks CLSA sees up to 31% downside on

Nov 24, 2025, 07:38 AM IST

The list included One 97 Communications Ltd (Paytm) Hindustan Unilever (HUL), JSW Steel Ltd, Lodha Developers Ltd, JSW Energy Ltd, Asian Paints Ltd, GCPL and Dr Reddy's Labs.

HUL demerger: What investors should track — record date, share ratio and Kwality Walls' upcoming listing

Nov 19, 2025, 04:17 PM IST

The ice-cream business accounts for roughly 3 per cent of HUL's total revenue, with historical EBIT margins in the 5–9 per cent range. According to Nuvama Institutional Equities, margins in recent quarters dropped to mid-single digits due to adverse weather conditions.