Shares of FMCG bellwether Hindustan Unilever will be in focus heading into trade on Monday after the company’s Capital Markets Day highlighted a series of measures it has taken to reset growth, which management said have led to sequential improvement over the past three quarters.The company is focused on making its brands more desirable through the SASSY framework while sharply concentrating resources on fewer, larger opportunities.
It is also accelerating growth across key geographies, channels and portfolios.HUL has stepped up execution across marketing and point-of-sale initiatives, while working towards a future-fit go-to-market model and setting up a new quick-commerce organisation.
HUL is also rewiring its organisational structure to improve agility through a unified India operating model.According to management, these efforts are further supported by India's consumption story, which combines scale with per-capita growth, along with structural shifts driving the evolution of “New India.”What are analysts saying?Goldman Sachs has a Buy rating on Hindustan Unilever with a target price of Rs 2,450.
The brokerage said the company’s first Capital Markets Day under CEO Priya Nair provided sharper strategic clarity, with Foods and Beauty & Wellbeing expected to drive faster innovation and new adjacencies.
