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HINDUNILVR - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.9

Last Updated Time : 05 Feb 26, 10:01 am

Investment Rating: 3.9

Stock Code HINDUNILVR Market Cap 5,56,994 Cr. Current Price 2,371 ₹ High / Low 2,660 ₹
Stock P/E 53.0 Book Value 208 ₹ Dividend Yield 1.81 % ROCE 27.6 %
ROE 20.6 % Face Value 1.00 ₹ DMA 50 2,359 ₹ DMA 200 2,356 ₹
Chg in FII Hold -0.08 % Chg in DII Hold 0.06 % PAT Qtr 2,551 Cr. PAT Prev Qtr 2,839 Cr.
RSI 51.5 MACD 5.92 Volume 12,78,762 Avg Vol 1Wk 14,70,332
Low price 2,044 ₹ High price 2,660 ₹ PEG Ratio 9.98 Debt to equity 0.03
52w Index 53.1 % Qtr Profit Var -2.79 % EPS 46.5 ₹ Industry PE 46.9

📊 Analysis: Hindustan Unilever (HINDUNILVR) is a fundamentally strong FMCG giant with high ROE (20.6%) and ROCE (27.6%), supported by a debt-light balance sheet (0.03). However, valuations are stretched with a P/E of 53.0 compared to industry average of 46.9, and a high PEG ratio (9.98) indicates expensive growth. Dividend yield (1.81%) provides modest income support. Current price (₹2,371) is near both 50 DMA (₹2,359) and 200 DMA (₹2,356), showing consolidation. RSI (51.5) suggests neutral conditions, while MACD (5.92) indicates mild bullish sentiment. The ideal entry zone lies between ₹2,250–₹2,300 for long-term investors. If already holding, maintain positions for 3–5 years, leveraging strong brand power and dividends, but consider partial profit booking near ₹2,600–₹2,660 resistance levels.

✅ Positive

  • Strong ROE (20.6%) and ROCE (27.6%) highlight efficient capital use.
  • Debt-to-equity ratio (0.03) ensures financial stability.
  • Dividend yield (1.81%) supports long-term holding.
  • EPS at ₹46.5 provides a solid earnings base.

⚠️ Limitation

  • High P/E (53.0) compared to industry average (46.9).
  • PEG ratio (9.98) signals overvaluation relative to growth.
  • Quarterly PAT declined (₹2,551 Cr vs ₹2,839 Cr), showing margin pressure.

📉 Company Negative News

  • Decline in quarterly profit (-2.79% variation).
  • FII holdings decreased (-0.08%), reflecting cautious foreign sentiment.

📈 Company Positive News

  • DII holdings increased (+0.06%), showing domestic institutional support.
  • MACD (5.92) indicates mild bullish momentum.
  • Strong market cap (₹5.56 lakh Cr) reflects industry leadership.

🏭 Industry

  • FMCG sector benefits from consistent demand and defensive nature.
  • Industry PE (46.9) is lower than HINDUNILVR, suggesting peers may offer better valuations.

🔎 Conclusion

HINDUNILVR is a fundamentally strong FMCG leader with stable profitability and low debt, making it a decent long-term candidate. However, valuations are stretched, so ideal entry is around ₹2,250–₹2,300. Existing holders should maintain positions for 3–5 years, leveraging dividends and brand strength, while booking profits near ₹2,600–₹2,660 resistance levels.

Would you like me to extend this with a peer benchmarking overlay (Nestle India, Dabur, ITC) so you can compare Hindustan Unilever’s valuation and profitability against its closest FMCG peers?

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