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Apr 28 • 8 tweets • 5 min read
Hindustan Unilever Ltd Q4 FY22 Earnings Concall Insights

#HINDUNILVR #HINDUNILVRQ4 #HindustanUnilever #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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HINDUNILVR said it expects near-term operating environment to remain challenging. The company added that its margins will decline in short-term as price versus cost gap increases.
HINDUNILVR reported that the company crossed the INR50,000 crore turnover mark in FY22. The company remains confident of outpacing FMCG market growth and recovering margins in a phased manner.
Q&A Insights: Abneesh Roy from @EdelweissFin asked about the proposed ban of CPO in Indonesia and its impact on HINDUNILVR. Ritesh Tiwari CFO said the company doesn’t expect this to be a long-term issue, given the amount of excess palm that Indonesia produces.
Q&A Insights: Abneesh Roy from @EdelweissFin queried about the relevance in India of recent developments in ad campaigns to not target children under 16. Sanjiv Mehta CEO said HINDUNILVR’s focus would be on parents and the company doesn’t see it being disadvantaged in any way.
Q&A Insights: Latika Chopra from @jpmorgan asked about the e-commerce trend for the key segments. Sanjiv Mehta CEO said that as far as e-commerce is concerned HINDUNILVR is very pleased with the progress that it is doing.
Q&A Insights: Harit Kapoor of @InvestecI asked that from on aggregate if media intensity will trend downward over the next few months. Sanjiv CEO said that it has come down by about 20%. If the company sees media intensity go up, it will unblinkingly invest more behind its brands
To read further on the detailed analysis of #HINDUNILVR concall Q&A …

alphastreet.com/india/hindusta…

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Apr 28
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