Revenue distribution by sectors:

• Personal care: approx. 45%
• Food and beverages: approx. 30%
• Household products: approx. 25%

TOP 3 markets and their percentage shares:

• India: approx. 80%
• Southeast Asia: approx. 10%
• Middle East: approx. 5%

Hindustan Unilever Limited generates the majority of its revenue from the personal care sector, followed by food and beverages and household products. The Indian market is the dominant market for the company, accounting for approximately 80% of the total revenue. Southeast Asia and the Middle East are also significant markets, but contribute less to the overall revenue. This distribution reflects the strong market presence and comprehensive product portfolio of Hindustan Unilever in India.

Production Sites: India (Various Locations)

Hindustan Unilever Limited (HUL) produces its products in multiple production facilities in India. The company has an extensive presence in the country with factories in various states, including Maharashtra, Tamil Nadu, Uttar Pradesh, and West Bengal.

This strategic distribution of production sites enables HUL to optimize logistics costs and streamline supply chains efficiently. Furthermore, local production supports adaptation to regional market needs and compliance with local regulations.

Revenue Growth: 10.5% (2024)
Profit Growth: 8.2% (last quarter of 2024)

Hindustan Unilever Limited (HUL) is pursuing a multi-pronged growth strategy to strengthen its market position and ensure future growth. A key component of this strategy is continuous innovation in its product portfolio, especially in the area of sustainable and environmentally friendly products. HUL is heavily investing in research and development to develop products that align with changing consumer preferences.

Another focus is on digital transformation. HUL is leveraging digital platforms and e-commerce channels to expand its reach and enhance customer loyalty. This strategy is supported by investments in data analysis and technology to create personalized customer experiences and improve supply chain efficiency.

Additionally, the company is focusing on geographical expansion, particularly in rural areas of India, where there is still significant growth potential. By tapping into new markets and adapting products to local needs, HUL aims to further expand its market presence.

Main Imported Raw Materials: Palm oil, crude oil, chemicals

Countries of Origin:

• Palm oil: Indonesia, Malaysia
• Crude oil: Middle East (Saudi Arabia, United Arab Emirates)
• Chemicals: China, Germany

Hindustan Unilever Limited (HUL) is heavily reliant on the import of raw materials essential for the production of its consumer goods. Palm oil, used in a variety of products such as soaps and food items, is mainly imported from Indonesia and Malaysia. These countries are global leaders in palm oil production.

Crude oil and its derivatives, needed for packaging materials and other chemical processes, predominantly come from the Middle East. This region is known for its extensive oil reserves and offers competitive prices.

Additionally, HUL imports chemicals used in the production of cleaning and personal care products. These chemicals often come from China and Germany, which have advanced chemical industries.

Market share in India: Approximately 40% in the household and personal care products sector (2023)
EBITDA margin: 24.5% (2023)
Return on Equity (ROE): 80% (2023)

Hindustan Unilever Limited (HUL) has a significant competitive advantage, which is composed of several factors. With a market share of around 40% in the household and personal care products sector in India, the company dominates the market. This strong market position is supported by a wide range of products and a strong brand presence.

The EBITDA margin of 24.5% shows that the company operates efficiently and is able to generate high profits from its revenues. This is an indicator of strong operational efficiency and cost-effectiveness compared to competitors.

Another indicator of the competitive advantage is the high Return on Equity (ROE) of 80%, which indicates that the company is very profitable and achieves high returns on its equity. This is often seen as a sign of a strong market position and effective resource utilization.

In summary, it can be said that Hindustan Unilever Limited possesses a significant competitive advantage due to its dominant market position, high margins, and strong financial indicators.

Institutional Investor Share: 60% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Hindustan Unilever Limited typically stands at around 60%. This demonstrates the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year. This suggests that the management and insiders have a stable outlook on the company's future business development and do not expect drastic price changes.

Market share of Hindustan Unilever Limited (HUL): approx. 40% in the Indian FMCG sector (2025, estimated)

Main competitors and their market shares:

1. ITC Limited: approx. 15%
2. Nestlé India: approx. 10%
3. Procter & Gamble India: approx. 8%
4. Dabur India: approx. 7%
5. Britannia Industries: approx. 6%

Moat of Hindustan Unilever Limited: Hindustan Unilever Limited (HUL) has a significant moat, which is manifested by several factors. Firstly, HUL has a strong brand presence with a wide portfolio of well-known brands that lead in various product categories. Secondly, the company benefits from an extensive distribution network that enables deep market penetration.

Compared to competitors, HUL has the advantage of long-standing market presence and strong brand loyalty. While ITC Limited and Nestlé India also own strong brands, HUL's diversification across various FMCG categories is a crucial advantage. Procter & Gamble and Dabur also have strong brands, but not the same breadth in their portfolio as HUL.

In summary, Hindustan Unilever Limited possesses a significant moat due to its brand strength, distribution network, and diversification, allowing it to maintain its leading position in the market. While competitors also have strong brands, they do not have the same breadth and depth as HUL.

Revenue growth: 11% (2024) Profit growth: 9% (2024) Market share in India: 40% in the consumer goods sector (2024)

Hindustan Unilever Limited (HUL) recorded a revenue growth of 11% in 2024, attributed to strong demand for consumer goods and effective market penetration. The company was able to increase its profit by 9%, indicating efficient cost controls and successful product diversification.

With a market share of 40% in the Indian consumer goods sector, HUL is well positioned to benefit from the growing Indian middle class and urbanization. The company's strategic initiatives, such as introducing new products and expanding into rural areas, support its long-term growth potential.

Additionally, HUL is investing in sustainable practices and digital transformation, further enhancing its competitiveness. These factors suggest that Hindustan Unilever Limited's stock could be a promising investment for long-term oriented investors.

Dividend yield: 1.8% (estimated for 2025)
Dividend history: Continuous payout for several decades

Hindustan Unilever Limited (HUL) is known for its reliable dividend policy. Over the years, the company has consistently paid out dividends, indicating a solid financial foundation and stable cash flows.

The dividend yield of about 1.8% in 2025 reflects the practice of returning a portion of the profits to shareholders. HUL has historically proven to be a reliable dividend payer, giving investors confidence in the stability of the payouts.

HUL's ability to pay dividends is supported by its strong market position and wide portfolio of consumer goods, which experience consistent demand even in economically challenging times.