Kulneet singh
@kulneet.singh.9016
Mumbai
8+ Years of experience
SEBI Registration INH000014845CFA CANDIDATE/ Options & Swing Expert/ Mentor
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shared an insight ⚡️ 7th Sep
HUL Steps Up Investment to Revive Volume Growth
HINDUNILVR
is changing gears after a relatively muted two-year period, and what stands out to me is that management is not looking at cost cutting alone. The strategy is to generate savings and then put that money back behind brands, distribution, products and newer categories.
The company plans to increase capex to around 3% of turnover from 2% earlier, with more than 75% of future spending directed towards growth and savings initiatives. HUL is also targeting around 500 basis points of “fuel for growth” through better margins, operating efficiencies and savings, which it intends to reinvest in the business. Its medium-term EBITDA margin target has been set at 22–24%, compared with 23.6% in FY26.
For me, the more interesting part is where HUL expects future growth to come from. Management expects increasing consumption and premiumisation to contribute about 40% each to incremental turnover, while entry into new spaces could contribute another 20%. Beauty, wellbeing, functional nutrition, premium products and convenience categories are among the areas being targeted.
This tells me HUL is trying to balance two things: protect profitability while spending more aggressively to restart volume-led growth. The key thing I would track from here is whether higher investments actually translate into stronger volumes and market-share gains rather than only supporting margins.
Learning Outcome: Cost savings become more valuable when a company reinvests them productively. Investors should track whether higher capex and brand spending eventually produce volume growth, market-share gains and sustainable profitability. shared an insight ⚡️ 4th Sep
NSE IPO Moves Closer as Key Legal Hurdle Clears
BSE
A major uncertainty around NSE’s long-awaited IPO has now reduced after the Supreme Court accepted the settlement between NSE and SEBI in the co-location and dark fibre matters. For me, this is important because these legacy regulatory issues had remained one of the key hurdles to NSE’s listing plans for years.
The settlement amount is around ₹1,491 crore. The cases relate to allegations that certain market participants received preferential access through NSE’s co-location infrastructure and dark fibre connectivity. The settlement resolves the proceedings involving NSE, although separate proceedings involving former officials and others will continue.
What stands out to me now is the size of the proposed IPO. NSE has filed draft papers for an offer for sale of about 14.89 crore shares by existing shareholders, with the issue estimated at around ₹30,000–31,000 crore. Since it is an OFS, the money raised would go to selling shareholders rather than NSE itself.
The bigger learning here is how regulatory overhangs can affect even a fundamentally strong market infrastructure business. Clearing an old legal issue does not automatically guarantee an IPO or its valuation, but it removes an important uncertainty that investors had been tracking.
Learning Outcome: Before analysing an IPO, it is important to understand whether the issue is fresh capital or an OFS. Regulatory and legal issues should also be studied separately because resolving them can materially change the uncertainty surrounding a company. shared an insight ⚡️ 3rd Sep
Nestlé Plans $1 Billion Vitamins Business Sale
NESTLEIND
lé is looking to sell its mainstream vitamins and supplements business to US private equity firm Yellow Wood Partners for around $1 billion. For me, this is more interesting from the perspective of how a large consumer company keeps reviewing its portfolio rather than simply continuing with every business it owns.
The proposed deal includes brands such as Nature’s Bounty, Osteo Bi-Flex and Puritan’s Pride, along with the US private-label supplements business and its manufacturing and logistics operations.
What stands out to me is the strategic thinking behind such transactions. A company like Nestlé operates across multiple categories and geographies, and not every business will necessarily fit equally well with its long-term priorities. Selling a business can allow management to simplify operations and concentrate capital and resources on areas where it sees better growth or stronger competitive advantages.
At the same time, I would not judge the transaction only from the $1 billion consideration. The more important things to understand are the profitability of the business being sold, how the proceeds are eventually deployed and whether the divestment improves Nestlé’s overall growth and return profile.
For investors, portfolio restructuring can sometimes be as important as expansion. Growth is not always about acquiring more businesses; occasionally, exiting the right business can also improve focus.
Learning Outcome: Divestments should not automatically be viewed as negative. Investors should understand why a company is selling an asset, the valuation received and how management plans to redeploy the capital.FAQ's
What are the top stock recommendations by Kulneet singh?
Kulneet singh regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Vodafone Idea Ltd (Bullish), Torrent Pharmaceuticals Ltd (Bullish), Bharat Heavy Electricals Ltd (Bullish), HINDUNILVR and BSE. Explore Kulneet singh's complete list of posts and trade views on their StockGro profile.
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Kulneet singh follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
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Kulneet singh has been a SEBI-registered Research Analyst and have 8+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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Kulneet singh is a SEBI-registered Research Analyst with the SEBI Registration INH000014845. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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