HINDUNILVR

HUL reported moderate 6% YoY revenue growth in Q1 FY26, impacted by sluggish rural demand. Premium products in skincare and home care outperformed mass categories. Operating margins remained stable at 24%. Rising competition from regional brands is a concern. At ~55x FY26 EPS, valuations remain expensive, but HUL’s brand strength, scale, and distribution make it a core portfolio stock. Investors with long-term focus can hold, while new investors may prefer accumulating during market corrections