HUL delivers 4% PAT growth in Q2; brokerages see recovery, set target price up to Rs 3,240 – HUL Q2 FY26 Results Overview – News Air Insight

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Citi has maintained its Buy rating on HUL and revised the target price to Rs 3,000 from Rs 2,900. The brokerage noted that HUL’s Q2 results were slightly ahead of expectations, with 2% revenue growth and an EBITDA margin of 23%, which was at the higher end of the management’s guidance. However, it highlighted that quarterly growth was adversely impacted by trade de-stocking ahead of GST rate cuts, which management estimates had a 200 basis point impact. Citi expects normal trading conditions to resume by early November. It also mentioned that strong execution of strategic initiatives could support medium-term growth, projecting 8%/9% revenue and EPS CAGR over FY25–28. While some segments, such as home care and skin care, showed strong volume performance, others, like hair care and oral car,e were impacted by the GST transition. Citi made minor (<1%) adjustments to its FY26–28 earnings estimates.



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