{"id":128671,"date":"2022-04-28T10:38:09","date_gmt":"2022-04-28T14:38:09","guid":{"rendered":"https:\/\/44.250.171.167\/?p=128671"},"modified":"2022-10-05T06:32:14","modified_gmt":"2022-10-05T10:32:14","slug":"hindustan-unilever-ltd-q4-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/hindustan-unilever-ltd-q4-fy22-earnings-conference-call-insights\/","title":{"rendered":"Hindustan Unilever Ltd Q4 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Hindustan Unilever Ltd Q4 FY22 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/SwNF7m1fYG4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from Hindustan Unilever Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/HINDUNILVR\/\">HINDUNILVR<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Management Update:<\/strong><\/p>\n<ul>\n<li>HINDUNILVR reported that the company crossed the INR50,000 crore turnover mark in FY22.<\/li>\n<\/ul>\n<ul>\n<li>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.<\/li>\n<\/ul>\n<ul>\n<li>The company remains confident of outpacing FMCG market growth and recovering margins in a phased manner.<\/li>\n<\/ul>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Abneesh Roy from Edelweiss asked about the proposed ban of CPO in Indonesia and its impact on HINDUNILVR. Ritesh Tiwari CFO said the company doesn\u2019t expect this to be a long-term issue, given the amount of excess palm that Indonesia produces. Also supplies from other palm-producing nations and company\u2019s own formulations will continue.<\/li>\n<\/ul>\n<ul>\n<li>Abneesh Roy from Edelweiss also enquired about the relevance in India of recent developments in ad campaigns, which is not to target children under 16. Sanjiv Mehta CEO said that it is all about responsible marketing. HINDUNILVR focus would be on mothers and fathers, the parents and the company doesn\u2019t see in any way getting disadvantaged.<\/li>\n<\/ul>\n<ul>\n<li>Latika Chopra from JPMorgan asked about the e-commerce trend for the key segments. Sanjiv Mehta CEO said the company is growing market share from a Nielsen perspective in urban and rural and value and volume. As far as e-commerce is concerned HINDUNILVR said it is very pleased with the progress that it is doing.<\/li>\n<\/ul>\n<ul>\n<li>Kunal Vora from BNP Paribas asked about the digital demand capture, from 20% now, where does the company see itself getting to in next 2, 3 years. Sanjiv Mehta CEO said that it\u2019s it is not just about demand capture. HINDUNILVR want to be the most intelligent consumer goods enterprise. HINDUNILVR wants to ensure that across the value chain, it is able to use technology and on every area the principle of attribution to growth is brought in.<\/li>\n<\/ul>\n<ul>\n<li>Harit Kapoor from Investec enquired about margin strategy. Sanjiv Mehta CEO answered that the company\u2019s strategy has two components; to protect the business model and to grow the consumer franchise. In short term there will be stretch in margins as there will be price vs. cost gap.<\/li>\n<\/ul>\n<ul>\n<li>Harit Kapoor from Investec asked that from an aggregate perspective if media intensity to trend downwards over the next few months. Sanjiv Mehta CEO answered that it has come down by about 20%. If the company sees media intensity goes up, it will unblinkingly invest more behind its brands.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Hindustan Unilever Ltd (HINDUNILVR) Q4 FY22 Earnings Concall Management Update: HINDUNILVR reported that the company crossed the INR50,000 crore turnover mark in FY22. 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. The company remains [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,6351,392],"tags":[952],"class_list":["post-128671","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-consumer-stocks","category-earnings","tag-consumer-goods"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":131325,"url":"https:\/\/alphastreet.com\/india\/hindustan-unilever-ltd-q1-fy23-earnings-conference-call-insights\/","url_meta":{"origin":128671,"position":0},"title":"Hindustan Unilever Ltd Q1 FY23 Earnings Conference Call Insights","author":"Praveen","date":"July 20, 2022","format":false,"excerpt":"https:\/\/youtu.be\/tkNJhtsitL8 Key highlights from Hindustan Unilever Ltd (HINDUNILVR) Q1 FY23 Earnings Concall Management Update: HINDUNILVR said that COGS will be higher in September quarter as price versus cost gap widens. However added that the company will continue to extensively drive productivity improvement in its business and take calibrated pricing action.\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":128664,"url":"https:\/\/alphastreet.com\/india\/infographic-all-you-need-to-know-about-hindustan-unilevers-q4-2022-performance\/","url_meta":{"origin":128671,"position":1},"title":"Infographic: All you need to know about Hindustan Unilever\u2019s Q4 2022 performance","author":"Nishad","date":"April 28, 2022","format":false,"excerpt":"FMCG giant Hindustan Unilever Limited(NSE: HINDUNILVR)\u00a0reported its fourth-quarter 2022 earnings. The company posted consolidated revenue of \u20b913,846 crores with a growth of 10% year on year. Hindustan Unilever had a net profit of \u20b92,307 crores or \u20b99.81 per share compared to \u20b92,190 or \u20b99.31 per share in the same quarter\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Hindustan-Unilever-LimitedQ422.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Hindustan-Unilever-LimitedQ422.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Hindustan-Unilever-LimitedQ422.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Hindustan-Unilever-LimitedQ422.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/04\/Hindustan-Unilever-LimitedQ422.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":126029,"url":"https:\/\/alphastreet.com\/india\/infographic-hindustan-unilevers-performance-in-q2-2022\/","url_meta":{"origin":128671,"position":2},"title":"Infographic: Hindustan Unilever&#8217;s performance in Q2 2022","author":"Nishad","date":"December 1, 2021","format":false,"excerpt":"FMCG giant Hindustan Unilever Limited(NSE: HINDUNILVR) reported its second-quarter 2022 earnings. The company posted consolidated revenue of \u20b913,099 crores with a growth of 11% year on year. Hindustan Unilever had a net profit of \u20b92,185 crores or \u20b99.27 per share compared to \u20b91,974 or \u20b98.40 per share in the same\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/12\/Hindustan-UnileverQ222-.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/12\/Hindustan-UnileverQ222-.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/12\/Hindustan-UnileverQ222-.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/12\/Hindustan-UnileverQ222-.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/12\/Hindustan-UnileverQ222-.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":126488,"url":"https:\/\/alphastreet.com\/india\/infographic-all-you-need-to-know-about-hindustan-unilevers-q3-2022-performance\/","url_meta":{"origin":128671,"position":3},"title":"Infographic: All you need to know about Hindustan Unilever\u2019s Q3 2022 performance","author":"Nishad","date":"January 20, 2022","format":false,"excerpt":"FMCG giant Hindustan Unilever Limited(NSE: HINDUNILVR)\u00a0reported its third-quarter 2022 earnings. The company posted consolidated revenue of \u20b913,099 crores with a growth of 11% year on year. Hindustan Unilever had a net profit of \u20b92,185 crores or \u20b99.27 per share compared to \u20b91,974 or \u20b98.40 per share in the same quarter\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/01\/Hindustan-Unilever-LimitedQ322.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/01\/Hindustan-Unilever-LimitedQ322.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/01\/Hindustan-Unilever-LimitedQ322.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/01\/Hindustan-Unilever-LimitedQ322.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/01\/Hindustan-Unilever-LimitedQ322.jpg?resize=1050%2C600&ssl=1 3x"},"classes":[]},{"id":139169,"url":"https:\/\/alphastreet.com\/india\/hindustan-unilever-limited-q3-fy23-companys-sales-improved-by-16\/","url_meta":{"origin":128671,"position":4},"title":"Hindustan Unilever Limited Q3 FY23; Company&#8217;s Sales Improved By 16%","author":"Hardik Bhandare","date":"January 25, 2023","format":false,"excerpt":"Hindustan Unilever Limited (NSE: HINDUNILVR) reported a Revenue from Operations of \u20b915,597 Crores, a significant boost of 16% growth from the previous year. The Consolidated Net Profit for the business increased by 7.8% year over year, to \u20b92,481 Crore from \u20b92,300 Crore. Earnings per Share is \u20b910.53 for this quarter.","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/01\/12534fb0-ac33-4bd5-8386-19369dbdb7e6-scaled.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/01\/12534fb0-ac33-4bd5-8386-19369dbdb7e6-scaled.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/01\/12534fb0-ac33-4bd5-8386-19369dbdb7e6-scaled.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/01\/12534fb0-ac33-4bd5-8386-19369dbdb7e6-scaled.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/01\/12534fb0-ac33-4bd5-8386-19369dbdb7e6-scaled.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/01\/12534fb0-ac33-4bd5-8386-19369dbdb7e6-scaled.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":135032,"url":"https:\/\/alphastreet.com\/india\/hindustan-unilever-limited-q2fy23-home-care-product-segment-drives-revenue\/","url_meta":{"origin":128671,"position":5},"title":"Hindustan Unilever Limited Q2FY23; Home Care Product Segment Drives Revenue","author":"Hardik Bhandare","date":"October 21, 2022","format":false,"excerpt":"Hindustan Unilever Limited (NSE: HINDUNILVR) posted its Revenue growth of 16% up to \u20b914,896 Crores from \u20b912,831 Crores year on year. The Revenue was driven by Home Care products segment which jumped by 34% to \u20b95,142 Crores in this quarter. The Consolidated Net Profit also improved to \u20b92670 crores, a\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/10\/415d4e43-da9d-4183-8cd0-08de89f424a6-scaled.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/10\/415d4e43-da9d-4183-8cd0-08de89f424a6-scaled.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/10\/415d4e43-da9d-4183-8cd0-08de89f424a6-scaled.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/10\/415d4e43-da9d-4183-8cd0-08de89f424a6-scaled.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/10\/415d4e43-da9d-4183-8cd0-08de89f424a6-scaled.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2022\/10\/415d4e43-da9d-4183-8cd0-08de89f424a6-scaled.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/128671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=128671"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/128671\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=128671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=128671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=128671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}