Added to YB: 2025-04-10
Pitch date: 2025-03-28
UNVR.JK [bullish]
PT Unilever Indonesia Tbk
+53.48%
current return
Author Info
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Company Info
PT Unilever Indonesia Tbk manufactures, markets, and distributes consumer goods in Indonesia. The company operates in two segments: Home and Personal Care; and Foods and Refreshment.
Market Cap
IDR 48.3T
Pitch Price
IDR 1.1K
Price Target
6.3K (+258%)
Dividend
9.33%
Sector
Household Products
Category
turnaround
Unilever Indonesia – a possible 5x with limited downside
UNVR.JK: Market leader in Indonesia FMCG, down 94% since 2018. Challenges: boycott over Palestine issue, underinvestment in marketing. New mgmt, increased A&P spend. 13x 2025 P/E, 6.5% div yield. Potential 5x return by 2030 if turnaround succeeds. Risks: value trap, currency. Tailwinds: growing population, rising incomes.
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