Added to YB: 2025-05-14
Pitch date: 2025-05-10
UL [neutral]
Unilever PLC
-1.46%
current return
Author Info
Saadiyat Capital has been an investment analyst for various hedge funds in the UK, USA, and Germany (currently in London). Sign up for the newsletter.
Company Info
Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.
Market Cap
GBP 121.8B
Pitch Price
GBP 49.17
Price Target
78.10 (+62%)
Dividend
3.88%
EV/EBITDA
12.08
P/E
19.45
EV/Sales
2.52
Sector
Personal Care Products
Category
turnaround
Unilever 2025 Q1 Earnings Update
UL (earnings update): Turnaround promising but not yet priced in. Growth Action Plan led by new CEO Fernando Fernandez. Q1 mixed: Beauty declined, Personal Care saw Dove +high single digits, Ice Cream +5% with volume growth. Home Care slowing, Foods declined in volume. Emerging markets challenging, especially Indonesia. Divesting non-core brands. 25% upside potential vs P&G's P/E.
Read full article (6 min)