UBS Maintains Sell Rating for Unilever with £40.00 Target Price

UBS maintains a Sell rating on Unilever (ULVR) with a £40.00 price target, despite the company's recent earnings release of £29.64 billion in revenue and £2.04 billion in net profit for Q4. Analyst Guillaume Delmas has a 2-star rating and a 44.55% success rate. The Moderate Buy analyst consensus rating has a £4,856.11 average price target, a 2.32% upside from current levels.

Hindustan Unilever (HINDUNILVR) recently reported its full-year 2025 earnings, which exceeded analyst expectations. The company's revenue for the period was ₹631.2 billion, a 2.0% increase from the previous fiscal year (FY 2024). Net income reached ₹106.5 billion, marking a 3.6% growth compared to FY 2024. The profit margin remained at 17%, in line with the previous year [1].

Key drivers for the company's performance were the Home Care segment, which contributed ₹229.6 billion, accounting for 36% of total revenue. The company's earnings per share (EPS) also surpassed analyst estimates, increasing from ₹43.74 in FY 2024 to ₹45.32 [1].

Looking ahead, Hindustan Unilever has forecasted an average revenue growth of 6.4% per annum over the next three years, compared to the industry average of 7.4% for the Personal Products sector in India. Despite these positive projections, the company's shares have seen a decline of 1.8% from a week ago [1].

Analysts have varying opinions on the stock. UBS maintains a Sell rating with a £40.00 price target, while the Moderate Buy consensus rating has an average price target of £4,856.11, representing a 2.32% upside from current levels. Analyst Guillaume Delmas has a 2-star rating and a 44.55% success rate [2].

References:
[1] https://simplywall.st/stocks/in/household/nse-hindunilvr/hindustan-unilever-shares/news/hindustan-unilever-full-year-2025-earnings-beats-expectation
[2] https://simplywall.st/stocks/in/household/nse-hindunilvr/hindustan-unilever-shares/news/hindustan-unilever-full-year-2025-earnings-beats-expectation