Added to YB: 2025-08-12
Pitch date: 2025-08-10
UL [neutral]
Unilever PLC
+2.07%
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 118.7B
Pitch Price
GBP 47.37
Price Target
N/A
Dividend
3.56%
EV/EBITDA
11.83
P/E
21.33
EV/Sales
2.47
Sector
Personal Care Products
Category
growth
Unilever H1-2025 Report
UL (earnings update): H1 2025 showed 3.4% USG (1.5% vol, 1.9% price), beating expectations. Beauty & Wellbeing +3.7%, Personal Care +4.8%, Home Care +1.3%, Foods +2.2%, Ice Cream +5.9%. Operating margin 19.3% (-30bps) as brand investments increased. On track for 3-5% FY growth, H2 margin ≥18.5%. Ice Cream demerger by Nov 2025. Trading at 18-19x PE vs peers 20-25x. Growth Action Plan delivering results.
Read full article (19 min)