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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
A stake in MDH is expected to benefit the consumer goods giant + Recovering dues from Anil Ambani-owned RNRL won’t be easy for Piramal Capital and Housing Finance.
Editor's note: Prince here. It goes without saying that shares of Hindustan Unilever Ltd are among the most sought after among investors. That explains why despite the consumer goods giant’s stock hovering around its 52-week low, analysts are bullish about its prospects. But news of a possible multi-billion dollar buy has stumped many. I think they are over-reacting. Separately, Piramal Capital and Housing Finance Ltd has done well with its acquisition of bankrupt DHFL so far. But the hard part of the trek starts now. Read on. MDH will be good for HUL “That’s an extreme insult!” A senior fund manager exclaimed in response to my quip that shares of Hindustan Unilever Ltd were behaving like those of ITC. The Kolkata-based consumer goods and cigarette giant has been the subject of memes after its shares struggled to come out of an inexplicable rut. I wrote about it here in September last year. Since then though, ITC shares have broken out. In the last six months, its shares have risen 6.52%. In comparison, HUL’s stock has fallen ~25%. Hours after the short WhatsApp …
The 15-year-old company has bought one brand after another in the hope of growing fast. That plan has fallen flat on its face, but there’s no stopping Wingreens.
FY26 numbers show that Airtel is stealing a march on its larger rival on most counts and is unrelenting in its ambition, casting a cloud on Jio’s valuation.
Surprisingly strong metrics alongside aggressive expansion mask a lurking balance-sheet risk. Moreover, competition is not going to be kind to the retail giant any time soon.
