HUL Food Business Exit Reports: HUL ne bola 'Nahi', par parent Unilever ka kya plan?

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AuthorIshaan Verma|Published at:
HUL Food Business Exit Reports: HUL ne bola 'Nahi', par parent Unilever ka kya plan?
Overview

HUL ne saaf bol diya hai ki woh apna food business bechne (exit karne) ka koi plan nahi bana rahe hain. Ye sab batein parent company Unilever Plc ke global portfolio review ke baad chal rahi thi jismein options dekhe jaa rahe hain.

HUL ka Food Business exit? Company ne kaha 'No Exit!'

Arre bhai, Hindustan Unilever Limited (HUL) ne seedha statement de kar saaf kar diya hai ki woh apne food business ko divest (bechne) ke baare mein kisi bhi tarah ki discussions mein shaamil nahi hain. Unka kehna hai ki ye segment unke liye kaafi important aur attractive hai.

Parent Unilever ka global plan kya hai?

Ye sab rumours tab shuru hui jab pata chala ki parent company Unilever Plc apna global food operations alag karne par विचार kar rahi hai. Iske liye woh spin-off ya partial divestment jaise options explore kar rahe hain. Target yeh hai ki woh beauty, personal care aur wellbeing jaise tezi se grow hone wale segments par zyada focus kar sakein. Ye bade strategic changes shayad 2027 se pehle nahi honge.

Unilever ne khud bhi accept kiya hai ki unka board food business ko 'highly attractive' maanta hai jismein strong financial profile hai. Unhone yeh bhi bataya ki unhein food business ke liye ek inbound offer mila hai aur woh McCormick & Company Inc. ke saath discussions mein hain. Lekin, unhone yeh bhi caution kiya hai ki kisi bhi deal ke confirm hone ki koi guarantee nahi hai.

Market mein aur kya chal raha hai?

Ye sab discussions consumer goods sector mein chal rahe ek bade trend ko reflect karte hain. Packaged food businesses ka growth beauty aur wellbeing markets ke comparison mein thoda slow hai. Iske alawa, Ozempic aur Wegovy jaise weight-loss drugs ka rise bhi calorie-dense food products ki demand ko kam kar sakta hai.

HUL India mein kya kar raha hai?

Global discussions ke bawajood, HUL apne Indian business ko refine kar raha hai. Woh indulgence wale products se hat kar 'Power Brands' par focus kar rahe hain jinme everyday utility ho. Kwality Wall's (India) Ltd ke demerger ke baad, HUL ne Magnum aur Cornetto jaise premium frozen desserts se exit kar liya tha. Ab unka focus nutrition (Horlicks, Boost), culinary (Knorr, Kissan, Hellmann’s, Annapurna) aur beverages (Brooke Bond, Bru) par hai.

Unilever ne pichle 10 saalon mein apne global food operations ke kuch hisson ko divest kiya hai, jaise spreads aur ice cream business. Analyst keh rahe hain ki Unilever ka yeh communication 'calibrated optionality' dikhata hai, matlab woh food division ke future ko lekar confident hain lekin divestment plans ko confirm nahi kar rahe.

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