Unilever Food Business: Deal Ki Baat, Par HUL Bole 'India Mein Kuch Nahi Bikega!'

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AuthorVihaan Mehta|Published at:
Unilever Food Business: Deal Ki Baat, Par HUL Bole 'India Mein Kuch Nahi Bikega!'
Overview

Unilever ne confirm kiya hai ki McCormick & Company unke global food business ke liye ek offer discuss kar rahe hain. Ye deal **$33 billion** se **$37 billion** tak ki ho sakti hai. Lekin twist yeh hai ki HUL, jo Unilever ki Indian arm hai, ne clearly bola hai ki unka Indian food business bikne wala nahi hai, yeh unke liye core hai. Toh yeh confusing signals market mein chal rahe hain.

Unilever ka game plan

So, Unilever ne officially bola hai ki unhe McCormick & Company se ek unsolicited offer mila hai aur woh apne global food business ke baare mein baat kar rahe hain. Magar, iske bilkul opposite, Hindustan Unilever (HUL) ne saaf keh diya hai ki woh apna Indian food portfolio sell karne ka koi plan nahi bana rahe, kyunki yeh unke business ka ek bahut important hissa hai. Yeh parent company aur subsidiary ke beech ki alag statements market mein thodi confusion create kar rahi hain aur strategic shifts ka bhi sanket de rahi hain.

Deal kitni badi hai?

McCormick, jiska market value lagbhag $14.51 billion hai, woh Unilever ke food division ko target kar raha hai, jiski value reports ke according $33 billion se $37 billion ke beech hai. Agar ye deal hui toh yeh McCormick ki sabse badi acquisition hogi. Unilever ka food segment saal mein lagbhag €12.9 billion ki sales karta hai, jo group ki total revenue ka 26% banta hai. Halanki, yeh shayad unke jyada profitable Beauty & Wellbeing division jitna important na ho. Companies ke P/E ratios bhi dekhne layak hain: Unilever ka hai 19.62, McCormick ka 23.83, aur HUL ka kaafi high, 41.14, jo growth expectations mein farak dikhata hai.

Industry mein kya chal raha hai?

Dekho, 2024 mein food aur beverage sector mein mergers aur acquisitions kaafi tezi se ho rahe hain. Companies apne businesses ko streamline karne aur growth par focus karne ke liye non-core assets ko sell kar rahe hain. Unilever ka ye step bhi isi trend mein fit hota hai, unhone recently apna ice cream business bhi alag kiya tha. Investors bhi consumer staples mein stable cash flows ke liye interested hain, khaas kar inflation ke time mein.

McCormick ke liye mushkilein

Lekin bhai, ye deal itni aasan nahi lagti. McCormick ka market value target business se kaafi kam hai, toh paisa judane aur debt ko lekar sawaal uth sakte hain. Alag alag deshon ke antitrust regulators bhi is deal ko rok sakte hain ya kuch hisse bechne ko keh sakte hain. Aur sabse bada issue toh HUL aur Unilever ke alag statements se hi aa raha hai, jo strategy mein confusion paida kar raha hai. Itne bade business ko integrate karna McCormick ke liye ek bada challenge ho sakta hai, jo unke focus aur financial flexibility ko affect kar sakta hai.

Analysts kya bol rahe hain?

Analysts generally McCormick par positive hain, bahut log 'Buy' ya 'Hold' recommend kar rahe hain aur price targets $74 se $80 tak de rahe hain. Unilever ke liye ratings mostly 'Buy' hain aur target £5169 hai. Hindustan Unilever par analysts ki rai mili-juli hai. Kuch log 'Moderate Buy' bol rahe hain, toh kuch 'Hold'. HUL ki high valuation aur growth prospects par concerns hain, lekin India mein uska position strong hai.

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