Brokerages say Nair’s proven execution track record and premiumisation push could revive sentiment in underperforming HUL stock

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Analysts Say Priya Nair to Bring Strategic Clarity, Leverage Premiumisation Strategy Market Reaction: HUL Stock Gains on Sentiment Shift; FMCG Sector in Focus What’s Ahead: Volume Growth Outlook, Street Eyes FY26 Strategy Rollout

Mumbai, July 11 — Hindustan Unilever Ltd (HUL) rallied nearly 5% intraday after India’s top FMCG company announced the appointment of Priya Nair as its next CEO and MD, effective August 1, 2025. Nair will replace Rohit Jawa, who is stepping down after a brief tenure. The move marks a historic first, with Nair becoming the first woman CEO in HUL’s 92-year journey.

The leadership reshuffle has triggered renewed optimism among investors and analysts, with several top brokerages expressing confidence in Nair’s ability to drive innovation, revive growth, and combat intensifying competitive pressures in the Indian consumer goods market. The stock gained as much as Rs 121 in morning trade to quote at Rs 2,521.90, outperforming the broader Nifty FMCG index.

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Analysts Say Priya Nair to Bring Strategic Clarity, Leverage Premiumisation Strategy

Nomura, Citi Research, and Macquarie were among the top brokerages that highlighted Priya Nair’s past performance, particularly her leadership in Home Care (2014–2020) and Beauty & Wellbeing segments. During her previous stint, HUL’s Home Care EBIT margins jumped 570 basis points from 13.1% to 18.8%, helping lift the overall margin profile of the company significantly.

Nomura: Nair’s leadership could help HUL focus on digital transformation and premium product lines, as she successfully raised the premium share of HUL’s portfolio to 26% by 2022, up from 20% in 2020.
Citi Research: Cited historical trends where management changes at other consumer majors like Colgate India and Godrej Consumer led to stock rallies and business revivals.
Macquarie: Acknowledged surprise over Rohit Jawa’s short tenure, but backed Priya Nair’s deep India experience to restore volume-led growth and margin resilience.

Market Reaction: HUL Stock Gains on Sentiment Shift; FMCG Sector in Focus

The appointment has come at a time when HUL’s performance has lagged peers, with just 2–3% growth in volume, revenue, and earnings in recent quarters due to macro headwinds, rural demand softness, and rising D2C brand competition. Analysts view this transition as an opportunity to reset HUL’s strategy and accelerate execution in high-growth categories like skincare, premium beauty, and digital-first products.

Nifty FMCG index rose 0.7%, with HUL leading the gains
Investor sentiment turned bullish on future leadership-driven turnaround stories
Institutional investors seen reassessing HUL’s medium-term growth trajectory in light of leadership change

Chairman Nitin Paranjpe noted the board’s confidence in Priya Nair’s ability to steer HUL through a transformational growth phase, hinting at renewed product strategies and category innovations under her leadership.

What’s Ahead: Volume Growth Outlook, Street Eyes FY26 Strategy Rollout

With major brokerages like Goldman Sachs, Investec, and Morgan Stanley projecting gradual volume recovery by FY26, the Street will now closely watch for:

Nair’s strategic priorities post-August 1
Focus on premiumisation vs mass-market balance
Rural market penetration amid economic volatility
Parent Unilever’s influence on HUL’s India roadmap, following recent CEO transitions globally

While some experts noted concerns over Rohit Jawa’s early exit, the consensus suggests that Nair’s internal experience and proven track record make her well-suited for HUL’s next growth chapter.