PL Capital upgrades HUL to Buy, sees value in consumer stocks
Executive Brief • Key Highlights
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- ✓PL Capital upgraded Hindustan Unilever to a buy rating, seeing value in consumer stocks.
- ✓Amisha Vora said, "The EBITDA margin improvement shows that the economies of scale have started coming in." The firm also identified growth in Coal India and Trent, noting that many sectors showed strong performance during Q2FY27.
Story at a Glance
- Category
- MARKET
- Reported By
- cnbctv18
- Reading Speed
- 2 Minute(s)
- Market Focus
- India Economy
PL Capital's Amisha Vora upgrades Hindustan Unilever to Buy and highlights opportunities in consumer stocks, while identifying growth prospects in Coal India and Trent.
PL Capital has upgraded Hindustan Unilever (HUL) to a "buy" rating, identifying consumer stocks as a key portfolio shift despite ongoing inflation concerns. Amisha Vora, Chairman and Managing Director at the firm, highlighted that the sector offers an attractive combination of valuation and growth at current levels, with Tata Consumer Products also meriting a strong position.
Assessing the broader July-September quarter of 2026 (Q2FY27) earnings season, Vora observed that topline performance across the automobile, consumption, chemical, pharmaceutical and capital expenditure sectors has largely exceeded expectations. Raw material costs have constrained margins in certain pockets, signalling future inflation worries. Amid recent market corrections, power and shipbuilding equities remain safe and growing spaces for investors.
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