HUL to Demerge Ice Cream Business by 2025: What It Means for Investors!

Hindustan Unilever Limited (HUL), India’s largest Fast Moving Consumer Goods ( FMCG ) company, has announced a significant strategic move to demerge its Ice Cream business into a new, independent listed entity. The company’s Board approved the decision in principle during a meeting held on 25th November 2024. Here we discuss the detailed breakdown of the announcement.

Reasons Behind Hindustan Unilever Limited Board of Directors Demerge its Ice Cream Business

The decision for Demerger: The Board of Directors of HUL has agreed in principle to spin off its Ice Cream business into a separate business. This decision follows a detailed review by an Independent Committee of Directors, formed earlier this year to evaluate the prospects and strategies for the Ice Cream segment.

Benefit of Shareholders:

  • Shareholders of HUL will receive shares in the new Ice Cream entity in proportion to their existing shareholding in HUL.
  • This move aims to unlock value for HUL shareholders, Allowing them to stay invested in the Ice Cream business’s growth.

Strategic Benefits of Demerger:

  1. Ice Cream is a high-growth segment with iconic brands such as Kwality Wall’s, Cornetto and Magnum ice cream.
  2. By operating as an independent company, it can better adapt to market dynamics and realize its full potential.
  3. The new business will have a focused management team with the flexibility to implement strategies tailored to the Indian Ice Cream market.
  4. The demerger will enable a smoother transition for both the business and its employees.
HUL hindustan unilever limited ice cream business demerger

Financial Strength of Ice Cream Business:

  • HUL Ice Cream division operates in an attractive category with mid to high single-digit profitability.
  • As a separately listed company, it will benefit from continued access to Unilever’s global brand and innovation expertise in the Ice Cream sector.

Read More: Route Mobile Secures 99.9% Stake in Indonesian Subsidiary—What’s Next?

Next Step of This Demerger Process

  1. Formation of Wholly Owned Subsidiary (WOS) To facilitate the demerger, HUL will incorporate a wholly owned subsidiary. Necessary disclosures regarding this subsidiary will be made in compliance with SEBI Listing Regulations.
  2. Scheme of Arrangement
    • The demerger plan will be presented to the Board for approval in early 2025.
    • It is subject to regulatory approvals, shareholder approval and compliance with applicable laws.
  3. Regulatory Compliance: HUL will make all necessary announcements and disclosures as per SEBI guidelines and other applicable regulations. For more details about this demerger please read the company’s official document read document.

Background of this Decision

  • Unilever’s Global Strategy: The decision aligns with Unilever’s global strategy to separate its Ice Cream business for better focus and growth.
  • Board’s Approval: Based on the committee’s recommendations, HUL announced the separation of its Ice Cream business in October 2024, culminating in this formal in-principle approval for demerger.
  • Independent Committee: In September 2024, HUL set up an Independent Committee of Directors to evaluate the best path forward for the Ice Cream segment.

Details About Hindustan Unilever Limited (HUL)

HUL is India’s largest FMCG company, with a wide portfolio of products that touch the lives of 9 out of 10 households across the country. Hindustan Unilever Limited is India’s largest Fast-Moving Consumer Goods (FMCG) company, serving millions of households with its diverse range of products. Known for famous brands like Lux, Surf Excel, and Kwality Walls, HUL continues to set benchmarks in the FMCG sector.

Conclusion

This time around the demerger of the Ice Cream business under HUL signals a landmark milestone in pursuit of the company’s journey toward maximizing value for its shareholders, all the while keeping a firm focus on its core strengths. The new independent entity will assume a leadership position through the power of its brand portfolio and managerial competence.

This further cements the company’s focus on innovation and growth, providing a benchmark for value creation and strategic restructuring in the FMCG space. More updates will follow as HUL continues on this transformational journey.

FAQ

What has Hindustan Unilever (HUL) announced about its Ice Cream business?

HUL has announced the in-principle decision to demerge its Ice Cream business, which includes popular brands like Kwality Wall’s, Cornetto, and Magnum, into an independent business.

Why is HUL demerging its Ice Cream business?

The demerger aims to unlock the full growth potential of the Ice Cream business by allowing it to operate as a focused and independent entity. This move is expected to maximize value for shareholders and provide the flexibility to implement tailored strategies.

What will shareholders gain from this demerger?

Shareholders of HUL will receive shares in the new Ice Cream company proportional to their current HUL shareholding. This ensures that they remain part of the new business’s growth journey.

When will the demerger take place?

The final approval for the demerger is expected early next year after further evaluation and necessary shareholder and regulatory approvals.

How will this demerger affect HUL’s business?

The demerger will allow HUL to focus more on its core business segments while the Ice Cream division operates independently. This specialization is expected to lead to better growth and operational efficiency for both business.

What are the key brands under HUL’s Ice Cream business?

The Ice Cream business includes iconic brands such as Kwality Wall’s, Cornetto, and Magnum, which are well-known in the Indian market for their quality and innovation.

Will the Ice Cream business still be part of Unilever globally?

Yes, the business will continue to benefit from Unilever’s global expertise, brand portfolio, and innovation capabilities, ensuring it remains competitive in the market.

How profitable is HUL’s Ice Cream business?

HUL’s Ice Cream business operates in a high-growth category and has mid to high single-digit profitability, making it a lucrative segment for long-term growth.

Leave a Comment