₹1,131 Cr Portfolio Restructure: FMCG Stock Buys 49% Stake in OZiva, Exits Wellbeing Nutrition

Synopsis: An FMCG major reshuffled its wellness portfolio by selling a 19.8% stake for ₹307 crore while acquiring the remaining 49% stake in a nutrition brand for ₹824 crore, taking the total deal value to ₹1,131 crore. The stock traded around ₹2,239, reflecting a strategic focus on health and nutrition.

The shares of the Indian fast-moving consumer goods company are in the spotlight after the company completed the sale of its entire 19.8% stake in Nutritionalab (Wellbeing Nutrition) for approximately  Rs 307 crore.

With a market capitalization of Rs 5,26,096.98 crore, the shares of Hindustan Unilever Ltd were trading at Rs 2,239.10 per share, decreasing around 1.04 percent as compared to the previous closing price of Rs 2,262.65 apiece.

Diversification

Hindustan Unilever Ltd sold its entire 19.8% stake in Nutritionalab (Wellbeing Nutrition) for  Rs 307 crore, marking a complete exit from the investment. This move indicates a strategic reshuffle within its wellness portfolio, suggesting a shift in focus toward brands where it can scale operations and build stronger long-term growth in the health and nutrition segment.

Meanwhile, Hindustan Unilever Limited approved an Rs 824 crore acquisition to purchase the remaining 49% stake in Zywie Ventures, making OZiva a wholly owned subsidiary. Consequently, the company appears to be concentrating resources on expanding OZiva within the fast-growing wellness and nutrition market.

Financials

The company reported steady growth in Q3FY26, with revenue rising 6% from  Rs 15,556 crore to  Rs 16,441 crore. Meanwhile, profitability improved sharply as net profit jumped 120% from  Rs 2,989 crore to  Rs 6,603 crore, reflecting stronger margins and improved operational efficiency during the quarter. 

Between Dec 2024 and Dec 2025, the company maintained stable operating performance. Operating profit stood at  Rs 3,689 crore in Dec 2024, moving to  Rs 3,618 crore in Mar 2025,  Rs 3,717 crore in Jun 2025,  Rs 3,782 crore in Sep 2025, and  Rs 3,781 crore in Dec 2025. Meanwhile, OPM remained steady around 23–24%, indicating consistent operational efficiency throughout the year.

For the quarter ended 31st December 2025, the company reported steady segment performance. Home Care led with  Rs 5,887 crore, followed by Beauty & Wellbeing at  Rs 3,930 crore and Personal Care at  Rs 2,370 crore. Meanwhile, Foods contributed  Rs 3,689 crore, while Others (including exports) stood at  Rs 565 crore, reflecting diversified revenue contribution across segments.

Hindustan Unilever Limited is one of India’s largest fast-moving consumer goods companies, offering a wide range of products across home care, personal care, foods, and beverages. A subsidiary of Unilever plc, it owns popular brands and has a strong distribution network reaching millions of households across India.

Written by Abhishek Singh

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