📊 HUL Financial Analysis (FY20–FY25)

🚀 Project Type: Financial Analysis | Excel Modeling | Power BI Dashboard

🧠 Domain: Business Analytics | Financial Analytics | FMCG Sector

💼 Tools Used: Microsoft Excel, Power BI, DAX, Data Visualization

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📌 Project Objective

To analyze and visualize the financial performance of Hindustan Unilever Ltd. (HUL) from (FY20–FY25). The project was executed in two parts:

• Excel-based financial modeling for in-depth metric calculation and trend identification
• Power BI dashboard for creating interactive, stakeholder-ready visual insights

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🟦 Excel-Based Financial Analysis

In Excel, I focused on extracting actionable insights from raw financial data.

✅ Metrics Analyzed:

• Revenue, EBITDA, Net Income
• YoY Growth %, CAGR (5-year)
• EBITDA Margin & Net Profit Margin
• Operating Cash Flow & Working Capital
• ROE (%), Debt-to-Equity, Current Ratio

📈 Key Findings:

• Revenue CAGR: 8.14%, Net Income CAGR: 7.9%
• Stable EBITDA Margin (~25%) and Net Income Margin (~16.5%)
• ROE improved to 21.47% in FY25
• Working Capital peaked in FY24 but declined in FY25
• Current Ratio remained above 1.3, showing strong liquidity
• Debt-to-Equity stayed low (<0.65), indicating a conservative capital structure

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🟩 Power BI Dashboard

The insights were translated into a clean, interactive Power BI dashboard for visual storytelling.

📊 Dashboard Components:

• Line & Column Charts: Revenue, EBITDA, Net Income, Equity
• KPI Cards: ROE (%), EBITDA Margin, Revenue CAGR
• Working Capital & Operating Cash Flow trends
• Slicers for filtering by year

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🎯 Final Takeaways

Skill	Description
📈 Excel Analysis	Trend calculations, ratio analysis, margin breakdown
📊 Power BI	Dynamic visuals, KPI tracking, DAX
📌 Business Insights	Interpreted data to evaluate financial health & growth potential
💡 Data Storytelling	Connected raw data with real-world decisions