Unilever Financial Analysis
FINANCIAL ANALYSIS OF unilever Pakistan LIMITED June 17th, 2010
Submitted To:
Mr. Muhammad Usman
Submitted By:
Uzma Jamil 014
Sidra Shirazi 025
Shanawer Baig 035
Deeba Sabahat 040
(MBA 2009-2011)
Foreword 4
ABSTRACT 5
Acknowledgements 6
Unilever’s Mission statement 7
Unilever’s Vision Statement 8
UNILEVER 'S CORE VALUES…………………………………………………………………………………………………9
History 10
Current status 11
Liquidity Ratios for 2005, 2006, 2007, 2008 & 2009 15
Activity Ratios for 2005, 2006, 2007, 2008 & 2009 17
Debt Ratios for 2005, 2006, 2007, 2008 & 2009 21
Profitability Ratios for 2005, 2006, 2007, 2008 & 2009 25
Return on Investment Ratio 28
Return on Equity Ratio 29
Ratios important from Investor’s point of view for 2005, 2006, 2007, 2008 & 2009 30
Financial Analysis from Ratios Calculated 32 LIQUIDITY RATIOS 32 ACTIVITY RATIOS 32 INVESTMENT DECISIONS: 34
INDEX ANALYSIS 36
COMMON SIZE ANALYSIS 38
SWOT Analysis 40
Conclusion 42
Recommendations 42
Glossary: 43
ANNEXURES 44
Bibliography: 55
FOREWORD
It was a knowledgeable experience to make this Financial Analysis report on largest fast moving consumer products (FMCG) company in Pakistan, i.e. Unilever Pakistan Limited (UPL). The making of the report helped to have a deep insight into the working of the company. We learned how to analyze the important financial statements and draw out valuable results out of them in order to understand the company’s overall standing. it first seemed to be an easy task but some areas needed special attention and understanding.
Here we express our deep gratitude to our respected course instructor, Mr. Muhammad Usman who was always here to guide us and provide us support to complete this challenging task.
ABSTRACT
This report covers the financial analysis of Unilever, a giant consumer good manufacturer. Using the industry’s financial data, some very important aspects have been brought forward
Submitted To:
Mr. Muhammad Usman
Submitted By:
Uzma Jamil 014
Sidra Shirazi 025
Shanawer Baig 035
Deeba Sabahat 040
(MBA 2009-2011)
Foreword 4
ABSTRACT 5
Acknowledgements 6
Unilever’s Mission statement 7
Unilever’s Vision Statement 8
UNILEVER 'S CORE VALUES…………………………………………………………………………………………………9
History 10
Current status 11
Liquidity Ratios for 2005, 2006, 2007, 2008 & 2009 15
Activity Ratios for 2005, 2006, 2007, 2008 & 2009 17
Debt Ratios for 2005, 2006, 2007, 2008 & 2009 21
Profitability Ratios for 2005, 2006, 2007, 2008 & 2009 25
Return on Investment Ratio 28
Return on Equity Ratio 29
Ratios important from Investor’s point of view for 2005, 2006, 2007, 2008 & 2009 30
Financial Analysis from Ratios Calculated 32 LIQUIDITY RATIOS 32 ACTIVITY RATIOS 32 INVESTMENT DECISIONS: 34
INDEX ANALYSIS 36
COMMON SIZE ANALYSIS 38
SWOT Analysis 40
Conclusion 42
Recommendations 42
Glossary: 43
ANNEXURES 44
Bibliography: 55
FOREWORD
It was a knowledgeable experience to make this Financial Analysis report on largest fast moving consumer products (FMCG) company in Pakistan, i.e. Unilever Pakistan Limited (UPL). The making of the report helped to have a deep insight into the working of the company. We learned how to analyze the important financial statements and draw out valuable results out of them in order to understand the company’s overall standing. it first seemed to be an easy task but some areas needed special attention and understanding.
Here we express our deep gratitude to our respected course instructor, Mr. Muhammad Usman who was always here to guide us and provide us support to complete this challenging task.
ABSTRACT
This report covers the financial analysis of Unilever, a giant consumer good manufacturer. Using the industry’s financial data, some very important aspects have been brought forward
Bibliography: 1. Gitman, Lawrence J. (2005).Principles of Managerial Finance 2. www.unilever.pk 3. Financial & Managerial Accounting by Williams Haka Bettner