@Investor_No_1…for as long as it can compound its earnings at 13-17 percent kind of rates and maintains the hefty dividend payouts that HUL is known for.
If this happens for next 5,10 15 yrs…I dont see a reason to sell.
The real risk is…what if it doesn’t happen. Or if the earnings growth is lower than this.
That may lead to a de-rating in the stock, a PE compression etc. However , my informed guess ( or judgement ) is …its unlikely for the foreseeable future ( atleast next 2,3 4 yrs ).
But I cant be too sure…obviously.
Investing is a game of taking on informed bets. Just to be on safer side, I take them in typically high ROE , asset light, min govt interference businesses.
Regards,
Ranvir Dehal