What happens when a global FMCG giant hits pause on its playbook and places a bold new bet on leadership? In this episode of The Morning Brief, host Ratna Bhushan speaks with Sandip Ghose, HUL veteran and currently Managing Director of MP Birla Cement, and ET’s Senior Editor Sagar Malviya to unpack the high-stakes leadership transition at Hindustan Unilever Limited, where the abrupt exit of CEO Rohit Jawa has made way for marketing veteran Priya Nair. From long-standing market pressures and legacy baggage like GSK’s Horlicks to shifting consumer trends, the conversation traces the strategic recalibrations underway at HUL.

With insights into the contrasting legacies of Jawa and his predecessor Sanjiv Mehta, the episode explores what Nair’s digital-first, premium-led approach could mean for the company’s growth story.

Will her vision reinvigorate investor confidence and steer HUL through a slowing consumer cycle? Or is this a bigger story about transformation, expectation, and the evolving DNA of leadership in Indian corporates?

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