Discover and read the best of Twitter Threads about #Colgate
Most recents (5)
How mere investment of Rs. 4000 gave birth to an Indian MNC?🤔
A detailed 🧵on "#GalaxySurfactant ltd"
Hit🔁to reach maximum #investors
A detailed 🧵on "#GalaxySurfactant ltd"
Hit🔁to reach maximum #investors
It all started on 𝗩𝗮𝗹𝗲𝗻𝘁𝗶𝗻𝗲’𝘀 𝗱𝗮𝘆 when one of the promoters G. Ramakrishnan reaped his love for business & wrote a #letter to his four friends.📝
The letter was so compelling that all of them left their well-paying jobs. Their family & friends were shocked.
The letter was so compelling that all of them left their well-paying jobs. Their family & friends were shocked.
They didn't have the #business plan ready. Being from a middle-class family with no job security, they were barely meeting their ends. Pressure from the families started to build.😰
After various चाय पर चर्चा, they decided to enter the manufacturing sector.
After various चाय पर चर्चा, they decided to enter the manufacturing sector.
STRONG #MONOPOLIES
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#Coalindia >80% market share in coal production in India.
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#NRBBearings >70% market share in needle roller bearings.
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
Colgate-Palmolive India Ltd
Annual Report FY21 Summary
Going by many investment gurus, Colgate falls under the 'Keep it Simple' category. No buzzwords nor anything enticing.
Stock has given 14.25% CAGR returns since it got listed in 1994..27 years!
A Thread
Annual Report FY21 Summary
Going by many investment gurus, Colgate falls under the 'Keep it Simple' category. No buzzwords nor anything enticing.
Stock has given 14.25% CAGR returns since it got listed in 1994..27 years!
A Thread
1/n
Ram Raghavan's(Managing Director) message to shareholders where he gives glimpse on innovations in Oralcare and new product launches.
Ram Raghavan's(Managing Director) message to shareholders where he gives glimpse on innovations in Oralcare and new product launches.
2/n
Innovations & launches
(1) Colgate Vedshakti: Mouth protect spray & oil pulling
(2) Diabetics Toothpaste
(3) Visible White Instant Toothpaste
(4) Zig-Zag Anti Bacterial & Turmeric Toothbrush
(5) Super Flexi salt toothbrush
(6) Gentle range of toothbrushes
Innovations & launches
(1) Colgate Vedshakti: Mouth protect spray & oil pulling
(2) Diabetics Toothpaste
(3) Visible White Instant Toothpaste
(4) Zig-Zag Anti Bacterial & Turmeric Toothbrush
(5) Super Flexi salt toothbrush
(6) Gentle range of toothbrushes
STRONG MONOPOLIES :
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
1/ High market share co having high valuation means you are betting more on (a) more usage per person (b) higher prices per unit (c) completely new biz to deliver for ensuing profit or cash flow growth to justify current multiple. #Colgate
2/ Beyond a point getting incremental share becomes very tough. The market leader then has to develop the category to grow the market to increase usage. “Daag ache hain” campaign is probably the best example aka more usage
3/ The other alternative is to keep developing value added products so you can charge more for them aka higher prices
