Discover and read the best of Twitter Threads about #fmcgislife
Most recents (10)
FMCG Index at record high
Here are 8 recent conversations that you should watch to understand the opportunity in India
They're with Nestle, Britannia, Asian Paints, Titan, Tata Consumer, Marico, Dominos and Pidilite
They're all *heart*
#Thread #FMCGisLife @CNBCTV18Live
1/n
Here are 8 recent conversations that you should watch to understand the opportunity in India
They're with Nestle, Britannia, Asian Paints, Titan, Tata Consumer, Marico, Dominos and Pidilite
They're all *heart*
#Thread #FMCGisLife @CNBCTV18Live
1/n
NESTLE
Suresh Narayanan spoke about growth coming through infrastructure changes
Easier distribution has improved aspirations of vast areas of our population
@Nestle
2/n
Suresh Narayanan spoke about growth coming through infrastructure changes
Easier distribution has improved aspirations of vast areas of our population
@Nestle
2/n
ASIAN PAINTS
Amit Syngle spoke about the nature of demand in paint industry and how everyone is eyeing this space now.
A lovely lesson on industry leadership and growth from them
@asianpaints
3/n
Amit Syngle spoke about the nature of demand in paint industry and how everyone is eyeing this space now.
A lovely lesson on industry leadership and growth from them
@asianpaints
3/n
Soft Drinks and Their Brand Ambassadors
Just creating a quick #Thread from memory
Feel free to add
Aamir Khan has endorsed both Pepsi & Coke
#FMCGisLife #Pepsi #CocaCola #Advertising
1/n
Just creating a quick #Thread from memory
Feel free to add
Aamir Khan has endorsed both Pepsi & Coke
#FMCGisLife #Pepsi #CocaCola #Advertising
1/n
Aishwarya Rai too has endorsed both!
Was a model in the Pepsi Ad with Aamir Khan named Sanjana (a phenomenon that increased the number of girls named Sanjana in India)
afaqs.com/news/guest-art…
Also endorsed Coke with Aamir, later
2/n
Was a model in the Pepsi Ad with Aamir Khan named Sanjana (a phenomenon that increased the number of girls named Sanjana in India)
afaqs.com/news/guest-art…
Also endorsed Coke with Aamir, later
2/n
Salman Khan
Can never forget the Pepsi vs Thums Up Ads of our childhood.
Taste tests and Thums Up's positioning as the Man's drink vs Boys.
Turns out, the boy eventually turned to Pepsi when he became a man.
3/n
Can never forget the Pepsi vs Thums Up Ads of our childhood.
Taste tests and Thums Up's positioning as the Man's drink vs Boys.
Turns out, the boy eventually turned to Pepsi when he became a man.
3/n
I don’t think one person’s opinion matters on this, and least of all mine.
But for what it’s worth - I personally think it’s unfair on minority shareholders for Unilever to ask for a higher royalty. You’d rather increase the pie than increase your share of it.
1/n
But for what it’s worth - I personally think it’s unfair on minority shareholders for Unilever to ask for a higher royalty. You’d rather increase the pie than increase your share of it.
1/n
I also think HUL delivers a lot of value to Unilever anyway.
They’re 11% of their global sales but 2/3rd of Global Market cap.
Unilever PLC trades at 18X forward earnings & HUL at 60X
HUL has aspirations to be the top contributor to Global sales as well
2/n
They’re 11% of their global sales but 2/3rd of Global Market cap.
Unilever PLC trades at 18X forward earnings & HUL at 60X
HUL has aspirations to be the top contributor to Global sales as well
2/n
So for all the value, brand usage and technical expertise that Unilever provides to HUL, they get enough in return for their investment already.
Bigger absolute sales and higher valuation > increase in Royalty %
3/n
Bigger absolute sales and higher valuation > increase in Royalty %
3/n
ITC Q2FY22: Thread
- Slightly Shy of Expectations, nothing worrisome
- Cigarettes Largely in Line, FMCG Rev below est
- Appears Cig. Volume largely in line with 9-10% est
- Strong 10% EBITDA Margins in FMCG
- Strong Bounce-back by Hotels, Good growth in Paper
#FMCGisLife #ITC 1/n
- Slightly Shy of Expectations, nothing worrisome
- Cigarettes Largely in Line, FMCG Rev below est
- Appears Cig. Volume largely in line with 9-10% est
- Strong 10% EBITDA Margins in FMCG
- Strong Bounce-back by Hotels, Good growth in Paper
#FMCGisLife #ITC 1/n
ITC Q2FY22
Revenue at 12731 Cr vs Poll 12785 Cr
EBITDA at 4615 Cr vs Poll 4680 Cr
Margins at 36.3% vs Poll 36.3%
PAT at 3697 Cr vs Poll 3725 Cr
#FMCGisLife @ITCCorpCom #ITC @CNBCTV18Live
2/n
Revenue at 12731 Cr vs Poll 12785 Cr
EBITDA at 4615 Cr vs Poll 4680 Cr
Margins at 36.3% vs Poll 36.3%
PAT at 3697 Cr vs Poll 3725 Cr
#FMCGisLife @ITCCorpCom #ITC @CNBCTV18Live
2/n
ITC Q2FY22
SEGMENTS REVENUE POLL
Tobacco +10% 11-12%
FMCG +3% 7-8%
Hotels +260% 150-200%
Paper +25% 15%
#FMCGisLife #ITC @CNBCTV18Live
3/n
SEGMENTS REVENUE POLL
Tobacco +10% 11-12%
FMCG +3% 7-8%
Hotels +260% 150-200%
Paper +25% 15%
#FMCGisLife #ITC @CNBCTV18Live
3/n
ITC Q4FY21
Takeaways from the presentation
- QoQ Recovery in all Quarters across segments in FY21
- 120 FMCG products launched in FY21
- 75% of the FMCG portfolio grew 20%, 25% grew 2% in FY21
- Tobacco Indexed revenue +7% over Q4FY20
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom
Takeaways from the presentation
- QoQ Recovery in all Quarters across segments in FY21
- 120 FMCG products launched in FY21
- 75% of the FMCG portfolio grew 20%, 25% grew 2% in FY21
- Tobacco Indexed revenue +7% over Q4FY20
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom
ITC Q4FY21
Takeaways from the presentation
- FMCG EBITDA margin +500 Bps since FY18
- Sunrise acquisition developing well
- Soft realizations in Paper offset by higher utilization
- Leaf Tobacco trading improved
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom
Takeaways from the presentation
- FMCG EBITDA margin +500 Bps since FY18
- Sunrise acquisition developing well
- Soft realizations in Paper offset by higher utilization
- Leaf Tobacco trading improved
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom
ITC Q4FY21
Takeaways from the presentation
- Better Equipped to handle current situation
- Broadens sustainability goals for 2030
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom
Takeaways from the presentation
- Better Equipped to handle current situation
- Broadens sustainability goals for 2030
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom
ITC Q4FY21: Appears Largely in Line
Sharp Bump Up in Revenue Led By Agri Business
Revenue 13295 Cr vs Poll 12200 Cr
EBITDA 4473 Cr vs Poll 4585 Cr
PAT 3748 Cr vs Poll 3765 Cr
Cigarette Rev +14.2%, EBIT +7.7%
Volumes largely in line b/w 7-8%
FMCG Revenue +15.8%
#FMCGisLife #ITC
Sharp Bump Up in Revenue Led By Agri Business
Revenue 13295 Cr vs Poll 12200 Cr
EBITDA 4473 Cr vs Poll 4585 Cr
PAT 3748 Cr vs Poll 3765 Cr
Cigarette Rev +14.2%, EBIT +7.7%
Volumes largely in line b/w 7-8%
FMCG Revenue +15.8%
#FMCGisLife #ITC
ITC Q4FY21 YoY
Tobacco, FMCG & Hotels Largely As Expected
Co announces 5.75/sh as Dividend
#FMCGisLife #ITC
Tobacco, FMCG & Hotels Largely As Expected
Co announces 5.75/sh as Dividend
#FMCGisLife #ITC
TOBACCO BUSINESS
Cigarette Volume Appears in Line with 7-8% Est; Exact Number Awaited
Tobacco EBIT +7.7%, below expectations of >10% Growth
Tobacco EBIT Margins slip 300 Bps YoY
#FMCGisLife #ITC
Cigarette Volume Appears in Line with 7-8% Est; Exact Number Awaited
Tobacco EBIT +7.7%, below expectations of >10% Growth
Tobacco EBIT Margins slip 300 Bps YoY
#FMCGisLife #ITC
BURGER KING Q4FY21
Interesting Developments 🧵
103% Revenue Recovery in Q4 as Unlock Played Out
Q4FY21 SSSg -4.9% on base of -5.4% last year
Westlife Q4FY21 SSSg at 10.4%
BURGER KING
Stock +20% in Last 1 Month
Still -29% from 52W High of 219
#FMCGisLife @burgerkingindia
(1/n)
Interesting Developments 🧵
103% Revenue Recovery in Q4 as Unlock Played Out
Q4FY21 SSSg -4.9% on base of -5.4% last year
Westlife Q4FY21 SSSg at 10.4%
BURGER KING
Stock +20% in Last 1 Month
Still -29% from 52W High of 219
#FMCGisLife @burgerkingindia
(1/n)
BURGER KING Q4FY21
Revenue +3% at 196 Cr
EBITDA +17% at 24.5 Cr
Margins at 12.5% vs 10.9%
Net Loss at 25.9 Cr vs Loss of 37.4 Cr
(Net Loss Largely due to IND-AS Impact)
Westlife Q4 (McDonalds)
Revenue +6.3% at 358 Cr
EBITDA +29% at 46.8 Cr
Margins at 13%
Net Loss 6 Cr
(2/n)
Revenue +3% at 196 Cr
EBITDA +17% at 24.5 Cr
Margins at 12.5% vs 10.9%
Net Loss at 25.9 Cr vs Loss of 37.4 Cr
(Net Loss Largely due to IND-AS Impact)
Westlife Q4 (McDonalds)
Revenue +6.3% at 358 Cr
EBITDA +29% at 46.8 Cr
Margins at 13%
Net Loss 6 Cr
(2/n)
BURGER KING
Store Addition
Q4FY21: Opened 1; Closed 6, Total at 265
To reach 320 restaurants by FY22
Restaurants under construction: 38 stores
Opened 16 Stores in FY22, Closed 11
PS: Co hadn't closed a single restaurant in India before Covid
Westlife at 305 Stores in March
(3/n)
Store Addition
Q4FY21: Opened 1; Closed 6, Total at 265
To reach 320 restaurants by FY22
Restaurants under construction: 38 stores
Opened 16 Stores in FY22, Closed 11
PS: Co hadn't closed a single restaurant in India before Covid
Westlife at 305 Stores in March
(3/n)
Weekly NIFTY50 analysis thread.
September Week4.
All posts are for educational purposes.
September Week4.
All posts are for educational purposes.
ITC segment wise performance during last 9 years.
@dmuthuk @Vivek_Investor
@ms89_meet
#ITC #stock #investing
#cigaratte #fmcgislife
@dmuthuk @Vivek_Investor
@ms89_meet
#ITC #stock #investing
#cigaratte #fmcgislife
(Note : fy18 & fy19 cigarette revenue is not comparable due to change in accounting standards)
