Discover and read the best of Twitter Threads about #godrejconsumer

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Are #Startup valuation any way justified?

Closing price of #Zomato on #BSE today was Rs. 132.60 at this price, Market cap of Zomato (Total valuation of Company) is at Rs. 1,04,027 Crores. Which means #Zomato is already in top 50 Companies of India market cap wise (1/n) Source: BSE India
#GodrejConsumer which was listed on 18-06-2001 and having a track record of giving constant profit for atleast 10 years (screener.in/company/GODREJ…) is valued just below #Zomato. despite comparatively much stronger performance and track record of Profit and Dividend (2/n) Source: BSE IndiaSource: https://www.screener.in/
On the other hand #Zomato has accumulated loss of 56,00,30,00,000 INR (Source: Zomato RHP - in INR Million) as on 31/3/21 and still it is valued at such a higher price. Zomato is valued higher than #TataMotors #Britannia #BergerPaints to name few (3/n)
moneycontrol.com/stocks/marketi… Source: Zomato RHP
Read 12 tweets
#ARNotes #Godrejconsumer Pretty long 1. One of Indian FMCG gone international but the acquired foreign business, specially Africa n LA are pain. Just look at some of subsidiary losses. Sorry for cartoon caricatures in between. Need to entertain my little one while reading 😁 ImageImageImageImage
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Read 14 tweets
Marico CMP 337
👎Uninspiring performance over the last 1 year
👎Headwinds in the hair oil segment have hurt recent operational performance
👍25% of the hair oil market is still in the unorganized space and this offers growth opportunity

#Marico
#FMCG
👍H2 FY20 would see better volume growth due to price cuts
👍Improvement in gross margins due to the lower prices for RM
👍In Q2 FY20, copra prices were lower by 10% YoY & Mgt expects prices to remain in lower range in near term
👎Vol growth was also hurt by flood like situations
👍Building/Expanding new biz such as food franchise, skin care, male grooming range & serums
👍This will reduce dependancy on Parachute & Saffola
👍Foods franchise posted strong growth of 34% YoY
👍Modern trade (29% sales growth in Q2) & e-commerce (75% YoY) continue to do well
Read 5 tweets

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