Discover and read the best of Twitter Threads about #tataconsumer

Most recents (10)

Alert: 1. long 🧵 ahead.

2. This is a study of a financially illeterate person having no finance or stock market background that's me.

Study the companies in details before any investment decision.

Not any recommendations,for educational purposes only. (1/n)
How much companies should one hold in his #Portfolio?
The million dollar question.

Over the years,after making huge losses in #market being a financially illeterate person, I started studying some great authors.
From their teachings, what I have learnt I can share with you.(2/n)
David Einhorn mentioned that as Joel GREENBLATT pointed out,holding minimum 8 #Companies in your #stock #Portfolio reduces D concentration risk more than 80%.

I personally never had a portfolio less than 8 #stocks .

But your study may vary as I am financially illeterate.(3/n)
Read 17 tweets
For, #twitter followers of @DrdhimanBhatta1
Age: 3 months 2 days.
Sex:M/F.
Chief Complaints: #Multibaggers aches.
O/E, Signs of #bullish ness.

Rx, My internet provider is #reliancedigital
My buddy @BhatiaPrashant1 's connection is of #Airtel but @CaJohnKaran1 doesn't know (1/n
#techmahindra is working for 5g in #India.
Being a top brass of #kotakmahindra bank,my buddy @kamale1605 rides #eichermotors bikes and smokes top brands of #ITC cigerrattes.
Major @kuttrapalian loves #hdfcbank very much!
Though people loves #tatasteel very much,but I use (2/n)
#jswsteel for my home,rather I love products of #tataconsumer .
I have to go,chief manager of #cipla is waiting for me.

Direction for use: Bookmark this thread and read it loud once a week for 3 weeks.
Not a recommendation for treatment purposes only.
Thanks for your time ✍️🙏.
Read 3 tweets
#TataConsumer Q4FY21 - Thread

#Q4FY21 Revenue: 3037cr, up 26% yoy
Contribution:
India Beverages:1205cr; Rev. growth: 60%; Vol growth: 23%
India Foods: 641cr; 22%; 18%
US Coffee: 313cr; 5%; -2%
Int. Tea: 515cr; 2%; -7%
Foodservice: 47cr; -34%; -18%
Tata Coffee: 280cr; 31%; 31%
Financials:
Revenue:⬆️26%, 3037cr
EBITDA:⬆️1%, 317cr
EBITDA Mar: 10.4%;⬇️260bps
PBT:⬆️6% at 262cr
PBT Mar: 8.6%;⬇️170bps
Cons.PAT:⬆️161% at 74cr; +750bps Margin
EPS:⬆️170bps, at Rs.0.58
Net cash: 2421cr
Dividend: 4.05/share
India business good, Intl biz soft, tea inflation high.
Portfolio:
India
Tata Salt: Largest salt brand
Tata Tea: 2nd Largest tea brand
Himalayan: #1 natural mineral water brand
Tata Sampann: Leading brand in pulses.

International
8oclock: 4th largest R&G coffee brand in USA
Tetley Tea: 4th largest tea brand in UK & largest in Canada.
Read 10 tweets
@TataConsumer
Brands
Tata salt largest salt brand in India
Tata tea 2nd largest tea brand in India
Tetley 4th largest tea brand in UK & largest in Canada
Himalayan 1st natural mineral water brand in India
Tata sampann Leading national brand
8'0 clock 4th in R&G coffee in US
9.6K crore consolidated revenue in FY20, current MKT cap 47K cr
Reach - 200 mn households in India,distribution 2.2 mn retail outlets
Among top 10 FMCG companies in India
2250 employees
Number 2 branded tea player globally
Aspiring to get a larger share of Fmcg mkt in India
Executive summary
Cons revenue grew 19% to 2781cr,strong growth India business
Cons Ebidta grew 26% ,INR 402 cr
Packaged beverage business India grew 29%
India food business grew 13%
Branded Int beverage business grew 11%
Cons PBT for the quarter higher ht 31% ,345 cr
#Nifty
Read 15 tweets
Hello Traders, Below is our trade plan for upcoming week. It will be a buy & hold portfolio with time frame of 30 trading sessions #NIFTY #BANKNIFTY #fmcg #INFY #TCS #GranulesIndia #Bayercorp #SBIcard #Cipla #tataconsumer #Alltimehigh #Dhoni #DhoniRetires #ThalaDhoni #CSK Image
Below is the link to chart where we have tried explaining the idea behind buy on Granules #Granules #API #momentuminvesting #alltimehigh #ATH

tradingview.com/chart/GRANULES…
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #TataConsumer #fmcg #Nifty #banknifty

tradingview.com/chart/TATACONS…
Read 9 tweets
Tata consumers products (TCP)
Tata global beverages renamed as TCP after merger of consumer portfolio of Tata chemicals with itself
2nd largest player in branded tea market ,330mn servings/day in 40 countries
Tata salt 1st iodized salt available in India
JV with
Starbucks 50:50,Starbucks store in India,1st store in 2012,more than 180 stores at present,long runway as it enters tier 2 ,3 cities ,rising price,consmptn

With PepsiCo, known as Nourishco for non carbonated drinks in India ,Tata water plus,Tata gluco plus Himalayan Image
Leadership
N chandrasekaran - Chairman

Sunil D'souza - MD & CEO ,Past MD whirlpool India,also worked for 15 years at PepsiCo

Under N Chandra company has sold loss making units in Russia,Sri Lanka,better capital allocation,more focus on growth
Read 15 tweets
#TataConsumer Concall today at 2:00pm!
We would be providing live updates and key highlights of the Conference call.
Stay tuned.😀

@unseenvalue @dmuthuk @safiranand @adi2five @stockifi_Invest @Prashantjaju @FUSION_Charts
#TataConsumer
Among Top 10 branded tea companies in India.

Decent quarter with volume growth across all businesses despite of lock down issues

Completed acquisition of pepsico nourish.
#TataConsumer
Commodities will be a big watch out and could face concerns in the coming quarter relating to supply chains.

Engaged with govt bodies to taper the negative effects of supply chain.

Adopted digital marketing more from this quarter.
Read 16 tweets
A small Technical thread on the stocks of the most admirable person in India..😇🙏
@RNTata2000
#TataGroup

17 companies..almost 50 charts

#Daily #Weekly & #Monthly

Companies detail
tata.com/investors/stoc…

Views for study purpose..🙏

Will start from the Tech Giant..

1) #TCS
3) #TATAMOTORS..
After bad results don't how much this view is Valid.. but let's see..🙏
Read 18 tweets
Hello Traders, Below is our trade plan for upcoming week #NIFTY #BANKNIFTY #RELIANCE #INDIANCHEMICALS #TRADING #FNO #SENSEX #relianceagms2020 #FMCG Image
The list of stocks mentioned in the above list have recently crossed their All Time High #ATH #Momentum #Chemicals #Agrochem #FMCG #Telecom
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #Tataglobal #Tataconsumer #FMCG #Breakout #Momentum

tradingview.com/chart/TATACONS…
Read 8 tweets

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