Thread by @SmartSyncServ

AR20-21 Notes

Tata Consumer Products

Transforming for Better

Hang on Tight, as we deep dive

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1/

Leading with Brands

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Performance Highlights

~Financial
~Operational
~S&D
~People
~Procurement
~Community
~Sustainability

3/

Created Differentiated Experience across brands in
~Tea
~Coffee
~Food

4/

A Rebalanced Global Footprint

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N Chandra’s (Chairman) Letter
~Integration of F&B
~Broad-based growth
~Building Blocks in Place
~Positioned for Accelerated Growth
~Targeted Acquisitions
~Divestment of Non-core International Business

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MD & CEO Speaks
~SSS Philosophy of Simplify, Synergize & Scale
~A multi-category FMCG behemoth in the making
~Acquisitions-Soulful & NourishCo
~Distribution scaled up
~Emergence of Do It Yourself & Convenience Shopping
~E-com as a % of sales from 2.5% to 5.2%

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Performance Highlights

~Financial
~Segmental
~Environmental
~Social

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Emerging Trends

~At-home Cooking
~Health & Wellness
~Traction gained for Socially Conscious Brands
~Family Bonding
~Rapid Digital Adoption

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Strategies Adopted by TCPL

~Strengthen and accelerate core business
~Drive digital and innovation
~Unlock synergies
~Explore new opportunities
~Create a future-ready organization
~Embed sustainability

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Strengthen & Accelerate Core Business

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Drive digital & innovation

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Unlock Synergies

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Risk Mitigation Strategies

External Risks
~Global Events
~Consumer Demand
~Interest Rate & Exchange Rate
~Commodity Costs
~Plantation yield

Operational Risk
~Supply chain
~Environmental
~Product Safety & Integrity
~Cyber Security

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Business Performance:

~Packaged Beverages- India
~Packaged Foods- India
~Nourishco
~Tata Starbucks

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International Business

~UK
~USA
~Canada

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Ten-year Highlights

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Financials

~Consolidated Balance Sheet
~Consolidated Profit & Loss Account
~Consolidated Cash Flow Statement

18/

SSS Research

~Last 10 concalls notes: bit.ly/3wqQIkA
~5 Min Stock Idea: bit.ly/35lSEPk
~Stock Infographic: bit.ly/3iPTaNs
~ FY20 AR Notes: bit.ly/3vsSSPg
~Detailed Analysis: bit.ly/3guj9Yc

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