Thread by @BullsforBears

@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

@TataConsumer

Group performance at a glance
Revenue 2781 cr
Ebidta 402 cr
PBT 345 cr
Group net profit 273 cr
Net cash 1439 cr
Eps 2.79
Cash Eps 4.08

#TataConsumer

Regular black tea growth softened in US,Canada compared to Q1
Non black tea continued momentum in Int mkts
Post lifting lockdown Indian mkt swung from -6% in Apr-Jun to +6% in July-Sep in branded tea
US coffee both bags & K-cups continue to grow driven
#sensex #StockMarket

Key integration milestones
Integration to be completed substantially by Q4fy21
Synergy identification complete,benefit from Q3fy21
2 of 3 stages of distributor consolidation complete
Outlet reach expanded 12% till Sep20
Digitization across field force,ERP integration, automatn

India packaged beverages
+29% revenue growth
+12% volume growth
India foods
+13% revenue growth
+6% volume growth
Double digit growth in salt & tata Sampann
Salt revenue grew 10% in Q2
Pulses growth 35%

Nourish co
38 cr revenue
87% precovid levels
#TataConsumer

Tata coffee
+17% revenue growth
+6% plantations vol growth
+11% extraction vol growth
Tata coffee grew 17% led by Vietnam
Plantation business grew by 26% value term
Significant growth in pepper vols
Extraction business growth 13%
Vietnam plant operating at 90% capacity
#stock

Tata Starbucks
86% stores reopened,196 stores,12 cities
3 all women stores opened
Opened 11 new stores,1 new city Lucknow
MSR members 8.13 lakhs ,+20% YoY
Launched Mobile order & pay feature,pre order on Starbucks India app
Recognized as Indias top 100 companies for women

UK Mkt
Strong quarter for good earth, achieved 1% share of Sainsbury tea category
Tetley herbal tea range launched
4% revenue & 20.5% value mkt share growth
OOH & wholesale channel facing headwinds,also cold infusion category
#TataConsumer
#Nifty #sensex #UKlockdown

US Mkt
New good earth sensorial blends & Tetley British blends launched
+4% cpffee revenue & +5.4% bags coffee mkt share growth
Tea - revenue growth 11 & vol growth of 8%
Food business facing headwinds

Canada Mkt
New Tetley super tea immune booster & Herbal (cinnamon ,turmeric) launched
1% revenue & 29.5% mkt share growth
25% revenue growth in speciality tea
Tetley #1 in speciality tea
Vol decline of 7% driven by discontinuation of ethnic teas
Improved profitability

Financial highlights
Revenue growth 19%( india beverages 32%, india food 13%, Int business 11% excluding food ,tata coffee 17%)
Group ebidta growth 26%

Q2fy21/ Q2fy20 cr
Revenue 1736 /1427
Ebidta 254/205
PAT 169/155

1HFY21 / 1HFY20
Revenue 3342/2891
Ebidta 579/439
PAT 402/310

Segment performance
Q2fy21 / Q2fy20 cr
India beverages 1120/848
India foods 580/513
Int beverage 801/746
Total branded business 2501/2106
Non branded 288/242
Total 2781/2347

Revenue
+45% india beverages
+23% india foods
+32% International beverages

@TataConsumer #TataConsumer @thescorpionphil @Coolfundoo @nid_rockz @LongtrmInvests @JstInvestments

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