Thread by @MlnDollarMinds

#TataSons -

N CHANDRASEKARAN:

2020-2030: DECADE OF TRANSFORMATION FOR INDIA AND THE TATA GROUP
Courtesy - #kotakSecurities
Time for thread 👇🏻👇🏻👇🏻

(1/n)

Over next decade, Group’s vision is to ensure digital transformation for each of its companies – whether engaged in capital-intensive B2B or niche B2C. Other new initiatives include: digital app where work is on in full swing and making a transformation to EVs in Tata Motor.

(2)

Tata Steel. Indian steel business generates significant financial returns, but European business is lagging. European steel also had a lot of leverage, but recent initiatives will ensure that it will not impact Tata Steel’s overall outlook. (3/n)

Tata steel contd ... The significant increase in capacity of India business coupled with lower costs in Europe will drive down overall leverage. (4/n)

Tata Consumer. The company will be bringing together all consumer-centric offerings, like grocery, electronics, apparel, beauty, healthcare, travel along with existing core business under a super-app. Focus will be on building an extremely agile & customer-centric business. (5/n)

TCS - Mr Chandrasekaran highlighted the enormous opportunity for more companies, platforms and products to grow. Technological adoption across the globe is high which is favorable for these companies.

(6/n)

Tata Motors. Tata Motors is making a huge transition to EV aggressively. It has plans in commercial vehicles and JLR. It is working on a pipeline of models, EV platforms, batteries, electric drives, power tray and charging infrastructure.

7/n)

Tata Motors ... contd ... The company believes that more production capacity will be needed going ahead. It will also be investing in the next set of technology like hydrogen-powered batteries.

(7/7)