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Mangalam Maloo

1 Jun, 3 tweets, 5 min read

@CNBCTV18Live

ITC Q4FY21
Takeaways from the presentation
- QoQ Recovery in all Quarters across segments in FY21
- 120 FMCG products launched in FY21
- 75% of the FMCG portfolio grew 20%, 25% grew 2% in FY21
- Tobacco Indexed revenue +7% over Q4FY20
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom

@CNBCTV18Live

ITC Q4FY21
Takeaways from the presentation
- FMCG EBITDA margin +500 Bps since FY18
- Sunrise acquisition developing well
- Soft realizations in Paper offset by higher utilization
- Leaf Tobacco trading improved
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom

@CNBCTV18Live

ITC Q4FY21
Takeaways from the presentation
- Better Equipped to handle current situation
- Broadens sustainability goals for 2030
#ITC #FMCGisLife @CNBCTV18Live @ITCCorpCom

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More from @blitzkreigm

Mangalam Maloo

@blitzkreigm

1 Jun

@Nestle

Thoughts on the Nestle story
#Thread #NESTLE @Nestle

Context:
- FT accessed an internal presentation of the Company

- >60% of mainstream F&B drinks pdts don’t meet health stds

- 37% of Co’s products achieve star rating of 3.5 under Australia’s health star rating system
1/n

@Nestle

.@Nestle to @CNBCTV18Live
- Assessing part of F&B portfolio to be measured against external nutrition profiling systems

- About half of our sales, infant nutrition, specialized health products etc, not covered by these systems

(So only 30% of overall pdts “unhealthy”)

(2/n)

@NestleIndia

Impact on @NestleIndia?

- Not much, in my opinion as India portfolio is much smaller than overall global portfolio

- Co has been working towards reducing Sodium & Sugar in their products over the last 7 years or so

3/n

Read 6 tweets

Mangalam Maloo

@blitzkreigm

1 Jun

ITC Q4FY21: Appears Largely in Line
Sharp Bump Up in Revenue Led By Agri Business
Revenue 13295 Cr vs Poll 12200 Cr
EBITDA 4473 Cr vs Poll 4585 Cr
PAT 3748 Cr vs Poll 3765 Cr

Cigarette Rev +14.2%, EBIT +7.7%
Volumes largely in line b/w 7-8%
FMCG Revenue +15.8%
#FMCGisLife #ITC

ITC Q4FY21 YoY
Tobacco, FMCG & Hotels Largely As Expected
Co announces 5.75/sh as Dividend
#FMCGisLife #ITC

TOBACCO BUSINESS
Cigarette Volume Appears in Line with 7-8% Est; Exact Number Awaited
Tobacco EBIT +7.7%, below expectations of >10% Growth
Tobacco EBIT Margins slip 300 Bps YoY
#FMCGisLife #ITC

Read 10 tweets

Mangalam Maloo

@blitzkreigm

26 May

@burgerkingindia

BURGER KING Q4FY21
Interesting Developments 🧵
103% Revenue Recovery in Q4 as Unlock Played Out
Q4FY21 SSSg -4.9% on base of -5.4% last year
Westlife Q4FY21 SSSg at 10.4%

BURGER KING
Stock +20% in Last 1 Month
Still -29% from 52W High of 219
#FMCGisLife @burgerkingindia
(1/n)

BURGER KING Q4FY21
Revenue +3% at 196 Cr
EBITDA +17% at 24.5 Cr
Margins at 12.5% vs 10.9%
Net Loss at 25.9 Cr vs Loss of 37.4 Cr
(Net Loss Largely due to IND-AS Impact)

Westlife Q4 (McDonalds)
Revenue +6.3% at 358 Cr
EBITDA +29% at 46.8 Cr
Margins at 13%
Net Loss 6 Cr
(2/n)

BURGER KING
Store Addition
Q4FY21: Opened 1; Closed 6, Total at 265
To reach 320 restaurants by FY22
Restaurants under construction: 38 stores
Opened 16 Stores in FY22, Closed 11
PS: Co hadn't closed a single restaurant in India before Covid

Westlife at 305 Stores in March
(3/n)

Read 7 tweets

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