Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Smart Sync Investment Advisory Services Profile picture
@SmartSyncServ
Jun 15, 2021 • 19 tweets • 11 min read • Read on X
Scrolly
AR20-21 Notes

Tata Consumer Products

Transforming for Better

Hang on Tight, as we deep dive

Retweet for wider reach. 🙂🙏
1/
Leading with Brands
2/
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
5/
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
6/
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%
7/
Performance Highlights

~Financial
~Segmental
~Environmental
~Social
8/
Emerging Trends

~At-home Cooking
~Health & Wellness
~Traction gained for Socially Conscious Brands
~Family Bonding
~Rapid Digital Adoption
9/
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
10/
Strengthen & Accelerate Core Business
11/
Drive digital & innovation
12/
Unlock Synergies
13/
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
14/
Business Performance:

~Packaged Beverages- India
~Packaged Foods- India
~Nourishco
~Tata Starbucks
15/
International Business

~UK
~USA
~Canada
16/
Ten-year Highlights
17/
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

Hit Retweet if you found value. 🙂🙏

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Smart Sync Investment Advisory Services

Smart Sync Investment Advisory Services Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @SmartSyncServ

Smart Sync Investment Advisory Services Profile picture
Jun 1
India approved a ₹37,500 crore coal gasification scheme.

Coal India followed with a ₹60,000 crore gasification push.

Most investors ignored both.

But one Pune company has spent years positioning for exactly this shift.

Investors still see a fertilizer stock.

What they're actually looking at is one of India's most important mining and industrial chemical businesses.
🧵
1/8
 First, don't focus on the name.

Deepak Fertilisers is far more than a fertilizer company.

It controls 40% of India's Technical Ammonium Nitrate (TAN) market, the explosive used in coal mines, tunnels, quarries, and infrastructure projects.

It also produces ammonia and specialty chemicals.

In many ways, it's part of the backbone of India's industrial economy.Image
2/8
 The real opportunity starts with ammonia.

For years, Deepak depended heavily on imported gas as a key feedstock.

Whenever global energy markets became unstable, input costs surged and margins came under pressure.

FY26 was a reminder of how heavily Indian manufacturers still depend on imported energy.
Read 9 tweets
Smart Sync Investment Advisory Services Profile picture
Apr 4
India’s Cement Cycle 2.0 🧵 |
From Capacity Flood to Future Profit Pools

India’s cement story is entering a fascinating phase.

On one side: a 160MT capacity wave.
On the other: only 70MT demand growth in the near term.

This is no ordinary sector update — it’s a classic capital cycle + margin cycle + regional pricing story unfolding in real time.

Let’s decode where the structural signals — and potential alpha pools — may lie 👇Image
1/n
 The Scale of Supply Is Massive 🌊

• Industry capacity addition: 160MT (FY24–27e)
• Demand growth: 70MT

👉 Hence: supply is growing at more than 2x demand

📌 Investor Lens:
This sets up a classic oversupply phase.

In cyclical sectors, excess capacity usually pressures utilization, realizations, and margins before the cycle eventually tightens.Image
2/n
 Demand Is Stable — Not the Problem

• Cement demand to grow at ~6–7% CAGR (FY26–30E)
• Backed by infra push + structural drivers

👉 What this means:
Demand isn’t weak.

The real issue?

Supply is ramping up faster than demand absorption.

📌 Key Insight:
This is a timing mismatch — not a structural demand problem.Image
Read 10 tweets
Smart Sync Investment Advisory Services Profile picture
Nov 4, 2025
India's e-commerce might explode to $80 billion by 2030.

This is powered by ultra-fast delivery wars.
But who wins the race?

Bernstein's fresh report on Eternal and Swiggy uncovers surprising shifts - slowing food growth, quick commerce battles, and hidden options.

Let’s discuss in this thread 🧵Image
Bernstein spotlights India's top 5% - 70 million urban consumers boasting $20,000 GDP per capita, controlling an $80 billion wallet by FY30.

Platforms like Eternal and Swiggy are morphing into lifestyle concierges, bundling quick commerce, food delivery, dining, and events to boost transaction frequency and wallet share through relentless innovation.

For context, this Serviceable Addressable Market (SAM) offers a 4x growth potential from FY25's $14 billion B2C GOV for these players.Image
Globally, markets consolidate fast:

Top 2-3 players grab 80-100% share in food delivery (97% in US, 99% in China) and 77-88% in e-commerce.

India's mirroring this, with scale in data and logistics trumping network effects.

Eternal leads here with its food delivery and quick commerce dominance, while Swiggy holds strong as #2, both leveraging 20-25 million unique daily active users to defend positions.Image
Read 10 tweets
Smart Sync Investment Advisory Services Profile picture
Sep 3, 2025
Chemical Industry insights & opportunities for investors from Mr. Anurag Surana's chat with Manish of Solidarity Advisors.

Mr Surana has 35+ yrs of experience. He was an investor & board member at PI Industries, having worked there for 14 years as Executive Director.

Thread🧵 Image
1. A few years ago, Indian companies were small.

"20 years back, typically Indian companies were small, insignificant players... they were treated as raw material suppliers, not as strategic partners."

Cut to the 2020s, forget China plus one, many are now selling in China.
2. For the uninitiated, "China Plus One" strategy is a business tactic where companies diversify their supply chains & production by investing in suppliers from countries other than China to reduce risks and over-reliance on China.

This strategy gained momentum due to increasing costs, trade tensions, geopolitical uncertainties & the significant disruptions caused by the COVID-19 pandemic.
Read 14 tweets
Smart Sync Investment Advisory Services Profile picture
Aug 18, 2025
Multibaggers, the stocks that multiply your investment tenfold or more, don’t happen by chance.

Anna Yartseva’s deep dive into 464 multibaggers from 2009-24 reveals the facts you ignore.

It shatters myths: Earnings growth? Irrelevant.

FCF yield reigns supreme

Key findings-🧵Image
Image
Academic deep dives on multibaggers are rare.

Mostly anecdotes from Thomas Phelps (100 to 1) & Christopher Mayer (100 Baggers).

Engaging stories, but they concentrate on case studies & non-numeric factors.

Yartseva crunched real data: U.S. stocks over 15 yrs, post-crisis reset.

The aim: pinpoint factors that truly drive outperformance.Image
Image
Image
She tested Fama-French factors on these winners, concluding-

Expected stock returns depend on the performance of the broad market (or market risk premium) and a stock’s exposure to

size,
value,
profitability,
and investment factors.

The findings confirmed what we knew but also uncovered patterns we didn’t expect.Image
Image
Image
Read 12 tweets
Smart Sync Investment Advisory Services Profile picture
Oct 20, 2024
Pre-Engineered Building [PEB] Sector

Deep Dive on 4 businesses in our YouTube Playlist for FREE.



@dhruvbajaj184 has worked tirelessly on it so please LIKE and REPOST it for wider reach.🙏

Save it for later. 📌

More details in this thread (🧵)👇youtube.com/playlist?list=…Image
Before we begin, know more about us here:
1. Interach Building Products

Read 8 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(