Colgate-Palmolive India Ltd
Annual Report FY21 Summary

Going by many investment gurus, Colgate falls under the 'Keep it Simple' category. No buzzwords nor anything enticing.

Stock has given 14.25% CAGR returns since it got listed in 1994..27 years!

A Thread
1/n

Ram Raghavan's(Managing Director) message to shareholders where he gives glimpse on innovations in Oralcare and new product launches.
2/n

Innovations & launches
(1) Colgate Vedshakti: Mouth protect spray & oil pulling
(2) Diabetics Toothpaste
(3) Visible White Instant Toothpaste
(4) Zig-Zag Anti Bacterial & Turmeric Toothbrush
(5) Super Flexi salt toothbrush
(6) Gentle range of toothbrushes
3/n

(7) Colgate-Palmolive Charcoal & Mint bodywash
(8) Colgate DentistsforMe App for people to reach out to Dentists via their platform
4/n

Initiatives towards Environment

All four manufacturing sites—Baddi, Goa, Sanand and Sri City are TRUE Zero Waste Platinum certified by Green Business Certification Inc. (GBCI). Our Sanand and Sri City manufacturing plants are LEED certified.
5/n

Financial performance for FY21
6/n

Board of Directors. I believe People who have been nurtured by company and grown to become leaders give lot of value to the company.

Mukul Deoras-Chairman-Joined since 2004
Ram Raghavan-MD- Joined as a Trainee
M Chandrasekar-Ex VP- Joined 1989
M.S. Jacob-CFO- Joined 1995
7/n

Management Discussion & Analysis Report

90% of revenues come from Oral Care.

Four key drivers company has worked towards- assortment, availability, value and innovation.
8/n

Details of technology imported by company
9/n

Strong Balance Sheet. Income & Cashflow Statements
10/n

Once company is able to increase it's sales on backing of new product launches, then Colgate should do extremely well.

A good compounder and I believe it falls under Charlie Munger's line - " Take a simple idea and take it seriously."

#colgate
#investing
#Fibonalysis

• • •

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

Keep Current with Shalin Shah

Shalin Shah 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 @Fibonalysis

19 Jun
Action Construction Ltd - ACE

Stock is showing good upmove with a 3 year breakout on back of tailwind in sector and strong volumes.

Company is guiding for 20-25% growth in FY22 with 13-14% margins!


1/n

Input costs tackled by price increase of 5-7% of their products.

Seeing upcoming capex in Metros, Rail & Real Estate.

Cranes: 63% market share. Target is make it 70% as utilization increases from current 50%


Above video credit to original creator
2/n

FY21
Highest revenue-1227 cr
OPM-119 cr
PAT: 80 cr
EPS: 7.03
CFO: 86 cr
Fixed Assets: 429 cr

WHV-EAM International Small Cap Equity Fund added 12.93 lakh shares at 230.70/share recently.
Read 4 tweets
10 Jan
Indigo Paints IPO
indigopaints.com

Should we apply for this IPO AT:

129X at 1360/share with 10.49 EPS(FY20)
114X at 1360/share annualized EPS(FY21)

OR:

177X at 1860/share(GMP-500)

Face Value: 10

Let's deep dive a bit into the company & Indian Paint Industry
1/n

Objective of the IPO
2/n

Average cost of acquisition by promoter & selling shareholders
Read 26 tweets
19 Sep 20
Mishra Dhatu Nigam Limited
#midhani
midhani-india.in

This PSU gem should be a part of our portfolio. Let us understand the key factors which make this company special like the special alloys it makes!

Cons:
PSU Enterprise
OFS Overhang
Scalability Capped

#Fibonalysis
1/n
Market Cap: 3,848 Cr.
Reserves: 771.04 cr
ROCE: 20.44 %
ROE: 17.64 %
Face Value:10.00
Debt to equity:0.14
Days Payable Outstanding:91.27
Days Receivable Outstanding:152.27
Inventory Turnover Ratio:0.26
Debtors Turnover:2.19
Current Ratio:2.17
OPM: 23.24%
NPM: 22.41%
EPS: 8.53
2/n
Established- 1973
Located- Hyderabad, India

MIDHANI has been set up to achieve self-reliance in production and supply of various super alloys, special steels and materials to Defence, other Strategic Sectors such as, aerospace and energy.
Read 24 tweets
3 Sep 20
Stovec Industries Ltd.

Let's try and understand why this company can be a good passive bet in our portfolio.

spgprints.com/spgprints-grou…

Stovec is part of Netherlands based SPG Prints, a leader in integrated printing solutions

spgprints.com

#TechnoFunda
#Fibonalysis
1/n
SPG Corporate video at a glance


SPG group is a leading provider of integrated solutions for rotary screen printing in the textile, label and industrial markets across the globe.
2/n
Stovec has evolved into a global leader in the rotary screen-printing technology.

Stovec's business is broadly segregated into two segments in the textile printing industry:
Capital goods & Consumable
Read 20 tweets
16 Aug 20
Mayur Uniquoters
mayuruniquoters.com

#Mayuruniquoters
#TechnoFunda
#Fibonalysis

Play on Automotive & Footwear industry growth.

Let's understand why we should keep this company in our radar and invest for good real upside in 2021 end-2022 onward
1/n
Market Cap: 1,140 Cr.
Reserves: 555 cr
Face Value: 5.00
ROCE: 18.12 %
ROE: 14.43 %
Debt to equity: 0.06
Days Payable Outstanding: 52.53
Days Inventory Outstanding: 160.29
Days Receivable Outstanding: 67.05
EPS: 15.47
Debtor Turnover Ratio: 3.7
Inventory Turnover Ratio: 17.95
2/n
The global synthetic leather market size: 2019: USD 29.2 billion
Projection by 2027: USD 52.96 billion
It is projected to expand at a revenue-based CAGR of 7.8% during the forecast period.

Mayur Uniquoters: Leading manufacturer of Artificial Leather/PVC Vinyl in the world
Read 24 tweets
5 Aug 20
Goodyear India

#GoodyearIndia
#TechnoFunda
#Fibonalysis

Presence in India: 90 years+
Number of Plants: 02 (Ballabgarh and Aurangabad)
Tyres supplied to: Passenger Car Segment (pioneer in introducing tubeless radial tyres in this segment) & Farm Segment
1/n
Goodyear manufactures automotive tyres viz. farm tyres and commercial truck tyres at its Ballabgarh plant. It also trades in “Goodyear” passenger car tyres (Radial) for Consumer business which are manufactured by Goodyear South Asia Tyres Private Ltd (‘GSATPL’), Aurangabad.
2/n
Other products which the Company markets and sells include tubes and flaps.
Sales performance during the year:
Tyres: 1654.19 cr
Tubes: 86.60 cr
Flaps: 0.31 cr
Consumer replacement business delivered a strong performance by growing faster than the industry in FY 19-20.
Read 21 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

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

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

:(