The largest development center of Bosch Ltd. outside Germany is in India, for end to end engineering and technology solutions?
It is a flagship company of Robert Bosch Company in India.
1a)Business Areas:
Mobility: Whether for private or commercial vehicles, multimodal transportation services, fleet management, or smart transport infrastructure, Bosch brings together vehicle technology, the data cloud, and services to offer complete mobility solutions.
1b)At home: Bosch offers individual solutions for home to make life a bit easier every day.
Industry and trades: Bosch offers innovative products and services for industry and trades.
2a)Operational Highlights:
The product sales of mobility business declined by ~23.6% sequentially during Q1FY22 on account of reduced turnover during lockdown.
Domestic sales declined by 27.5%.
(Image source: Investor Presentation)
2b)The company is expanding its Bosch car services, and has already taken over 200 dealerships, which expected to reach 400 by FY22. It is expected to be in the range of 1000, going forward.
3)Financial Highlights:
Revenue from operations figure stood at Rs.2,444 crore in Q1FY22, as compared to Rs.992 crore in Q1FY21, showing a 146.4% YoY growth.
Net Profits figure showed a YoY growth of 314.2% from loss of Rs122 crore in Q1FY21 to a profit of Rs.260 crore in Q1FY22.
4a)Future Outlook:
The company is supplying two wheeler electric motors and batteries to biggest Original Equipment Manufacturers (OEMs) in India and would continue to support existing and new players in the two-wheeler segment with a new portfolio for 'electrification'.
4b)The company expects growth in two wheeler business from conventional combustion engines. The company is strongly preparing itself to supply these items in the two-wheeler category.
Dixon Technologies Ltd. is the largest home-grown design-focused and solutions company engaged in manufacturing products in the consumer durables, lighting and mobile phones markets in India?
1)It is also a leading Original Design Manufacturer (ODM) of lighting products, LED TVs and semi-automatic washing machines in India.
As an ODM, it develops and designs products in-house at its R&D center.
2)It manufactures and supplies these products to well-known companies in India who in turn distribute these products under their own brands.
1)Jubilant Ingrevia (JI) is global integrated life science products and innovative solutions provider owned by the Jubilant group.
Jubilant Ingrevia and Jubilant Pharmova were de-merged in FY21 from the single entity Jubilant Life Sciences.
2)Laxmi Organics (LO) is a specialty chemical manufacturer in Acetyl Intermediaries and specialty intermediaries.
1)Covering more than 80,000 commercial products, India’s chemical industry is extremely diversified and can be broadly classified into bulk chemicals, specialty chemicals, agrochemicals, petrochemicals, polymers and fertilisers.
2)The Indian chemicals industry stood at $ 178 bn in 2019 and is expected to reach $ 304 bn by 2025 registering a CAGR of 9.3%. The demand for chemicals is expected to expand by 9% p.a. by 2025. The chemical industry is expected to contribute $ 300 bn to India’s GDP by 2025.
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Maithan Alloys Ltd., based in Kolkata is the largest producer and exporter of Manganese alloy in India. It caters 75% of the global steel demand.
Let us know the highlights of the company in this thread.
1)Ferro alloys enhance the strength, durability, anti-stain and anti-corrosion properties of steel, besides acting as a de-oxidant for steel manufacturing. Its product portfolio comprises- Ferro Manganese, Ferro Silicon and Silicon Manganese.
2)There are 3 manufacturing facilities: Kalyaneshwari (48.75 MVA), Vishakhapatnam SEZ (72.0 MVA) and Byrnihat (16.5 MVA). The company imports ore because of quality product and logistic advantage. It also gets the benefit of procuring a variety of grades for a better product mix
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What moves FMCG sector?
FMCG sector in India is available in 2 indices- NSE FMCG and BSE FMCG.
Let us look at the triggers which affect stock prices
1a)Volume growth
Revenue growth driven by volume growth shows demand for the products offered by the company. This impacts the stock prices in a positive way. Such an upsurge in the demand will play a vital role in moving up the price of the stocks of Indian FMCG companies.
1b)As rural India is less penetrated, the rising disposable income of the rural population gives an opportunity to the FMCG sector to grow. More growth opportunities reflects higher potential for revenue growth of the company and thus proves to be attractive for the investors.
We have heard about Tata Consumers as a leading Food & Beverage company in India, right?
The company is not only famous in India, but a highly recognized International brand as well.
It is the second most branded tea player in the world.
Let us know more about the company.
1)Company Overview
It is focused to unite the principal food & beverage consumer products under one umbrella of the Tata Group. Major beverage brands-Tata Tea, Tata Coffee Grand, Himalayan Natural Mineral Water. Product portfolio: tea, coffee, water, salt, spices, ready to eat.
2)Operational Highlights
India:
In Q1 FY22, TCPL has gained a market share of more than 170 bps in the Tea segment and over 370 bps in Salt.
E-commerce recorded a solid 153% YoY growth and accounted for 7.3% of the sales in the domestic market in Q1 FY22.