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Mangalam Maloo Profile picture
@blitzkreigm
Oct 13, 2021 • 6 tweets • 7 min read • Read on X
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TATA GROUP: A Thread
- Last 4 years have been phenomenal for the group
- Since N Chandra took over in 2017, the group has been on a golden path
- Market cap of major listed Cos of the group has increased by ~11 Lakh Crore
#Thread #Tata @TataCompanies @RNTata2000 (1/n)
TATA GROUP
Steps taken by N Chandra
- Key Mgmnt Changes in group Cos
- Restructuring of Tata Consumer & Chemicals
- Repairing Balance Sheets of Tata Steel & Hotels
- Restructuring announced in Metal Cos
- Global Metals Rally
#Thread #Tata @TataCompanies @RNTata2000 (2/n)
TATA GROUP
Share Price Moves Since the start of 2020
TCS +69%
Tata Steel +182%
Tata Consumer +154%
Tata Motors +127%
Titan +110%
#Thread #Tata @TataCompanies @RNTata2000 (3/n)
TATA GROUP
Share Price Since the start of 2020
Tata Elxsi +635%
Tata Comm +257%
Tata Power +247%
Tata Chem* +208%
Trent +114%
Voltas +100%
Rallis India +80%
Indian Hotels +48%
*Adj for Corp Action
#Thread #Tata @TataCompanies @RNTata2000 (4/n)
TATA GROUP
The also Tatas also went ahead and brought Air India home!
#Thread #Tata @TataCompanies @RNTata2000 (5/n)
TATA GROUP
Amidst all of this, the group continued its contribution to the community, to Charity, to Covid relief and to all the other causes that its been supporting through the century!
#Thread #Tata @TataCompanies @RNTata2000 (6/6)

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More from @blitzkreigm

Mangalam Maloo Profile picture
Sep 13, 2023
Vande Italy!

When I put this caption on Instagram the other day with a picture of this train in Italy, a lot of comments said - Smart wordplay!

Except that it wasn’t just wordplay, It’s actually the truth.

Here’s Vande Bharat’s Italian connection. A story you’ll enjoy!

1/n Image
A lot of these smart looking high speed trains in Italy, are actually the inspiration and perhaps the reason for our Vande Bharat trains. In fact, a lot of these trains in Italy were also, actually made by a (then) majority Indian owned, Italian company - Firema Transporti

2/n Image
2015: TITAGARH bought 90% of Firema for €25m to enter the high speed passenger locomotives business. Firema had an orderbook comprising of these snazzy trains you see here for Trenitalia. This business wasn’t profit making so, one wondered - why they entered this space?

3/n Image
Read 8 tweets
Mangalam Maloo Profile picture
May 26, 2023
FMCG Index at record high

Here are 8 recent conversations that you should watch to understand the opportunity in India

They're with Nestle, Britannia, Asian Paints, Titan, Tata Consumer, Marico, Dominos and Pidilite

They're all *heart*
#Thread #FMCGisLife @CNBCTV18Live

1/n
NESTLE

Suresh Narayanan spoke about growth coming through infrastructure changes

Easier distribution has improved aspirations of vast areas of our population

@Nestle

2/n
ASIAN PAINTS

Amit Syngle spoke about the nature of demand in paint industry and how everyone is eyeing this space now.

A lovely lesson on industry leadership and growth from them

@asianpaints

3/n
Read 10 tweets
Mangalam Maloo Profile picture
Feb 27, 2023
Soft Drinks and Their Brand Ambassadors

Just creating a quick #Thread from memory

Feel free to add

Aamir Khan has endorsed both Pepsi & Coke

#FMCGisLife #Pepsi #CocaCola #Advertising

1/n
Aishwarya Rai too has endorsed both!

Was a model in the Pepsi Ad with Aamir Khan named Sanjana (a phenomenon that increased the number of girls named Sanjana in India)

afaqs.com/news/guest-art…

Also endorsed Coke with Aamir, later

2/n
Salman Khan

Can never forget the Pepsi vs Thums Up Ads of our childhood.

Taste tests and Thums Up's positioning as the Man's drink vs Boys.

Turns out, the boy eventually turned to Pepsi when he became a man.

3/n
Read 8 tweets
Mangalam Maloo Profile picture
Jan 19, 2023
I don’t think one person’s opinion matters on this, and least of all mine.

But for what it’s worth - I personally think it’s unfair on minority shareholders for Unilever to ask for a higher royalty. You’d rather increase the pie than increase your share of it.

1/n
I also think HUL delivers a lot of value to Unilever anyway.

They’re 11% of their global sales but 2/3rd of Global Market cap.

Unilever PLC trades at 18X forward earnings & HUL at 60X

HUL has aspirations to be the top contributor to Global sales as well

2/n
So for all the value, brand usage and technical expertise that Unilever provides to HUL, they get enough in return for their investment already.

Bigger absolute sales and higher valuation > increase in Royalty %

3/n
Read 7 tweets
Mangalam Maloo Profile picture
Oct 27, 2021
ITC Q2FY22: Thread
- Slightly Shy of Expectations, nothing worrisome
- Cigarettes Largely in Line, FMCG Rev below est
- Appears Cig. Volume largely in line with 9-10% est
- Strong 10% EBITDA Margins in FMCG
- Strong Bounce-back by Hotels, Good growth in Paper
#FMCGisLife #ITC 1/n
ITC Q2FY22
Revenue at 12731 Cr vs Poll 12785 Cr
EBITDA at 4615 Cr vs Poll 4680 Cr
Margins at 36.3% vs Poll 36.3%
PAT at 3697 Cr vs Poll 3725 Cr
#FMCGisLife @ITCCorpCom #ITC @CNBCTV18Live
2/n
ITC Q2FY22
SEGMENTS REVENUE POLL
Tobacco +10% 11-12%
FMCG +3% 7-8%
Hotels +260% 150-200%
Paper +25% 15%
#FMCGisLife #ITC @CNBCTV18Live
3/n
Read 5 tweets
Mangalam Maloo Profile picture
Jun 1, 2021
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 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)
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

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