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

1 Jun
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
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
26 May
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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