• CDSL is a depository in India, promoted by BSE. It was
incorporated in 1999 and primarily
serves as holding securities in dematerialised form.
• CDSL is the only depository listed in Asia Pacific region.
• It’s only competitor is NSDL, promoted by NSE
(2/22)
CDSL, a key Facilitator!
• The company facilitates in holding, transacting & settlement of equities, debentures, bonds, ETFs, units of mutual funds & Alternate Investment Funds, Certificates of deposit (CDs), commercial papers (CPs), G-Secs, Treasury Bills, etc!
• IEX is India’s premier energy marketplace, providing a nationwide automated trading platform for the physical delivery of electricity, renewables, & certificates.
• IEX has expanded its reach beyond India to create an integrated South Asian Power Market
(2/15)
• IEX has a robust ecosystem of 6,800+ participants located across 29 States & 5 UT comprising of 55+ distribution utilities & 500+ conventional generators.
• It has a strong base of 4400+ commercial & industrial consumers from metal, textile, housing , cement etc
• India is the 2nd largest sugar producer in the world after Brazil. Brazil accounts for 42.05 MMT of global sugar production & India contributes 33.76 MMT.
• ₹1,250cr is invested in this industry & providing a livelihood to ~2.86 lakh workers & supports 5cr farmers
(2/23)
Year on Year Data:
• Production of sugar rose 5.6% till 31st January, 2022 YoY
• Sugar production in Maharashtra rose by 9.10 MT YoY
• There are 194 sugar mills compared to 182 mills functioning last season on Jan 31, 2022
• Uttar Pradesh produced ~50MT vs ~54MT YoY
Devyani International Limited is the largest franchisee of Yum Brands in India & is among the largest operators of Quick Service Restaurants chain in India & operates 747 stores ( 309 KFC & 351 Pizza Hut ) across 155 cities in India as of sept 2021
(2/22)
• Reasons for strong turnaround:
Getting unit metrics right is key to business scalability. DIL is seeing an improved unit metrics for KFC & Pizza Hut, led by
• Reduction in store size
• Better menu
• Focus on delivery with delco stores
• Digital enhancement
TCPL is a consumer goods company, offering a portfolio of foods, beverages & retail, comprising marquee brands like Tata Tea, Tata Salt, Tetley, Himalayan Water, Starbucks, etc.
(2/21)
• It’s Acquisitions over the years:
1) Tetley in FY00 2) Good Earth in FY06 3) Eight O’clock, Jemca in FY07 4) Vitax in FY08 5) Joint venture with Starbucks in FY12 6) MAP brand in FY15 7) Branded tea business of Dhunseri Tea in FY20 8) NourishCo from PepsiCo in FY21