Nestle India's prepared dishes and cooking aids portfolio includes popular brands such as Maggi, Milkybar, and KitKat.
Contributed 32.2% to revenue, 15.6% revenue growth
๐ฅ Prepared Milk Products and Nutrition Portfolio:
Nestle India's prepared milk products and nutrition portfolio includes popular brands such as Nestle a+ Milk, Everyday Dairy Whitener, and Ceregrow.
Contributed 40.4% to revenue, 9.5% revenue growth
๐ฅค Beverages Portfolio:
Nestle India's beverages portfolio includes popular brands such as Nescafe, Milo, and Nestea.
Contributed 16.0% to revenue, 25.0% revenue growth
๐ซ Confectionery Portfolio:
Nestle India's confectionery portfolio includes popular brands such as KitKat, Milkybar, and Munch.
Contributed 11.4% to revenue, 19.2% revenue growth
๐Logistics
Nestle India has focused on optimizing its logistics operations, increasing vehicle payload utilization from 90.3% in '19 to 94% in '22
The company has also increased railway logistics utilization from 0.2% in 19 to 6% in 22, reducing emissions & transportation costs
๐ณ Rurban Approach and Distribution Touchpoints: 21. Nestle India follows a "rurban" approach, which involves focusing on both rural and urban markets.
The company has a wide distribution network that includes over 4,000 distributors and 2.5 million retail touchpoints
๐ผ Gerber launch in India
In 2022, Nestle India launched Gerber, a global baby food brand, in India.
Gerber's variants include infant cereals, fruit and vegetable purees, and toddler snacks, targeting the growing demand for nutritious and convenient baby food in India.
๐พ Millets:
Nestle has incorporated millets, a traditional Indian grain, into its products to cater to health-conscious consumers.
The company has also invested in R&D to develop new millet-based products: Maggi Nutri-licious Masala Millet noodles and NesPlus Millet Cookies.
๐๏ธ Growth in e-commerce contribution:
E-commerce's contribution to Nestle India's revenue grew from 0.6% in 2016 to 6.5% in 2022.
The company has invested in building e-commerce capabilities, expanding its online presence, and improving distribution networks.
Disclaimer: This annual report summary has been created with the assistance of AI - and may contain both factual and judgment errors. It is for informational & educational purposes only and is NOT intended as investment advice.
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Massive thread - on the one thing we like about the 200 firms we have analyzed under Edge!โก๏ธ
This is also a final push from my end to push FY23 sales for my bootstrapped business. So if the content I've shared over the last year added value, please join!๐
I'm generally quite critical about the businesses I analyze! But its the end of the FY so I thought I'll spend some time laying out one thing I like about each of the 200 firms we have analyzed!
This is a completely educational endeavour, and none of this is investment advice.
Debt-to-Equity
Debt-to-Assets
Debt-to-Capital
Interest Coverage
Fixed Charge Coverage
Debt Service Coverage
Total Debt-to-EBITDA
Operating Leverage
Financial Leverage
Degree of Operating Leverage
Please RT for reach!โป๏ธ
Debt-to-Equity Ratio: This ratio measures a company's debt in relation to its equity. It's calculated by dividing total debt by total equity. A higher ratio suggests that the company is more heavily reliant on debt financing.
Debt-to-Assets Ratio: This ratio measures a company's debt in relation to its total assets. It's calculated by dividing total debt by total assets. A higher ratio indicates that the company has a larger percentage of debt financing.
The Economic Survey 22-23 is more than 400 pages long! Here's a quick summary in 25 tweets.
GDP forecast for FY24 in the 6.0-6.8% range.
The survey projects a baseline GDP growth of 6.5 percent in real terms in FY24. The projection is broadly comparable to the estimates provided by multilateral agencies such as the World Bank, the IMF, and the ADB and by RBI.
Sharp growth in Direct taxes growing at ~24%, significantly ahead of long-period averages.
We've gone through 150+ annual reports to identify factors that give India's best businesses their competitive edge. A thread explaining some top ones!
We rely on organic reach for our growth, so please RT if this adds value!
India is a very diverse country, with a distinct customer profile and buying preference. Businesses in the country have therefore had to adapt to cater to these preference, while still maintaining and strengthening their competitive edge.
We divide these into the following broad criteria 1. Pahuch (Reach) 2. Bhav (Price) 3. Naam (Brand) 4. Jod (Network effects) 5. Rishta (Relationships)