Branding commoditized businesses, achieving goals earlier than promised and growing through categories of the future is what I learnt from Sunil Dsouza
Hear from @dominos global CEO and @dominos_india's @KhetarpalSameer on growth opportunities in India through technology, product innovation and superior delivery
The QSR opportunity in India is still largely untapped.
7/n
MARICO
Saugata Gupta spoke about the process of creating a company of the future and nurturing talent
The culture of growing from an oil trading company to one that is the best partner for digital first brands
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.
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
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)
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