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 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

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

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

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

https://twitter.com/SunDudez/status/1616090516097224704

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

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

https://twitter.com/CNBCTV18Live/status/1453379743013691392

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)

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)

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

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)