Smart Sync Services 16 Jun • 15 tweets • SmartSyncServ/status/1272868337463300099
@SmartSyncServ
The AR 19-20 season is here.
We, at SSS, wish to share interesting facts about listedcompanies from their AR.
Thanks, @SaketLohia5 for making it easy for us to trackthe latest AR of companies we are tracking.
We start today’s thread with Tata Consumer Products.(1/n)
Tata Global Beverages was renamed as Tata Consumer Products, following the
merger of the Consumer Products business of Tata Chemicals with itself.
(2/n)
Diverse Group of Consumer Business
•Tea
•Coffee
•Food
•Liquid Beverages
•Out-of-home
(3/n)
Geographically Diversified
(4/n)
Management Change
SUNIL D’SOUZA took over as MD & CEO of the company on April, 2020.
3 decades of rich experience in the consumer goods industry and F&B world.
All 3 segments of F&B covered:
1.In-the-Kitchen
2.On-the-Table
3.On-the-Go
(5/n)
All the brands at one place
(6/n)
Financial Performance
(7/n)
•India’s F&B market in 2019 is at ~Rs. 30 Lakh Crores.
•Evolving Consumer Behaviour: Rising affluence of Indian households will lead to
premiumization
•The Gen-Z consumer – tech-savvy, aspirational & desirous of engaging with brands
across multiple channels.
(8/n)
Risk Mitigation Strategies
Two types of Risks:
•External
•Operational
(9/n)
10 - Year Financial Highlights
(10/n)
Remuneration to Management
•Comfortably under the Ceiling as per Company’s Act
•Ratio to Median Salary for Executive Directors is on the higher side
(11/n)
Consolidated Financials
(12/n)
Cash Flows
•Improving OCF
•Investing in Capex and Acquisitions
•Consistent Dividends
(13/n)
Impact of Amalgamation of TGB & consumer business of Tata Chemicals in
Revenues, Profits, and Share Capital
(14/n)
• • •
Based on AR, FY20 has been an eventful year for the company:
•Merger with Tata Chemicals
•New MD &CEO joining
•Tata Starbucks showing strong traction
Let’s see how things pan out in FY21.
(n/n)
End