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Tata Consumer FY21 Annual Report Takeaways 🛒
"On 31st March 2021, Tata Consumer Products became the fifth Tata Group company to be included in the Nifty 50 index"
Hit the 'retweet' & help us educate more investors.
A Short Thread 🧵👇
"On 31st March 2021, Tata Consumer Products became the fifth Tata Group company to be included in the Nifty 50 index"
Hit the 'retweet' & help us educate more investors.
A Short Thread 🧵👇
Tata Consumer is a consumer products company, with offerings across Food, Beverages and Out-of-Home Retail
Beverages - tea, coffee, water and ready-to-drink beverages
Foods portfolio - salt, pulses, spices, ready-to-cook mixes, breakfast cereals, snacks and mini meals
(1/11)
Beverages - tea, coffee, water and ready-to-drink beverages
Foods portfolio - salt, pulses, spices, ready-to-cook mixes, breakfast cereals, snacks and mini meals
(1/11)
Out-of-home retail- concept tea-cafes & premium cafes in partnership with Starbucks in India, brand presence 40+ countries
Strategy–
Strengthen & accelerate core areas
Explore new Opportunities
Drive digital & innovation
Create future-ready organisation
Unlock synergies
(2/11)
Strategy–
Strengthen & accelerate core areas
Explore new Opportunities
Drive digital & innovation
Create future-ready organisation
Unlock synergies
(2/11)
Highlights
Geographical Presence
Ambition to become a formidable player in the FMCG industry -
1st step - Integration of the India F&B business
Strengthened e-comm capabilities (Overall ecommerce revenue to total sales up from 2.5% to 5.2%)
(3/11)
Geographical Presence
Ambition to become a formidable player in the FMCG industry -
1st step - Integration of the India F&B business
Strengthened e-comm capabilities (Overall ecommerce revenue to total sales up from 2.5% to 5.2%)
(3/11)
"The pandemic has led to an acceleration of certain trends"
Emergence of -
DIY cooking
Convenience shopping, deliveries and e-commerce adoption accelerated exponentially
Health and wellness became a key area of focus
for consumers
(4/11)
Emergence of -
DIY cooking
Convenience shopping, deliveries and e-commerce adoption accelerated exponentially
Health and wellness became a key area of focus
for consumers
(4/11)
Measuring their progress - Some Numbers
Value Creation Framework
(5/11)
Value Creation Framework
(5/11)
Strategies to achieve their ambition
(6/11)
(6/11)
Merger and formation of Tata Consumer Products Limited
Integration milestones
Transforming the sales and distribution value chain
For Better Nutrition - Steps
(7/11)
Integration milestones
Transforming the sales and distribution value chain
For Better Nutrition - Steps
(7/11)
Updates on –
PACKAGED BEVERAGES- INDIA
PACKAGED FOODS- INDIA
NOURISHCO
TATA STARBUCKS
(8/11)
PACKAGED BEVERAGES- INDIA
PACKAGED FOODS- INDIA
NOURISHCO
TATA STARBUCKS
(8/11)
Consolidating International Presence -
UK - Had a good year, 2% rev growth (c/c), much faster EBIT growth
USA - Strong year for coffee, Volume growth of 7%
Canada - Tetley continues to be the #1 Brand
(9/11)
UK - Had a good year, 2% rev growth (c/c), much faster EBIT growth
USA - Strong year for coffee, Volume growth of 7%
Canada - Tetley continues to be the #1 Brand
(9/11)
Ten year financial highlights
(10/11)
(10/11)
Tata Consumer Q4FY21 Results -
Tata Consumer Concall Takeaways -
Tata Consumer FY20 AR Takeaways - jstinvestments.com
End of thread! Thanks for reading :)
(11/11)
Tata Consumer Concall Takeaways -
Tata Consumer FY20 AR Takeaways - jstinvestments.com
End of thread! Thanks for reading :)
(11/11)
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