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)

https://pbs.twimg.com/media/EaohqDKXkAA1z_C.png

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