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1/ *Tata Consumer*
Not a Recommendation to Buy
Disc: Not Invested
Tata is aspiring to be a largest "FMCG Organization" in India.
Not a Recommendation to Buy
Disc: Not Invested
Tata is aspiring to be a largest "FMCG Organization" in India.
2/ FMCG Sector in India is a $300B, is expected to grow 5-6% as per Nielsen. The same sector via e-commerce is expected to grow multi-folds & Rural India does contributes bigger growth rate.
FMCG majorly comprises of
~ Household & Personal Care
~ Healthcare
~ Food &Beverages
FMCG majorly comprises of
~ Household & Personal Care
~ Healthcare
~ Food &Beverages
3/ Tata's FMCG business started with:
1. Iodized Salt
2. Tea & Coffee
3. Bottle Water
4. Beverages Counter
5. Starbucks JV &
6. Others (Pulses, Spice & Snacks & Ready)
http://www.tataconsumer.com
1. Iodized Salt
2. Tea & Coffee
3. Bottle Water
4. Beverages Counter
5. Starbucks JV &
6. Others (Pulses, Spice & Snacks & Ready)
http://www.tataconsumer.com
4/ Few Famous acquisition:
1. Tetley
2. Good Earth
3. 8 O'Clock
4. Vitax
5. Himalayan Water
1. Tetley
2. Good Earth
3. 8 O'Clock
4. Vitax
5. Himalayan Water
5/ Tata's Famous Brands:
Pic1: Tea
Pic2: Coffee
Pic3: Water
Pic4: Foods
Pic1: Tea
Pic2: Coffee
Pic3: Water
Pic4: Foods
6/ TCP Formation:
LY Tata announced merger of Tata Global & Tata Chem (Food Div) to form a new entity "Tata Consumer Pdt Ltd"
Post merger, its one among the top 6 FMCG in India, and the most talked about TCP is hiring of new CEO ~ Ajoy Mishra
Experiences:
Whirlpool
HUL &
Pepsico
LY Tata announced merger of Tata Global & Tata Chem (Food Div) to form a new entity "Tata Consumer Pdt Ltd"
Post merger, its one among the top 6 FMCG in India, and the most talked about TCP is hiring of new CEO ~ Ajoy Mishra
Experiences:
Whirlpool
HUL &
Pepsico
7/ Few key points about TCP:
1. 39 Subsidiaries
2. Presence in 2 Mn Outlets & 200 Mn households (India)
3. > 2,500 & > 4,500 suppliers & distributors (courtesy Tata Salt0
4. Mkt Leader in Salt
5. 2nd Largest Player in Tea
6. No. 1 bottle water business (Natural Mineral)
1. 39 Subsidiaries
2. Presence in 2 Mn Outlets & 200 Mn households (India)
3. > 2,500 & > 4,500 suppliers & distributors (courtesy Tata Salt0
4. Mkt Leader in Salt
5. 2nd Largest Player in Tea
6. No. 1 bottle water business (Natural Mineral)
8/ Their business composition post merger:
1. India Beverages: 35%
2. India Foods: 21%
3. International Beverages: 33%
4. Others: 11%
Regions Contribution:
India: 64%
USA: 17%
UK: 12%
Others: 7%
Stock movement could be factoring future growth not the current,which is flat
1. India Beverages: 35%
2. India Foods: 21%
3. International Beverages: 33%
4. Others: 11%
Regions Contribution:
India: 64%
USA: 17%
UK: 12%
Others: 7%
Stock movement could be factoring future growth not the current,which is flat
9/ Tea & Coffee:
In Tea & Coffee, TCP is second after HUL & Nestle with flat growth.
In outlets & chain, they are competing with Nescafe Counters & CCD.
Likely with the existing turmoil at CCD, TCP has a big opportunity to grab their market share.
In Tea & Coffee, TCP is second after HUL & Nestle with flat growth.
In outlets & chain, they are competing with Nescafe Counters & CCD.
Likely with the existing turmoil at CCD, TCP has a big opportunity to grab their market share.
10/ TCP - Starbucks JV though its a profitable but no comparison with CCD in terms of nos and spread:
Tata Starbucks has 85 stores in 11 Indian Cities, where as
Cafe Coffee Day as of 2019, had 1,752 Cafe Outlets in over 243 Cities of India.
"Salute to Visionary Late V G Sidd"
Tata Starbucks has 85 stores in 11 Indian Cities, where as
Cafe Coffee Day as of 2019, had 1,752 Cafe Outlets in over 243 Cities of India.
"Salute to Visionary Late V G Sidd"
11/ On Twitter, most talked about Tata Consumer will be a next "Titan"
Is it True? I dont know, Future will tell that.
Titan strategy was to make Organized an UnOrganized Sector.
TCP strategy is to make Organized the following Unorganized Sectors:
Pulses
Spices &
Ready to Cook
Is it True? I dont know, Future will tell that.
Titan strategy was to make Organized an UnOrganized Sector.
TCP strategy is to make Organized the following Unorganized Sectors:
Pulses
Spices &
Ready to Cook
12/ For now TCP nos are not great, its pretty flat on Sales & PAT.
LY, Sales was 9,637 Cr
PAT was ~ 300 Cr
Titan strategy grow their sales exponentially? May be, but what about competition? HUL, Nestle & ITC?
LY, Sales was 9,637 Cr
PAT was ~ 300 Cr
Titan strategy grow their sales exponentially? May be, but what about competition? HUL, Nestle & ITC?
13/ Some Interesting Brands ~ TCP vs Competition
Coffee:
Tata Coffee
Nescafe
Bru
Salt:
Tata Salt
Aashirwad Namakh
Nirma Salt
Saffolla Salt
Catch Table Salt
Water:
Himalayan
Bisleri
Aquafina
End
TCP's Coffee Assets, wow!
Coffee:
Tata Coffee
Nescafe
Bru
Salt:
Tata Salt
Aashirwad Namakh
Nirma Salt
Saffolla Salt
Catch Table Salt
Water:
Himalayan
Bisleri
Aquafina
End
TCP's Coffee Assets, wow!
Correction:
New MD & CEO of TCP is Sunil D'Souza
Misra is MD & CEO of Tata Global Beverages.
New MD & CEO of TCP is Sunil D'Souza
Misra is MD & CEO of Tata Global Beverages.
