Category: FY20

Tata Consumer Products 2020 Annual Report Takeaways!

Reading Time: 12 minutes Tata Consumer Products Q1FY21 Report Card Tata Consumer – ‘Sampann’ Numbers (Good Results) 🥘Revenue up 13% (11% in constant currency), EBITDA 54% and PAT 82% 🍲F&B products demand for in home consumption was buoyant 🥫Out of home consumption products demand was adversely impacted🍢All segments clock growth.#Q1FY21 pic.twitter.com/Saj0FIrDix — JST Investments (@JstInvestments) August 4, 2020 Fun […]

Bajaj Consumer Products 2020 Annual Report Takeaways!

Reading Time: 13 minutes Bajaj Consumer Care Q1FY21 report card – Bajaj Consumer results: Good ⚱️ Hair oil was considered as non essential in lockdown even then⚱️ Sales just down by 17% YoY, flat margins (compare with Marico, Dabur)⚱️ Rural India & E-commerce grew⚱️ Gained market share⚱️ Distribution outlets decreased#Q1FY21withJST pic.twitter.com/jzRcWhB4HI — JST Investments (@JstInvestments) July 16, 2020 Q1FY21 […]

Indian Energy Exchange – 2020 Annual Report takeaways. –

Reading Time: 6 minutes Indian Energy Exchange History Decarbonization, Decentralization, Digitization, and Democratization will drive the future of energy across the world. India will be no different. These four megatrends will lead to sustainable, reliable, and affordable energy for the future. These shifts will also lead to a sectoral transformation from a system based on centralized generation, transmission, and […]

LUPIN 2020 Annual Report Takeaways!

Reading Time: 3 minutes COVID stats: At the peak of the disruption in April 2020, Lupin sites still delivered 90% of their formulations target and 120% of their API target. <30% dependence on early raw materials and intermediates from China  1st Indian pharma company to suspend field operations and introduce a Digital platform for customer engagement through which our […]

SUN Pharmaceuticals 2020 Annual Report Takeaways!

Reading Time: 4 minutes Talks about the neglected anti-infectives division (Focus area) While the pharmaceutical industry has taken significant strides in developing cutting‑edge products in immunology, biologics, gene and cell therapy, etc., it has, barring certain exceptions, neglected developing new innovative products in the anti-infective segments. A growing incidence of chronic ailments like diabetes, cardiovascular, cancer etc., coupled with […]

Coromandel International 2020 Annual Report Takeaways!

Reading Time: 4 minutes India is the 2nd largest agricultural producer globally, with a net trade surplus. Its productivity levels have remained relatively low, resulting in a low farm income. 1st Green Revolution was driven by Agri-inputs and resulted in achieving self-sufficiency in food grains. 2nd Green Revolution will be powered by smart agricultural practices – superior products, smarter […]

Eicher Motors 2020 Annual Report Takeaways!

Reading Time: 4 minutes  Evolved into an “Experiential” Brand. Owner of the iconic Royal Enfield brand, World’s oldest motorcycle brand in continuous production. Market share in India’s mid-size motorcycles (250-750 cc): 96% Market share in India’s 125+ cc motorcycle market: 26.6% 697,582 motorcycles sold (down 15% YoY) Motorcycles – Classic, Bullet, Himalayan, Interceptor INT 650 and Continental GT 650 […]

Asian Paints 2020 Annual Report Takeaways!

Reading Time: 4 minutes From a product-centric to a consumer and service-oriented brand. Developed various avenues like AP Homes, beautifulhomes.com, Interior Design service, Asian Paints Colour Ideas Stores among others – to facilitate a holistic and integrated customer experience. The decorative business is the key focus: (84% of revenues) Expanded the market size by launching value for money emulsions, […]

L&T Technology services 2020 Annual Report Takeaways!

Reading Time: 4 minutes Over the last decade, Transformed from being a traditional engineering service provider to becoming a digital engineering expert service provider with core engineering expertise:  Proven Scaling up skills by now being India’s #1 pure-play ER&D services company. from executing piecemeal projects to winning large multi-million dollar deals. 69 of the Fortune 500 companies are customers. […]

Indian Hotels 2020 Annual report Takeaways!

Reading Time: 2 minutes Indian Hotels: Analysis focused towards metrics for Survival Annual Report is filled with the achievements of the past, & the future bright outlook. (Not convincing) Will continue to re-imagine our multi-product, multi-segment brandscape to transform from a hotel business to a hospitality ecosystem. (Why is it the focus of the Annual Report? This is a […]

Biocon 2020 Annual report takeaways.

Reading Time: 4 minutes Biocon: Bring high quality affordable medicines to all. Generics division: Crossed an annual revenue milestone of Rs 2000 crs. (31% of sales) Extended footprint to China through a licensing deal for 3 Generic Formulations. Started construction of a Rs 600 crs greenfield, fermentation-based manufacturing facility in Andhra Pradesh, India to cater to anticipated growth in […]

IDFC First Bank 2020 Annual Report Takeaways –

Reading Time: 4 minutes IDFC First Bank: Building a strong foundation  Retail assets contribution to overall funded assets stood at 61% as of March 31, 2020. Raised Rs 2,000 crs of fresh equity capital through preferential allotment to marquee investors during the first quarter of FY21. Post which, the total capital adequacy ratio of the Bank has improved to […]

Dr. Reddy’s Laboratories 2020 Annual Report Takeaways!

Reading Time: 4 minutes Dr Reddy’s Laboratories: Cost Competitiveness is the key Excelling in the manufacture of complex generics and biosimilars depends on its successful filing for new drugs – be these formulations or active pharmaceutical ingredients (APIs): Speed to market is another key differentiator. All the past USFDA issues (observations & Warning letters) in API & oncology formulations […]

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