Whalesbook
Is 'new normal' mein business kaise manage karna hai, is par Chairman N. Chandrasekaran ne khaas zor diya. Unhone kaha ki aajkal ka time 'high-volatility, low-visibility' wala hai, matlab bade changes kabhi bhi aa sakte hain aur future predict karna mushkil hai. Aise mein company ko smart aur tez hona padega.
Company ke CEO aur MD Sunil D’Souza ne bataya ki chai aur coffee ke daamon mein utaar-chadhav se margins par thoda pressure tha. Par Tata Consumer ne smart sourcing aur blending se ise manage kiya, aur advanced tools use karke profitability ko protect kiya. Jab prices kam hue, toh consumers ko bhi fayda pahunchaya gaya. Capital Foods jaise naye businesses ko bhi global shipping problems face karni padi, par unhone bhi apne strategies adjust kar li.
Growth poori company mein faile hue thi – India, international markets aur non-branded segments sab jagah. Pakaged foods wala segment, khas kar Tata Sampann, toh ₹1,500 Crore ka revenue cross kar gaya aur 46% grow kiya! Ready-to-drink business mein bhi 20% ka volume growth dekhne ko mila.
Digital side par bhi company ne zabardast kaam kiya hai. India business mein 41% revenue ab alternate channels se aa raha hai. E-commerce aur quick commerce milakar 19% revenue generate kar rahe hain aur 62% fast grow hue hain. Quick commerce mein toh 38% market share ke saath company number one hai.
Aage dekha jaaye toh Chandrasekaran aur D’Souza dono ka kehna hai ki volatility shayad abhi aur rahegi. Lekin company ki strong balance sheet aur alag alag business segments usko future shocks ko handle karne mein madad karenge. FY27 ke liye bhi unka mannna hai ki growth ke fundamentals strong hain.