Investor Presentaiton
•
Market Context
FMCG growth in India*
25%
20%
15%
10.6%
10%
5%
80.0
Exchange rates
FLAVOURS
OF GROWTH
USD/INR
100.0
GBP/INR
75.0
95.0
16.2%
15.7%
92.2
91.8
13.4%
89.9
69.6
69.7
69.1
10.0%
70.0
90.0
90.5
90.5
87.6
65.0
66.7
67.4
85.0
65.2
0%
60.0
80.0
Q1 FY19
Q2 FY19
Q3 FY19
Q4 FY19
Q1 FY20
Apr
May
Jun
Apr
May
Jun
FMCG growth in India
Q1 FY19-20
Q1 FY18-19
Q1 FY19-20
Q1 FY18-19
FMCG growth is India slowing down owing to weakening
rural demand
India's GDP growth in Q1FY20 slowed down to 5.8% (5-year
low)
Household spending growth rate was lower in Q4FY19
(8.1%) compared to Q3FY19 (8.4%)
TATA GLOBAL BEVERAGES
In Q1, Rupee has appreciated against GBP by 2% (average)
whereas depreciated against USD by 5% (average)
TGB Group revenue's increased 0.6% on account of exchange
fluctuation (+1.1% for USD denominated and -0.2% for GBP
denominated businesses)
Uncertainty around a deal or a no-deal Brexit continues to
drive the market. GBP weakness continuing.
Source: *Nielsen & tradingeconomics.com 7View entire presentation