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Analysed 16,367 tweets, tweets from the last 214 weeks.
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Last 50 tweets from @blitzkreigm
SOMANY CERAMICS
Strong results on low base
- But, there's an exceptional loss of 18.5 Cr due to default in debt paper of an NCLT Co

Co's worrisome issues in the past:
- An employee fraud of 15.9 Cr, a stock broker default of 26 Cr. They also held 30 Cr of SREI Infra Fin paper
 
So @cultfitOfficial is vaccinating its members as well for free! Nice.

Gestures like this ensure long term association with any brand!
 
Wow! What a fascinating stat, this!

You’ll enjoy this @sardesairajdeep
DYK? From the 30 players shortlisted by both sides to play in the #WTC2021final at Southampton, the only Mumbai born player is New Zealand's left-arm spinner Ajaz Patel!
#WTCFinal #WTC21
 
In Last 1 month -

Sundaram Clayton has garnered ~1650 Cr via stake sales in TVS Motors & now Suprajit Engineering.

Will be interesting to see if they announce any special dividend or not.
Large trade in Suprajit Engineering today!

Sundaram Clayton sells shares worth 158 Cr

TVS Motors sells shares worth 78 Cr

Both entities exit almost entirely. pic.twitter.com/EpB4CPjohl
 
Large trade in Suprajit Engineering today!

Sundaram Clayton sells shares worth 158 Cr

TVS Motors sells shares worth 78 Cr

Both entities exit almost entirely.
 
This one is getting a huge amount of spin off the pitch! pic.twitter.com/bZ0369OMzr
Replying to @hemantbuch
Ooooh! That would've hurt
 
In reply to @Prawinkadiyala
Thanks Praveen Now only waiting for my pizza :)
Replying to @Nigel__DSouza @Prawinkadiyala and 2 others
Here you go!
GIF
 
In reply to @Nigel__DSouza
😂 What about ekta? 😂 She also supposed to receive ☺ Such a healthy conversation in the screen..
Replying to @Prawinkadiyala @Nigel__DSouza and 2 others
She'll get this. Very Healthy
GIF
 
It's so much fun watching @Nigel__DSouza @blitzkreigm @ekta_batra having fun while sharing market updates😂
 
It's always refreshing to see the screen with @blitzkreigm @Nigel__DSouza @ekta_batra @CNBCTV18Live

Such a friendly conversation among them on Jubilant food and correlation of pizza and diagnostic centres 😂☺
Replying to @Prawinkadiyala @Nigel__DSouza and 2 others
Thanks Praveen! Now time for
GIF
 
Mangalam Maloo Retweeted ·  
#4QWithCNBCTV18 | #JubilantFood trading with gains of over 3% on the back of Q4 earnings. @blitzkreigm with the fineprint of the numbers and what the street likes
 
 
DODLA DAIRY

- Targets 15% organic revenue CAGR going forward

- Margins to sustain at double digits

- Share of Value Added to increase from 25% to 32% (margin accretive by further 100-200 bps)

#IPO #DodlaDairyIPO #FMCGisLife
 
BLS INTERNATIONAL
- Will do 750-800 Cr revenue in FY22

- Aim for 10-11m visa applications this year

- Value Added Services account for 20-25% of Sales, expect to improve

- Receivables from Punjab Govt at 67 Cr vs 300 Cr earlier

@blsintlservices
 
Mangalam Maloo Retweeted ·  
.@LemonTreeHotels posted understandably weak Q4 earnings owing to the 2nd COVID wave. CMD, Patanjali Keswani says room rates will shoot up once demand improves. Also tells @latha_venkatesh @SurabhiUpadhyay, there will be a permanent supply reduction in the industry. @blitzkreigm
 
 
Jubilant Food at Record High
Key Internals
1) Store Addition Picks Up
2) Decent Recovery in Q1 despite Wave 2
3) Key Management Changes
4) Positive Outlook

Key Q: How much is priced in?
@dominos_india #FMCGisLife
 
Mangalam Maloo Retweeted ·  
Easy Trip Planners posted their first quarterly earnings since listing – a strong showing on a low base, with #revenue growing 71%. Prashant Pitti, Co-Founder & Dir, @EaseMyTrip says overall booking value was lower, but co’s income was higher due to lower discounts. @blitzkreigm
 
 
Mangalam Maloo Retweeted ·  
In reply to @nimeshscnbc
Jubilant Food Review GS: Sell, TP Rs 1283 Rev growth of 14% YoY & PBT growth of 153% Dominos SSSG at 11.8% (LFL 13.7%) ahead of GSe at 8% Est rev growth was a function of lower operational days in 4QY20 (due to lockdown) & increase in effective consumer prices due to delivery fee
 
Mangalam Maloo Retweeted ·  
Jubilant Food review
CS: Neutral, TP Rs 2900
Cut FY22E EPS by c.3% due to the COVID-19 impact in 1Q
Margin upsides unlikely from hereon, new format success a key deliverable
Maintain NEUTRAL due to stretched vals
@blitzkreigm @CNBCTV18News @CNBCTV18Live
 
Mangalam Maloo Retweeted ·  
In reply to @nimeshscnbc
Jubilant Food review UBS: Neutral, TP Rs 3000 Growth drivers in place, execution will be key Revenue grows YoY in Q4FY21; impacted again in April/May Dominos SSSG 11.8% YoY in Q4FY21, -17.7% in FY21 Portfolio expansion to drive growth @blitzkreigm
 
Mangalam Maloo Retweeted ·  
In reply to @nimeshscnbc
Jubilant Food Review MS: OW, TP Rs 3236 F4Q21 earnings missed expectations, but management commentary was +ve on scale-up potential for both pizza & non-pizza cuisines, market share opportunity, & margins Remain constructive on Jubi's medium term scaling strategy @blitzkreigm
 
#Quiztime

What is this kind of skydiving called in which the skydivers throw their parachute out of the airplane door, wait, and then jump after it to catch it and secure it? pic.twitter.com/WflH8aIvcO
 
Hahahaha! I agree
I appreciate the Apple Watch’s commitment to heart health but if Apple really wanted to lower my blood pressure they’d change the Apple TV login experience.
 
In reply to @blitzkreigm
Basically - soon Results day will mean a junk food fest for all of us ;-)
The entire results season itself! Maggi, Burger King, McDonalds, Barbeque Nations, Dominos Soon to be listed Devyani International! (Pizza Hut, KFC etc) Bring out your forks, folks!
 
In reply to @blitzkreigm
Quarterly results may or may not be good. But Results day is certainly good for Dominos because of GIF's from you.
I can’t wait for them to scale up other verticals (Chinese, EkDum Biryani, Popeyes) fast enough. Running out of Pizza gifs. The sizzle of a Chinese Wok, Cheese dripping from burger sides or Biryani shots will be tempting too :)
 
I was hoping to be in Southampton this week for the #WTCFinals. But quarantine requirements meant I would have to be away for 27-28 days for one game. I have spent a lot of time in bubbles and there are more ahead. I am enjoying being home and so, regretfully, had to pull out
Replying to @bhogleharsha
I’m sure you’ll be just as great if they got you to do the commentary remotely. A monitor with the clean-feeds and in-ear commands should do the trick, some what, at least. Right?
 
NEWGEN SOFTWARE
Interesting set of buyers in the large trade today.

Mukul Agarwal, Ashoka India, Abu Dhabi Inv, India Accorn.
 
In reply to @blitzkreigm
DODLA DAIRY IPO Valuations FY21 VALUATIONS Hatsun Agro 82X Parag Milk 67X Dodla Dairy* 18X *annualized FY23e VALUATIONS Hatsun Agro 57X Parag Milk 13X Dodla Dairy 14X #IPO #FMCGisLife 6/n
Replying to @blitzkreigm
DODLA DAIRY Final Thoughts - Competitive biz offered at fair valuation - Execution is key as competition is intense - Investors scared through experience in Kwality & Prabhat Dairy. Even Parag Milk < IPO price - Hatsun is the lone wealth creator so far #IPO #FMCGisLife 7/7
 
In reply to @blitzkreigm
DODLA DAIRY FINANCIALS - FY18-20 Revenue & EBITDA CAGR of 16% and 11.8% respectively - Balance sheet with further strengthen with 50 Cr Fresh Issue - Net Cash Co - Highest RoCE & Lowest Margins among peers due to higher Contribution from Liquid Milk #IPO #FMCGisLife 5/n pic.twitter.com/n04SuJNOQn
Replying to @blitzkreigm
DODLA DAIRY IPO Valuations FY21 VALUATIONS Hatsun Agro 82X Parag Milk 67X Dodla Dairy* 18X *annualized FY23e VALUATIONS Hatsun Agro 57X Parag Milk 13X Dodla Dairy 14X #IPO #FMCGisLife 6/n
 
In reply to @blitzkreigm
DODLA DAIRY IPO OPPORTUNITIES - Increase in share of value added pdts - Liquid Milk has higher ROCE - Sales into other geographies RISKS - Intense Competition in private players - Dominance of cooperatives limits pricing power - Volatility in milk price #IPO #FMCGisLife 4/n pic.twitter.com/gGij9pqsXd
Replying to @blitzkreigm
DODLA DAIRY FINANCIALS - FY18-20 Revenue & EBITDA CAGR of 16% and 11.8% respectively - Balance sheet with further strengthen with 50 Cr Fresh Issue - Net Cash Co - Highest RoCE & Lowest Margins among peers due to higher Contribution from Liquid Milk #IPO #FMCGisLife 5/n
 
In reply to @blitzkreigm
INDIAN DAIRY INDUSTRY - Industry size in 2020 at 6.7 Lk Crore - Expected growth at 10-11% CAGR till FY25 - Organized segment is expected to grow at 12-13% - Co-operatives at 55-60% Share of Organized Market, Pvt Players at 40-45% #Thread #IPO #FMCGisLife 3/n pic.twitter.com/EisUKfe3tK
Replying to @blitzkreigm
DODLA DAIRY IPO OPPORTUNITIES - Increase in share of value added pdts - Liquid Milk has higher ROCE - Sales into other geographies RISKS - Intense Competition in private players - Dominance of cooperatives limits pricing power - Volatility in milk price #IPO #FMCGisLife 4/n
 
In reply to @blitzkreigm
ABOUT DODLA DAIRY - South India based dairy Co - Brands: Dodla Dairy, Dairy Top & Dodla+ - Revenue Share of Value Added Pdts in 9MFY21 at 24.7% - Milk Procurement at 1.13mlpd, Processing Capacity at 1.7mlpd - 3rd party dependence at 5.6% #Thread #IPO #FMCGisLife 2/n pic.twitter.com/gDnYCKLTlH
Replying to @blitzkreigm
INDIAN DAIRY INDUSTRY - Industry size in 2020 at 6.7 Lk Crore - Expected growth at 10-11% CAGR till FY25 - Organized segment is expected to grow at 12-13% - Co-operatives at 55-60% Share of Organized Market, Pvt Players at 40-45% #Thread #IPO #FMCGisLife 3/n
 
DODLA DAIRY
IPO Opens tomorrow
Here's a 🧵 on the key things to know:

Issue Dates: June 16-18
Issue Size: 520 Cr (470 Cr OFS)
Price Band: 421-428/Sh
Post Issue MCAP: 2546 Cr
Promoter Stake: Post Issue at 64.2% vs 68.5%
(IPO provides exit to TPG)
#Thread #IPO #FMCGisLife

1/n pic.twitter.com/FaOrXgfpfJ
Replying to @blitzkreigm
ABOUT DODLA DAIRY - South India based dairy Co - Brands: Dodla Dairy, Dairy Top & Dodla+ - Revenue Share of Value Added Pdts in 9MFY21 at 24.7% - Milk Procurement at 1.13mlpd, Processing Capacity at 1.7mlpd - 3rd party dependence at 5.6% #Thread #IPO #FMCGisLife 2/n
 
DODLA DAIRY
IPO Opens tomorrow
Here's a 🧵 on the key things to know:

Issue Dates: June 16-18
Issue Size: 520 Cr (470 Cr OFS)
Price Band: 421-428/Sh
Post Issue MCAP: 2546 Cr
Promoter Stake: Post Issue at 64.2% vs 68.5%
(IPO provides exit to TPG)
#Thread #IPO #FMCGisLife

1/n
 
JUBILANT FOOD
Mild Miss vs Estimates in Q4
SSSg at 11.8% vs Poll at 14-16%

But Imp Internals
- Added 46 @dominos_india outlets during the qtr
- Added 10 #HongsKitchen Outlets

Q1 So Far
Revenue YoY
April -5.6%
May -12.3%
#FMCGisLife
GIF
 
Parag Milk
Near term:
- Milk Prices down 7-8/Ltr
- Demand expected to pick up

Med-Long Term:
- Higher capacity utilization and growth in Value Added products to boost business
- Target 3000-3200 Cr revenue by FY24-25 with 10% margins

@akshalishah
 
Twenty years of Lagaan.

I have watched countless movies in theatres, but nothing beats the experience of Lagaan in a full theatre on first release.

Especially the second half.

You have either lived it or you haven't. Words cannot do justice to the experience.
Replying to @ovshake42
Can’t agree more! My favorite Indian movie of all time.
 
Mangalam Maloo Retweeted ·  
#4QWithCNBCTV18 | Jubilant Food is seen reporting an increase of 17% in revenue and more than 62% rise in EBITDA YoY. Domino’s same-store-sales growth is seen in the range of 14-16%
 
Key Cues: SGX Nifty +10 Pts
Wall St saw record close for S&P 500
Fed Meeting Imp Trigger
#BTC starts to rally again, at $40k
FIIs sell 504 Cr in Cash, 2638 Cr in Index Futures
FIIs unwind ~18000 Longs, Add 6400 Shorts!
FII Long Exposure drops to 75% from 84%
#StockMarket #Nifty
 
In reply to @blitzkreigm
Hi Mangalam Ji, I always like You & Nigel Duo Combination on screen (With more energy , Vast Information, Deep Analysis) .!! You have good presentation skills with good vocabulary .. !! But you people, doing the show very casually .Keep it up Bros.! yours friendly .. anand.. pic.twitter.com/pLyJ7cSvNP
Replying to @THEGOLDENSTARS3
Thank you Anand :) We keep trying to get better!
 
West Bengal Unlock:

Office allowed for 6 hours with 25% strength! 👨‍💻👩🏼‍💻

Bars allowed for 8 hours with 50% strength! 🍾🍻🍺🥃

*hic* #Unlock #COVID19India #WestBengal
 
My mom lost a hard fought long battle and I lost the person whom I loved the most in my life. Saddest day in my life.

The mother is one who can take the place of all others but whose place no one else can take.

I will miss you in every moment.
Replying to @AnyBodyCanFly
Pray for all the strength for you and the family.
 
Mangalam Maloo Retweeted ·  
.@IOBIndia reports Q4 earnings. Higher other income aids profits, while credit cost remains elevated. MD & CEO, Partha Pratim Sengupta tells @blitzkreigm, they saw slippages of 3.28% & mostly in Q4 due to SC dispensation. Adds, credit cost is around 3% & target is to get it to 2%
 
In reply to @blitzkreigm
Yes Mangalam. Brand Stories in India and Abroad
Replying to @JaayShaan @zhr_jafri and 1 otherfalse
Chalo done! This weekend :)
 
In reply to @blitzkreigm
When it comes to brands, you are Chellam sir 😁
Replying to @zhr_jafri @QuizMumbai and 1 otherfalse
Let’s do a space on Brands and Brand Stories :)
 
In reply to @QuizMumbai
Replying to @zhr_jafri @QuizMumbai and 1 otherfalse
Picture update karna padega!!! :P
 
In reply to @JaayShaan
Oh yes @blitzkreigm will be great in brands... Will make my work tougher...
Replying to @QuizMumbai @JaayShaan and 1 otherfalse
Let’s do this :))))
 
Pure Joy! Great gesture @DjokerNole #Djokovic
Classy gesture by #Djokovic giving his championship winning racket to this kid. Watch the kid’s reaction! The kid will cherish this moment for his entire life. pic.twitter.com/AMZGApnl3r
 
 
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