Tata Group Company Analysis: TCS, Tata ELXSI, Tata Motors, Tata Coffee, Trent, Titan, Voltas

Tata Group of Companies: Tata Group, we have 8 shares of Tata Group of Companies (Tata Sons) such as Tata Consultancy Services, Tata LLSSI, Tata Motors, Tata Consumer Products, Tata Coffee, Titan, Trent, and Voltas. Analysis?

Tata Group analyzes companies

We are going to talk about the developer which has the largest stake in listed companies in India. This means that there is a promoter for all public trade companies listed on BSE and NSE who have one rupee. 9.28 lakh was paid to them. Earlier, the central government had its own biggest stain. But in recent times, this promoter has overtaken the central government and has the largest stake in listed companies worth Rs 9.28 lakh crore, while (if I talk about the central government) government-run PSUs. Crore This means that in recent times this promoter has replaced the central government in terms of value.

If you haven't guessed the name of the promoter, let me tell you that today we are going to talk about Tata's children. Many of Tata's son's companies are traded publicly. Therefore, we will divide this article into two parts.

Tata Group of Companies

In this article, we will discuss 8 publicly traded companies that have been promoted by Tata Beta. I will also talk about your business, competitors, and finances. To give you an idea of ​​publicly traded companies with promotional Tata Bits.

Tata son

Let's start this article quickly and talk about Tata Sons' first company. Let's quickly talk about the first company owned by Tata's sons and listed on the stock market.

Before we talk about the first company, let's talk about the entire IT industry. Tata Sons have two companies that operate directly in the IT sector. Tata Consulting Services is the second-largest market capitalization company in India. First, I will talk about the field of information technology.

In the fiscal year 2020, the total revenue of the IT sector is estimated. 19.191 billion. Its exports (to other countries) and domestic trade deficit are 14 147 billion and 44 44 billion, respectively. From this, you can understand that the total revenue of the IT sector is quite high and a large part of it comes from foreign exports. Companies serve foreign customers and collect revenue. I have used the term foreign tax for this. In addition, the IT sector has shed a lot of light.

When the cowboy situation was at its peak, many industries were adversely affected and their incomes declined. But the IT sector is the one that has had the least negative impact. When the code situation was booming, a lot of companies came online, which directly benefited the IT companies. In addition, since employees of IT companies did not have to go to the office, the company's business did not face many negative effects. The sector has made huge profits for its investors in recent times. Friends, we expect the IT sector to reach 350 billion by the fiscal year 2025.

Tata related services

Now let's talk about Tata Sons' first company. The name of this company is Tata Consultancy Services.

Speaking of the information technology industry, I gave you a glimpse of this company. As you know, the market capitalization of this company is more than Rs 10 lakh crore. Therefore, it is the second-largest company in terms of market capitalization.

Another interesting fact is that 75% of the total income of Tata's children is provided through Tata's consulting services. Of Tata Sons' total revenue, TCS accounts for 75% or about 3/4 of the shares. That's a lot. Therefore, TCS is a key player in the entire Tata Group. TCS operates in 149 locations in 46 countries. You will understand that TCS business has spread to almost every major country in the world.

We will now talk in detail about TCS, the revenue from each geography, and the largest staining industry in TCS. As you can see, North America is the largest contributor to TCS. The UK will then contribute 15.9 percent. It is followed by Europe, which is a major partner in TCS revenue with 14.7%. Asia Pacific and India earn .3.9.3% and 5.7% respectively.

Next, let's talk about the different areas involved in the company's business. IT companies provide services to the healthcare, automotive sector, etc. Here it is important that you understand the disadvantages of TCS fees compared to different industries. Let me take you to my screen. As you can see on my screen, TCS's biggest revenue is the banking sector: BFSI 30.5%. After that, its first revenue from the retail sector is 15.2%. Manufacturing, technology, and services are up 9.9% and 8.6%, respectively.

Another interesting fact about TCS is that it is a great source of wealth for Indian investors. In the fiscal year, 2005-2020, the CAGR growth rate in its revenue is 16%. Over the past 15 years, the company has maintained a 15% increase in its total revenue. But in terms of profitability, CAGR's growth is 19. So you can understand that the company has grown a lot in terms of wealth due to consistency and has created a lot of wealth.

TCS's competitors are Infosys, Mindtery L&T Infotech, and Wipro.

These companies operate directly in the service sector and compete directly with TCS. The share price of TCS is around Rs. 2,2900. Over the past year, it has given its investors a 34% return. Your next immediate competitor is Inforus. It has delivered more than 60% profit to its investors.

Tata Alexis

Now I will tell you about another Tata company which is also in the IT sector. Interestingly, the share price of this company is Rs 1,830. But in the last year, it has given its investors more than 100 returns. This means that if you invest your money here, your money will double now.

The market capitalization of this company is about 12 billion rupees. If you haven't guessed its name, let me tell you that the name of this company is Tata Alexis.

The company's business includes design and technology services in a number of business areas. But its core business segment is the automotive sector. It contributes more than 42% to the revenue. Its main focus is on the automotive sector. Broadcasting and communications are in some other vertical areas where the company operates

Now let's talk about the company's overseas profits. Tata Alexis receives 36% of its revenue from the United States and 38% of its revenue from Europe. About 70% of the revenue comes directly from Europe and the United States. There has been an increase in consistency in TCS which has also been seen in Tata Alexis in the last 5 years. Your profit over the last 5 years is over 19% of the CAGR. But the consistency shown by TCS over the last 15 years has been maintained. But here we are talking about this company for the last 5 years. The consistency and performance of this company will be known in the future. The industry in which Tata Alexis operates has a P / E ratio of 22. Tata Alexi's P / E ratio is around 34. Tata Alexis has a debt level. You could call it a virtually debt-free business.

This includes L&T Infotech, which has given its investors huge profits over the past year. So it was about the first two companies working directly in the IT sector.

Tata Motors

We now move quickly to a third company that operates directly in the automotive sector. The company has made significant returns to its investors in recent days. The name of this company is Tata Motors.

You will know about Tata Motors. Once your share price reaches Rs. 400-500. But in recent days it has not worked well. Once its share price fell below Rs 100. But for now, its (Tata Motors) shares are worth Rs 1,880. It has recently returned more than 100 percent to its investors. But to understand your business, you need to understand the context of classes and the auto industry. The automotive sector has been in recession for the last 2-3 years. But in recent times, there has been progressing in this area.

In the financial year 2016-2020, the growth of CAGR has been 1.2%. Growth in the automotive sector has been slow. But in recent months, the trend has been to develop the sector. India's automotive sector is the world's fourth-largest automobile manufacturing industry. It ranks seventh among commercial vehicles. In the global automotive market, India is an important part of the world where many cars are manufactured.

There are a lot of electric cars for cars in this debate.

According to the trends for the financial year 2025, the share of electric vehicles in India will exceed Rs 50 billion. Many automotive and technology companies have expressed interest in working in this field. Tata Motors is famous for cars. But interestingly, the car brands of Tata Motors, Jaguar, and Range Rover account for 80% of the revenue. The increase in share price (investment) depends on the company's business.

Tata Motors' business relies heavily on Jaguar and Range Rover (which account for 80% of revenue). Your debt to equity ratio is 2.28. This is considered to be a huge number compared to the entire automotive sector. In November, Tata Motors' total sales increased by 108%.

The Brexit effect was also seen here. Once the Brexit deal is completed, restrictions on imports and exports are expected to be lifted. But it is far from certain that you should not do this. Instead, you'll want to discuss the basics of doing business.

When studying Tata Motors, it is important to know the continents that contribute to its revenue (apart from the fact that 80% of its revenue comes from Jaguar and Range Rover).

As you can see, the company's revenue in North America, Europe, and the United Kingdom is 6. 6.9 billion, 6 5.6 billion, and 7 5.7 billion, respectively. Its revenue also depends on China at 3.9 billion. Hopefully, this will give you an idea of ​​how much your income depends on different companies. The current share price of Tata Motors is Rs 1,183. The company has a market capitalization of Rs 60 billion. In the last year, it has taken a negative advantage of 0.33 a. But since March, the company has passed 100.

I will not talk about the P / E ratio here as Tata Motors is currently a loss-making company. You can't talk about the P / E ratio whenever the company suffers a loss. Its biggest competitor is Maruti Suzuki, which is the market leader in the passenger segment with a 50% market share.

Tata Motors' other major competitor is Asher Motors, which manufactures commercial vehicles. As you know, Tata Motors also has a business for commercial vehicles. Therefore, it is in direct competition with Asher Motors.

Tata Consumer Products

Now let's talk about the retail and consumer products industry. Tata Sons' next company is affiliated with it.

The retail sector accounts for 10% of India's total GDP. In recent times, this sector has become a dynamic and fast-growing sector. Many new players have entered the field, which is why things are changing so fast. India's total consumption in the fiscal year 2020 is 3.6 trillion. This is equivalent to 10% of India's GDP. Therefore, the first company to emerge from this sector and the fourth company from Tata Sons is Tata's consumer product.

It is a company that works directly in the consumer goods sector. One of the main products of this company is Tata Salt. You must have used it. If you are unfamiliar with this product, please let me know if the product sold is from Tata Consumer Products Company. In addition, there are other brands. Tetley is a major tea brand in India and is owned by Tata Consumer Products.

The company was formerly known as Tata's global beverage. It was later renamed Tata Consumer Products. Recently, Tata's consumer products have performed well for its investors. In the past year, the company has given more than 80% return to its investors.

Currently, the company's share price is reaching Rs 580. The market capitalization of the company is Rs 4.5 billion.

The P / E ratio of this company is around Rs. But let me tell you, the consumer goods sector usually has a higher P / E ratio. Therefore, this company is also trading at a higher price.

Tata coffee

So now we are talking about the next company, the fifth company of Tata Bits, which is directly linked to the products of Tata consumers. As I told you, this company also works in the beverage sector. Here Tata Coffee operates as a subsidiary of the company.

Tata grows coffee, plants it, and sells it to consumers as a final product. The major agricultural sectors of the company are Karnataka and Tamil Nadu. The main coffee-growing areas are Korg and Chikmagalur. Apart from India, the company also operates in the United States and the United Kingdom.

The company has a market capitalization of about Rs 107 million and a market capitalization of over Rs 2 billion. Last year, it returned 16% to its investors. Tata Coffee's return on equity (ROE) is around 10%. Tata Coffee's debt-to-equity ratio is close to 0.93.

Titan

This means that debt and equity are equal. Now let's talk about Tata Sons holiday company.

This is a famous company that you must have heard of. If you haven't heard of it, let me tell you that it has a direct bearing on Rakesh Jhanjuwala. His name is Titan.

The company has returned to become more than one beggar in recent years. I'll take you directly to my screen to explain this company. Here you will find information about the company's brand (also launch) by date. The company was started in 1984.

The Titan brand was launched in 1987. The Tencel brand was launched in 1996. In addition, the company launched Sonata, Fastrack, and many other brands operating in India.

Interestingly, it is the fifth-largest watch company in the world. Titan's business is exported to 32 countries. The company has more than 1500 stores. The business of this company is very solid. Over the years, the company has shown consistency in its revenue and profits.

The CAGR rate has been around 12% for the last 5 years. CAGR's revenue growth is more than 15 percent. From this, you can guess that Tata has shown consistency in performance over the last 5 years. Titan's shares are worth about Rs 1,1,550. Last year, it gave its investors a 34% positive return. It will also affect the impact of the code and investors. It can also be considered a great return.

The industry in which Titan operates has a P / E ratio of 30. While the P / E ratio of this company is more than 190. This means that the P / E ratio of this company is really high. The debt-to-equity ratio in the company is 0.55.

Voltas

The seventh company of Tata sons was started in 1954. The company works in an industry with multinational players. The company has surpassed all its multinational competitors and has become a market leader in its own right. The name of this company is Voltas. The company operates in the air conditioning and refrigeration sector. Demand for air conditioning has increased in recent times.

Then this company also experienced growth. In the fiscal year 2020, the company had 15,000 points to reach customers directly and sell its products. As I told you, Voltas is the market leader. The market share of AC-Class Voltas in the room is over 23%.

Now let's talk about Voltas' consistency in terms of financial performance. Your CAGR revenue has increased by 8% in the last 5 years. While the rate of profitable CAGR in the last 5 years is 6%. The shares of Voltas are priced at around Rs 1,831. Last year, it gave its investors a 26% return.

Trento

Now let's talk about the eighth company of Tata Sons. This is the last company of your article. We will cover other companies in the next article. The name of this company is Trent. If you haven't heard of Trent. Let me tell you, this is Tata Sons. The company's business is to sell readymade garments to the retail sector.

This is the big business of the company. In addition, the company's business is divided into three parts. The first is West Side, the second is Star, and the third is Landmark. Westside sells shoes and accessories for both men and women. Star operates 30 stores daily in India with brands like Star. Landmark is a model through which they come to market according to family needs.

Trent's current share price is Rs 674. Last year, it gave its investors a 24% return. This is a significant number. Trent has a market capitalization of Rs 24 billion.

I can't talk about the P / E ratio here because it is the normal P / E ratio of the industry in which you work. it is. But since this company has to suffer, we will not talk about the P / E ratio.

So, for today, these are the eight companies that belong to the sons of Tata (promoters).

Next time, we will publish another article in which we will talk about the other 8 companies of Tata Bates that do business publicly.

Please comment below about the companies in which you should invest in the companies in question.

The joy of investing!