In today’s briefing:
- TVS Supply Chain Solutions Pre-IPO – Profitability Might Have Been COVID-Driven
- Jubilant Foodworks Vs Devyani International | When the Going Gets Tough
TVS Supply Chain Solutions Pre-IPO – Profitability Might Have Been COVID-Driven
- TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO.
- TVS SCS is an Indian supply chain logistics solution provider which also has global capabilities and network across the value chain with cross deployment abilities, according to RedSeer.
- TVS SCS has seen its revenue grow as both its operating segments registered decent growth during the track record period. However, its profitability might have been a result of COVID-19.
Jubilant Foodworks Vs Devyani International | When the Going Gets Tough
- Devyani International (DEVYANI IN) has outperformed Jubilant in terms of growth, revenue, and EPS.
- Devyani International (DEVYANI IN)’s focus on KFC and Costa Coffee benefits from the “Dine In” trend, while Jubilant faces increased competition.
- DEVYANI’s plans to double store count and penetrate underrepresented categories justify its premium over Jubilant Foodworks (JUBI IN) .
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