CNBC-TV18

I have a list of people in my life, ones who are classified as AAA. Now, there’s no hierarchy or class system here. The AAA, in this context, stands for “Anything, Anywhere, Anytime!” For people on this list, one must do Anything, Anywhere, Anytime :) Among the prime residents of this list is Shyam Srinivasan ! Why? Well, our mutual love (obsession) for Cricket, our faith in Ganesha almighty, and the massive respect I have for him, personally and professionally! He’s a mentor who has been very generous with his teachings and priceless advice at multiple points in my life. Also, he makes the best filter kaapi in the world. What I’m happiest about, however, is his advice is no longer exclusive to a fortunate few. It’s now made accessible to all via BETTER NEVER STOPS! All his learnings from life, success, failure and everything that comes with it, poured in these pages. He’s advised me not to read the book at one go, but keep referring to it every once a while and savor it. I couldn’t help but parse through some chapters, and it’s quite a page turner already. Just the profile of endorsers that have recommended this book would make for an outperforming portfolio. Yet, Imagine the nuggets you’ll get from the entire read :) He was candid in admitting, he’s nervous about this. He need not be. He’s also humble enough to sit at airport bookshops and multiple retail outlets to sign each copy of the book. Not just a cursory scribble, but long conversations with each of the buyers. I’m relieved that the exclusivity on filter kaapi still holds. I’m sure this is just the start and there are many more books waiting to emerge from his pen. You know why? Because “Better Never Stops!” Congratulations Guruji! I’ll see you at a cricket game, soon.

An insightful conversation with Puneet Chhatwal , Anuraag Bhatnagar and Rahul Ganjoo on the Experience Economy Opportunity While all of them spoke about the huge headroom for growth for both hospitality and live events in India, we also discussed the near term challenges around infrastructure and regulations. From Puneet’s perspective, there is a lot of opportunity in serving customers across all economic and geographical categories. That explains why they continue to add brands throughout the ladder even as they remain steadfast on the luxury opportunity. Anuraag believes the demand for luxury and high end experiences have still a huge Total Addressable Market and they continue to double down on this. Rahul said, India’s experience economy structure is two pronged, from an artist, production and bookings tech perspective, we’re at par with the world. However, our concert infrastructure still needs a lot of work to be done. Additionally, the other highlights of the evening for me were: - The opportunity to speak with 3 generations of Sarod Maestro Ustad Amjad Ali Khan’s family. - Had a super fun chat with Rishabh Mariwala as well - Was lovely to catch up with schoolmate Pranav Maheshwari , reminiscing our old days.

🚨 Industry disruption incoming... I recently took my new Print Three colleagues over to the Fujifilm Print US demo room here in Canada to show off the amazing Revoria presses in action. The technology completely speaks for itself! 🖨️✨ But the unexpected highlight of the trip? Bumping into my good friend Andrew Gunn . 🤝 We grabbed a few minutes to catch up, and Andrew gave me a little sneak peek into what Fujifilm has planned for the rest of the year. Let me just say: there are some absolutely groundbreaking new products on the horizon. 🚀 After hearing what's in the pipeline, I’ll confidently state this: other OEMs must be shaking in their boots right now. Big things are coming to the print world. Stay tuned! 👀 Did you ENJOY this? ♻️ Repost it. Send it. CLICK HERE TO SEE MY ENTIRE FEED: https://lnkd.in/etvrGPCe

How Naveen Pandey is driving a turnaround at Bajaj Consumer Care ? The MD recently shared insights into the strategies fueling this performance, including a 30% revenue growth and 140% EBITDA growth in the fourth quarter. After having crossed the 1000 Cr milestone in FY26, they have path toward the 1500-2000 crore revenue milestones and plan to launch 1-2 new products annually. Full Interview Link in Comments Key pillars of the strategy: 🔹 Reviving the Core & Brand Investment: The company has aggressively invested back into its flagship brand, Almond Drop (ADHO), maintaining a consistent presence on air and shifting to a 50/50 advertising mix between traditional and digital platforms. 🔹 Reimagining Distribution (Project Aarohan): Bajaj Consumer has reworked its entire distribution footprint, moving from a van-based system to a super stockist-based model in rural areas. This has significantly expanded their reach and improved wholesale network efficiency. 🔹 De-risking through Diversification: To tackle "concentration risk," the company is aggressively growing its non-Almond Drop portfolio, which already contributes 225 crores in revenue. The goal is to reach 500 crores in the growth portfolio over the next three years. Additionally, they are leveraging the "tipping point" of organized trade (Modern Trade, E-commerce, and Quick Commerce), which now accounts for 30% of revenue. 🔹 Navigating Inflationary Headwinds: While facing raw material inflation (specifically crude derivatives), the company is planning calibrated pricing actions in Q1 to protect margins. The focus remains on balancing consumer impact with cost-cutting initiatives to ensure long-term sustainability. #FMCG #GrowthStrategy #BusinessTurnaround #BajajConsumer #RetailInnovation #MarketingStrategy #Leadership

Jubilant Food in focus Has decided to leverage on the Dominos network, Dunkin learnings & Coffy (Turkey) experience to get into coffee offerings - Cafe Dominos! Good adjacency to have. My sense is, it should be more of a Store in store kinda expansion, instead of standalone cafes. Does 4 things to their business - Enhances beverage portfolio, which in my opinion was lacking vs peers. Also improves their dessert offering (Cookies, Cakes etc along with coffee) - Improves Dine-In/Store Takeaway performance (has been abysmal) - Sweats current store real estate better with small additional capex. - Increases relevance beyond meal/snack times. The challenge however - is to leverage Brand Dominos beyond Pizza. Coffee is a very specific niche. McCafé has done it - but can Dominos do it too? Not sure how the numbers for BK Cafe stack up. There’s already a lot of competition in the value coffee offering (Third Wave and multiple individual cloud kitchens, Cafes started by Qcomm players themselves etc) Cafes themselves are relying on food sales for better realizations. Volatile commodity prices could impact margins instead of enhancing them. Jubilant FoodWorks Ltd. Sameer Khetarpal #StockMarket #FMCG #Consumption #QSR #Cafe