Stockrabit · Analysts
Questions across 10 calls

Abhishek Mathur

Systematix

Patanjali Foods Limited

Patanjali Foods Limited CC-Jun26.pdf · 2026-05-30
Yes. Hi, sir. Thank you for the opportunity. Specifically on the Foods business. So we've reported staples revenues of INR850 crores, and I think the ethnic foods revenues at around INR600 crores. This seems to be a decline Y-o-Y, if I have my numbers right, I think there seems to be a mid-teens decline on a Y-o-Y basis in the Foods business with these revenues. So just wanted to check, we were showing quite a good recovery in the last quarter. So what seems to be driving this decline? What is the issue in this current quarter, which has driven this decline? And also if there is any one -off in the tax rate seems to be quite low for the quarter? Yes. Thanks.
Right. And sir, are we expecting this to reverse in the coming quarters?
Patanjali Foods Limited CC-Jun25.pdf · 2025-08-14
It's quite heartening to see the growth revival in your biscuits and high-margin foods segments. Just wanted to check, in biscuits, are we expecting this momentum in terms of high single-digit growth to continue going forward? And in the high-margin foods business, you mentioned cow ghee as something that came back strongly. Which are the other sort of products in the high -margin foods segment, which have contributed to this growth turnaround in 1Q?
Right, sir. And my second question is, if you can just help with the absolute EBITDA numbers for biscuits, staples, higher-margin foods, Nutrela and nutraceuticals for the first quarter?

CCL Products (India) Limited

CCL Products (India) Limited CC-Nov25.pdf · 2025-11-06
Congratulations on a good set of numbers. Just wanted to understand, sir, it seems that our EBITDA per kg seems to have improved materially sequentially as well as on a Y-o-Y basis. It would be great if you can give an indicative range. But also if you can talk about what seems to have led to this improvement? What are the factors that are leading to this? It seems that over the past 2 years, this has significantly improved as well. If you can talk a bit about that.
And if you can give an indicative range of what was the EBITDA per kg for the quarter or for the recent 1H?
CCL Products (India) Limited CC-Jun25.pdf · 2025-08-06
Just wanted to check our volume growth guidance, is it maintained at 10% to 20% that you had mentioned some time back? Also, what was the EBITDA per kg for the quarter, if you can sort of guide on that? And what is our guidance for this metric going forward? And finally, on the inventory that we keep a few months of inventory, is there some mark-to-market revaluation that we do which hits the EBITDA? Those are my questions.
Great, sir. Just wanted to clarify one more thing. Do we also do some bulk sales at a lower EBITDA? Is that part of our volume also?

Bikaji Foods International Limited

Bikaji Foods International Limited CC-Nov25.pdf · 2025-11-12
Hie sir, thank you for the opportunity. Just wanted to check on our distribution reach, you have indicated that we would be reaching to a number close to 3.5 Lakhs by the end of the current financial year. But just looking a bit far ahead over the next maybe 2 to 3 years, what could be the reach that we are targeting? Do you have a number in mind here? And what would be the regions, where we would be looking to expand this reach?
Right. Very clear, sir. And also, I just wanted to check in terms of our more mature stores or maybe the stores which are more than 1 to 2 years old, not the new ones. In terms of the throughput per outlet, what are the trends that we are seeing? Is it fai rly stable? Or is there a decline or a slight appreciation that we are seeing over the past 1 year or so in terms of throughput per mature stores or old outlets?

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-09-16
My question was on the regional rice market where you have made some recent launches and which is a significantly bigger market than our basmati rice. So there, just wanted to check what is the update on our progress in terms of our foray in regional rice? And what is our way to win that you see given that there are a number of entrenched regional players who are strong in their respective pockets?
So would you be able to quantify what is currently, in terms of tonnage, our sales in regional rice right now? Is it material?
LT Foods Limited CC-Feb26.pdf · 2025-09-16
My question was on the regional rice market where you have made some recent launches and which is a significantly bigger market than our basmati rice. So there, just wanted to check what is the update on our progress in terms of our foray in regional rice? And what is our way to win that you see given that there are a number of entrenched regional players who are strong in their respective pockets?
So would you be able to quantify what is currently, in terms of tonnage, our sales in regional rice right now? Is it material?
Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-05-15
Just wanted to check for FY '26, what was our volume growth in the U.S. and also for U.S. geography and also for the Basmati and specialty rice segment volume growth for FY '26? And what do you think was the extent of impact on this due to the U.S. tariffs? That's my first question.
And sir, what do you think was the impact on this volume growth, if any, from the U.S. tariffs?