Stockrabit · Analysts
Questions across 2 calls

Abneesh Roy

Nuvama Wealth Management Limited

Allied Blenders and Distillers Limited

Allied Blenders and Distillers Limited CC-May26.pdf · 2026-05-15
Thanks, and congrats. My first question is on the near -term margins. FY26 was a very strong year in all parameters. And in H2 FY27, you will see the U.K. FTA benefits kick in. And if you could elaborate on where is the status currently? Is Q2 also possible or we should build in from H2 only? Why I'm asking this is clearly glass bottles, there's a clear inflation. The beer companies highlighted this quite clearly. And now petrol, diesel hike will keep happening, which means distribution cost for every company will go up. FMCG companies have taken around 4% to 5% hike. So, if you could tell us any price hike you're getting from any states? And how do you see margins? You discussed that in some detail, but if you could clarify H1, how do you see the margin?
Sure. That's helpful. One follow -up on this is, in Telangana, that price hike, you think that can come in the near term? And in Karnataka, I had a specific question. The number of slabs have been reduced very sharply. And alcohol content and taxation, ther e is some level of linkage. Is it negative for Officer's Choice in any way? And do you see opportunity in some of the other brands, but slight negative for Officer's Choice in Karnataka?

Grasim Industries Limited

Grasim Industries Limited CC-Sep24.pdf · 2024-11-15
My first question is on putty. So, I wanted to understand if there is any big change in terms of pricing and quality here because other paint companies are saying that some players are selling below positive gross margin, so selling at a negative gross margin. And they have also reduced the quality of putty, so that it makes sense from an overall business perspective. So, if you could comment who has done this and if you could comment if this has actually happened?
But you would be aware of the development?