Stockrabit · Analysts
Questions across 7 calls

Aditya Soman

CLSA India

Swiggy Limited

Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript of the Earnings Conference Call for Analysts and Investors held on May 08, 2026 · 2026-05-08
So just two questions. Firstly, again, on Toing. From some of the third-party data, we are seeing that the Monthly Active Users (MAU) are almost as much as one-third of the main Swiggy app. One, would that data be accurate in terms of the adoption of Toing? And second, if that's the case, then would a significant chunk of the losses in platform innovation be from Toing at this point?
No, very clear. And then a second question on the quick commerce side. So right now, we are seeing a slowdown in sort of overall growth, and I see that you've made the choice between sort of growth and profitability. But in terms of going forward in a year, let's say, we achieve the sort of contribution breakeven, then how do you see the path to accelerating growth? Would that mean that you would have to be more aggressive on pricing again or do you think the pricing right now in the market is just at an irrational level?
Swiggy Limited CC-May26.pdf · 2026-05-08
So just two questions. Firstly, again, on Toing. From some of the third-party data, we are seeing that the Monthly Active Users (MAU) are almost as much as one-third of the main Swiggy app. One, would that data be accurate in terms of the adoption of Toing? And second, if that's the case, then would a significant chunk of the losses in platform innovation be from Toing at this point?
No, very clear. And then a second question on the quick commerce side. So right now, we are seeing a slowdown in sort of overall growth, and I see that you've made the choice between sort of growth and profitability. But in terms of going forward in a year, let's say, we achieve the sort of contribution breakeven, then how do you see the path to accelerating growth? Would that mean that you would have to be more aggressive on pricing again or do you think the pricing right now in the market is just at an irrational level?

Britannia Industries Limited

Britannia Industries Limited CC-Sep24.pdf · 2024-11-12
Really, thanks for going into depth on your route-to-market, I think that was super helpful. Just on the route-to-market, a question there. What would be the cost of this project? And is that one of the reasons also that we are seeing an increase in cost? And the second question, can you just give us a sense of your sales split by channel and maybe even growth by channel, if that's possible?
Yes. The second question was on the channel split of sales and the growth for the channels?

Varun Beverages Limited

Varun Beverages Limited CC-Jun24.pdf · 2024-07-30
Sir, two questions from my end. Firstly, on India growth, can you give us a sense of how growth has planned out in Q3, especially in the first month of Q3, since we had a very strong calendar Q3. And related question to that, can you give us a sense of how this 23% volume growth that we saw in Q2, how the various months have done, particularly energy drinks and on CSD with regards from that?
I understand, very clear. And then just maybe a second question on the new snacking opportunity. At the margin level, would business be similar to what you've seen for beverages, or do you have any sense of how the margins for the snacks would compare in Morocco, Zimbabwe, and Zambia?

Aditya Birla Fashion and Retail Limited

Aditya Birla Fashion and Retail Limited CC-Dec23.pdf · 2024-02-15
Sir, two questions. Firstly, can you just give us any sort of indication of how the brands within Madura have fared? And any reason for the differences, if any? And secondly, I mean, just on a sort of more medium-term or long-term strategy. We've seen this quarter that there's a significant amount of growth that is coming inorganically, but some of the organic growth has been subdued because of conditions and otherwise. So how would we expect the mix of inorganic versus organic, let's say, over a medium term?
I think that's very clear. But I'm just trying to understand from -- and I understand that these businesses will become organic. The main sort of point of the question was whether we would be -- if you would be adding more brands or in the near -term focus is to stabilize what we've grown or built over the last two, three years, at least in, let's say, in the next two, three year period?

Hindustan Unilever Limited

Hindustan Unilever Limited CC-May26.pdf ·
Hi, thanks for the opportunity. So, three questions, I mean, two questions and a clarification. So firstly, on was there any restocking effect in the quarter given that we had some destocking and channel effect in the previous quarter? Second question on tea, we have seen sort of on a relative weak base again softer volume growth. So, is there anything specific in this quarter that impacted tea growth given that now input costs also seem to be under control? And then just a clarification on what you mentioned on the sort of 400 basis point market share gain in Bodywash. Is this based on Nielsen data or does this include sort of broader data on market share on Quick Commerce and the likes of that?
Thanks, Niranjan. And just on tea, so the volume growth is low -single digit, right? That's the number you sort of gave.