Stockrabit · Analysts
Questions across 10 calls

Ajay Thakur

Anand Rathi Securities

United Breweries Limited

United Breweries Limited CC-Sep24.pdf · 2024-10-25
Hi sir, thanks for taking my question. Just wanted to understand a bit more on the gross margin, which has kind of contracted by 70 basis points during the quarter. So if you can just elaborate what is driving this correction? And also, if you can highlight how or what kind of growth or what kind of input cost scenario we can build for the next few quarters, that will be helpful.
Understand. So if we were to kind of continue with the premium kind of a growth in the coming quarters at the same pace as that we are kind of doing right now, then obviously, our gross margins will remain a bit under pressure. Is that the right kind of a conclusion, if I were to make it?
United Breweries Limited CC-Jun24.pdf · 2024-07-26
Sir, just wanted to get an understanding on the -- you mentioning about the volume growth could have been like 8%, 9%, but it was slightly lower at 5-odd percent for the quarter. You enumerated some points. If you can just repeat that briefly, that would be pretty helpful?
Okay. I understand. Sir, second question was more on the market share losses that you attributed. So in July month, are we seeing clawback to the normative kind of market share or how is it exactly currently? And can you also elaborate how is the trend in terms of the mass segment in terms of the market share?
United Breweries Limited CC-Dec23.pdf · 2024-02-09
I had 2 questions. One was to do with the strategy. So last quarter, you had mentioned about -- you will give a bit more color on the strategy during the quarter for -- what is future road map. If you can shed some light on that, that will be helpful.
My second question would be more on the Karnataka, which you were alluding to. I wanted to just understand a bit more in terms of the market share trends, how it is moving. Because of late, we had seen that the Karnataka being one of the area of a concern in terms of market share losses. So I just wanted to understand how it is exactly now. Have you seen some kind of a strategy in turning on that front? And if you could throw some light about that?

Radico Khaitan Limited

Radico Khaitan Limited CC-Jan26.pdf · 2026-01-23
Yes, I had two questions. First was I wanted to understand more on the contribution run rate that we have from the super -premium and the luxury segment? I remember a few quarters back, you had 16 | P a g e Q3 FY2026 Earnings Call Transcript indicated that the run rate was roughly about Rs. 400 to 500 crores on an annual basis for the super-premium and the luxury brands. What it would be now if you can share some details around the same?
Okay. And the second part, I wanted to also understand a bit more on what would be the policy for the cash we would be generating post the debt repayment, how would we be utilizing this cash and how would we be in terms of distribution of this cash as wel l, if you can share some insights into that as well?

Godrej Consumer Products Limited

Godrej Consumer Products Limited CC-Jan26.pdf · 2026-01-23
I have two questions. One was more on the personal wash segment, while we indicated that there has been a small positive volume growth in the personal wash segment this quarter. Wanted to understand more on the aspect in terms of which , what kind of a portfolio is driving that? Is it more of a LUPs, which is kind of driving the growth? Or is it across the portfolio that we are seeing that kind of growth coming through?
Quite helpful. The second question was more on Spic, which you have just kind of introduced more in Tamil Nadu market. I wanted to get a sense in terms of what is our proposition over there. What makes us stand out in that segment? Will it be more of the pricing disruption that we are looking at? Or is it going to be more than that? And also, if you can share some insights into the toilet cleaner market. How is it standing? You had indicated that it's a INR3,000 crores kind of a market. But in terms of the players, in terms of the dynamics, how it is shaping up in that segment?

Emami Limited

Emami Limited CC-Mar25.pdf · 2025-05-16
Hi sir, thanks for taking my question. So sir, I had two questions. One was, just wanted to get a sense on the summer products, how the volume trajectory had been for both Navratna and the Dermicool, given the fact that their revenue growth has been pretty robust during the quarter ? And also, if you can share some outlook for Q1 for the rest of the summer season?
Quite helpful, sir. Sir, the second question was more on the correction in the crude oil prices and we given that have some bit of a correlation with both LLP and the packaging cost , have you seen some benefit accruing in both these segments ? And the outlook on the cost margin, t hat would be helpful.
Emami Limited CC-Dec24.pdf · 2025-01-28
Hi, thanks for taking my question. So I wanted to understand a bit more on the price increases. For the quarter, I believe we have like about a 1% kind of a price increase. So the price increases, which have been taken wouldn't have been reflected in the price increases, which we are there for the quarter. Will that be kind of a right assumption or how is it?
So what kind of weighted average price increase can we factor for the coming quarter is what I was trying to understand?

Zydus Wellness Limited

Zydus Wellness Limited CC-Sep24.pdf · 2024-11-11
I wanted to understand a bit better on the food segment. So like we have seen quite a bit of a slowdown from many of the companies in this food segment, but we still are kind of growing more like 9%. So if you can share some bit of a detail or more color in terms of this segment is driving this -- and what is kind of leading to a better growth for us in the food space, that would be helpful.
I understand. And sir, you have already launched VieMax, if you can share some bit of color around VieMax in terms of the pricing, what kind of differentiated proposition we have in VieMax, and what kind of revenue targets we are having for VieMax in the first year? Maybe some kind of a detail around the same will be helpful?
Zydus Wellness Limited CC-Mar24.pdf · 2024-05-14
Thanks for taking my question. So my question was again on the summer portfolio. So you did elaborate on summer sales kind of witnessing good kind of attraction, but have we seen any weather related kind of disruptions at any kind of regions or how is it versus the last year if you can throw some more so from the more like April-May perspective rather than the Q4 perspective?
Secondly, I wanted to get a more sense on the growth. You referred to the growth in Complan actually coming through. So can you just elaborate on what kind of growth we are seeing in the category itself and also how are we kind of looking at further kind of improving our shares in the category? So that could be helpful.