Questions across 44 calls

Arun Prasath

Avendus Spark

Zee Entertainment Enterprises Limited

Zee Entertainment Enterprises Limited CC-Sep23.pdf · 2023-11-09

Thank you for the opportunity. My first question is on the cost in ZEE5. If you look at the run rate, today we are at around INR2,000 crore annual run rate in terms of cost. Obviously, last year it was around INR1,500 and before that were around INR1,000 crore. So, this large part of this incremental run rate, will you attribute it to the unit costs going up or the customer acquisition costs or is it like more towards the volume of the content produced?

So, if I had to put it in two buckets, it is a variable cost and fixed cost. Variable cost typically is what percentage of your revenue, ZEE5 revenue?

Affle 3i Limited

Affle 3i Limited CC-Sep23.pdf · 2023-11-06

Good morning, Anuj and Kapil. My first question is on OEM partnership in the last couple of quarters . I was just wondering , this OEM partnership we always add to Appnext. What is different this time from what we have been doing or what Appnext was doing for several years . Is the partnership only differing in the size or it is differing qualitatively. Can you help us understand this please?

Right, which means that we will have a much better conversion and predictability of the conversion and it also removes uncertainty for the customer as well. That is how we should say?

Clean Science and Technology Limited

Clean Science and Technology Limited CC-Sep23.pdf · 2023-11-02

Sir, my first question is on this destocking phase that you are talking about, in last 15 years, you would have seen this kind of a situation a couple of times, so from that experience, can you help us understanding this destocking to say restocking, what is the typical timeline in terms of, say months or weeks you have seen in the past?

When you see demand collapse that you are seeing across all your, say top three products or it is more specific to more like a Guaiacol situation or where there is an uncertainty where it will come back, or it is more like a temporary setback?

PVR INOX Limited

PVR INOX Limited CC-Sep23.pdf · 2023-10-19

Thanks for opportunity. My first question is on the advertisement revenue. I think on a per screen basis we are still at least 30 -40% lower than the pre -COVID levels a nd I think this is the best quarter we had even better t han the June 2022 quarter almost double the revenue footfalls are also much higher but obviously on a per screen basis the growth is very, very less, i s it a structural issue that advertisers are not coming into the cinema because there is something which is happening for the last three, four quarters despite of the strong footballs we are not translating into the advertising revenue on a per screen basis?

Sorry just a clarification. When you say that advertisers have moved to other sources what is the competition for you in this sources, obviously it has to be more hyperlocal?