Hi Sudhir, and team. Am I audible?
Just 2 questions from my side, specifically to your Godrej fab portfolio. Firstly, in terms of your ARR, where are we tracking versus the INR500 crore s exit aspiration. And part to it would be the south and north out split of that current ARR number? And secondly, at what revenue scale does the fab portfolio turn EBITDA positive for us at a bank level, I think those are the 2 questions from mine? Thanks.
Hi, team. Sir, a couple of questions from my side. Firstly, just wanted some help with your current store structure. Are we also seeing some franchisee expansion in the South market? And if that is the case, then what would be the count of franchisees currently operating in the Southern market?
Right. Why I asked this question is, bec ause if I see your Y -o-Y growth, specifically on the South revenue side, specifically on this quarter, it has grown by around 34%. However, if I see your own store growth on the revenue side that is only grown by 16%. So, that is where I was trying to unde rstand that possibly there are some franchises, which are also in the Southern market, which is why that discrepancy in the number.
Firstly, in terms of the MMR market, I just wanted to understand what drove our outperformance versus the broader market, specifically given that Powai and Airoli were marginally impacted this quarter? And secondly, also on the Bangalore micro market, the 10% kind of an occupancy decline. So, sir, what exactly explains this? And also, if you could share any like -to-like occupancy change in case of one-off, that would be helpful. That is my first question
Just a follow-up, if I may, on the MMR market. While I understand we refrain from discussing asset level performance. But directionally, would it be fair to assume that the JW Sahar would also have outperformed the broader market for MMR?
Thank you for taking my question, firstly. So just one clarification. You mentioned gaining scale, especially in the premium segment , is going to be a major swing factor for our margins . Currently, what's the salience of premium across our portfolio?
10%. And at what salience level would the real impact start flowing in on a company level margins?