Stockrabit · Analysts
Questions across 1 call

Chaitanya Devpurkar

Paterson PMS

Havells India Limited

Havells India Limited CC-Mar25.pdf · 2025-04-22
Good evening. Thank you for the opportunity. So, my question is related to the new products that we have launched under the Lloyd, which are refrigerator and the premium air conditioner also. Now I understand you guys are refraining from giving any margin from the Lloyd's perspective, but what is your ads spend percentage of revenue b ecause with the new products coming in, do we expect the advertisement revenue to increase or do you believe that the brand presence that the Lloyd has is enough to keep that product also in the market?
Okay. Thank you. And my second question will be on the whole industry perspective. I think we are hearing that currently the air conditioner industry is facing somewhat of compressor shortage. Given the gravity of the current situation of this particular thing , is it really that concerning and if yes, then how we as Havells are placed in the industry level?