Questions across 2 calls

Dhananjay Bagrodia

Alchemy

Global Health Limited

Global Health Limited CC-Nov25.pdf · 2025-11-10

Sir, this is more a broad -based question. How are we seeing ARPOB for the industry? Are we seeing saturation levels? Do we see that continuing going ahead? Any thoughts on that?

Sure. And sir, a follo w-up. You had mentioned in your answer right now that something like robotics has an impact on ARPOB. I just want to understand now with even international players talking about how robotics have start coming in operational surgeries. Wouldn't that, over t he longer term, actually reduce prices because the robot can now be used for 24 hours cost like that? Or is that naive thinking, just to understand?

Devyani International Limited

Devyani International Limited CC-Nov25.pdf · 2025-11-06

Just wanted to ask you, sir, how we have looked at our market share data across the segment? I know it's a little hard to quantify, but how would you read it?

Okay. So sir, I'll tell you why I'm asking this. See, we understand there's a consumer slowdown, but in that, there are obviously in some spaces, we've seen like even alcohol beverages, some companies are doi ng better than the other one. And this, unfortunately, we only have QSR who have the same segments. So we're just trying to understand, could it be that these pizza and chicken are facing issues, but let's say, healthy options are doing better. Is there an ything like that which we could quantify?