Stockrabit · Analysts
Questions across 12 calls

Garima Mishra

Kotak Securities

Aditya Birla Fashion and Retail Limited

Aditya Birla Fashion and Retail Limited CC-May26.pdf · 2026-05-26
My first question is on the company's cash flow situation. So, it seems like cash consumed in FY '26 is of the order of INR1,400 crores. I'm just summing up the operating cash flow payments for lease liability and capex, right? So, how are you viewing your liquidity situation considering per your earlier guidance, the company becomes FCF positive only by FY 2029?
Okay. Understood. So, you're basically saying that incrementally, you're not foreseeing some big debt increase or additional large debt requirement that the company needs to take. There is debt, but against that, there is cash and that cash you can keep consuming?

Meesho Limited

Meesho Limited CC-May26.pdf · 2026-05-06
Hi. Thank you so much for the opportunity. I had one question on your revenue line itself, right. If I just compute a revenue per order, this number has declined from let's say INR57 odd in FY24 to INR47 odd in FY26. Now a lot of the decline is I think ex plainable by the decline in your logistics cost, plus some of the accounting changes that you highlighted earlier? My question is going forward as you try and focus more on getting more income from advertising, should this number sort of stabilize from here on or at least the decline should not be as much as what we have seen in the past? Is that the right way to think about it?
Got it, understood. Now my only point was that I completely take your point that versus the logistics revenue there's also a logistics cost, and if both go down the revenue line optically will look weaker which is fine. But if revenue monetization from ads goes up, that's straight away an addition to the revenue line, right? So just from optic's perspective, that should kind of make good any large revenue decline that happens on account of logistics. I think that is what my understanding is. Is that the right way to think about it?

Swiggy Limited

Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript of the Earnings Conference Call for Analysts and Investors held on October 30, 2025 · 2025-10-30
First question from me. You mentioned in the letter that your current store network can support double the orders. So, based on trends that you are witnessing, do you have any sort of time line in mind as to when this happens?
Got it. So if I look, let us say, let's say, 6, 8 quarters ahead, should we also assume that at some point of time, the store addition, which today seems to be a little lower because you built a buffer or you've built some spare capacity in the past. This exhausts and then you again start seeing a recovery or a much higher let's say, quarterly kind of store addition. Fair to expect?
Swiggy Limited CC-Nov25.pdf · 2025-10-30
First question from me. You mentioned in the letter that your current store network can support double the orders. So, based on trends that you are witnessing, do you have any sort of time line in mind as to when this happens?
Got it. So if I look, let us say, let's say, 6, 8 quarters ahead, should we also assume that at some point of time, the store addition, which today seems to be a little lower because you built a buffer or you've built some spare capacity in the past. This exhausts and then you again start seeing a recovery or a much higher let's say, quarterly kind of store addition. Fair to expect?
Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript · 2025-07-31
Yes. Hi, thank you so much for the opportunity. My questions are on the Instamart business. The first one, Instamart has shown a significant AOV improvement, as Amitesh you just highlighted. But ideally, this should have also driven a significant contribution margin improvement Q-o-Q, right? You have mentioned that higher delivery cost were a drag, as was the network expansion. However, has Maxxsaver also contributed to higher costs in the form of higher basket level discount?
Is there any quantification we can provide for how much Maxxsaver may have impacted your contribution this quarter?
Swiggy Limited CC-Jun25.pdf · 2025-07-31
Yes. Hi, thank you so much for the opportunity. My questions are on the Instamart business. The first one, Instamart has shown a significant AOV improvement, as Amitesh you just highlighted. But ideally, this should have also driven a significant contribution margin improvement Q-o-Q, right? You have mentioned that higher delivery cost were a drag, as was the network expansion. However, has Maxxsaver also contributed to higher costs in the form of higher basket level discount?
Is there any quantification we can provide for how much Maxxsaver may have impacted your contribution this quarter?

Vishal Mega Mart Limited

Vishal Mega Mart Limited CC-Feb26.pdf · 2026-01-28
Hi, thank you so much for the opportunity. I just had a quick question on the store addition numbers. Now, you clearly said that you are on track to actually surpass your earlier guidance of 100 stores for the year, the higher end of the guidance. How should we look at this number for the next year? And internally in terms of execution capability, does the organization have the capability to actually add a much larger number of stores per year as well?
All right. Thanks a lot, GK. Second question. See, you have mentioned in the notes to accounts that there was practically no impact from the new Labor Codes on your financials. I was a little surprised. I would have thought there would be plenty of fixed term contract workers working at Vishal. So, could you just tie back around a little bit?
Vishal Mega Mart Limited CC-Nov25.pdf · 2025-11-14
Thank you so much for the opportunity. First question. GK, you've mentioned in the press release that a large proportion of your stores offer the quick commerce service, right? Can you give some colo ur on revenue contribution from e -commerce, quick -commerce to your overall revenue pie?
Got it. And just to follow up on this one. So, these revenues are attributable to individual stores and would thus be forming a part of the LFL calculation, right?

ETERNAL LIMITED