Questions across 63 calls

Harit Kapoor

Investec

Radico Khaitan Limited

Radico Khaitan Limited CC-Sep23.pdf · 2023-11-07

I just had two or three questions. First was on the new plant. So, if you could give us a sense of what is the kind of capacity utilization that will be for your own brands and what amount of capacity will be utilized for selling outside in terms of bulk alcohol, at least for the first six to 12 months. If you could give some sense on that.

So, my second question was on popular. So, you've seen an impact there in the last a few quarters. I just wanted to get a sense whether this is in certain states where the pressure is more. Or how are you seeing the outlook for this segment going forward? Do you think volumes stabilize at these levels? Just wanted to ge t your outlook on that.

Godrej Consumer Products Limited

Godrej Consumer Products Limited CC-Mar24.pdf · 2023-04-28

If you look at gross margin tier for the three segments which is 60% of the business is Deos, 20% is Sexual Wellness and 20% is others, what could be the gross margin tiering for this 50% gross margin. So, my assumption is that Sexual Wellness would be high as followed by Deos and followed by Others, would that be the fair way to look at it.

Is there any kind of brand royalty arrangements between Raymond and GCPL for the Park Avenue brand or is it a clean-cut apparel is Raymond and FMCG is you guys?

Hindustan Unilever Limited

Hindustan Unilever Limited CC-Oct25.pdf ·

Good evening. I just had one clarification, firstly, on the grammage part. So, in the latter part of September, you have had to make all these price adjustments to GST, but now you can actually make the grammage adjustment for the price point packs. I just wanted to understand, when you mentioned early part of November, all this gets normalized, does your entire grammage increase bit for the price point packs also now get adjusted in the same timeline by November?

Fantastic. And my second question is to Priya. Given that you've recently come in and relooked at the portfolio as well as there's probably been a temporary kind of a blip because of GST, a lot of focus would have gone around executing that well. When one would have to judge in terms of the volume-led growth strategy, how well it has panned out. Do you think FY'27 would be the right barometer and not the near term as you start to put some of these plans in place, is that the right way to look at it for investors and us?