Stockrabit · Analysts
Questions across 2 calls

Jai Doshi

Kotak Securities

Travel Food Services Limited

Travel Food Services Limited CC-Jun25.pdf · 2025-08-11
Hi, team. Congratulations on good results. Just a request in future, if you could upload the presentation a little bit earlier, so that we get some chance to go through it before the earnings call. One quick question from my end is, could you explain the seasonality in your business? Typically, if there are no net contract gains during course of a year, how should one think about profitability of 1Q and how does it progressively change from 1Q to Q3, Q4?
Sure. Any colour you can provide which helps us appreciate the operating leverage advantage you get in 2Q, second half better? Because when we look at historical numbers, given that accounting changes and it is a little difficult for us to sort of, or if you can just tell us broadly, everything else being same, if the revenue split is 45-55, first half versus second half, what could potentially be the profit split, first half versus second half?

Grasim Industries Limited

Grasim Industries Limited CC-Sep24.pdf · 2024-11-15
My first question is, could you give some color on the quality of dealers you engage with? And what would be your penetration in the top 500 dealers of the country?
Understood. And second question is, look, if you are confident of 7%, 8% or high single -digit market share in 4Q, and you may be somewhere in low to mid-single digit right now. So, is this 200, 300 basis point market share gain per quarter that you may be expecting in December and March is contingent entirely on the B2C retail decorative paints business? Or you're expecting a big scale up in projects business to help you get to that number by end of the year? My understanding is right now, you have negligible play in the projects space.