Stockrabit · Analysts
Questions across 10 calls

Jinesh Joshi

Prabhudas Lilladher Private Limited

Zee Entertainment Enterprises Limited

Zee Entertainment Enterprises Limited CC-Jun24.pdf · 2024-07-31
Sir, in the ZEE5 business, we have seen a considerable reduction in EBITDA losses. So , where exactly have we seen the rationalization come through? I mean, apart from the manpower cost, which you mentioned, has some bit of rationalization also happened on the content, technology, or marketing side? And if you can comment, how scalable is this? And also, a related follow -up is that , on the back of lower losses, we have also seen that growth has slowed down a bit. I obviously refer to the comment in which you mentioned that backended the growth will be better. But is the digital business expected to see some kind of a growth reset to ensure a reduction in losses?
And just one last question from my side. Has a full rationalization on the employee cost already happened? Because if I look at our 1Q number, the employee cost is down by about 13% to Rs. 225 crores. So, is it expected to kind of rise a bit in the second half, or has full rationalization already happened?
Zee Entertainment Enterprises Limited CC-Dec23.pdf · 2024-02-13
Yes. My question is surrounding the new revised interconnection offer ( RIO) copy, which was filed recently. So just wanted to check if the revised pricing is into force or not. And if yes, what is the average price hike across bouquets And in that context, how should we see the subscription revenue growth for the next couple of y ears?
Got that. Sir, one last question from my side. I don't know if I should be asking this. But is it possible to list out one or two critical conditions that were not being met which led Sony to pull out? Because if I recollect properly in the exchange notification that we had submitted, you had made your stance clear with respect to the CEO candidature. So is there somet hing more to it, which you want to call out, especially with respect to critical conditions?

Chalet Hotels Limited

Chalet Hotels Limited CC-Sep23.pdf · 2023-10-25
Sir, I have a question on our Bangalore asset, these 0.66 million square feet of area that is under the process of being leased out. So, can you share how much have we leased out so far and what is the incremental benefit that has come through?
And secondly, with respect to our debt, I think in the past calls, we had highlighted that some portion of our debt will be converted into lease rental discounting , and if I look at our interest expense this time around and I compare that with what it was in March , we have seen some reduction come through. So, has any of our debt got converted into LRD?

PVR INOX Limited

PVR INOX Limited CC-Jun24.pdf · 2024-07-22
Sir, my first question is on ou r top line. If I look at our NBO C and F&B revenue, it is down in this quarter. But despite that, we have seen our ad revenue, which is up by about 4.6%. So has there been any re vision in ad rates? That is question one. And also in that context, would you like to share any update on the ad-free movie campaign that we had launched in the last quarter?
Sure. Sir, any update on that ad free movie campaign, which you would want to share?
PVR INOX Limited CC-Mar24.pdf · 2024-05-14
Sir, the 70 screens that we plan to close, I me an, has the rental agreement ended? Or are we disengaging in between? And if yes, do we have to pay any fee for that? And a related follow - up is that, if you are choosing opt -out in between, how does it impact the relationship with the developer if we are signing a new property within -- anywhere else?
Do we have to pay any fee? Because typically, these are long -term contracts, if I remember right, for 10 to 15 years. So do we have to pay any fee for disengaging in between?

Lemon Tree Hotels Limited

Indian Railway Catering And Tourism Corporation Limited

Indian Railway Catering And Tourism Corporation Limited CC-Dec23.pdf · 2024-02-14
My question is on the catering business, which reported a very strong growth in this quarter. So, was it due to higher coaches booked on FTR basis or did we get more TS V contract in this quarter, if you can highlight that? and also a related question is, we had plans to expand into the non-railway catering business. So, if you can share some progress on that line as well?
A related follow up is that you mentioned that the current contracts are roughly at about 1,500- odd. So, if my memory serves me right, I mean in the last quarter, I think we were at about 1,300- odd contracts and the opportunity size was 1,500. And given we have already reached that number; do you foresee a catering revenue plateau out a bit from here on?

DOMS Industries Limited

DOMS Industries Limited CC-Dec23.pdf · 2024-02-12
Yes, thanks for the opportunity. Sir, I want to understand our capex plan a bit better because if I look at our RHP, we had mentioned that we'll spend about INR 450 crores and the plant will be operational by December '25. But if I look at our PPT, we have also mentioned that we have commenced a production at about 1 lakh square feet, which is within our existing infra and additional 1 lakh square feet will become operational very soon. So, what is the capex that is earmarked for this 2-lakh worth of area which is due for expansion? And which all categories will we be spending this amount into?
How much are we spending incrementally for this two adjacent buildings which you just mentioned?