Stockrabit · Analysts
Questions across 3 calls

Jitendra Arora

ICICI Prudential Life Insurance Company Limited

Honasa Consumer Limited

Honasa Consumer Limited CC-Jun25.pdf · 2025-08-12
Congratulations on a good set of numbers. I just want to understand from you since we talked about the journey of margins and how they are a factor of scale and the age of particular brands. So just from your vantage point, as and when these brands, let's say, achieve a certain scale of, let's say, INR1,000 crores or INR1,500 crores, what kind of milestones do you have in mind as an organization that you would want these brands to see at? So would it be, let's say, a mid-teens kind of things, high teens or maybe in early 20s where we see some of the more mature organizations having their margins?
To put it differently, in terms of what kind of improvements do we expect to see, let's say, year- on-year? Like earlier, we had, I think, said that we will see 100 to 150 basis improvement on an annual basis for at least a few years till we reach. So do yo u think we are there on that journey that from here, let's say, if we are around 7%, we'll see 100 basis kind of improvement at least for next 2, 3 years, if not more and then obviously?

TATA CONSUMER PRODUCTS LIMITED

TATA CONSUMER PRODUCTS LIMITED CC-Mar25.pdf · 2025-04-23
Thank you. Two quick questions . You mentioned that there is a INR 90 crores export revenue for Organic India and Capital Foods in the international business. If you can help us understand how this piece has grown per se, is it in line with the rest of the Organic India & Capital Foods business? That is first. And second, even though you mentioned that there were a few one -offs on employee benefit expenses, I just wanted to understand that if we were to look at the full year FY25 and we have to go to FY26, how should we see that growing?
Sure. Thank you.

Godrej Consumer Products Limited

Godrej Consumer Products Limited CC-Dec24.pdf · 2025-01-24
Just a quick question. Given that the e -commerce and quick commerce has been growing at a pretty healthy pace versus let's say GT, how is it affecting our distribution per se? Are we looking to perhaps change the distribution taking into account this pace of growth?
Okay. And if quick commerce continues to take share away from urban GT, which is I think what is also expected by a certain section of the market then how do we propose to handle the situation?