Questions across 7 calls

Karan Bhuwania

ICICI Securities

AWL Agri Business Limited

AWL Agri Business Limited CC-Mar25.pdf · 2025-04-29

Just one question. If you look at the growth of FMCG, right, it has decelerated over last 3, 4 quarters, right, from growing somewhere around 20%, 25%, we have come to like 9% to 10%. So, can you just help us understand what are the different growth rates within the subsegments, for example, wheat, rice that you're witnessing within that? And given that we have a target of INR10,000 crores revenue by FY '27, how should we look at this trajectory going forward, right? Because we asked for the CAGR would be somewhere around 20% to achieve that number, right? And the last question on that would be, you also mentioned some supply chain issues regarding -- impacting your growth, right? So if you can explain what that issue was and what's the current update on that?

Thank you, sir. Best of luck.

AWL Agri Business Limited CC-Jun24.pdf · 2024-07-30

First two questions. Firstly, you had highlighted that sunflower oil has done good in this quarter and I do remember that sunflower oil if I look at market leadership, you marketed other oils but in sunflower you are third player. So, can you highlight the initiatives you have taken for driving this growth and what is the market share gained in this particular segment?

Got it sir, very helpful. I just wanted to understand you have been historically slightly weaker in the Southern market right and now you are gaining market share in the wheat category in the South market. So, just wanted to understand how are the synergies working in terms of distribution between the edible oil and food segments for the Southern market?

AWL Agri Business Limited CC-Mar24.pdf · 2024-05-02

Firstly, I just wanted to ask your outlook on the edible oil segment now that prices have stabilized, what kind of volume growth that you are expecting next year or more in terms of the medium term? And I think last quarter you had mentioned that there was some inventory buildup in terms of imports of edible oil which could have some impact on you as well . If you could provide some update on that as well.

Also, if you could just highlight that now that the branded segmenting is growing faster than the unbranded segmenting within edible oils, what kind of profit improve ment we can see in that segment because of branded growing faster? And lastly, my question will be on , if you could explain what has happened in the industry essentials segment which has led to such a steep decline in volume. What specifically has happened?

AWL Agri Business Limited CC-Sep23.pdf · 2023-11-01

Hi, good afternoon, Sir. Thank you for taking my question. Firstly on the drop in profitability, so I see there is a drop in profit ability in gross margin and EBITDA level as well, how the drop at EBITDA level is much higher so what can we expect, how can we see this profitability going forward in say second half and if you could also provide some guidance on overall growth numbers for the second half?

Just to follow up on that. Just asking about the pricing are we taking any further pricing actions on edible oil portfolio or it is just a correction that we have taken earlier?

Zydus Wellness Limited

Zydus Wellness Limited CC-Sep24.pdf · 2024-11-11

I have a couple of questions. Firstly, on Naturell acquisition, right? If you could highlight a few things in terms of what is the geographical mix, channel mix, et cetera, for the brand right? And also in terms of what is the distribution needs for the brand and how can we leverage our own distribution to expand the footprint for the brand?

Got it, sir. And any brand extensions -- category expansion that you're thinking with this kind of positioning for the brand right now...

Zydus Wellness Limited CC-Dec23.pdf · 2024-02-08

Sir, firstly on Sugar Free that you have mentioned in your PPT also that despite the headwinds, there has not been good optics in terms of volumes, right? So, i f you could elaborate more on that as to how has the demand been of the Sugar Free products, especially the products that are based on Aspartame?

Sir, if you could just highlight what was the contribution of SugarLite which was not there in this quarter, so that would be helpful to understand the growth better.

Allied Blenders and Distillers Limited

Allied Blenders and Distillers Limited CC-Jun24.pdf · 2024-08-14

Firstly, I just wanted to ask about the demand environment. You mentioned that demand environment continues to be soft , given that a lot of F MCG companies have highlighted that there is some recovery happening especially in rural. So, how do you see the demand environment because I think I assume that will be critical for your growth trajectory for the Mass Premium segment? And secondly a follow-up on that would be, you mentioned about the market share gains in the Mass Premium segment. So, what are the steps we are taking towards that? And also, if you could talk about the profitability of the Mass Premium segment, how you are going to improve the profitability going forward?

Secondly regarding you mentioned in your opening remarks about the backward integration towards production of ENA , if you could talk a bit about it what would be the CAPEX requirement and what kind of savings we can see through that flowing into the gross margins?