Questions across 6 calls

Karan Kamdar

Choice Institutional Equities

Allied Blenders and Distillers Limited

Allied Blenders and Distillers Limited CC-May26.pdf · 2026-05-15

Congrats on a great set of numbers yet again. Sir, while near -term margin pressures you explained quite well, what I wanted to know is that how are we planning to build into the luxury portfolio? And how far out would you see single malt coming out from our end, like a proper premium single malt?

Okay. Okay. Sir, any plans to sort of capture the ₹3,000, ₹4,000 ex Maharashtra price market? As I understand, that is a huge market with great margins. So, any color on that side of the market? Since we are at it, that is what I understand.

Allied Blenders and Distillers Limited CC-Feb26.pdf · 2026-01-30

Great set of numbers. I wanted to understand how do you view your playb ook for distribution, given that we are growing at a very fast pace, I'm sure the competition is also doing something. So, what are we doing differently from the competition?

Sir, if I may ask, what is your on-premise currently? And where do we see it over the next few years as a percentage of sales?

Allied Blenders and Distillers Limited CC-Nov25.pdf · 2025-11-06

Congrats on a very good set of numbers. A forward-looking question is th at what stage do you see as future areas of growth, especially for ICONiQ White and Srishti, the bra nd that we are betting big on?

One last question, if I can, is what are any updates on on-trade sort of efforts that we are making? Last quarter, you gave an update that we started going out and doing some on-trade activity. Any update on that front?

Radico Khaitan Limited

Radico Khaitan Limited CC-May26.pdf · 2026-05-07

Hello, sir. Thank you for the opportunity and congratulations on a really great set of numbers. So, first question I had is what kind of pricing power do we have across at least our top markets, if you can help me with what our top markets are in terms of salience? And when 16 | P a g e Q4 FY2026 Earnings Call Transcript can we actually do the revisions, are there any legal restrictions or not on pricing revisions? Secondly, I really appreciate the goal of reaching the INR 1,000 crores mark and we are saying 25% CAGR to reach it in three years. What kind of brands are our high conviction brands and what kind of geographies are we betting on?

Sir, Part-2 luxury market, what are we sort of betting on, what are our top brands that we are focusing on for turning INR 475 crores into INR 1,000 crores? And I am sure we will show luxury as a separate line item as well when we reach there. So, what ar e we betting on in terms of brands and geographies?

R R Kabel Limited

R R Kabel Limited CC-Feb26.pdf · 2026-02-02

Sir, what I wanted to know is what is our strategy for increasing our B2B sales? I believe that is a large chunk. And what is the split in -- especially in the cable and wires segment for B2B and B2C?

Okay, sir. Sir, any plans -- what is our plan for the FMEG segment? What kind of CAGR are we expecting over the next 3 years? And how big is the business that we are expecting?

Capri Global Capital Limited

Capri Global Capital Limited CC-Nov25.pdf · 2025-10-31

Hello. Hope I'm audible? Congrats on a good set of numbers. Sir, the MSME provision has decreased. How do we see the stress in this segment going forward? Do we see that the stress has declined and is been on a declining trend? Or do we see something else happening here?

One last question, if I can squeeze in, about gold loans. So now that gold price has rocketed, like everyone knows, what kind of top-up loans are we seeing? What is the consumer behavior regarding this?