Stockrabit · Analysts
Questions across 34 calls

Kunal Vora

BNP Paribas

DOMS Industries Limited

DOMS Industries Limited CC-May26.pdf · 2026-05-19
Yes. Thanks for the opportunity. Rahul bhai, first question, what is the extent of Chinese imports in stationery industry? And how does the 20% depreciation of rupee against RMB impact the competition in various areas in which you face Chinese competition? Is there a market share gain opportunity? And like on the similar lines, does this also have some impact on your capex as you are looking to import machinery for your new factories? That's the first one.
Understood. That's clear. Second one is, would you expect a stronger second half of FY27, considering that by that time, the full benefit of pricing will be there, you'll have higher capacities which you are adding and potentially you'll also have some mod eration in commodity costs. While in the first half, you are taking the hit in terms of margins because the commodity costs have increased and you've not taken the full like pricing. And again, like on similar lines, would you, let's say, look to bridge the gap? Currently, you mentioned about 5% price hike against 15% cost inflation. So would you look to bridge that if the commodity cost remains high?
DOMS Industries Limited CC-Feb26.pdf · 2026-02-02
So first, how should we look at the new capacities and their contribution? Would it like add 5%, 7% every quarter? Will it be lumpy? And how does the capacity come in over the next 6 to 8 quarters? That's the first question. Second one, I'll come to little bit later, but like if you can answer the first one.
But I wanted to understand whether it will be uniform, or it will be lumpy? I mean, like, will there be 1 large factory or it will be like similar sized factories, similar contribution from each of the factory?

Titan Company Limited

Titan Company Limited CC-May26.pdf · 2026-05-08
Thanks for the opportunity. Gold price is now stabilizing at a fairly high level. How is the consumer managing with the high gold price? What is the behavioral change which you are seeing? Any changes in trends in exchange or shift towards lower carat or increase in the Jewelry budgets, buying gold coins? What is happening in the market?
Understood. Just to follow up there, FY26 was a strong year for you and the base will keep getting higher, especially in the second half. Can you share your early thoughts on FY27 Jewelry sales growth? Also, you mentioned customers might have preponed purchases. Is that a risk for FY27? And how confident are you of maintaining the growth rate or at least 20% growth, which you've been talking about in the past? How doable is that?
Titan Company Limited CC-Nov25.pdf · 2025-11-04
On the competition in jewellery, are you seeing any difference in behavior from jewelers who might be owning own inventory versus those who are like using gold on lease because some of them might be sitting on large inventory gains and might be willing to operate at lower margins and can be more aggressive? That's my question number one. And second one is, can you update us on the consumer response to LGDs? With income pressures, is that something which consumer is looking at more closely? And how large is the solitaire and high-value studded jewellery business for you? And are the trends there like at par with what you're seeing in overall studded?
Okay. That's very clear. Just one follow -up, sir. Like there seems to be multiple headwinds on margins right now. Are you comfortable with the 11% floor? Or is there some risk there?

Godrej Consumer Products Limited

Godrej Consumer Products Limited CC-May26.pdf · 2026-05-06
Thank you. A question on margins. In the previous two instances when groups crossed $100 in FY2022 saw about 200 bps-controlled margin contraction. Your comments indicate that this time the margin contraction will not be meaningful what 's different their time? Is there any change in business or raw material mix or is it palm oil already high in the days, or GST rate cut is making it easier to raise prices? Any comments on this.
Understood. And secondly, detergent, you've taken the single -digit price hike against 50% increase in RM cost. Is there more pricing action required?

ETERNAL LIMITED

Emami Limited

Britannia Industries Limited

Swiggy Limited

Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript of the Earnings Conference Call for Analysts and Investors held on October 30, 2025 · 2025-10-30
You mentioned that non-grocery like electronics have doubled in terms of contribution in the last couple of quarters. What else are you looking at adding? How promising is pharmacy, which I think is a strong push now? How is the early response into pharmacy? And what's the coverage now -- that's my first question.
Understood. Just a follow-up on this. So non-grocery has moved from 9% to 26% in the last one year. Do you see it crossing even 50% in the coming couple years?
Swiggy Limited CC-Nov25.pdf · 2025-10-30
You mentioned that non-grocery like electronics have doubled in terms of contribution in the last couple of quarters. What else are you looking at adding? How promising is pharmacy, which I think is a strong push now? How is the early response into pharmacy? And what's the coverage now -- that's my first question.
Understood. Just a follow-up on this. So non-grocery has moved from 9% to 26% in the last one year. Do you see it crossing even 50% in the coming couple years?

Indus Towers Limited