Stockrabit · Analysts
Questions across 8 calls

Latika Chopra

Firm not listed in source transcripts

Asian Paints Limited

Asian Paints Limited CC-Jun26.pdf · 2026-05-29
Hi. Part of my question was answered, but Amit, I just wanted to check again on the competitive intensity. It seems all the players, including the new entrant, took double -digit price increases, and it seems that the pricing levels are now coming at least at par, but you mentioned that the discounting levels remain high. Is it right to assume that the new player pricing is still below yours?
Assuming the raw material prices come off, in such a scenario, do you think a part of these price increases that the industry has taken will be sticky, basis your experiences from the past?

Colgate Palmolive (India) Limited

Colgate Palmolive (India) Limited CC-May26.pdf · 2026-05-22
Two questions, quick ones. First was during the quarter, did the volume growth see any benefit from grammage increases for your low unit packs? Was that something which was material?
No, not entirely. I just thought, was that a material contributor? But I got the sense that it was immaterial. The second bit was as you look at FY27, and you have talked about a lot of initiatives that we are putting underway, is it fair to assume that there's a fair bit of comfort that earlier we used to target and talk about a mid-single-digit volume growth in the business? And is that something that you think is a fair growth outlook for your business for the next few years?

FSN E-Commerce Ventures Limited

FSN E-Commerce Ventures Limited CC-May26.pdf · 2026-05-21
Sure. Hi, this is Latika from JP Morgan. You answered a lot of the questions that I had, but just a few more things from my side. The first is given the way the rupee is depreciating, I just wanted to get a sense of what's the salience of imported brands in your beauty business? And have you started to see some of those translations led realization increases already? Is it even meaningful to think about?
Sure. The second question I had was just an extension of the discussion you had on owned brands. Clearly, FY '26 saw massive 65% increase in GMV growth and almost 2/3 of that business is Dot & Key. And you talked about how distribution expansion, portfolio expansion actually led to that growth. What I want to understand is there's a wide difference between a INR 1,800 crores GMV brand and the next one is INR 400-odd crores. To sustain this kind of 50%-60% growth, do we then need another new brand in this portfolio? I'm just trying to gauge how should one think about the growth of this portfolio in FY '27 considering it did really well in FY '26. So any more thoughts there?
FSN E-Commerce Ventures Limited CC-Jun24.pdf · 2024-08-13
I'm Latika from JP Morgan. Two questions from my side. The first one was on your initiative to cut down the delivery time and around the express delivery. I wanted to understand what is driving this push? Are you sensing any changes in the Beauty retail landscape, which is motivating you to go for faster delivery ? And the second part is, is there any considerable cost that is going to be associated with the same? The second question was on your eB2B business. If you could give us some colour on what are the top product categories that are selling under this business. And there was also a packaging cost reduction that you mentioned on one of the slides. What is exactly driving that?
And any flavour on what are the top products or categories for this business?

Honasa Consumer Limited

Avenue Supermarts Limited

Avenue Supermarts Limited CC-Jun24.pdf · 2024-07-30
Hi. Thank you for the opportunity. My question is on your expectations on gross margin profile over the medium-term. You clearly mentioned the mix is going to probably be stable with general merchandise and apparel. I was trying to understand a couple of enablers of gross margins and your thoughts on that on the FMCG and food side. One was, your terms of trade with leading suppliers in order to leverage the scale benefits - how does that play out? Do you see premiumization of the FMCG and food portfolio within your mix? And the last enabler could be the private label contribution. So, if you could share some thoughts on how these key things could behave and would they in any way imply potential for gross margin improvement over the medium - term? That's the first question. Thank you.
Thanks. The second bit was a follow up on something you alluded to while answering the question on apparel, on talent. Just wanted to hear from you, any particular changes or incremental talent that you've hired at category head levels, on the technology side, on your e -commerce operations, anything you want to talk about or share with us on capability building side. Thank you.

Devyani International Limited

Godrej Consumer Products Limited

Godrej Consumer Products Limited CC-Mar24.pdf · 2023-04-28
My first question was if you benchmark the product portfolio on average net realizations to the company, it could get influenced from the channel mix that you have versus the Top 3 brands in Deos. Where does the Park Avenue brand stan d? And partly I am asking this question also is that if you are going to reduce the gross price to MRP to net price differential down from 50% done you think it poses a risk to market share which Park Avenue enjoys today, any thoughts?
But Sudhir, I was asking more from end consumer price, is it very different from the Top 3 to 4 players in the category? Why people buy Park Avenue, is it like if you increase the final net price to the end consumer, does that offset the growth trajectory for the brand, any sense if you have looked at the numbers of the last couple of years?