Stockrabit · Analysts
Questions across 11 calls

Manish Poddar

Invesco Asset Management

Jubilant Foodworks Limited

Jubilant Foodworks Limited CC-Feb26.pdf · 2026-02-10
Just two bits. First is, let's say, can you help me understand how much of, let's say, the delivery orders will be happening through our app broadly? And this monetization of the ad page on our platform or the app, how big can this be because if you look at from a n MAU perspective, your numbers are significantly high. So let's say, how should I think of these two variables? One is delivery from your app versus aggregators today versus, let's say, if you could help me understand 12, 18, 24 months back, some of it which you alluded earlier, and the second bit on this ad bit? Thanks.
Sameer, sorry, if I heard you right, you said 1% of online sal es from our platforms will be able to, let's say, maybe some period down the line, is that the right understanding, first?
Jubilant Foodworks Limited CC-Jun25.pdf · 2025-08-13
Just one question. You all are doing well despite the macros, given the multipl e interventions which you have done. If you can help me understand either qualitatively or quantitatively, how is our brand relevance on aggregators now that will be useful to understand how would it stick around when we reduce incentives or promotions?
But, would you have some data to -- I'm just trying to understand, let's say, when you say market share gain within the category or at a broader level or top 10 cities, any sense how would our share stack, let's say, what it was, let's say, 12, 18 months back versus today?

Swiggy Limited

Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript · 2026-01-29
I'm just trying to understand a couple of things, again, probably which a lot of participants asked. So Amitesh sitting out, let's say, when I look at the journey, let's say last 2-3 quarters, and this is primarily for Q3, right? So a lot has been talked about competition. But if you look at the metrics, let's say, in terms of order growth, in terms of orders per store, in terms of losses, they are still probably not there, right? This guidance of contribution margin breakeven by, let's say, Q1’FY27, like a delta swing of about INR20. You look at Food and QC both. I haven't seen that in both the players in the last so many quarters happening. So I'm just trying to think about sitting out as an investor, because there's no metric to gauge whether this is structural consumer, tactical consumer, good consumer, bad consumer ? There's no metric to track consumer market share. So how should one gain confidence on what you're trying to say whether 2 quarters out or let's say, 3-4 quarters out also, you'll become contribution breakeven? Other than just, let's say, the broader message because there are multiple lines which you can play in the P&L, right? And it's a functional market and market adoption. So I'm just trying to gauge, and as one as to get some circle of confidence, there's no consumer metrics. How should one draw any confidence on that? I think that's the broader message which I want to understand? So thanks so much for this.
Rahul, actually, I'm sorry, I'm just trying to understand still because if you look at absolute numbers and not percentage numbers, contribution is in that zip code of INR200 crores still loss on a quarterly basis, that EBITDA number is still in that INR800-900 crores quarterly loss run rate. So percentages and there's AOV percentages and stuff like that. So I'm just trying to look at the absolute number to move is a big task. I'm not trying to even hold you for Q1 or Q3. Where I'm trying to gauge or at least trying to get some confidence is there's some metric which you all can share, let's say, which gives us in terms of customer -- quality of customer, which you're talking about or market share in key cities, which at least gives some sort of confidence that if you're leaving some growth, which was not good growth, how should one differentiate? Because otherwise, it's possible two more quarters down the line, because if you've seen the last 6 quarters since the listing, there have been a couple of times where you have earlier said that you'll breakeven out, they were goal posts, which got delayed. So I'm just trying to understand from metrics, not trying to hold it to any guidance. I'm just trying to hold from any metrics, which can give us comfort sitting out and probably post -- probably next result, I'm just trying to get some confidence on that. I think if you look at absolute numbers, they are still at minus INR200 crores contribution and minus INR900 crores adjusted EBITDA from a quarter?
Swiggy Limited CC-Feb26.pdf · 2026-01-29
I'm just trying to understand a couple of things, again, probably which a lot of participants asked. So Amitesh sitting out, let's say, when I look at the journey, let's say last 2-3 quarters, and this is primarily for Q3, right? So a lot has been talked about competition. But if you look at the metrics, let's say, in terms of order growth, in terms of orders per store, in terms of losses, they are still probably not there, right? This guidance of contribution margin breakeven by, let's say, Q1’FY27, like a delta swing of about INR20. You look at Food and QC both. I haven't seen that in both the players in the last so many quarters happening. So I'm just trying to think about sitting out as an investor, because there's no metric to gauge whether this is structural consumer, tactical consumer, good consumer, bad consumer ? There's no metric to track consumer market share. So how should one gain confidence on what you're trying to say whether 2 quarters out or let's say, 3-4 quarters out also, you'll become contribution breakeven? Other than just, let's say, the broader message because there are multiple lines which you can play in the P&L, right? And it's a functional market and market adoption. So I'm just trying to gauge, and as one as to get some circle of confidence, there's no consumer metrics. How should one draw any confidence on that? I think that's the broader message which I want to understand? So thanks so much for this.
Rahul, actually, I'm sorry, I'm just trying to understand still because if you look at absolute numbers and not percentage numbers, contribution is in that zip code of INR200 crores still loss on a quarterly basis, that EBITDA number is still in that INR800-900 crores quarterly loss run rate. So percentages and there's AOV percentages and stuff like that. So I'm just trying to look at the absolute number to move is a big task. I'm not trying to even hold you for Q1 or Q3. Where I'm trying to gauge or at least trying to get some confidence is there's some metric which you all can share, let's say, which gives us in terms of customer -- quality of customer, which you're talking about or market share in key cities, which at least gives some sort of confidence that if you're leaving some growth, which was not good growth, how should one differentiate? Because otherwise, it's possible two more quarters down the line, because if you've seen the last 6 quarters since the listing, there have been a couple of times where you have earlier said that you'll breakeven out, they were goal posts, which got delayed. So I'm just trying to understand from metrics, not trying to hold it to any guidance. I'm just trying to hold from any metrics, which can give us comfort sitting out and probably post -- probably next result, I'm just trying to get some confidence on that. I think if you look at absolute numbers, they are still at minus INR200 crores contribution and minus INR900 crores adjusted EBITDA from a quarter?

Urban Company Limited

Urban Company Limited CC-Nov25.pdf · 2025-11-01
I just had two small ones. So, the first thing is when you a re looking at the business internally, do you look at QoQ or do you look at YoY generally for the services part?
Okay. And the second piece was I have gone through the shareholder’s letter. Pardon me if I missed something. So, I am just trying to understand have you mentioned anywhere, let us say services per customer as a metric, just to understand how is the adoption of multiple services increasing at the household level, let us say on a quarterly basis?

Bikaji Foods International Limited

Bikaji Foods International Limited CC-Dec24.pdf · 2025-02-07
Hi, thanks for giving me this opportunity. So, just two questions, first is, let's say if I take this impulse packs, which are roughly, let's say, give or take 30% to 40% of sales. Would it be right they are largely at, let’s say Rs. 10? And if that is so, what is the sort of, how much is the average grammage, let’s say, because there will be multiple categories , what is the average grammage which is now available in a particular product at let’s say of Rs. 5 or Rs. 10 pack?
And how does it stack versus the other categories in that same lens? Because, I am not sure how inflation is impacting because there's a basket of products. But let's say at this price point, because you are in the market and so you will have much better understanding. In terms of consumption brokage, is 15 grams-18 grams a good number versus the other categories in terms of this inflation context?

Honasa Consumer Limited

Honasa Consumer Limited CC-Sep24.pdf · 2024-11-14
I have two questions, so I will take them together, given this one -question thing. So, just two minutes. First is, if you look at the last quarter commentary, I think the called-out thing was, there is a Rs. 40 crores impact from this inventory correction. I think the number is significantly higher. So, can you help me understand what explains that? And the second thing is, let's say, the call happened sometime August mid, the last quarter call, and that time I thought, we were quite acquainted with this inventory correction and, we were wanting to put steps in place in terms of this project and other interventions. And that time we were guiding for 20% growth for the rest of the year adjusting for this sort of inventory correction. So, what really has changed in the last, let's say, three months, give or take, I have heard the commentary, but I am still not able to gather what really has gone dramatically wrong or, what is really the underlying concern? And is it possible, can you really call out, let's say, among the brands in Mamaearth, let's say, there was a Rs. 100 crores brand, which just gone down to, let's say, Rs. 10 crores. Are there cases like that? Is able to understand and appreciate the situation much better. But otherwi se if I look at the commentary of Q4 and Q1 and now, every quarter there's a different commentary and delivery. So, I am just trying to understand it better, I am not trying to push you towards the one. Thank you.
Can I ask one more question, if you can, second?
Honasa Consumer Limited CC-Jun24.pdf · 2024-08-09
Hi, Varun. Two questions. So, Varun, if you can highlight, let's say, because of this, you know, distribution transition, what is the sort of impact on sales?
Okay. And how much -- we were initially implementing in the top locations. Where are we now in the journey? So, just -- the slide has a lot of moving points. I'm just trying to understand, let's say, if I have to monitor one or two variables, I'm just trying to understand how much of the network are we there? And you're saying it will take another two quarters…

Kalyan Jewellers India Limited

Page Industries Limited