Honasa Consumer Limited CC-Jun25.pdf · 2025-08-12
So my first question is, obviously, on the younger brands. If ex of TDC, if you can give some flavor on Aqualogica, Dr. Sheth, BBlunt, Staze, how these have done in the quarter? And is any of the brand where you are seeing results which are better than your expectations? And any of the brands where you think more work needs to be done? That's the first question. And the second question is on the margin side. Obviously, you did guide that 7% is something that can be sustained in FY '26. On that, I just wanted to double click. One, on the staff cost, do we see the INR60 crores run rate sustaining? And also the other expenditure this quarter, I mean, there has been a 10% de-growth. So it's a decent control that has been done on other expenses as well as the A&P spend side. So how do you see these cost line items also, whether that can sustain, especially on the A&P side? These are my two questions?
Just one question again on the profitability side. Varun, obviously, you had guided for 150 bps kind of improvement going ahead. Now obviously, this year itself, we are at 7 -odd percent. Would you still maintain that guidance of 150 bps expansion year -on-year continuing over medium term or you would say that, obviously, this year, obviously, you have got it ahead of your expectation?