Stockrabit · Analysts
Questions across 2 calls

Nihal Jham

Ambit Capital

Varun Beverages Limited

Varun Beverages Limited CC-Sep24.pdf · 2024-10-22
Sir, I had a couple of questions on the food business . If we look at the food arrangement that we have say for Zambia and Zimbabwe where we do the manufacturing and distribution, would the business model and the weightings will be similar to how the India beverage business operates?
And the second question is Pepsi's food portfolio obviously is present in much lesser number of countries v/s beverages. When we are looking at incremental opportunities as part of the QIP and potential food expansion , would it primarily be focused only in countries where Pepsi has a food portfolio , we could be entering countries in the food or Pepsi is not present with food at this point in time?

Aditya Birla Fashion and Retail Limited

Aditya Birla Fashion and Retail Limited CC-Mar24.pdf · 2024-05-29
My first question was for this quarter, you mentioned about cost reduction initiatives, both across Madura as well as for Pantaloons. If you g ive us detail what these are? Is it mainly, say, moderation in sales and marketing spend given the muted demand outlook or are there other aspects also?
Another related question was, in the presentation, you mentioned about announcement of the operating model for Pantaloons. Anything specific about what that is supposed to be?