Stockrabit · Analysts
Questions across 7 calls

Nihal Jham

HSBC

Jubilant Foodworks Limited

Jubilant Foodworks Limited CC-May26.pdf · 2026-05-20
Good evening, Sameer and team. You have highlighted in detail about the like -for-like performance. I just had one question to it with two subparts, that if I look at even the 2 -year CAGR, there has been a deceleration from 9% to 6% from Q3 to Q4. And even if you bifurcated both for dine-in, which is anyway sitting on a low base, so that is not the case. And even delivery that I say, fell from 28% Y -o-Y growth to 10%. So if you could just give more clarity in detail about the sequential decelerat ion. I understand the long term 5% to 7% but the sequential deceleration and both the subsegments?
Understood, Sameer. The other thought is that how was the discounting trends seen during this quarter? And to your 2 -year goal of 5% to 7% growth and the 200 basis point margin improvement can they be achieved simultaneously?

TATA CONSUMER PRODUCTS LIMITED

TATA CONSUMER PRODUCTS LIMITED CC-May26.pdf · 2026-05-08
The first question was on Capital Foods and Organic India that there was an impact in the international, but we had the thought that, again, the domestic portfolio could start touching a 30% growth this quarter itself. So what are the issues? It's mainly the distribution which you've rehashed or there is some other issues which had come up for this quarter?
Understood. The second question was in the tea bit. Last quarter, you did highlight there was a worry of a slight spike. I think in the opening remarks, you did mention about some comfort. But just to clarify that on tea prices, there is comfort that at least based on the showing that you're seeing that the prices look comfortable for the year ahead or at least for the season ahead?

Britannia Industries Limited

Britannia Industries Limited CC-Feb26.pdf · 2026-02-11
Two questions, a follow-up to the earlier participant that in the earlier Q2 call also the earlier MD mentioned about the possibility of 15% top line growth, which is say the underlying 9% that the business has been doing and the potential sort of 6% coming from the grammage change that is happening on the back of GST. Given November, December, a sort of clean number at 12%, just wanted to understand that is there a possibility that the growth can sort of uptick to that number in the coming months or quarters?
Sure, Rakshit. Just one more question. You did highlight about all the initiatives that you plan to take in the coming months, would it be possible to give some more granularity specifically on the adjacencies, given all of these 4 categories are sort of very different and divergent. So just some quick thoughts about how you're thinking of each of them.
Britannia Industries Limited CC-Jun25.pdf · 2025-08-06
Yes. Sir, 2 questions. First is on the regional competition you did mention at the start of your presentation. So is it -- generally, we've seen that the competition comes up when there is a massive price reduction that happens on the RM side. Maybe at this point in time, there is some moderation, but not as much. So is it that the color of regional competition has changed where rather than just being price - driven, even in terms of innovation of products, they are sort of matching up and now this is not just becoming an RM-driven regional competition, but more serious as we consider ahead?
Sure, sir, point taken. The second question was that on the adjacencies, if you could just give more color on cakes and breads, I think that is something you've not highlighted much and the overall adjacency growth, if that is possible.

Page Industries Limited

Hindustan Unilever Limited

Hindustan Unilever Limited CC-May26.pdf ·
Yes, good evening, Priya and Niranjan. Two questions. Niranjan, the first one was a clarification that if we assume the current spot prices of our commodities, what would be the inflation for us at present?
Sure, Niranjan. Niranjan, the second question was again on the Home Care part that, you know, we look at the earlier inflation cycle and at that point of time you had taken price hikes commensurate to the point where our margins had also been maintained. So, in line of the current competitive intensity, in case we end up taking hikes, is it the case that the current environment gives us the opportunity of maintaining margins, or maybe the environment in terms of competitive intensity is different and maybe the other competition doesn't end up following our price hikes? Just wanted to understand your thoughts on that.