Questions across 4 calls

Nihal Mahesh Jham

AMBIT

Godrej Consumer Products Limited

Godrej Consumer Products Limited CC-Sep24.pdf · 2024-10-24

A couple of questions. First, in case of RNF, you did highlight about the importance of scaling distribution, would it be fair to say that improving customer awareness of the superior efficacy is a key driver to gain market share and improve the growth? And how are we approaching this?

Understood that. Second question is for Indonesia. We've seen a larger competitor that are obviously getting impacted because of route -to-market issues. Just in our case, would our initiatives in terms of getting our route-to-market sorted is more or less done and dusted with?

Devyani International Limited

Devyani International Limited CC-Jun24.pdf · 2024-08-05

Three questions. Manish, I was asking in case of Pizza Hut, is it the launch of Melts along with the marketing campaign around that the immediate driver of the revival that you are trying, or there are other aspects also in the background that are happening to get the brand back to its early performance?

Maybe the SSSG numbers that you have reported still point to the overall weakness, but anything over the last few months that is pointing to the brand showing improvement or say these specific product launches helping you out?

Titan Company Limited

Titan Company Limited CC-Jun24.pdf · 2024-08-02

The first question was, again, to the jewellery segment that from the way we look at it, the competitive intensity looks like it is here to stay, given the rise of some of the organized players. Historically, have you seen some triggers, which has helped to moderate competition? Or do you think this is a new reality going forward?

Absolutely. I had a second question, which was on the charge that we saw that just to clarify, the impact of this charge, which is related to the factor in import duty is mainly on the gold on lease portion out of the outstanding on the day of the budget, right? Or is it going to be some impact which could continue going forward?

Avenue Supermarts Limited

Avenue Supermarts Limited CC-Jun24.pdf · 2024-07-30

Good afternoon, Neville and team. I had three questions. The first, Neville, is in your reference to looking at DMart from a longer term 10-year perspective, this comment you made of DMart, obviously, wanting to be value first. So just taking your discussion on GDP per capita, e ven in terms of private labels, do we have comfort that, say, over the next decade, there won't be a larger cohort, say, which moves to convenience as the GDP per capita improves and then maybe you want to plan about the business model now and look at convenience more going forward?

Sure, point taken on that. The second was on your comments on Minimax, just wanted to understand how are you looking at that format? Is it that you're looking at an independent offline model or there is a thought of this becoming, say, a part of the delivery of network and maybe then the unit economics differs and you can look at larger openings going forward in terms of this format?