Questions across 3 calls

Nihal Mahesh Jham

Nuvama

Page Industries Limited

Page Industries Limited CC-Dec23.pdf · 2024-02-08

Sir, my first question was certain feedback has been telling us that we are contemplating -- implementing a new software and also bringing some changes to our ARS. Just wanted to confirm that are there any thoughts on these lines both for the EBO as well as for the general trade distribution channels specific to ARS?

So does it create any difference versus earlier when, say, the ARS has been implemented with some of the distributors? Is there no flexibility provided to them in terms of using the assortment?

Devyani International Limited

Devyani International Limited CC-Dec23.pdf · 2024-02-02

My first question was that if I look at KFC last quarter , we had the impact of Adhik Maas where we still delivered a decent performance. And maybe the expectation was that despite the base being favorable and the fact you don't have the impact , the performance would have improved. So, is it just in your experience the worsening of the macro situation or any other specific factors which has led to say the worsening of the SSSG performance for KFC specifically?

Related question on Pizza Hut , now with fun-flavor being in the base , you did highlight that some of the initiatives that we are taking in terms of maybe increasing the visibility of the brand. What else in your understanding at least if you look at competitor data and the performance are the missing points which you can im prove which can get Pizza Hut back to the trajectory, we were seeing a few quarters back?

Jubilant Foodworks Limited

Jubilant Foodworks Limited CC-Sep23.pdf · 2023-10-25

Sir, 3 questions from my side. First is on the gross margin bit. You did allude to it and while it is a small improvement versus last quarter where we are seeing a contraction and it's not that any of the raw materials have seen any deflation, what are the initiatives which in a way have reversed the trend of gross margins despite the raw material inflation being elevated?

Any targets you all are keeping to improve either of the gross or EBITDA margin by a certain percentage under this initiative?