Stockrabit · Analysts
Questions across 4 calls

Niharika Karnani

Capgrow Capital

Aditya Birla Lifestyle Brands Limited

Aditya Birla Lifestyle Brands Limited CC-Jun25.pdf · 2025-08-14
Yes. Hi. So, I have a couple of questions here. First is, now since the cash won't be going to the other segment of the business, which was getting invested into ABFRL pre-demerger. How do we plan to use the cash apart from debt retirement? And second question, sir, if we see Lifestyle Brands are growing at a stable rate of 9%, 10%, 11%, so would it be correct to say that the revenue growth drivers would be the other segment of business, say, American Eagle, Reebok, and Innerwear? If so, when would we see them contributing meaningfully to the growth?
Understood. And my next question is, we know that marketing spends went up this quarter, but is there any other expenses? Because we can see other expenses have shot up in this quarter. Apart from ad expenses, do we see increase in expense of other line items?

Devyani International Limited

Devyani International Limited CC-Jun25.pdf · 2025-08-13
Couple of questions. First question is more towards the QSR sector. So, do you think QSR sector has kind of bottomed out? Or is it also facing thr eats from the likes of, say, cloud kitchen or consumers ordering more from the likes of Swiggy, Zomato? Is this more of a structural change? Or is it related to QSR slowdown? And second is, when do we see SSSG getting ramped up? Like is it a matter of a couple of more quarters? Or will the turnaround take some more time?
Okay. Got it. Just one follow-up here. So, what are your views on cloud kitchen? Will it be a threat? Or is it just complementary to listed players?

JSW Dulux Limited

JSW Dulux Limited CC-Jun25.pdf · 2025-08-05
Hi, good afternoon team. So, I had a question on revenue. So, what would be the revenue growth drivers from here on? And I mean, is the entire paint industry going through a lull phase right now? Is our competition also facing the same? And what do we plan to do differently to capture more market share, first? And second, I mean, both the companies would run separately as of now you told. So, in future, would there be a single brand going forward or how would be the intersection part?
Yes. Thanks for such a detailed explanation on all the questions. Thank you.

IIFL Finance Limited