Stockrabit · Analysts
Questions across 2 calls

Nillai Shah

Moon Capital

Emami Limited

Emami Limited CC-Jun24.pdf · 2024-08-01
Sir, I just want to delve a little bit into this growth aspiration. And a lot of things were discussed on the call about how rural is doing very well for you. Zandu and the Pain Management part doing very well in July impacted by seasonality last quarter. And then you spoke about how The Man Company and Brillare is also doing. The growth in the digital portfolio is also very strong. We've had weak winter sales last 2 years. Monsoon has been good. With all these factors in place, you still sound a little bit conservative, if I can say so on the revenue aspirations for the financial year. What is it that you're looking for to fall in place to get more constructive?
Okay.

United Breweries Limited

United Breweries Limited CC-Sep23.pdf · 2023-10-20
Last time on the call, I had asked this question about the fact that given that the volumes were rather weak, over the past few quarters , you would possibly be running extra barley inventory into 2Q versus what you normally would, you kind of said yes to that question. So, now can you quantify as to the fact that this quarter the lower barley inventory, which you have the new barley inventory, was it utilized for half the quarter, less than half the quarter, some positive comments around that to help us understand the gross margin trends going forward?
Okay, got it. So, when I come back to all these questions that were asked on margins, we have a situation today where barley is back to the pre -COVID levels, aluminum and non -glass packaging is pretty much back to pre-COVID levels. And UBs margins pre-COVID used to be upwards of 50%. So, without getting into the specifics timing of this, with the anchoring of the management be to try and get to gross margins at some point in time, which are next, or basically just back to the pre-COVID levels, in terms of gross margins?