Questions across 5 calls

Nitin Gupta

Emkay Global

Emami Limited

Emami Limited CC-Nov25.pdf · 2025-11-10

First question is around this GST -driven destocking of 4% in Q2. So like I just wanted to gauge like is it full -- can be fully recovered in Q3? Or do you expect it to take some time?

And based on your initial comment around the Kesh King, so you have highlighted shift in expectations. So like across multiple companies reporting results like HUL has highlighted that we are sort of driving the growth in FMCG where they are looking to align the portfolio. And given we have the higher salience of our portfolio in rural, would you like to offer any comment like how the consumption trends are shaping up in rural market?

Emami Limited CC-Dec24.pdf · 2025-01-28

I just want to know like what is the salience of rural now given that we generate 29% from organized channels?

53% is rural and 29% organized channel and rest will be general trade urban. And when we include -- when we call out 29% organized channel, do we include CSD in this?

Britannia Industries Limited

Britannia Industries Limited CC-Nov25.pdf · 2025-11-07

Thanks for taking my question. My first q uestion is around; would you like to offer any comments around your regionalization strategy at this stage?

So, this is something we were practicing and….

Bikaji Foods International Limited

Bikaji Foods International Limited CC-Mar24.pdf · 2024-05-24

I just wanted to check on this margin question again. Like this chana price increase like even we have the 50% to 60% of seasonal requirements. So, like do we have any effect on our gross margin in Q1 or since we are high that we don't see any impact?

And secondly, on your A&P spending, so like in FY20 when we sort of signed Amitabh Bachchan, there was a bunching of A&P spending. So, similarly this time around when we have signed in, we have short multiple videos and all. So, do you think A&P spending as a percentage of sales will come down in the following years?

Honasa Consumer Limited

Honasa Consumer Limited CC-Mar24.pdf · 2024-05-23

Yeah, thanks a lot for the opportunity. I just wanted to check, like, will you be able to share revenue split across brands?

Okay, okay. That's perfectly fine. I just wanted to check, another question is with respect to the BPC category, sort of, we have a fair presence across most categories. So, in terms of any new category, like how the thought will evolve, like how you want to expand across categories? Will we be open to get into categories like oral care, where we see healthy margin profile, or getting into a home care category ahead?