Stockrabit · Analysts
Questions across 43 calls

Percy Panthaki

IIFL Securities

Varun Beverages Limited

TATA CONSUMER PRODUCTS LIMITED

TATA CONSUMER PRODUCTS LIMITED CC-Mar24.pdf · 2024-04-24
Sir, in the standalone, we have seen some kind of a margin contraction this time. I believe it' s because of higher ad spend, which is purely a phasing issue. So, can you just try and quantify that for us what is the increase in ad spend on a Y-o-Y basis as a percentage of sales so that we can get a better idea of the underlying profit growth for the stand-alone business?
But Capital Foods is not in the standalone, no? It's in the subsidiary, right?

Hindustan Unilever Limited

Hindustan Unilever Limited CC-Oct25.pdf ·
Hi, Thanks for taking my question. And happy Diwali to all of you. My question, Priya is, the four priorities that you mentioned, they seem to be on the right track, but we've also seen similar priorities in the past as well. So just for my understanding, if you can call out, if any, is there any sort of change in the way that you're looking at the business versus what it was before you came in?
Understood. Just to dwell a little further into this. Before you came in, as you said, the growth was competitive in a situation where macros were weak. So, the growth was delivered at that time through some other priorities apart from these four?