Questions across 2 calls

Prakash Kapadia

Anived Portfolio Managers

Emami Limited

Emami Limited CC-Sep23.pdf · 2023-11-06

Could you talk about rural markets . W e were targeting 60,000 villages. So what is happening our bridge packs increasing, what geographies are we concentrating on in the opening remarks you mentioned about you being positive about rural recovery coming back, that is the first question. Secondly, che mist channel was very important during COVID time so as Zandu healthcare sales are now bouncing back on the low basis and on normalize base how much is that important for Zandu healthcare doing well from here on and Kesh King what seems to be hurting us be cause growth remains muted there despite we trying organic shampoo, new variants. What is happening in some of these things? So are not small packs working in Kesh King. W hat is happening? Those are my three questions.

I will join back if I have more questions. Thank you.

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Sep23.pdf · 2023-11-02

Dr. Om, if I were to take a mid-term view given that most of the competitive intensity seems behind us, would it be right to say there could be a 10% patient volume growth and with a bit of product mix and realization change, we should be able to grow revenues at 14% - 15% over the next three to four years, is that the right way to envisage the future?

This time around you have given the contribution from Tier-III and beyond in terms of revenue contribution. So, is it fair to say North and East would be a large part of this Tier-III revenue. And could you take us through the journey in these Tier -III cities and beyond. Do you have basic packages? Is it largely B2B? Or it is Swasthfit and awareness seems to be increasing there also?