Stockrabit · Analysts
Questions across 2 calls

Prashant Kothari

Pictet AMC

Mankind Pharma Limited

Mankind Pharma Limited CC-Jun24.pdf · 2024-07-31
The first question is on the BSV acquisition itself. In terms of funding for it, I understand you have not kind of properly finalized. But just looking at the overall numbers, it seems that if you were to apply that discipline of 2x net debt -to-EBITDA, if you could just kind of wait until the FY'26 end then you would already be kind of in that limit even if you don't dilute. So just wanting to understand how you're kind of thinking about the need for equity dilution versus maybe waiting a bit so that it's not needed actually?
Right. So INR4,000 crores internal accruals we'll have in the next 2 years, plus, we have INR3,500 crores of net cash.

Bikaji Foods International Limited

Bikaji Foods International Limited CC-Jun24.pdf · 2024-07-25
Hello, sir. A couple of questions. First is on this pricing versus raw materials, it a bit confusing because year-on-year, we see that the volume growth is higher than the sales. So that we see some pricing, but on an overall basis versus about 3% price increase that we are kind of guiding to us and explain that, please? And second question was on the Ecom side. How important it is for us on an overall business? And also maybe if you were to kind of drill down into kind of big metros is like Delhi and stuff, how far important it would have been. Thank you.
Thanks and the question about pricing?