Stockrabit · Analysts
Questions across 13 calls

Prerna Jhunjhunwala

Elara Capital

Page Industries Limited

Page Industries Limited CC-May26.pdf · 2026-05-21
Congratulations on a good set of results. Just wanted to understand on the factors that led to improvement in consumer uptake. If you could help us understand what would -- whether this is sustainable going forward, or it is still tran sitory? And second question, you just mentioned about reduced competitive intensit y. Could you highlight some of the instances which help us understand whether this is also sustainable or not?
Yes. The second question was on competitive intensity. What makes you?
Page Industries Limited CC-Feb26.pdf · 2026-02-05
Hi. My question is the challenges that you are facing in reaching this double-digit growth. You have answered to some extent the previous participants' answers. But I would like to understand what is the challenge in various categories that you a re facing that double- digit growth is getting difficult?
Thank you for this. Just a follow up on the same, could you just brief on the category -wise challenges or opportunities as well? Because you had mentioned last time about entry -level products facing some heightened competitive intensity. So some color on that would help.
Page Industries Limited CC-Mar25.pdf · 2025-05-15
Congratulations on good set of numbers. I had a question on athleisure. Given that it took about a year to reduce inventory by around 7 days in the channel, do you see the demand environment now is conducive for faster depletion in inventory in this year and resumption of higher growth in athleisure? And what steps have we taken to do the same, if at all, this can be done?
And just a follow-up on this. And are these products and younger consumer engagements begun or it is the plan for the next year?

Welspun Living Limited

Welspun Living Limited CC-Mar25.pdf · 2025-05-29
Ma'am, just wanted to understand the reason for margin pressure that is coming in this quarter. And how is U.S. tariff going to impact our performance in the first half of this year versus the full year?
Undoubtedly that you -- we are not really bothered on the continuity of the business. What we're just trying to understand the impact that tariffs could bring in given your higher exposure to the U.S. in the near term. And we should be -- I mean, we should not be caught off the hand if there is a sharp dip or a sharp improvement in any of the years or quarters.
Welspun Living Limited CC-Dec24.pdf · 2025-01-30
Just wanted to understand the demand scenario in the U.S. for home textiles, largely as consumer sentiment there continues to remain a little weak post December sales. So please give some color on how home textiles and other market went? And what is the figure that you're getting for next 1 year's demand scenario?
Okay. Understood, ma'am. My second question is, how should we look at gross margins in current scenario of declining cotton prices. Cotton prices continue to remain weak, so how is it likely to impact your profitability going forward?
Welspun Living Limited CC-Mar24.pdf · 2023-07-23
Congratulations on good set of numbers. Just wanted to understand the flooring growth rate of 2.2% this quarter, which is quite low as when compared to our expectations. So what happened and how this will pan out over the next two quarters?
Okay. Understood and in the domestic market, in the Flooring business, how is the traction going apart from the export market? So what is happening in the domestic market in the Flooring business want to understand that itself.

Vardhman Textiles Limited

Vardhman Textiles Limited CC-Jun24.pdf · 2024-08-01
Congratulations on the marked improvement scenario and good performance. Sir, I wanted to understand now that Indian cotton is expanding to international cotton as you mentioned in your opening remarks, how is the industry going to have a better margin going forward? Or how is the margin -- how are you thinking about margins right now in the spinning business?
Understood. And what are you saying for fabric? Have the margins for fabric also started improving largely because the -- yarn is continuously under pressure? May be margins are not normalized. So is fabric able to get a little higher margin because of transfer pricing? I mean, as an industry on a basis? Or there also, we take issues on margin front?
Vardhman Textiles Limited CC-Mar24.pdf · 2024-05-10
Thank you for the detailed brief on technical textiles. I would also like to understand the level of integration that you are building in this segment, as in is this also fiber, yarn, from what level? And are these capacities, you know, had you already spoken to some of the customers who would be interested in this capacity? And what are the technical, technological collaboration that would be needed, if at all required?
And what will be the approximate cost of setting this technical textile business?
Vardhman Textiles Limited CC-Sep23.pdf · 2023-11-03
Thank you for the opportunity. I just wanted to understand you wer e holding lesser quantity of cotton at the end of last year and there was a lot of volatility of cotton prices in the last three to four months given your balance sheet, you would have procured cotton at lower prices. Then what restricts little better marg in than last quarter? I just wanted to understand from that perspective.
With increase in fabric capacity utilization, we should see some better margins?

K.P.R. Mill Limited