Stockrabit · Analysts
Questions across 22 calls

Rahul Agarwal

IKIGAI Asset Management

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-Feb26.pdf · 2026-01-30
Sir, the first question on -- before the unification, I think the pricing, dealer schemes and incentives for ceramic, PVT, GVT would have been different, right, for all 3 segments. Now given the unification has happened, has that been aligned? And are the dealers now comfortable understanding the pricing and scheme structure?
So when I talk to dealers, what I hear is that the earlier person who was handling 3 segments, 3 products separately, because of different schemes and structures, it's still getting difficult for them to understand the new pricing in schemes. And hence, th ey are still contacting the older sales managers to place orders. Any thoughts on this?
Kajaria Ceramics Limited CC-Sep24.pdf · 2024-10-22
Sir, firstly, just a view on gas pricing. Broadly, what we are understanding is LNG is going to be oversupplied globally. It looks like long term; the gas pricing is going to be extremely low. This is a more longer-term view, I think '26, '27 we're going to see a big -time correction in gas pricing. Any thoughts internally you would have thought that -- how do you see tile business long term, if that really happens in India?
I understand that, sir. What I was asking was basically global studies are saying that LNG pricing could correct like 40% going into next 3 years. Any major change would you see, let's say, hypothetically, if that happens, what if that happens.

Supreme Industries Limited

R R Kabel Limited

Emami Limited

Emami Limited CC-Dec24.pdf · 2025-01-28
Sir, one question was the press release talks about liquidity constraints in retail and wholesale trade channels. Just wanted to get a sense, what has been your experience in the quarter in terms of the channel behavior? Does that mean that the channel filing was actually lower than what it should be, so the growth could have been better? And secondly -- second part to the question is, how will this ease out? Like do you think this eases out like in 3 to 4 months and then it helps growth ahead? That's the first question?
When does this ease out l ike do you think there is a timeline to this? Or do you think it's a general problem?

KEI Industries Limited

KEI Industries Limited CC-Sep24.pdf · 2024-10-16
Hi, very good afternoon Anil ji and Rajeev ji. Than k you for the opportunity. Sir, first question was on the QIP fund raise. Based on whatever cash f low projections we understand of the business and based on your guidance for fiscal '25-'26, my sense was a INR400 crores to INR500 crores debt would have been suffice to incur all the capex given the interim accrual improvement for the business. And so could you explain sir, wha t is the rationale? And any change in the capex plan? Where do you plan to invest this money?
Okay. Got it. So obviously, my sense is working capital is you have done a great job over years on the working capital side. So we're still trying to get it down further. My sense is this INR2,000 crores obviously also have a growth angle to it. Any sense, could you like to give some direction in terms of where most of this capital will get used for?

Blue Star Limited

Blue Star Limited CC-Sep24.pdf · 2024-11-07
Just one question is on balance sheet and cash flow. Looks like we've invested about Rs.300 Cr on the working capital in the first half, which has resulted into almost nearly operating cash flow for the period. What has led to this -- is it purely because the higher EMP sales, which is basically projects plus commercial basis which has led to higher working capital and where do you expect this to stabilize by March '25?
The next question was on capacity and CAPEX, if you just explain in terms of new product pipeline, what should we expect from Blue Star over the next 6 to 12 months and I am not asking for specific products, what I wanted to know was overall on a 3-4 segment basis what is the company investing money for and what's the budget like?

Astral Limited

Astral Limited CC-Sep24.pdf · 2024-11-07
Sir, first question on BIS. Just wanted to know which products are applicable here? What clarity are we awaiting here? What's really happening on the government side? And how does it benefit? Obviously, from shift to organized from unorganized, I understand that. But if you can add some more colour on where is this BIS getting applicable? And how does it benefit overall once it gets implemented? That's the first question?
BIS is getting applicable for the PVC resin...
Astral Limited CC-Jun24.pdf · 2024-08-09
Sir, 2 questions, firstly on adhesives. Obviously, consol number looks lower. You explained that India was 14% to 16% margins. Wanted to know your overall outlook for the balance 9 months. In U.K., you have already said what do you expect, but India, what will you expect in terms of growth and margins? And on a consol number for adhesives, what should be the margin we should work with? That's the first question.
Got it. That's pretty clear. And secondly, last question. On the opex side, so I completely understand the explanations gi ven on higher branding costs for about INR20 crores for the quarter. But last year, if you remember that both the staff costs as well as other expenditure grew pretty high, I think it was 35% higher Y-o-Y, about INR250 crores for the full year. If you could guide us for the run rate ahead, that would really help. Like how should we build the growth? First quarter, I understand it's up again 25% Y-o-Y, if I add up the staff cost and the expenditure. But some outlook on how should we look at staff costs and other expenses on a run rate basis going forward?

APL Apollo Tubes Limited

Havells India Limited

Finolex Cables Limited

Bata India Limited

Bata India Limited CC-Jun24.pdf · 2024-08-08
Hi, good evening. Thank you for the opportunity. Sir, I had one question. I had all done the sales and channel network. We spoke about 40, 50 store adds across COCO and FOFO is what I understand in the quarter. Could you elaborate on what's the plan for SIS and MBOs? Is there revenue salience overall? Because I'm relatively not really sure how much do COCO, FOFO contribute to our business? And related question was from a gross margin and ROCE perspective, like how would they be different? Like COCO, FOFO, that's the first question.
Okay, sure. So one is COCO, FOFO, SIS and MBOs. How do you plan to increase that network? I understand COCO, FOFO is going to be 40, 50 per quarter. And gross margin and ROCE, how are they different between COCO and FOFO?

Dr. Lal Path Labs Ltd.