Stockrabit · Analysts
Questions across 2 calls

Rajiv Bharati

Nuvama Wealth

Bata India Limited

Bata India Limited CC-Jun25.pdf · 2025-08-14
Yes. Good afternoon, sir. Thanks for the opportunity. Sir, with regard to your franchising network, which used to be close to 150 odd stores around COVID period and now 650 stores, what is, let us say, the throughput number, how has it moved over the years? And has there been a repeat in terms of the franchise has come back, or what proportion of these franchises have come back to open, let us say, another store with you, just to you success here? And the related question is, in terms of your Hush Puppies arrangement, is not there a mandate, let us say, get to a certain milestone number of stores in, let us say, two years, three years out? Yes. These are two questions.
Yes, sir. Just a follow-up on the first part, the 12% contribution you mentioned. Let us say pre COVID, what was the contribution? Because you mentioned that this is margin accretive as compared to the remaining business, right, on the EBITDA side. But overall EBITDA has not moved. So, something else is eating into, let us say, if this channel is growing better.

Lemon Tree Hotels Limited

Lemon Tree Hotels Limited CC-Jun25.pdf · 2025-08-11
Yes, thanks for the opportunity. With regard to Aurika, Mumbai, a couple of years back, you had called out that your EBITDA margin would largely move in tandem with your occupancy. I just want to get if you can call out what is the EBITDA margin for that asset currently?
Sure. And with regard to Keys, we see that incremental margin is close to 100% on a YoY basis. But pre-COVID, we used to see that the non-room revenue used to be close to 35% - 40%, which is now 20%-odd. Is there a plan to go back to those levels or these are, let us say, the new levels at which it will work?