Stockrabit · Analysts
Questions across 5 calls

Ranodeep S

MAS Capital

Bharat Heavy Electricals Limited

Piramal Pharma Limited

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2024-01-29
Yes, thank you for the opportunity sir. And congratulations on great set of numbers. So my question was with respect to the -- how has -- it has been a while since you have the SALIC deal, right? And LT Food promised to do around 20,000 tons, whereas the Saudi Arabia market is around 1 million tons. If I'm not lost, we are gunning for around 10% market share, which is around 1 lakh ton. So wanted to understand how have we progressed in our aspirations in the Saudi Arabia market.
Great to hear that, sir. So my next question was with respect to -- so overall, we have three revenue streams, like specialty Basmati rice, organic and process packaged foods, right, where if, I'm not wrong, Daawat and Royal being around 70% of the business. So what is our school of thought in terms of developing mega brands, right, within the brand, right? So Daawat and Royal are strong brands. So is there a school of thought on developing bigger brands in the organic and processed packaged foods? Just to draw a parallel, like how the ITC started couple of years ago, right? Now they have 6 mega brands of each 1,000 crores plus, right, which is driving the growth. So what are our school of thought in this aspect?
LT Foods Limited CC-Dec23.pdf · 2024-01-29
Yes, thank you for the opportunity sir. And congratulations on great set of numbers. So my question was with respect to the -- how has -- it has been a while since you have the SALIC deal, right? And LT Food promised to do around 20,000 tons, whereas the Saudi Arabia market is around 1 million tons. If I'm not lost, we are gunning for around 10% market share, which is around 1 lakh ton. So wanted to understand how have we progressed in our aspirations in the Saudi Arabia market.
Great to hear that, sir. So my next question was with respect to -- so overall, we have three revenue streams, like specialty Basmati rice, organic and process packaged foods, right, where if, I'm not wrong, Daawat and Royal being around 70% of the business. So what is our school of thought in terms of developing mega brands, right, within the brand, right? So Daawat and Royal are strong brands. So is there a school of thought on developing bigger brands in the organic and processed packaged foods? Just to draw a parallel, like how the ITC started couple of years ago, right? Now they have 6 mega brands of each 1,000 crores plus, right, which is driving the growth. So what are our school of thought in this aspect?

Bharat Electronics Limited