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Questions across 21 calls

Resham Jain

DSP Asset Managers

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-05-15
Good evening. I have two questions. The first one is with respect to the gross margins, if I look at full year, your gross margin has seen good improvement, almost 33.9%, 180 basis point improvement and most of it has been visible in Quarter 4 almost (+300) basis point increase in gross margins. But when we look at EBITDA margin it has not actually flown through to EBITDA, just 30 basis point increase. So, if you can help in explaining, is there like last time you mentioned about higher shipping cost and things like that, is there anything which is sitting in other expenses and not helping the overall improvement in EBITDA margins?
Yes sir, this is very clear. These three factors which you mentioned, any of the three factors, are you seeing any reversal in FY26?
Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-01-28
So I have a few questions. So first one is in the last two calls, we mentioned that the freight cost has been a little elevated. So is there any update there? How is the freight cost moving now? And how are you booked? Because typically, I think you book in advance typica lly for some portion of your shipments. So any update on the freight costs?
So what is that quantum out of the total kind of freight cost you have, how much reduction can happen because of this Europe fall?
LT Foods Limited CC-Dec24.pdf · 2025-01-28
So I have a few questions. So first one is in the last two calls, we mentioned that the freight cost has been a little elevated. So is there any update there? How is the freight cost moving now? And how are you booked? Because typically, I think you book in advance typica lly for some portion of your shipments. So any update on the freight costs?
So what is that quantum out of the total kind of freight cost you have, how much reduction can happen because of this Europe fall?
Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2024-10-24
I have a couple of questions. The first one is on the Organic business. Last five-six quarters after some issues last year we have seen a continuous growth in that business. So , if you can just explain what is driving the growth in the organized piece?
Ans this business, how are you seeing growth here? Because we had this import related issues from India and then we have set up our some of the sourcing from African region. So, from the growth perspective how are you seeing visibility here in the next 1-2 years?
LT Foods Limited CC-Sep24.pdf · 2024-10-24
I have a couple of questions. The first one is on the Organic business. Last five-six quarters after some issues last year we have seen a continuous growth in that business. So , if you can just explain what is driving the growth in the organized piece?
Ans this business, how are you seeing growth here? Because we had this import related issues from India and then we have set up our some of the sourcing from African region. So, from the growth perspective how are you seeing visibility here in the next 1-2 years?
Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2023-10-30
Yes. Hi. Good evening, team. And many congratulations on a great set of numbers. So, I have a few questions. So first one is if I look at the presentation on slide number 14, you have given debtors of various businesses. And it seems th e debtor days for Indian businesses, the business has come down to eight days. It seems quite good. Can you explain how have you been able to reduce debtor days to such extent? This looks like significantly better than your past receivable days.
Okay, understood. So, the second question is on overall balance sheet. It has improved significantly over the last few years. And despite showing a very strong growth in your top line in business, you are actually able to manage your working capital quite well in terms of absolute amount. And your debt has also come down to almost like 600 odd crores now. So how should one think about this number, let's say, next two, three years as you are expecting a double -digit kind of growth? Should absolute debt number remain at this level going forward also, 600, 700 odd crores?
LT Foods Limited CC-Sep23.pdf · 2023-10-30
Yes. Hi. Good evening, team. And many congratulations on a great set of numbers. So, I have a few questions. So first one is if I look at the presentation on slide number 14, you have given debtors of various businesses. And it seems th e debtor days for Indian businesses, the business has come down to eight days. It seems quite good. Can you explain how have you been able to reduce debtor days to such extent? This looks like significantly better than your past receivable days.
Okay, understood. So, the second question is on overall balance sheet. It has improved significantly over the last few years. And despite showing a very strong growth in your top line in business, you are actually able to manage your working capital quite well in terms of absolute amount. And your debt has also come down to almost like 600 odd crores now. So how should one think about this number, let's say, next two, three years as you are expecting a double -digit kind of growth? Should absolute debt number remain at this level going forward also, 600, 700 odd crores?

Welspun Living Limited

Welspun Living Limited CC-Dec24.pdf · 2025-01-30
Resham Jain here. So I have just one question on the cotton. Since t his year is a unique year where a lot of cotton has been bought by CCI, and typically, we have seen that in the past, CCI has resorted to selling cotton even below the price and incurred huge losses. And you are currently having a good amount of cotton with you, as you mentioned in your remarks. So what are -- how are you thinking about the overall cotton dynamics playing out this year given the kind of unique situation of cotton being bought by CCI?
So you don't use advanced licensing for importing cotton.
Welspun Living Limited CC-Jun24.pdf · 2024-07-25
So, just on the demand front, w hen we look at some of the commentary of the retailers in US, the outlook is quite mixed. And in general, we have not seen any material kind of improvement in terms of the retail demand in US. So, from your perspective, how are you looking at US? What will be your strategy, let’s say, in the current situation? If you can just give your thoughts around it, that would be very helpful.
And the second question is with respect to all the three verticals within the home textile. Can you share your outlook, not numbers, but which segment between bed sheet, towels, and carpets and rugs will grow faster than the other one? If you can just give your thoughts.
Welspun Living Limited CC-Sep23.pdf · 2023-10-25
I have just one question so if I look at the numbers historically it seems that the o pex has been controlled quite well but if I look at th e gross margin profile it used to be 50% plus minus, in good times it has gone above 50% as well, but now let us say last two quarters we are seeing your gross margin anywhere between 46, 47% which is 400 basis point s lower than what you used to do before COVID, obviously it has improved compared to last year because last year had lot of challenges so how should one look at your gross margin profile going forward because 18 , 20% used to be the gro ss margin profile earlier, there is a mix of kind of flooring also coming in but even if I adjust your gross margin or your overall EBITDA margin seems to be lower t han what you used to do earlier?
Home textile business because it has a contribution from the domestic piece as well which I think it is in the building phase so probably m argins must be lower there so if one looks at the export home textile business would the margin be similar to what you might be doing let us say three, four years back 18% to 20% range?

Vardhman Textiles Limited

Vardhman Textiles Limited CC-Sep24.pdf · 2024-11-04
So, I have just two questions. First is on technical textile. I heard that margins are going to be 25% to 30%. I went back and saw the quarter four conference call where we actually mentioned that the margins will be similar to Company average. Has there been any change in the initial plan versus now?
Understood. Clear, sir. Sir, the second question is on green energy. And you can correct me if I'm wrong. I was just looking at the numbers. Our green energy contribution to the overall energy consumption is close to 5% odd. Is that correct?
Vardhman Textiles Limited CC-Jun24.pdf · 2024-08-01
Yes. Hi. Good evening, sir. So two, three questions. S ir, the first one is I think you have mentioned about China Plus One strategy showing some positive traction in your business. I presume this is for fabric business?
Okay. And what kind of inquiries -- if you can just share more thoughts around it, what kind of inquiries, what kind of size because I presume this will be all large -sized customers? So what are their expectations? And you have explained some of those aspects, but how can Vardhman as a company can leverage out of it?
Vardhman Textiles Limited CC-Dec23.pdf · 2024-01-25
Yes. So just a broader question on the overall -- the capacity which we have and how much incremental revenue can come from that. So, if an assumed cycle to improve, let's say, with a 10% kind of price increase across yarn and fabric, should one assume that your revenue should also overall increase by 10%, given that your capacity utilization is closer to 85%, 90%, or do you have spare capacity to sell more?
So, the Q3 run rate, is that whatever almost peak utilization?
Vardhman Textiles Limited CC-Sep23.pdf · 2023-11-03
Hi Sir good evening. Thanks for giving a clear update on the sector, so I have a couple of questions. The first one is just with respect to let us say upcoming quarters, first half has been single digit margin overall and I presume yarn would have been significantly lower while fabric would be double digit but how do you see based on your current order book and the current cotton in hand margins to behave let us say in near term?
Okay and in terms of margin, how are the margins different between yarn and fabric right now?

Paradeep Phosphates Limited

Paradeep Phosphates Limited CC-Sep23.pdf · 2023-11-02
I have three questions, first one is with respect to the Phosphoric Acid plant which you have commissioned recently, what kind of benefit one can expect from this new plant and what was the total CAPEX incurred for this? Another one is you mentioned about Rs. 300 crores provision which you have taken in Q1 FY2024, but you might have taken the inventory provisioning for the subsidy which has been announced recently in that context, so what was that amount? And the third one is with respect to the overall inventory situation in the marketplace, because I think 3 months back the overall DAP inventory in the market was like on the higher side, so if you can just share your thoughts around that?
Sir, just two follow ups, so in the first one, Rs. 285 crore CAPEX, what is the payback period you are looking at in terms of the project for phosphoric acid?

K.P.R. Mill Limited

K.P.R. Mill Limited CC-Dec23.pdf · 2024-02-06
I have two questions. First one is on textiles overall. If we look at the Tirupur market, the news which we hear is that things are not very g ood, and it is very challenging right now. Are you seeing any green shoots in that scenario because both yarn players as well as several garment players are not doing well. And indirectly, it impacts us as well because we sell a lot of yarn and fabric to t hem. So if you can just explain or give your views around it, that would be very helpful, sir.
Understood, sir. Sir, the second question is on sugar. As you mentioned that this year, the overall production will be 10% lower. I'm talking about season. And obviously, there is this mix change. So ov erall, given the current pricing and all, what kind of impact you see on your EBITDA because your cost per unit, both in sugar as well as ethanol will go up because of lower throughput. So what kind of impact do you expect in the absolute EBITDA versus, let's say, earlier envisaged?

Gujarat Fluorochemicals Limited

Jubilant Foodworks Limited

Jubilant Foodworks Limited CC-Sep23.pdf · 2023-10-25
So, I have just one question on margin. So, if we look at the margins pre COVID, we used to do around 16%-17% - pre-Ind-AS-116- and you mentioned the margin, let's say in the near term you're modeling at around 15%. And I presume that this split stores which may not be a very big factor pre COVID and both Popeyes as well as Hong’s Kitchen is an additional stuff. So, I think a few years back you used to mention the drag on margins because of newer additions. So, any number would you like to give on that front that how much margins is being compromised because of these new initiatives plus split stores and this gap of 200 basis points versus pre COVID levels. How should one look at it? Thanks.