Stockrabit · Analysts
Questions across 2 calls

Resham Jain

VVD Asset Managers

Saregama India Limited

Saregama India Limited CC-May26.pdf · 2026-05-14
Sir, just one question. If you can share the revenue from the content which has been bought over the last five years, if that number can be shared because there is hardly any way you have this payback period in mind by five years. But for us, it's very difficult to assess how profitable it is. So, if you can share at least the last five years' cumulative revenue in this year, FY26 of the content bought, that will at least be helpful for us to evaluate.
Okay. So, if I then look at the overall revenue because now you have artist management and other things also, obviously, music revenue also is separate. But then the CAGR growth of the old music as you mentioned in your comments also that it is inflation driven . How should then one look at that part because that seems to be growing much slower than maybe some of the other competitors?

Vardhman Textiles Limited

Vardhman Textiles Limited CC-May26.pdf · 2026-05-08
Hi, Neeraj. Good afternoon and thanks for giving us a very detailed update. I have one question mainly with respect to the announcement which government has made yesterday, Missio n for Cotton Productivity. But what I could see in that is that it is not talking about the introduction of the new variety of seeds, but it is largely talking about all the farm improvement practices and stuff like that, high-density planting and all. Do you think that if India has to move from 450 kg per acre to let’s say even to US level of 700 to 800 levels, will this suffice or what is your thoughts around this?
Understood, sir. Sir, the second question is given that now the expectatio n for next year overall for the industry is looking quite positive and we have already done modernization capex largely in the last two, three years, which will bode well for us. But beyond this, are you looking for , because you need to plan from now to utilize that incremental cash generation. So from a capex perspective, are you planning anything?