Stockrabit · Analysts
Questions across 3 calls

Rishi Modi

Marcellus Investment Managers

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Dec24.pdf · 2025-01-30
Om, I heard your comment on the gross margin where you said that large part of the gross margin expansion is done some with respect to COVID going away, the normal business having higher gross margins and the others the initiative that you all up taken at your end. One thing I wanted to understand right, today, on the other industry in the domestic reagents business, which is coming up, which is at a lower pricing than the international players. Like, are we not planning to increase that mix or like we going to pass on the benefits that we get from those and hence lower pricing or test pricing, like I am just trying to understand why wouldn't gross margin expansion take place if we incrementally keep using domestic players reagents?
Dollar appreciation primarily in the near term will lead to pressure, sir. Second, I wanted to understand on the Swasthfit, right. When I look at the contribution, from Q1, the contribution has come down to 23%, while YoY it's still up. I am just trying to understand, is there something which is missing here like this contribution has not historically dropped as a percentage of revenue ever since in the last 3 years at least that we have the data for, it's kept on decently well over a year upon growing on a QoQ basis as well. Is 25% the peak or like what's happening here if you can give some color?

Titan Company Limited

Titan Company Limited CC-Dec23.pdf · 2024-02-01
Sir, my first question is to Saumen. Saumen, you, last year, mentioned that this year is going to be a more consolidation phase for the eyewear segment. And we've seen not added a lot of stores this year. So if you could just give us some qualitative under standing of what are you doing behind the scenes to get this to be on a sustainable business? What are the low -hanging fruits, where you can cut costs? Where are you seeing the growth? How are you going to go for these initiatives? If you could just give some qualitative feedback on this?
So Saumen, just to clarify, right, if I understand our front end has some issues or some stores are in the wrong locations? Apart from that, there are no issues in our inventory, supply chain, manufacturing, those are all sorted out according to you?

Vijaya Diagnostic Centre Limited