Stockrabit · Analysts
Questions across 3 calls

Sagar Tanna

Alchemie Ventures

Vishal Mega Mart Limited

Vishal Mega Mart Limited CC-Nov25.pdf · 2025-11-14
Hi, sir. At the start of the conversation, you mentioned about consumption likely to pick up, thanks to GST, income tax rates, and you also mentioned about upgrading our inventory to aspirational. Is it fair to assume that you see demand consumption coming back strongly over the next few years compared to the last few years, and there would be some kind of up -trading versus down-trading, which may have happened? And if yes, then how will it impact our private- label business?
Got it. And sir, any changes with respect to our capex plans, considering that consumption is likely to be more stronger than in the last few years?

Apollo Hospitals Enterprise Limited

Apollo Hospitals Enterprise Limited CC-Sep24.pdf · 2024-11-07
Congratulations on a great set of numbers despite the issues in Bangladesh. And also admirably, when I look at the capital allocation and a calibrated growth strategy, I think Apollo stands out vis-à-vis the rest of the industry. My question is more on a larger issue. We have seen private equity money fueled expansion and IPO fueled expansion by other players. It may not be relevant to us, but do you see any micro markets where you think in the next 2-3 years, there will be saturation, and which could eventually lead to pressure on ARPOBs or occupancies?
It may not be relevant and not applicable to us, but at a broader industry level, do you think micro markets like NCR etc. may see some pressure down the line, considering the expansion that's underway?

Neuland Laboratories Limited