Questions across 4 calls

Sanketh Godha

Firm not listed in source transcripts

Billionbrains Garage Ventures Limited

Billionbrains Garage Ventures Limited · 2026-07-15

Yes, thank you for the opportunity. This is Sanketh from Avendus Spark. So, my first question is on CAC. If I look at the CAC number per new NTU added, it seems to be around INR1,900 and that number was around INR1,400 in 1Q and around INR1,000 in 4Q. So, it seems to be a sharp jump in acquiring new customer. Just want to understand if this could be the new normal or is it you spent little more on advertisement for any event and that's the reason it went up. That's my first question?

Okay, well the reason I asked Ishan this question was that even in 1Q you had IPL, right? So INR1,400 going to INR1,900 is still a big jump per customer acquired?

Billionbrains Garage Ventures Limited CC-Jul26.pdf · 2026-07-15

Yes, thank you for the opportunity. This is Sanketh from Avendus Spark. So, my first question is on CAC. If I look at the CAC number per new NTU added, it seems to be around INR1,900 and that number was around INR1,400 in 1Q and around INR1,000 in 4Q. So, it seems to be a sharp jump in acquiring new customer. Just want to understand if this could be the new normal or is it you spent little more on advertisement for any event and that's the reason it went up. That's my first question?

Okay, well the reason I asked Ishan this question was that even in 1Q you had IPL, right? So INR1,400 going to INR1,900 is still a big jump per customer acquired?

Go Digit General Insurance Limited

Go Digit General Insurance Limited CC-Jul25.pdf · 2025-07-28

Kamesh, your absolute opex, if I see outside commissions, it has declined by 10 percentage year- on-year. I just wanted to check whether there is still juice left over to optimize on the non - commission opex for you because there is a huge divergence, 12% growth and 9%, 10% decline in the opex. So just wanted to understand how much juice is left over and what impact it should have on improvement in the overall going ahead? So that's one thing. And the second question I had is on the reinsurance accepted number. See it grew by 47 percentage to INR 475 crores. Just wanted to understand the color in which of these segments have grown, whether it is the same or higher? Or there are other opportunities which led to this growth? And given in second half, last year, you did a lot of help in reinsurance ac ceptance, whether it can -- and also to some extent whether those numbers can be repeatable for the full year onward? Those are two my questions.

Sure, that answers my question. Thank you very much.

Central Depository Services (India) Limited

Central Depository Services (India) Limited CC-Jun24.pdf · 2024-08-05

Sir, my just a simple question was that given we have taken a price cut in the transaction charges and the lower end of the slab is 3.25 which is effective from 1st June. So, if you can give you a ballpark indicative number, average realization for the quarter per debit instruction. So just wanted to understand how much the difference between lower end is and the average realization.

Okay. No because the reason being asked is very simple that given, we will have only one price going ahead from 1st October, so most likely management will decide closer to the average realization or it will be closer at the lower end of the slab that's the reason I was trying to check the number, sir?