Stockrabit · Analysts
Questions across 3 calls

Saurabh Beria

Sameeksha Capital

PVR INOX Limited

PVR INOX Limited CC-May26.pdf · 2026-05-11
First of all, congratulations on the great set of numbers. I wanted to understand some unit economics on the new model. First of all, for say the FOCO model, we are not contributing on the capex side. So on the Consol basis, we are not even adding the top line in -- revenues in our top line. So what exactly do we combine in the P&L, the management fee? And is that on a fixed basis or what is the proportion? And secondly, same on the asset -light structure, for say, they contributed 50%. So do we add the ent ire into the ROU asset and then what do we book in the P&L? So I wanted to understand on this part.
Okay. Perfect. Another thing, just confirm if I'm right. On the FOCO side, if you are not adding incremental capex and getting a fixed top line of their revenue. So this is the way we improve our ROI going forward, right?

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-05-15
Congratulations for a great set of numbers. I wanted to just have guidance on the margin part. So going forward in FY '27, what are the gross margins should we expect cons idering the input cost and the EBITDA level margins?
But last when I check your FY '26 gross margins remains different from FY '25. So on an absolute basis, if you can give me a number of the range that would be more helpful?