Stockrabit · Analysts
Questions across 3 calls

Shaleen Kumar

UBS Securities India

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-Sep25.pdf · 2025-10-16
Okay, sure. So just to begin with, can you share some initial feedback from, let's say, distributors. It's been a few months of this unification. Any f eedback that you can share how the feedback from the distributor or the influencers, customer set, both on the positive or negative side, if you can share something or any challenges that we've been facing on positive side, that would be great.
Okay. Got it, sir. See, we understand, not just on the growth side, we understand that this time, we had a heavy rain in 2Q. But do you see any changes coming back in October, any uptick, green shoots in terms of the growth in October or too early to say?

Shyam Metalics and Energy Limited

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Mar24.pdf · 2024-05-10
Sir, just a clarification, right? Most of my questions have been answered. So, Ved sir has been saying that our margins should be pre -COVID level 26%, right? But you have already delivered more than 27%. And I understand, let's say, gross margin remains where they are, but there is definitely going to be operating leverage. Now two things can happen from here, either your margins will expand or probably you said you want to invest in growth, which means that growth expansion should happen, ri ght? So , is my understanding right that you have decided to invest in growth and then the growth uptick will happen while margin may remain where they are, with a lag, that's okay, but that's the idea, right?
Which is fine. Sir, my question was that, that will reflect in our growth, maybe with a lag over a medium term, right? So that's the way we should look at it, right? And the main part of that will come in.