Zydus Wellness Limited CC-Mar24.pdf · 2024-05-14
Hi Tarun. Good evening. Thanks for the opportunity. I have just two basic questions. When I look back last two years, we had a bigger challenge, consumer traffic, a consumer offtake is marred with the discretionary spends. So just reference slide number eight, what you have mentioned that in FY' 24, our food and nutritional portfolio has just remained flat while personal has grown 17%. So this is one observation. And second, you mentioned that our direct coverage is aspiring to get from 6 lakhs to 7 lakhs. So I'm just trying to build a scenario that though we know what are the problems which discretionary spends are looking, but internally, maybe what are the top two, three things other than the ad spends are supporting the brand which we are trying to change in FY' 25 for food and nutritional portfolio?
Well that's really helpful. I'm just trying to build in mind that when you move from 6 lakhs to 7 lakh direct coverage and you added 3 million to become 3.5 million. So which category will have given the current scenario, if it continues another one or two quarter, which category will have the positive effect to our numbers. I'm just trying to derive, not trying to build the numbers.