Stockrabit · Analysts
Questions across 32 calls

Shirish Pardeshi

Centrum Broking

Sapphire Foods India Limited

Sapphire Foods India Limited CC-Mar24.pdf · 2024-05-10
I was just referring to your initial comment that competitive intensity is there. So I just wanted to see that -- and your comments specifically, is it gone up substantially in Pizza Hut and lowered in KFC or it's similar? That's my question. Basically, I wanted to understand whether these new innovations, what we have launched in the market, will it drive the consumer occasion, what we've been planning to bring them to more footfall to our stores.
Okay. And the second question is that in the mid- to long term, maybe another 2 quarters...

Britannia Industries Limited

Britannia Industries Limited CC-Dec23.pdf · 2024-02-07
Just two questions. You mentioned about market share. Would you comment which geographies because earlier you used to give the focus market share -- focus states market share also that is not given now. So that's the first part. And second, on UP, Bihar plant, what is operational? Where do you think this plant -- I mean, how many lines? And maybe if you can give some qualitative comments, what is it that we are producing? And in the medium term, what is the opportunity which we are looking in these markets?
Okay. And on market share, Varun?
Britannia Industries Limited CC-Sep23.pdf · 2023-11-02
Just two questions. In the beginning, you mentioned that focus state growth has come down, so would you be able to give some more qualitative comments what's happening in UP, Bihar? Because these are -- my understanding is strong glucose market, so maybe qualitatively we can add. And maybe, what is the contribution of these four focus states to our revenues?
Yes. Because normally you used to give the market share numbers. So that's why I was a bit worried...

Bata India Limited

Devyani International Limited

Devyani International Limited CC-Dec23.pdf · 2024-02-02
I think we have been in the business for many years, and we understand the consumer psyche, how it is moving and what is. We could do lot of things around Pizza Hut but I was a bit surprised on the KFC part of the business with the negative SSSG. So, what is it that , though the external factors are important but in terms of value layer what we have introduced but this time it has not responded. My therefore straight question is that is it that the niche consumer is not attractive finding a solution for moving to KFC? I understand Pizza Hut will have a problem but these all factors are not working, so, what more needs to be done?

Kalyan Jewellers India Limited

Kalyan Jewellers India Limited CC-Sep23.pdf · 2023-11-16
I just wanted to understand for our stores, what is the same store sales growth if we can specify? And in the stores which we opened last year, say first set of stores of those 12 stores, what is the SSG we have seen in YOY in the franchise stores?
Okay, that's really heartening. Second ag ain on the inventory side, just to extend the thoughts, you said that 160 days directionally will go up, but I am a little afraid because I don't think we are opening our stores at the speed at which we are adding the franchise stores. So, why that number is going up? Are we taking a bigger number of bigger sized stores or how we should look at it? And the other question is that on a year-on-year basis for the next set of stores which you are opening under franchise stores in FY25, are you resizing the store size?

Patanjali Foods Limited

Bikaji Foods International Limited

Bikaji Foods International Limited CC-Sep23.pdf · 2023-11-07
Hi, Manoj, Rishabh Sir. Good afternoon.
Yes. A couple of questions. The history tells that whenever there is a benign raw material, especially, the commodity like of wheat flour, pulses, and edible oil, which is falling, we see a lot of mushrooming of local competition. So, could you spend a minute or two, because when I look at the regional performance, I was expecting that Western should recover, but Western has declined almost 8.4%, while South, which is not a high snacking market, has shown a growth of 13.4%. Obviously, there will be some distribution benefits you would have gained. But could you talk something about is the competition angle is also holding the snacking? Because some of the snacking companies are highlighting the local competition is beating th em or regional competition is also mushroomed very quickly?

Titan Company Limited

Titan Company Limited CC-Sep23.pdf · 2023-11-03
Venkat, Ajoy, congratulations. I have a few questions, starting with the main question, which is fundamental question for Ajoy. Last many quarters, we have seen a new buyer growth ahead of 45%. So I was more curious to understand the profile of these customers, what kind of ticket size these people contribute. And what is the frequency at which they buy?
No, that's helpful, Ajoy. The reason why I'm asking now today, the Tanishq store count is at 445 and Mia is 145, almost 1/3. So I was more curious that number of stores over last 5 to 6 quarters, we have added very aggressively in Mia. Obviously, that format is working well and obviously, you would have put energies behind that. The reason why I'm asking is that, uptrend which is happening, say, for example, a new buyer comes with a plain gold and uptrades to a solitaire or s tudded is the trend which is going to stay for a longer time? Or there is some trend which is now Mia is the different segment which is catering and plain gold Tanishq is catering to a different segment?

Jubilant Foodworks Limited

Jubilant Foodworks Limited CC-Sep23.pdf · 2023-10-25
Just 2 questions in the beginning. We have been able to arrest further decline in LFL. Starting this month or if I look back 2 quarters, we started with the menu innovation, we started with Cheesy Rewards, and we started with analytics. Does that mean the second half would be significantly better? Because the second half of last year was very weak. Is that the LFL is in our control saying that directionally it will be in a positive territory for the second half starting from Q3?
My second question is on the Slide #9. You have mentioned that you have re - imaged 33 stores and you are on track to re -image 100 stores by FY24. Why this is back ended in the second half, that's one question. And to follow -up what is it that you can qualitatively give us because you have mentioned that higher LFL had significantly improved customer experience? So, in terms of quantitative, anything you can share with us?

Godrej Consumer Products Limited