Stockrabit · Analysts
Questions across 3 calls

Siddharth Misra

Fidelity International

Brigade Enterprises Limited

Brigade Enterprises Limited CC-Feb26.pdf · 2026-02-02
My question was around your initial comments on that you have better certainty on the approval front, and you see that leading to improved sales in the coming quarters. So, could you just elaborate on that? What is this better certainty? Are you seeing things more settling down in terms of the changes which have happened over there in Bengaluru?
Okay. And just a follow-up on that. With the change in structure from BBMP to GBA, has that accelerated the approval timelines? Or could you just elaborate on what's happening there?

Affle 3i Limited

Affle 3i Limited CC-Feb26.pdf · 2026-02-02
Hi, my question is around the growth for developed markets and emerging markets outside of India. You have done some investments, as you mentioned, to elevate Vipul Kedia , you have made Sameer Sondhi the CEO of North America and then you have also talked about investments in different verticals to get the full potential of growth. Just wanted to understand that when you talk about full potential of growth, is that organic growth materially higher, which is possible in developed markets and emerging markets outside of India? What is that potential? Can it accelerate materially or this is the investment you have done to maintain the growth at these levels?
Got it. Thanks. I had one more question on the inventory cost and the gross margin. The inventory costs have gone up this quarter as a percentage of revenues. Is it something which will kind of come down from these levels or will be structurally higher going forward? I just wanted to understand whether this quarter was just an aberration in terms of investment or you should expect this to continue?

Inventurus Knowledge Solutions Limited