Questions across 3 calls

Varun Singh

ICICI Securities

Aditya Birla Fashion and Retail Limited

Aditya Birla Fashion and Retail Limited CC-Sep23.pdf · 2023-11-10

Sir, my first question is related to Madura brands, Madura segment, sir, our performance has been relatively weak compared to peers during the quarter , s o how should we, given that everyone has faced a similar kind of slowdown in the industry with regards to shifting festivals and lower wedding days etc. , but still, how should we read relative underperformance in our case, compared to peers, that is my first question?

Sir, my question was, I meant to compare revenue growth only, in terms of profit, of course we have done relatively better, but for example -6% and my question is more restricted to Madura only excluding other businesses, so -12% like to like growth, -6% revenue growth , so I was trying to understand mo re from the channel nuances point of view , i s this because of more primary secondary growth differences or anything else that we wanted to call out to explain this difference that I am calling out as?

Bata India Limited

Bata India Limited CC-Sep23.pdf · 2023-11-09

Yes, thanks for the opportunity. Sir, my first question is on the premiumization bit. So where do we currently stand in our overall sneakerisation and premiumization journey? Because ever since we started setting up sneaker studios in our stores, it has been more than seven quarters, eight quarters. At the same time, our pace of, adding sneaker studios in stores, that has also fallen down significantly since last two quarters. I mean, hardly 30 or 35 to 45 stores is what we are adding up. So can you please give some understanding over there?

Understood. Sir, actually my question was that in how many more stores we want to implement this program or are we largely done with regards to how many stores we would have aspired?

Jubilant Foodworks Limited

Jubilant Foodworks Limited CC-Sep23.pdf · 2023-10-25

Sir, my first question is on like-for-like average daily sales for matured stores, which is positive, but it has come down to 1% compared to the 3% level where it was during the last quarter. Any reading out here?

Sir, my next question is on the Dine -in segment. I understand the store re - imagination and faster delivery is helping plus I think the more fine-tuned menu that you make through regionalization from kind of shifting regionalization from 4 structures to 7 structures, etc., that will help to improve SSG, but still, given a significant chunk of our revenue from delivery; one simple observation of mine was that there is a significant pressure on stores to deliver the product to customers. As a consequence, you see a significant amount of, for example, the boxes, etc., inside the store, which makes the Dine -in experience relatively not as superior compared to Pizza Hut which is also aiming to become a relevant player in the value segment where we alr eady belong to. Other than the re -imagination plus ACE 2.0 design, regionalization of menu, I just wanted to understand that given this both delivery which is our strength but also having a cost of customer experience for the Dine-in set of cohort of customers, given this context, when do you expect meaningful recovery in Dine-in in our business? Maybe 1 or 2 quarters down the line or what should be that green shoot for you; for example, after store re-imagination of X level, or how should we read that when a positive or a significant meaningful recovery in the Dine-in business for us to happen?