Stockrabit · Analysts
Questions across 17 calls

Videesha Sheth

Ambit Capital

Honasa Consumer Limited

Honasa Consumer Limited CC-Feb26.pdf · 2026-02-12
Yes, hi. A couple of questions have been answered. Just one more in case of Mama earth. You have spoken on product superiority and sharpened investments driving back growth from mid - teens. But to understand the impact from these interventions, is it also possible to share any further color on as to how has the cohort retention or repeat rates or say productivity at distributor level changed for whichever channel available?
And the second bit was in continuation to the earlier participants question on the other brands. So do you think that there are further interventions in terms of either innovation or brand repositioning, which are required for upcoming brands like Aqualogica, Dr. Sheth or BBlunt?
Honasa Consumer Limited CC-Nov25.pdf · 2025-11-12
So my first question was on Mamaearth as a brand that while you've mentioned it's back in the green, that seems to be alluding to the secondary sales. So from the primary growth or primary sales perspective, when do you expect growth to be back in the green?
And so going forward, if we were to talk about the next 2 years, the outlook is more of a mid - single-digit growth, high single-digit growth. And if you can also double down on the initiatives that you've undertaken a little bit more on the elaborate side?

Titan Company Limited

Titan Company Limited CC-Jun25.pdf · 2025-08-07
Yes, hi. Some of my questions have been answered. So just one from my side. With 9 carat also coming under the purview of hallmarking, how are you thinking of exposing multiple formats, multiple brands of y ours, be it CaratLane or Mia o r maybe even have a separate brand. I understand that you have already launched certain a ssortment under 9 carat and CaratLane and Mia last quarter, b ut just wanted to know where do you st and or where will this karatage we focused on?
Okay. I understand it’s early days, but do you believe it warrants a separate format or would you be playing this specifically through CaratLane and Mia only?

Aditya Birla Lifestyle Brands Limited

Aditya Birla Lifestyle Brands Limited CC-Feb26.pdf · 2026-02-03
Yes, hi. My first question was that time and again since the demerger announcement, it has been called out that no fundraise would be made and either of the two entities barring for the tomorrow business. But in yesterday's filing, it was mentioned that nearly INR500 crores of NCD issuance was approved by the board. So, can you please highlight as to what would be the utilization area for this fundraise and by when are you looking to, when are you intending to raise it?
Got it. So, how should one be looking at the reduction in the net debt amount because I think in earlier calls, you had called out that every year the net debt would reduce by, I mean substantially and by two, three years, it should be net cash. So, any thoughts over there?

Page Industries Limited

Page Industries Limited CC-Jun25.pdf · 2025-08-07
Yes, hi. My first question again was on the revenue growth bit. Two parts to it. One was that which part of the portfolio dragged the volume performance , was it innerwear -led or was it athleisure-led? And the second bit is, while you have indicated that no pricing changes have been made, feedback from the channel suggests that some hikes have been taken in part of the menswear portfolio. If you could clarify on that, please.
Yes, the first one was that the digital or IT spends that you are talking about, are they going to be back-ended as well, which is making you retain the margin guidance?
Page Industries Limited CC-Mar25.pdf · 2025-05-15
My first question was again on volumes. If you could talk about which segment specifically led to this 9-odd percent growth? Was it led by innerwear or athleisure? And just a second part on the volume, was that 40, 45 days into the quarter, can you elabora te if the growth momentum has more or less sustained or if any, has there been any other shift? That's my first question.
Understood. That was helpful. And the second question was, I mean, probably the budgeting exercise for the year would have been done. So any planned price hikes for FY '26 that you'd like to call out?
Page Industries Limited CC-Dec23.pdf · 2024-02-08
Number one is the momentum of new addition have also slowed down. So is it only due to number of exclusive woman outlets reducing from 78 odd stores to 62? Or are we tapping out on the new addition scope?
Sure, sure. So the momentum of EBO addition which earlier used to be in the range of 40 to 45- odd stores, it has slowed down to 18 stores towards this quarter. So just wanted to clarify that, is it due to a reduction in the exclusive woman outlets or that reduced from 78 to 62? Or are we even capping out on the scope of new addition that will happen for us?

Bata India Limited

Bata India Limited CC-Sep24.pdf · 2024-11-08
Hi, thank you for the opportunity. My first question was on the overall consumption environment for the quarter till date, for third quarter till date. And also if you could highlight any divergence or any trends seen in metro and Tier one versus small cities for our stalls.
That's clear. And then with the focus on affordable proposition, how do you expect the premium versus mass portfolio to perform going forward, especially in the context of mass portfolio underperforming for the last quite a few quarters.
Bata India Limited CC-Mar24.pdf · 2024-05-31
Hi, thank you for the opportunity. My first question was on the product mix. What is the mix of discounted or full-price sales within the revenue and also you've been taking a lot of initiatives on improving the frequency of new launches and even on overall better inventory management. So as a result to what extent can this benefit in terms of increasing the full-price sales?
That was helpful. And on the second question was on the apparel bit, any incremental update on the apparel portfolio in terms of the response and how are you trying to get incremental SSG from the same? Basically, just trying to understand what is your right to win in this segment and how is the same communication to the consumer?
Bata India Limited CC-Dec23.pdf · 2024-02-06
Yes, hi. Thank you for the opportunity. My first question was on the Freshness that you mentioned on slide four. You said the Freshness is at highest levels of 34%. I wanted to know how do you define the new products that are coming under this definition of the product launched 30, 60, 90 days back? How was this number a year back? And what is the aspiration for this number for the coming two to three odd years? That would be my first question.
Yes, very much so. And what would the aspiration be for this number for the coming 2 to 3 year?

Kalyan Jewellers India Limited

Aditya Birla Fashion and Retail Limited

Aditya Birla Fashion and Retail Limited CC-Dec24.pdf · 2025-02-17
Most of my questions have been answered, but just a follow-up in case of Pantaloons and Style Up. So in the pursuit of having a different proposition for Pantaloons as well as Style Up, if you can elaborate on the initiatives, either in terms of demarcation of price points or the new launch momentum or store layout, if you can go a little granular in terms of how different is the proposition and offering in case of Pantaloons versus Style Up?