Questions across 23 calls

Vijit Jain

Citi

Cartrade Tech Limited

Cartrade Tech Limited CC-Dec23.pdf · 2024-02-08

Good set of results, congratulations on that. I just wanted to quickly understand and I know you covered it a little in your opening remarks, but I'm not sure I got it. Where is the PDT costs currently sitting? And because when I look at what you reported in September versus now, it looks like some of these costs have maybe moved on the OLX side. So if you can just clarify where the PDT costs are sitting. And within this cost structure that you have in slide 11, barring that loss from discontinued operations is everything else pretty much how one should expect this business to see numbers going forward? Thankyou

I see. So basically, if I understand that right, what you're saying is about -- if I remember this right, it was supposed to be INR60 crores incurred over the course of 6 months, so INR10 crores a month. And that is essentially INR30 crores for the quarter of October to December that you might have incurred? Now those INR30 crores are currently split b etween loss from discontinued operations costs and in your costs above that and you could see further reductions.

Cartrade Tech Limited CC-Sep23.pdf · 2023-11-09

My question is first, I ’m just curious was this always the plan when you were acquiring the company to, take a hard look at the used car business and shut it down a nd was that, I’m just wondering, was that something that came from process that you had to consider or buy both businesses together. That’s my first question and then I had a couple of other questions.

Got it, understood. And Vinay my next question is it’s a slightly different variation of I guess what Sachin was trying to ask, but just trying to get a sense of what the underlying growth in this classifieds business is for you. And, like you give these metrics around users, unique visitors and engagement and those kinds of things, what kind of metrics should we expect to see on the OLX side of the business a nd the growth trends a nd I also have a question tha t I would like to ask on the margin side, but maybe if you can answer this first.

ETERNAL LIMITED

ETERNAL LIMITED CC-Sep23.pdf · 2023-11-03

Congratulations. Great set of numbers again. My question is on the loyalty program pricing. Can you talk a little bit about how are you thinking about the pricing here, one can see that the pricing for renewals and new sign-ups keep changing. So, is it fair to say that competitive activity is currently focused mostly on the loyalty program side and how you think about gaining market share, meeting profitability, etc.? And also, obviously, your competitor has a slightly different loyalty program versus you. Is that aiding you in any way or in any form?

Thanks, Akshant, just related to that, thanks for that disclosure, which says share of the Gold GOV went from 33% to 40% QoQ. If I do that math, it seems to suggest that non-Gold would have even declined. Are you mainly converting existing users into Gold? Or is there a fair degree of brand-new customers getting on to Zomato and signing up for Gold right away?