Excellent set of numbers, sir. Sir, 2 questions. First is on anti-U.S. sentiment towards certain brands. Sir, are you seeing those trends mellowing down a bit during the quarter? If you can throw some light on that?
Got it. And sir, in case of Pizza Hut, any scope for reducing capex per store or opex, so that we are able to achieve margins despite ADS remaining in this range around INR 50,000-52,000. So broadly any further scope left or we have already achieved the optimum possible?
Three questions from my side. First on KFC, we have gone for massive expansion in the last three years. I think three years back, the store count was 200, now it’s around 460. At the same time, the market might not have expanded in the same rate with regards to store expansion, what is there. I just want you to check in the wake of current slowdown, w here are we exactly expanding? Are we expanding more into existing cities or it's completely virgin markets? And do you think there's a need to recalibrate expansion at least in existing cities because that will provide the buffer time so that store expansion catches up with the market growth rate? That's the first question. Second question on Pizza |Hut. Domino has gone very, very aggressive on the NPD or innovation calendar. Although we also made some launches. Mel ts and I think Momo Mia that's coming up. But I believe that we really need to push the pedal on the innovation front is concerned. What kind of ADS will be required to achieve low teen margins in the context of increased competitiveness from various players? Because earlier ADS might not be relevant in the current context given the competitiveness has gone up in a significant manner. And last question on M&A front, given that we'll be ge nerating decent amount of cash flow over the period of next 2-3 years, any thoughts on M&A and are you open to acquiring a minority stake in any cloud-based kitchen kind, whichever who are compliant with the 7 rules that we have on that front. And the last I would like to wish the entire team Happy Diwali. Thank you.
Domino's have gone very aggressive in terms of innovation. Four to five innovations they have launched in the period of six months kind of basket. We have done Melts and I think recently we have come up with Momo Mia. So, I just wanted to understand sir, can we go aggressive on innovation trend as well, NPDs and innovation . A nd the question is that ADS, what ADS numbers will be able to achieve low teen margins? Because early ADS numbers might not be relevant given that the competitive intensity has gone up significantly in this category.
Congrats on a good set of numbers. Two questions from my side. On BoroPlus portfolio, sir, what exactly you have done that has led to this kind of growth despite winter being delayed? Definitely, you've changed the packaging, product quality might have gone up by notches ahead and distribution increase might have been. If you can broadly elaborate what you have done that has led to this kind of growth? And second question is on the ethical portfolio. As per my understanding, from 1st April 2024, insurance policy, they have started covering ayurvedic medicines. So in that context, what are we doing to improve the salience of Ethical portfolio?
Got it. Thank you sir and wishing you all the best for future quarters.
I have just want 2 questions, first is on Kesh King. So how do you see competitive intensity in wake of Sesa being acquired by Dabur, given that it has much resource terms of competition. And on the other end, you have brands like Adivasi oil, which you are selling at a very aggressive discount given that they're getting shelf space now. So I just wanted your view on that. And secondly, on pain management, growth of 5%, although my thought process was that monsoon season on the second quarter is a very important quarter for the pain management portfolio. So just wanted to hear your thoughts that why growth has been subdued a little bit. Some -- winter also play an important role in driving the performance of pain management?
Great, sir. Last question on my side on the urban demand, because most of the companies are -- I would like stress in urban demand. What is your assessment? How are you doing going forward urban demand with regards to the portfolio that you have?
Congrats on excellent set of numbers. Before I question, I would like to extend season greetings. Wishing you all Happy Diwali in advance. Two, three questions from my side. Sir, how do you view Karnataka market post the recent changes in the excise duty slab because one of your competitors highlighted that despite reduction in the excise duty, still, the taxes are much higher than the neighboring states. Second question is on the brand, specifically, you launched, I think, 5, 6 brands over a period of last 18, 24 months. Just wanted to check with you, how would you ensure that you put equal focus on each brand? Do we have a setup similar to an FMCG company where a brand manager is appointed, and equal focus is given out over there? And the third question is on Luxury and Semi -luxury, although you highlighted that you are seeing a substantial uptick. Given the malt facilities are coming online now and festive season is approaching, then 3Q, 4Q, we should see a very, very sharp jump in the revenue segment for the subsegments? That’s it from my side. 6 | P a g e Q2 FY2025 Earnings Call Transcript
Sir, last question on Telangana market. So, I think the dues were pending from the state government. So, how are things moving now? If you can broadly highlight on Telangana market, what is happening out over there?
My question on Liquid Detergent. So one of your competitors has launched at a significantly lower price, I think a new Liquid Detergent. Do you think there is a scope for you to rationalize the prices further to drive conversion o r are you okay with current numbers? And secondly, if you can give any color or comme nt on other two brands that is Genteel and Ezee how are they performing within the overall liquid in portfolio?
One more question on the Soap side. So recently, HUL has re -formulated, or they have come out with a revi sed formulation in their Soap business. So how do you view that development? Do you think that you also need to change y our proposition or formulation o r it's too early to comment upon?