Stockrabit · Analysts
Questions across 2 calls

Vishal Gutka

Phillip Capital

Godrej Consumer Products Limited

Godrej Consumer Products Limited CC-Dec23.pdf · 2024-01-31
Sudhir, congrats on excellent set of numbers. I have one question on trade margins on illegal Incense Sticks. The trade margins given by illegal players are pretty high. So how do you plan to address that challenge? And second question is on Air Freshener. In the press release, you quoted that salience has doubled over the past two years. So, can you give any qualitative comments what have been the growth rates over the past and how do you look going forward?
On the Air Freshener piece, what is the growth outlook out there?

Patanjali Foods Limited

Patanjali Foods Limited CC-Dec23.pdf · 2023-02-09
Just 2 questions. Firstly, there are news articles stating that Patanjali -- I don't know if it a listed entity or through with the parent arm, we are looking to acquire Rolta. Just wanted some clarification on that. That will be the main focus of the business. And second is that any thoughts, your thought which was in the recent investor analyst meet, you had highlighted that the company is looking for M&A. Any thoughts of merging the personal care business that you have with the food arm, so that leads to further value creation for listed entity? That’s it from my side. Thank you.
Got it. And sir, what kind of growth rates are you expecting in medium term for the Food & FMCG business? Well shall be able to grow 20% plus for Food & FMCG business in the ongoing year?