Allied Blenders and Distillers · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
79%
Numeric claims
1
Consistency
contradicted
Question ledger
Anish Roy · Noama
directthis investment will add roughly 30 cr plus to our gross margins translating to about 75 basis point... we do not have any disadvantage on economies of scale... we expect glass bottle to stay neutral to stable.
Anish Roy · Noama
directBy design we've chosen Telangana because our Telangana consumption is roughly 65% of our total pet consumption... this unit will feed Telangana and the adjoining markets of Andhra... once we have started realizing the benefits then perhaps we'll see if there's any other market.
Anish Roy · Noama
partialIndian consumers are now happy consuming, serving and gifting Indian brand... launching a brand in the luxury segment requires continuous flavor offerings... Zoya Gin... 30% of the brand volume comes from our flavor extension and the brand is growing almost 4x since April this year.
Anish Roy · Noama
partialas far as Maharashtra is concerned it's a little bit early to form a view... IML volumes have come down by about 20%... moving on to Andhra we have pretty much more than doubled our volumes in Andhra.
Nipan · MK Global
directthis has impacted all segment not just mass premium... the lottery fee has been concluded... from 1st December the business back as usual... everything will normalize in Q3.
Nipan · MK Global
partialfor every 1% volume contribution from ABDM it should have an 8x impact on our top line... it's revenue run rate is now about 40 odd crores... we'll be able to give you a reasonably good view at the end of quarter four.
Sanjay Manuel · Dam Capital
directcurrently about 8% of our top line comes from international market... we believe that once the ABDM portfolio rolls out... contribution share from international revenue could be between 12 to 15% of our total value.
Sanjay Manuel · Dam Capital
partialthe engagement with the corporation and policy makers is fairly intense and we have seen some result in October... we see continuous reduction in the overdue.
Alert D · Antique Talk Broking
partialon SRV7 we are back on the growth track... iconic operates at a price point identical to OC2... there's a bit of cannibalization but when you put together our market shares have only moved.
Ishan · Individual Investor
directMML policy in Maharashtra has an impact on the entire alcob market especially on mass premium and secondly the temporary pipeline correction in Telangana. So deg growth largely is on account of these two factors.
San Gossar · MK Ventures
directthe pricing committee has been formed and has given a price increase to the beer segment... in October the money that got released against the old overdue is north of about 100 crores.
Kunal Sha · Jeff
directmarkets where we removed monocarton there is no impact... by December the entire exercise of monocarton removal would be concluded... iconic has really ramped up market bottle utilization to about 16% and we are hopeful to reach 20% by year end.
