Aditya Birla Fashion and Retail · 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
88%
Numeric claims
5
Consistency
contradicted
Question ledger
Archaon · Morgan Stanley
directWe had pushed our EOSS based on our new strategy... even if you keep the EOSS piece aside and normalize for that, our growths are very strong both in terms of L2L and total growth even for the period November to March.
Archaon · Morgan Stanley
directOnline is about 3-4% of our business. The biggest KPI we feel good about is increase in our basket sizes.
Archaon · Morgan Stanley
directWe are experiencing something like 3 to 4% inflationary pressure as far as raw materials is concerned. To fully counter it, take price increases between 5 to 8% depending on the category. We are still evaluating.
Pages · Aendas Park Institution
partialThere was a marginal impact in March which slowed down some momentum, but we have seen demand nearly normal for most part of April. FY27 on a full year basis is perhaps too much of a stretch.
Pages · Aendas Park Institution
directOur price increase through the year was negligible. In quarter 4, our pricing would have been marginally negative. So a large part of the growth has come from volume. We've already seen a step up in footfall towards second half of Q3 and Q4.
Pages · Aendas Park Institution
partialI would be more inclined to go with your suggestion of slightly better and more rapid expansion. We won't change the guidance but we are looking to scale up a little faster.
Khalima Mishra · COVID Security
directWe started the year with gross cash of 2,100 cr. In FY26 we consumed totaling to around 1,000 cr. We have roughly 1,150 cr cash available which is sufficient for next two years.
Khalima Mishra · COVID Security
direct399 is just the number for pantaloons, it does not include the own number. The plan for this financial year is about 20-22 stores. As we get more confident, we will look to step up.
Khalima Mishra · COVID Security
directTCNS is just marginally negative 1% or 2%. Tasva continues in investment phase, profitability will take time. We have said FY28 and we still feel that's the right assessment.
Kov Jagani · GM Financial
directEven if you normalize for the shift of EOSS, looking at November to March, our like-to-like growth is about 7% and total growth is 9%.
Ankit Kadia · Philip Capital India
directPantaloons margin is between 18 to 18.5% for the year, slightly higher than last year. Own losses are causing the rest of the difference; business is still very small.
Samir Gupta · IFL Capital
partialIt will be very knee-jerk reactions if we keep reacting to every quarter's responses. The store addition pipeline takes time to build. The guidance has not shifted but we are looking to scale up a little faster.
