Gorov Joani · GM Financial
partialQuantify Forever 21 impact on base quarter growth
the overall growth would have been better by 1% if the forever 21 business was not considered.
ABLBL / Q2-FY26 / claim-ledger
Audit the questions that mattered.
Aditya Birla Lifestyle Brands · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
Answered directly
73%
Numeric claims
4
Consistency
contradicted
Question ledger
What was answered, and how?
Gorov Joani · GM Financial
directReason for sequential increase in depreciation and interest
these are the new additions and stores and whatever leases we sign for the new stores and I have to consider this as part of the depreciation and create the lead liability that is the impact
Archa Menon · Morgan Stanley
partialFuture impact of Forever 21 on base
not too much it won't be very material on the base... we had started scaling down F21 last year itself from Q3 so there would be some business impact maybe for Q3 as well but by Q4 it would be insignificant
Archa Menon · Morgan Stanley
directReebok customer growth and pipeline challenges
9% was our same store growth in retail stores. In department stores, it was 12%. So at a consumer level it would have been an overall aggregated 10% plus overall growth.
Archa Menon · Morgan Stanley
partialGST impact on ABL portfolio and price changes
the immediate impact which we saw in Q2 which was more to do with the wholesale businesses etc. the transition impact waiting for IT configurations purchase orders etc that is behind us.
Pasa · Aendas Spark Institutional Equities
directConsumer sentiment after government measures
has there been an overall greater consumption in the market? I would say not yet visible.
Shria Bahiti · Anadwati Institution Equities
directNavratri impact on Q2 sales and margin expansion drivers
Natri continued for us in the same pace as the overall like has been for the business... it was a combination of multiple things. A lot of cost reduction initiatives... when you have strong like for likes you get rent leverage.
Danchu Pansel · MK Global
directWill secondary sales growth translate to primary sales in coming quarters?
As long as we continue doing these kind of secondary sales, that should translate to primary sales in quarters. Absolutely.
Danchu Pansel · MK Global
partialReason for reduction in rent expense
in one or two brands of ours we changed the model and now we are coming back... a few stores which would have got converted from franchisee to a coco cooperation.
Kunal Jeff · Research desk
partialGST transition impact on price points around 2500
the transition challenge we had to go through... I think that's behind us... we'll have to see how consumers respond to it.
Samir Gupta · Research desk
partialInnerware segment decline and path to profitability
the highest like for like sales was in innerware... some 110 115 exclusive innerware stores which should have had an average 20 plus% like for like.
Dwanchel · MK Global
directRequest for comparable numbers for FY25
we'll provide you separately.