Aditya Vision · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
45%
Numeric claims
2
Consistency
contradicted
Question ledger
Adja · Invest
evasivewe cannot comment on inventories of our other competitors but as far as we are concerned we are adequately strong... we'll be carrying inventory as per our need and as per our historical figures.
Adja · Invest
partialit's not necessary that whenever there is a hike in price that comes as a profit to us rather we watch the market how it reacts then only we take a call so it's not dependent of our profitability is not very much dependent on the price of OEMs
Adja · Invest
directyou are absolutely Right. In fact, more matured stores will be there and fewer stores will be added as a percentage. So this is going to definitely having better control over our operating expenses.
Yesh Sanatalia · Adel Wise public
directin Q4 ASP of mobiles went up by 20 to 20%. And so the share of volume of that mobility was far more 20% more than what we were encountering in year before. So this was the reason and that carries low margin.
Yesh Sanatalia · Adel Wise public
evasivewe onboarded our brand ambassador also during this period as well as we are entering new geographies... all cost freight cost every cost they go up... your credit card commission is going to go up.
Yesh Sanatalia · Adel Wise public
evasiveone of one year has in fact not responded to our mother nor in normal way... even if they are two years older we consider it as one year older only because they have encountered Q1 or Q2... they will do very well once we settle down.
Anerudi · ICA securities
declinedI can comment on your second part of the question the first part because we usually do not diverge because of as you know the competition and all that we do not diverge statewise margin.
Anerudi · ICA securities
partialour bank interest again I cannot diverge you for certain banks banks do not like us to diverge the rate of ROIs. but it is what you are looking towards this finance cost includes interest on lease finance also.
Baba Baba Gandhi · Bajage Alternate Investment Management Limited
directwe do not have to return those inventories to manufacturer. Usually manufacturers they don't prefer taking back their inventory rather they will they help us in liquidating that inventory.
Baba Baba Gandhi · Bajage Alternate Investment Management Limited
partialwe don't give a guidance because we are always ahead of the guidance... you can safely assume what we when somebody actually ask will ask us how many stores you want to open then we only say the figure of 25 stores however we have been delivering much much more.
Baba Baba Gandhi · Bajage Alternate Investment Management Limited
directmost of our stores will be over 3 years old. So in fact we'll be bottom heavy as far as matured stores are concerned. So newer stores will be very few in percentage terms. So we can safely assume that going forward our opex will not increase.
Manoj Gori · EQ securities
partialmost of the stores have opened in last month or February or March of the last financial year in UP... full year they have not worked most of the stores have worked very less... but still contribution from up is 14% and not 13% as you are saying.
