Allcargo Logistics · 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
36%
Numeric claims
1
Consistency
contradicted
Question ledger
Rahan Sayyad · Three Asset Managers
evasiveI think clearly through our numbers you will see the focus was on to improve service quality strengthening profitability and managing cost. The tech interventions are also a part of that responsibility.
Rahan Sayyad · Three Asset Managers
partialthe contribution is much much low in our interaction with food and pharma companies and life science companies we are seeing a huge wide spot... the 3% contribution will definitely improve going ahead.
Adash · Legion Capital
evasivethe management team of all cargo gati have now been given the responsibility... nothing changes on a broader horizon... the priorities remain to same focus on service quality enhancing business further and enhance shareholder value profitably.
Adash · Legion Capital
partialthe price increase that we have announced becomes effective from 1st of Jan... we are very cognizant that the business operates on two important pillars: yield and volume... we have a data science team that constantly looks at swings.
Vikram Kotup · Crest Capital and Investments
directSo net cash level we have mentioned in the presentation which is 88 cr. Is that okay? Okay. And what's the network as on December 25? The network will be 500 cr.
Vikram Kotup · Crest Capital and Investments
partialwhat we have projected here as of now is organic growth... drivers on the express side for that growth are going to be improvement in service quality based on tech... synergy we have already drawn up a team that will look at customers on the CL side and the express side.
Rishab · RBSA Investment Managers LLP
evasivethis vision statement or strategy pack which was shared in our analyst meet covers 3 years primarily we're looking at 2728 and eventually going to 30... the measures which we had taken in this quarter or the previous quarter... have started giving us result.
Rishab · RBSA Investment Managers LLP
partialvolumes essentially usually dependent on the pricing strategy and the changes in the mix... we are very cognizant of volume growth and yield growth... we were one of the two three other large players lost market share.
Rishab · RBSA Investment Managers LLP
evasiveI would like the numbers to show that but since it is giving a forward indication I would not... it will be a mix of both if you can say 50-50% can be attributed to both the delta.
Vant S. · Individual Investor
partialthe consultative logistics business was a bit muted as certain e-commerce plans deferred their expansion plans... we are confident of a better quarter as I even expressed for the express side.
Vant S. · Individual Investor
partialthe three blocks which are leveraging, enhancement and technology upgradation... right now the allocation is done frugally across technology... enhance modernization is some piece which we had deferred for next year that could be in the region of 10 to 15 cr.
Thomas · Individual Investor
directWe are on an asset-light model, Thomas. We don't own any of our trucks. We are these are that's the model actually available on rent.
