Arvind Fashions · 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
83%
Numeric claims
7
Consistency
mixed
Question ledger
Avin K · Motilal Oswal Financial Services
directI think kind of if you were to talk about how some of the some of the initiatives that were put in place one large thing that we've been talking about is its product. I think the one thing that we're seeing is that US polar product elevation you is extremely visible in the market.
Avin K · Motilal Oswal Financial Services
partialEmployee uh benefit expenses have gone up slightly in this quarter more uh you know sort of putting in some money towards the employee welfare expenses which is a one-off uh and also some of it is the ESOP charge.
Kosu Pawskar · IC Direct
directWe will need another couple of uh seasons maybe two to three seasons where you start seeing the brand sort of coming into its more of its mainstream growth as well. But I would also emphasize that it's already on that path.
Priyank · Capital
directIn the last quarter there was a code of wages impact on the PBS business which subdued its profitability by some bit. There was a FM model change also where we moved to a different model with a couple of our partners.
Priyank · Capital
partialAll our brands have grown I mean while we've grown overall at 15% our brands sans US polo have grown at about single digits and you know like for like for example you were talking about has grown grown at for FM has grown at about 11%.
Priyank · Capital
directWe've expanded our margins by 140 bips over the last two years with a focus on cost and other efficiencies and so with confidence on growth around double digit we believe that operating leverage is possible and we expect epida to grow more than 15%.
Tesa Sha · Evidence Spark Constration Equities
directWe've called out that direct to consumer is a key growth driver for us and us kind of getting more and more closer to the consumer. It does a few things for us as a consumer organization as a brand organization.
Tesa Sha · Evidence Spark Constration Equities
directRetail expansion, driving retail efficiencies, digitization, and driving adjacent categories. By end of this year US polo will be at about 400 plus stores and we would have added close to 60 stores.
Tesa Sha · Evidence Spark Constration Equities
directHealth of inventory we are perhaps at the best ever health of inventory our inventory which is more than 2 years is lowest ever. To derisk Bangladesh election we took a conscious call to invert some of the inventory in late December which is showing up.
Prakash Kapadia · Kaparia Financial Services
directWe continue to be confident that we will be able to post double digit growth for this year. We are confident that we will maintain a trajectory of growth between 12 to 15%.
NA · White Pine Investment Management
declinedUsually the brand wise data we don't share I'm happy to connect with you offline so that we can discuss some of these.
NA · White Pine Investment Management
directArrow as we speak post India is profitable. Flying machine is about two to three quarters behind arrow and we are hoping that end of next year probably we'll see some profitability in that brand.
