Associated Alcohols & Breweries · 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
63%
Numeric claims
2
Consistency
contradicted
Question ledger
Vine Raval · Choice Institutional Equity
partialright now what the supply of ethanol is equivalent to 25% of blending of ethanol and government has approved only 20% of the blending of ethanol. If in future the blending percentage goes up then the ethanol requirement will go up.
Vine Raval · Choice Institutional Equity
partialEBITDA margin has primarily come from softening of raw material prices and increase of our own proprietary brands. Going forward we will see a continuous growth in those brands. So the margin would be stabilizing.
Shria Chhataraj · Ageless Capital
directout of the entire 17 lakh cases, UP and Maharashtra I would be hardly doing around 20 to 25,000 cases.
Shria Chhataraj · Ageless Capital
evasiveout of the entire 17 lakh cases, on the premium side 80 to 85% is on the popular front category and the balance 10 to 15% in the premium front category.
Aman Bahi · Incred
evasivewe are in the growing phase and 85% portfolio is popular brand category. As we grow on premium front, there will be spends for brand awareness. So there'll be at least a certain amount of spend which will go there unless these brands are stabilized in next one to one and a half year.
Aman Bahi · Incred
directIn Maharashtra on average we would be doing a realization of around say 1,500 rupees a case whereas overall realization is around 700 to 800 rupees a case.
Aman Bahi · Incred
directwe came across an opportunity of acquiring a unit through NCLT route in Kerala market which we have already applied for. Apart from that we are also looking out in couple of one or two states.
Anchel Pal · MNCL Mutual Fund
partialwe are working on a strategy in each state differently: value for money, consistent quality, right partners, right talent, bottoms up approach for popular, brand awareness for premium.
Tushi K Sha · Alchemy Capital
partialexcluding Inbrew we have other brands from Diageo. The volume has grown by around 3 to 4% in this particular product.
Tushi K Sha · Alchemy Capital
partialoverall capex of around 100 crores, out of which around 60-65 crores we've already invested. This is a very big opportunity because Indian single malts are getting world over recognition.
Du Shaap · Research desk
directYes. compared to the last year.
Manoj Kumar · Adinat Financial Services
directlast quarter our prices was around 23,000 and this quarter it is around 20,000 plus.
