AWL Agri Business · 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
71%
Numeric claims
2
Consistency
contradicted
Question ledger
Sandra Sha · KSA Securities Private Limited
partialSee actually the levers are basically it's like more to do with a proper risk management that we follow. I mean in a sense the guidance that we give of 3,500 to 3,600 is basis all the risk management that we have put in...
Sandra Sha · KSA Securities Private Limited
partialI think we will still have to allow some more time to this business. ... for a meaningful AITA margins I think we will have to wait for another two to three years... the adita margins anywhere between 5 to 6% or little over 6 to 7% are something which we can look at for the food.
Sandra Sha · KSA Securities Private Limited
directNo. So I think we have already retained these margins. In fact when we took over GB foods the material margins were actually in the range of 50% kind of margins we have actually while scaling up the business we have been able to retain this margin...
Harit Kapoor · Invest
partialSee one is that we have been in all the category of oil that we work. So as a brand or as a company we are present in all the oils. So whenever there is a escalation in price of one particular oil... then soya bean oil is there or mustard oil or palm oil to back up the volumes.
Harit Kapoor · Invest
directif you see last year versus this year, edible oil prices are almost 20% higher. So what happened was with the inflation pressure... competition started reducing the weight so as to reduce the price and it started from g to say 900 and then 850 then 800 then 750.
Harit Kapoor · Invest
evasiveI think that's a right question to ask... looking at a quarter number is not the actually the right way of looking at it... our planning cycle goes beyond 90 days... always you have either some overlapping shifting... on a guidance level you should be working on anywhere between 3,600 to 4,000 rupees a ton.
Harit Kapoor · Invest
partialon food and FMCG when you break down all these products you will find that except for non-basmati rice and chaki ata all our food products have shown a very healthy growth... we are confident that going forward things would be better.
Harit Kapoor · Invest
directI think the nonbasi growth has been very good this year... prices are very affordable stable... wheat also... production is going to be very good better than last year... both the commodities as very very stable prices.
Mistri · ICE
directNepal exports only soybean oil... it has surely impacted earlier but slowly what we are finding that... Nepal influx has reduced by almost 30 40%. At its high it was almost 200,000 tons per quarter. Now it has come down to roughly around 125,000 tons per quarter.
Mistri · ICE
directFY27 10,000 seems to be now kind of number which we may not be able to achieve maybe it may go up to FY28 but we would certainly be into a striking distance of this number.
Mistri · ICE
directNPD will be roughly around 500 crores or something in that range.
Ash Ja · IC securities
partialAs far as the inorganic opportunity... we keep evaluating lot of proposals... I would not comment anything whether the opportunity is there today yes or no... the big initiative that we would be taking is on the distribution side... and alternate channel.
