Bajaj Consumer Care · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
50%
Numeric claims
3
Consistency
contradicted
Question ledger
Abnish Roy · NUAMA
partialregarding pent-up demand... it is not a material impact... we are working towards... sustain a higher level of growth... margin... we will see further improvement on margins gradually and slowly our aspirations on margin profile is higher
Abnish Roy · NUAMA
partialthere is a certain amount of buoyancy in the category... we've been focused on our core brand ADHO. We've invested back a lot of margins in terms of higher advertising... that is something which is working for us.
Abnish Roy · NUAMA
partialmarket is expecting a sequential correction... crop seems to be good... we will also focus on coconut but it will not be a price route it would be more a brandled route
Rahan Sayyad · Trin Asset Managers
directwe've seen anywhere between 25 to 40% addition of outlets... at an overall level we've added more than 10% outlets to our direct reach... it has not benefited as much on coconut because we've also taken a strategy of correction
Rahan Sayyad · Trin Asset Managers
partialthe issue is more partner choice go to market... in markets where you're working with country distributors some of these changes have to be done more gradually... we are confident... we hope we will get there in the next subsequent couple of quarters.
Amit Purohit · Ara Capital
evasivethe difference was close to a double digit kind of a number... we would not want to further bifurcate into how much comes from which activity because I think that'll be too sensitive
Amit Purohit · Ara Capital
partialsome parts of the exercise will get concluded for example we've concluded it for a few states this year we will pick up the balance states and do that in next year but then some of part of the exercise like direct distribution expansion is something which is ongoing.
Netic · NVR the Alpha Fund
directwe broadly do around six lakh outlets basically urban plus rural put together as a direct coverage.
Deepak · Unifi Capital
partialyou can use the thumb rule of 8020... we are playing in the larger hair oil plus coconut oil space... we have significant headroom of growth and acquiring consumers in this larger space.
Percy · IFL
evasivea large amount would be consumer demand... it's not that we are making our product available for the first time... it'll be very very difficult to determine... the net contribution
Mihir Sha · Nura
evasiveyes at has grown in 20s... what we have already disclosed is that the volume growth is double digit. The rest you can try and dissect. You said we will not give more details than that.
Mihir Sha · Nura
directwe have taken corrections in terms of our pricing... we have reduced that difference of pricing between us and the market leader and that has resulted in our revenue growths being much lower and that's a conscious correction
