Bajaj Electricals · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
Answered directly
64%
Numeric claims
0
Consistency
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Question ledger
Natasha Jen · Philip Capital
partialOne of the things when we are flushing out stocks so while uh we are not selling to our distributors but we are running promotions on that that stock to move to trade. So part of that will get reflected in the margin drop. ... this is temporary so underlined margin will be healthier than what you're seeing and you will see that improving as you move forward.
Natasha Jen · Philip Capital
partialThe inventory normalization has uh taken across uh our trade channel uh and also uh in our aggregators uh which service the e-commerce channel ... we expect the normalization process to continue in a quarter or so we should be in a healthy place.
Natasha Jen · Philip Capital
evasiveStrategy as of now is that we introduce considering the strength of our distribution ... we are exploring that what is the most beneficial way and we are just enter into that and looking at the current traction we feel the outlook will be As of now we don't want to project in terms of numbers or revenues which are coming out of that looking at the forward numbers.
Natasha Jen · Philip Capital
evasiveAgain brand strength which is there and the as you are aware that and the quality of what we are going to offer which comes along with the brand the trust which is created on that basis we are in this particular business and which is the legacy of brand miss and when you say quality so you you are outsourcing it completely right
Manoj · Equest Capital
directIf you look back at the year so far we have seen that the summer season did not pan out as per the expectations and owing to that the channel was carrying a significant amount of inventory. ... we thought it is prudent and judicious to take this correction rather than loading the inventory into the channel more and more.
Manoj · Equest Capital
partialThe levels of inventory remained elevated and the assumption was it would go down first in due to the summers did not pan out and then after that which was quarter 3 which was about the festive period we thought it's the right time to normalize this as we move into the next financial year. ... coolers are down by almost 38 to 40% versus our sales last year.
Manoj · Equest Capital
directIt would visible be more visible during FY27. As we said earlier, we are in the path of normalization. In pockets, there are still some additional corrections which we need to take. And therefore by FY27 should start seeing positive results.
Pravin Sahai · Prabhuas Dilatar Capital
directIt is lower than what it was in the beginning of the quarter and we said that it's in the process of normalization and it would take probably one more quarter for it to completely normalize.
Pravin Sahai · Prabhuas Dilatar Capital
directYes, we took we have already announced a price increase ranging from 2 to 5% from with effect from 1st of February and we expect to cover bulk of the commodity inflation with this price three plus.
Pravin Sahai · Prabhuas Dilatar Capital
partialWhen we launched we had a good response from the trade current partners as well and that time we were working on creating a stock and the stock took little more time. So secondary has started since last month and the feedback from the market in terms of quality and other parameters is much encouraging.
Alok S · 361 Asset Management
directThere is no board approval or inventory flush out. ... It is not our inventory which is an issue. It is the inventory with the channel partners and the channel hygiene which we were more focused on.
Alok S · 361 Asset Management
partialIn consumer products it is down by 30% in terms of number of days. ... How much inventory we want to carry in the channel at the same time what's the healthy is the dynamic number that keeps on changing.
