BATAINDIA / Q1-FY25 / claim-ledger

Audit the questions that mattered.

Bata India · Analyst questions, management answers, and the quality of the response where the ledger is available.

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NegativeQ1-FY25 · 2024-07-25Back to quarter ↗

Questions audited

Answered directly

79%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Saurabh Kundal · Goldman Sachs

evasive

Channel-wise growth breakdown among Coco, franchise, distribution, and online.

I don't share the precise numbers, Saurabh, but overall... franchise and e-commerce were the channels that grew the fastest... The marketplace distribution business lagged relatively.

Saurabh Kundal · Goldman Sachs

direct

Same store sales growth for Coco network, even if negative.

It has been evidently negative, Saurabh, and the lower middle, lower single digit negative.

Saurabh Kundal · Goldman Sachs

partial

Metrics to measure impact of high-performance marketing investment.

There are a few... project metrics... outcome metrics... Gross Margin, markdown... Inventory Turns... availability...

Saurabh Kundal · Goldman Sachs

partial

Full price sale contribution and average discounting.

My discounting on an average is at high single-digit. Do I have the full price sale contribution? I'll need to offline report to you.

Rahul Agrawal · Ikigai Asset Management

direct

Plan for SIS and MBO network expansion and gross margin/ROC differences.

franchise by default is better from an ROC as well as an extra level... threshold at GFS team is roughly in the range of about... annualized turnover of about INR 2 crore...

Rahul Agrawal · Ikigai Asset Management

direct

Manufacturing vs outsourcing mix and BIS update.

the ratio has moved to about 25 or 75... BIS... effective from 1st of August... encompasses about 90% of our products...

Videesha Sheth · Ambit Capital

partial

Reason for 15% increase in employee costs and outlook on expenses.

This quarter, there was some one-off related in the payroll... simulated impact... to the extent of about 300-320 basis points...

Anurag Lodha · Axis Capital

direct

Performance of value segment vs premium and revenue split.

greater than 2000 is in the range of about 25%. Greater than 1000 is in the range of almost about 60%. And less than 300... about 15% now.

Priyank Chheda · Vallum Capital

direct

Category trends and which categories are working/not working.

democratization, casualization, as well as in terms of fashion... textile piece, both ladies as well as men... did not do well last quarter...

Priyank Chheda · Vallum Capital

direct

Revenue contribution from casualization/sneakerization trends and future outlook.

casual overall sneakers and casual combined should be contributing to about 50%-55%... going forward, this should come about 60%-65% in the longer term over the next 50 years.

Abhishek Getam · Alpha Invesco

direct

Store opening plans by geography and region-wise targets.

we should be looking at annualized about 120-150 stores... 75% or 80% of them will be in the Coco corporate.

Arun Gajaria · Boring AMC

direct

Whether 70% store addition in Tier 3 towns applies to Power and Nine West.

No, no. It will not apply... In Power, we are focused very clearly to follow a cluster strategy... largely focused in areas of NCR and BGF economics...