Bata India · 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
67%
Numeric claims
1
Consistency
contradicted
Question ledger
Gaurav Jovani · JM Financial
partialPartially, the reason that has been there, especially in the last couple of quarters, would be on the lines of clearance of some of the inventory, not only aged, but also what we call as basically discontinued.
Gaurav Jovani · JM Financial
partialIt is, I mean, while we leave aside the environment piece, Gaurav, the piece that is, I think, in our view is going to be at the lower price points. That's where basically the leverage revenue growth is most critical to come through from.
Sameer Gupta · India Infoline
evasiveWhile we don't give forward-looking guidance on margins, the way we are approaching for it, let's see whether it addresses your question, right? One is in terms of gross margin.
Sameer Gupta · India Infoline
deflectedIt is actually a template that is run centrally as well as empowered into the regions, which then gives the store the right to manpower, and obviously correlated to their conversion metrics.
Sandip Sabharwal · Asksandipsabharwal
partialI think the consumers, especially in our target consumers, which is the middle class, broadly the belly of the population, have obviously seen a certain pinch that is there in terms of the inflation that they've gone through.
Tanuj P. · JM Financial
directThe piece, however, that is making sure that we are a little more consolidated in the way we go about it has been when the stores are made so lean that you have to have the complete system running really smoothly to service those stores.
Tanuj P. · JM Financial
partialNo, at an EBITDA level, it is not diluted. At a gross margin, it can play a little mix because of the way the business model is structured for it. In fact, our franchise business actually is exceptionally accretive from an EBITDA business.
Avinash · Motilal Oswal Financial Services
directSneaker studio continues. I think we are now at last count close to almost about 800 stores out of the network which are sneaker studio now. The driver is now going to be portfolio going forward for the next level of growth.
Neerav Savai · Abakkus Investment Managers
directWe still go on doing about roughly, in my view, about 70-80 gross additions that happen every year in COCO gross, right? We are still being largely, I would say, flattish, maybe a few stores in addition year on year.
Neerav Savai · Abakkus Investment Managers
directTypically, we've seen on an average, it is about 40 basis points-50 basis point improvement coming in the overall operating margin on the store closure.
Prerna Jhunjhunwala · Elara Securities
directBroadly, I think both of them have been flattish, Prena, right? Largely, it's driven by basically the fact that we had a disproportionate amount of impact in the first half of the quarter.
Rajiv Bharati · Nuvama Wealth
directFranchise contributes to roughly around about 12% of turnover on the retail sales price level. Right now, if I last recollect, I think on an average, partner of ours has about 1.7 or 1.6 stores with us.
