Berger Paints (I) · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
10
Answered directly
85%
Numeric claims
5
Consistency
mixed
Question ledger
Abneesh Roy · Nuvama
directAsian has lost in the first quarter little bit because of the results which has happened this quarter for them, and it has been gained by two, three other players. ... our market share, we have been gaining year-on-year by 0.3%-0.5%, and this year also, we are likely to gain by 0.5%-0.6%.
Abneesh Roy · Nuvama
partialI am told that it has been stopped already, you know, recently. So, a part of that saving, which they have, is possibly being reallocated, to the painters, in terms of extra payout. ... they have stopped this, you know, in some of the markets at least, this free stock, you know, which, which they were giving, the 10% extra.
Abneesh Roy · Nuvama
directI don't think that makes any difference to the competitive, you know, scenario at all, and it's no great advantage because everyone, I think, Asian also gets that information, so it's not something which is different.
Karthik Chellappa · Indus Capital
partialSo, you know, what you are saying is right, absolutely. ... just because it is high volume and low value does not mean mix that the margin is, you know, not strong. The margin is quite strong, but the, you know, volume is there, but the value is, you know, relatively low.
Karthik Chellappa · Indus Capital
directNormally, the luxury category emulsions has higher margin levels, so if that goes up, there will be an improvement in margin, provided something else doesn't start dropping, so no other high-margin products also start sinking.
Karthik Chellappa · Indus Capital
directit's almost 90%+ in terms of the saturation level that we have in terms of machines, with relevant, meaningful dealers. ... this number will be in excess of 40,000.
Karthik Chellappa · Indus Capital
partialunderperformance from Andhra Pradesh, the Andhra Pradesh, Telangana area. We did badly in Kerala. ... West Bengal, again, for the industry at large, in fact, we did slightly better than the industry, but it's been little down and out. ... And the outperformers? I would prefer not to answer, you know?
Ritam Mukherjee · Thomson Reuters
directBerger Paints Bangladesh is an independent company. It doesn't. There is no, you know, implication for us in terms of our performance. ... everyone is safe in that company. ... every asset is safe. And, it has come back to action, on the ground from yesterday.
Amit Purohit · Elara Capital
directindustry growth, in terms of volume... will be probably around 8 odd percentage... estimated growth will be around 8, 8.2, possibly. ... it will improve as the year progresses, from second quarter to the third quarter, and the best will come in the fourth quarter.
Amit Purohit · Elara Capital
directwe have direct dealers of about 47-48 thousand, you know- Out of which, you know, about 40,000 is already having machines. And there will be many more indirect ones, which are basically retailers or distributors, or that of wholesalers. And that will be another probably 8-10 thousand at least.
Amit Purohit · Elara Capital
directWe expect that, you know, it to reach about 8,000 at least, you know, this year. Additional 8,000 is what we are looking at. In the first quarter, we have done about 1,800 machines, and we expect that typically it tends to pick up in the second and third quarter.
