Berger Paints (I) · 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
92%
Numeric claims
0
Consistency
—
Question ledger
Abneesh Roy · Nuvama Institutional Equities
directNumber one is in terms of distribution, expansion, the network expansion itself... The second part, of course, is, you know, in terms of the construction chemical business, which is growing at a rapid pace...
Abneesh Roy · Nuvama Institutional Equities
directOne of course, is that the raw material prices, you know, have reduced... The second is in terms of the low sale of enamel... The third reason is some of the products, as I mentioned, some new products are doing very well.
Abneesh Roy · Nuvama Institutional Equities
directAs far as the cement companies or other building material companies which have jumped in, we haven't seen, you know, much of an impact so far... In certain parts, they have revived, especially in certain products like, you know, primers...
Abneesh Roy · Nuvama Institutional Equities
directYes, you know, so in short, you know, the volume value gap will get much reduced in Q3, and it will be very clear when the results come out.
Avi Mehta · Macquarie
directI don't think, you know, there will be too much of an impact on the Gross Margin... I don't see the Gross Margin, you know, increasing too much. It will be hovering around the same point.
Avi Mehta · Macquarie
directIndian subsidiaries, you know, it sort of, you know, going to remain, I think. You know, the improvement that we see is likely to continue.
Avi Mehta · Macquarie
partialCapEx plan is not very heavy in the immediate future. One is the brownfield expansion, which, you know, is well within, you know, whatever we are, cash we are generating.
Aniruddha Joshi · ICICI Securities
partialIt was a very small turnover, minuscule in terms of, you know, contribution... As far as competitive intensity is concerned, it remains quite strong even today.
Shirish Pardeshi · Centrum Broking
directThe project business has been doing reasonably well, and then it continues to do well... We had a good October as far as the Diwali belt is concerned.
Varadarajan Sivasankaran · Antique Stock Broking
directWe had added about 1,700 color bank machines in Q2 of this year, and about 2,000 retail touchpoints... Only a small fraction of it will convert and succeed in selling paint.
Ajay Thakur · Anand Rathi
directThe pricing had gone up a little bit, especially in, in the solvent side, but again, there's some correction which has happened... Some of the other raw materials are stable.
Archana Menon · Morgan Stanley
directWe are currently pretty balanced as far as the north, south, east, west is concerned... Most of our factories are operating at about 80% odd level... We will add up approximately another 30,000-35,000 metric ton per month capacity once the Odisha plant is set up fully.
