Bikaji Foods International · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
95%
Numeric claims
6
Consistency
contradicted
Question ledger
Abnish Roy · Noama Institutional Equities
directthe play of modern trade is very high because by virtue of our modern trade presence in all these states reliance and demart. So we are overindexed in these states and there the because modern trade does very well in all these stores. So therefore our sweets and gifting goes very high.
Abnish Roy · Noama Institutional Equities
directAmitab Bachan is our brand ambassador nationally and internationally and will continue to be our brand ambassador we have extended his contract for another two years. pankati we roped in for a campaign geography specific.
Dan · Threenra Asset Manager
directgrowth has come both so it's a two-pronged growth strategy. One is continue to drive growth in core states where growth is more about throughput. In focus and other states it is both. Overall there's no margin impact.
Dan · Threenra Asset Manager
directit will not have major impact because gap between family and impulse pack in overall gross margin is not more than 2%. If impulse becomes 55% it will have less than 10 to 20 basis point impact and we are doing multiple things to offset.
Dan · Threenra Asset Manager
partialwe look at the efficacy of the campaign via reach agencies. This has correlation with sales team productivity, new stores, throughput. Marketing team has KPI to deliver and sales team has KPI. Those are the measures we track.
Harprit · G Global Consulent Research
evasiveschemes start on the first of the month itself. Retailer also loses sales. In FMCG space week four becomes little high and week one are high two and three are regular servicing.
Nitin · MK Global
directethnic snacks in first half grew 56% vs this quarter third quarter grew at around 30.3%. We've seen good uptick in family pack and impulse pack. Volume growth in traditional snacks is close to 11-12%. We see good results after GST rate cut.
Nitin · MK Global
directwe have seen good growth in our core product which is bikaneri bhujia and that's high in gross margin. Also product mix improvement on focus products which are high in gross margin started two and a half years back.
Shirish · Modil
directincrease in grammage in quarter three due to GST has been improving volume growth of about one and a half to 2%.
Shirish · Modil
direct10.2% growth is not good. It will not be less than 15% 15-17% should be the bare minimum growth. Disruptions due to GST and western snacks weakness in Q2.
Shirish · Modil
directcertainly not biscuits. Three parts: premium breads, croissant, cakes. Business under three heads: frozen export, B2B, domestic. Potential to get us about 100 crores as topline over 3 years.
Tohham · Otilwal
directmost of the addition has come in focus states. 1.65 lakh outlets in focus states, core states about 1.15, rest other states about 55,000 outlets.
