BlueStone Jewellery and Lifestyle · 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
11
Answered directly
55%
Numeric claims
4
Consistency
mixed
Question ledger
Percy · Lifl
partialSo if you look at between Q3 and Q2 Q2 revenue was 513 crores and Q3 revenue is 748 crores. So for that incremental revenue ... our aggregate cost base ... don't shift significantly ... So this is the foundational operating leverage ...
Percy · Lifl
evasivedepending on how the operating revenue moves between quarters, I think that percentages change drastically. ... if that continues full year would land somewhere between 620 to sorry uh this Q4 will land somewhere between 620 to 630 crores ...
Percy · Lifl
directin our data we don't see that it's not that let's say sub 20,000 or sub 30,000 product are have lower gross margins or lower contribution margins ... so there's no implication of that.
Percy · Lifl
partialthis year I think we will be in that 65-70 kind of range ... I think next year we'll come back to you once we finish this year. ... when we discuss Q4 is when we can give you better color.
Danchuans · MK Global
directvery different operating environment ... gold volatile ... increases demand for commodity products like gold coins ... we are extremely underindexed on those ... almost all the jewelers report primary sales whereas we only report retail sales ... merchandising issue ...
Danchuans · MK Global
evasivevery early days for lab grown ... they have very few stores ... it's kind of a discovery phase ... we'll have to observe how it evolves and then take a firm opinion.
Sorab Jen · HTSC Life Insurance
partialthat is primarily driven by our improvement in contribution margins. ... on the manufacturing scale and efficiencies ... as they build process efficiency ... there is that operating leverage that flows through on the direct cost.
Sorab Jen · HTSC Life Insurance
directwe would like to keep it kind of pegged at around 6% go forward.
DJ Sha · Aender Spark Institutional Equities
deflectedthe metric that we look at ... is revenue productivity per store per month by cohort. ... from a per square feet basis ... it really doesn't ... is something that we don't track and look at.
Sanitya · Unicorn Assets
evasivethe simple point ... is that there are 323 stores and the cost base ... is already embedded. So incremental revenue ... has a very high operating leverage ... it's not about just gold price ... it is about how fundamentally our business operating model is structured.
Karan Gupta · ACMIL
directat 10 to 12 crore kind of productivity the store level pre-index margins are at about 22 to 24%. ... as broader cohort productivity gets to that 10-11 cr number the baseline margin for the business is going to be in low teens at the minimum.
Subhanu · Threehead Capital
partialNo we were in the 70 kind of handle and I think we should be broadly in that territory. I don't think there's a significant deviation ... maybe the upper end ... we'll be in the 70 kind of handle ... plus minus 5.
