Britannia · 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
63%
Numeric claims
1
Consistency
contradicted
Question ledger
Mihir Shah · Nomura
partialI think the time is now coming where we will hopefully get to higher volume growths... aspiration is to get back to double-digit volume growths soon. I think it will take a little bit of time. I don't think it's gonna happen in the next quarter or so...
Mihir Shah · Nomura
evasiveI do think that... our cost efficiency programs are best in class... I think that's definitely one pillar which will continue. I do think that as we go forward... it's gonna be important for us to look at how do we keep our margins stable and grow the top line aggressively.
Mihir Shah · Nomura
partialNo, I don't think there's gonna be a need for price hikes, because as you saw in the commodity situation, they have been a little soft... it's an election year. Things will be okay for this year for sure... we'll have to watch the situation carefully and then take actions whichever way it's required.
Aditya Soman · CLSA India
directIt's not 10% of our business... It's grown 10%... The objective will be to take this business from a really small business at this point in time to be, let's say, at least INR 1,000 crore business in the next five years.
Aditya Soman · CLSA India
directIt today is about 2.9%-3% of our total business, which is not big, but if you think about it, we started from 1% a few years ago, and from there we've come to 2.93%. It's a business which is, you know, also profitable.
Abneesh Roy · Nuvama
partialThe volume growth is 5.5. This will probably be in the... I don't know the exact number, but it'll be in the range of 3, 3, 3.5-ish. So, so that's where it stands.
Abneesh Roy · Nuvama
evasiveThere is competitive intensity from local players... we will have to look at what is the best way of doing this, and how do we grow the profit, but without really focusing as much on the percentage.
Latika Chopra · JPMorgan
directOur contribution from adjacent businesses has to grow much faster than base business... I would say at least 50% higher than what we grow our base business... I would say 19 is our peak... I would say more in the space of growing the profit on an overall basis through a more aggressive top line growth.
Percy Panthaki · India Infoline
directNot 4-5, maybe 2-3... versus last year, it'll probably be 4, but from a quarter-on-quarter basis, maybe 2-2.5%.
Shirish Pardeshi · Centrum Broking
directOur gains this year from a geographic standpoint has been from the Hindi belt predominantly... Our factory in UP has got four lines of biscuits, and we set up one line for rusk... Bihar, we set up one new factory... three lines.
Sheela Rathi · Morgan Stanley
directYes, that's true. We've not seen rural growths the way we've seen them in the last 10 years... The pace of growth as far as distribution, as you go higher, you tend to have less opportunity for growth... we still have the potential to grow this by at least 1 million more outlets.
Amnish Aggarwal · Prabhudas Lilladher
declinedWe never give forward-looking forecast. So, you know, we, I will not be able to give you any number out there... Objective will be to maintain margins and grow our business aggressively.
