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
79%
Numeric claims
1
Consistency
consistent
Question ledger
Abneesh Roy · Nuvama Institutional Equities
directOur outlook on this year is slightly inflationary, which is a healthy inflation of 3%-3% or thereabouts. ... I would think that the wheat outlook is slightly inflationary during the year.
Abneesh Roy · Nuvama Institutional Equities
evasiveI put everything on that slide. If there's more detail required, we can chat about that separately, Abneesh. ... the full impact will be towards the end of this year.
Avi Mehta · Macquarie Group
directIt's about, it's about, 25%. ... Average would be maybe slightly better. The gross margins. The net margins will not be, but the gross margins will be slightly better.
Avi Mehta · Macquarie Group
partialThere are no very small. There's nothing worth mentioning as far as this quarter is concerned. ... advertising and sales expenses have been higher this month.
Latika Chopra · JPMorgan India
directfor the last year has been they are almost at par, right? So volume and revenue are the same. ... post-election, post-monsoon, we would be aiming towards a double-digit volume growth for sure.
Latika Chopra · JPMorgan India
directnot a major change from what we've seen. Upsides, I would not expect upsides on this, but not a major change from where we are today.
Sheela Rathi · Morgan Stanley
directour target for the entire set of NPDs is north of 3.5%. ... If it means taking a short-term hit on margins because of all the projects ... we will be willing to do that. But it's not gonna be dramatically different.
Sheela Rathi · Morgan Stanley
evasiveSo dairy is, we have. As you know, we've taken a big punt on dairy. ... I wouldn't say that we've achieved what we had planned for ourselves. We are short of that.
Arnab Mitra · Goldman Sachs
directour focus from biscuits can never go away ... the adjacency business grows at one and a half times what our biscuit portfolio grows at. ... we will desist from doing that to make sure that we get a very strong sense of growth.
Arnab Mitra · Goldman Sachs
directI think the first quarter is flattish, but as we go forward, post-election, we will start to see inflation is my forecast. ... post-election, we will start to see, you know, 4, 4% kind of inflation.
Mihir Shah · Nomura
directPost the inflationary environment when we took a lot of pricing, everyone saw our profits ... a lot more competition started to come in ... However, on delving more into it, we figured out that their share situation was because of their spreading their wings from their core market.
Harit Kapoor · Investec India
directthese will both go hand in hand. ... the distribution expansion project is more about the bottom end of the pyramid, which is about rural distribution. ... we cannot take our eye off our rural agenda.
