Campus Activewear · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
79%
Numeric claims
5
Consistency
mixed
Question ledger
Adita Sman · CLSA
directthis price is the price which the company realizes which is our average selling price. And if you refer to the last slide of the investor deck and the increase or the movement between different price points that is a reflection of the corrections in MRP which happened post the GST change.
Koro Jani · J Financial
evasiveI would not like to diverge into numbers but you know there has been macro inflationary pressures with respect to raw material pricing and minimum wage impact. Proportionately we have taken price hikes across the range.
Koro Jani · J Financial
directNo, we have taken enough increase in pricing to cover the inflation impact. We don't see the RM impact going worse from here. I think we've seen the peak and with time maybe a quarter or so it should start coming down.
Koro Jani · J Financial
directonline commission again is a dynamic negotiation between our platforms and at times there are waivers based on events. Also our store count remained flat which means no new cost associated with EBO stores.
Arian Garodia · Ambit Capital
directLast year we reached to a FG inventory level in terms of days of cover to a very minimal level and we had to do that correction. The level at which we are in terms of FG inventory that's the right level going forward.
UA · Research desk
directWe've grown this portfolio about 100% year on year this year we've delivered like a 100% plus growth on an annual basis and quarterly it's been like 50% plus growth.
UA · Research desk
partialI would not say that capacity is a constraint at this point. We have enough capacities and this number of two lakhs is actually a very dynamic number. We are continuing to increase capacity.
UA · Research desk
partialWe are trying to balance between the increase in ASP versus ensuring demand sustains. We are in a very nascent stage. This price increase happened in the first week of April. We will endeavor to stay within the range we've guided before 17 to 19%.
Analyst · Research desk
directWe expect to open anywhere between 60 to 70 stores or about 80 stores. The capex would continue to be in the normal range which is plant routine maintenance capex plus regular capex on mold, EBO store additions etc.
Analyst · Research desk
partialWe had a very successful meet. We received really encouraging set of orders. I will not be able to share the numbers around that unfortunately. We were able to close at over 100% of the AOP alignment.
Analyst · Research desk
directIt's primarily the GST charges impact. Last year in the online business we were having an ASP of 100 but this year since 16th of June the portals changed their accounting wherein we are billing them at 82, 18 rupees towards freight is being built directly by them.
Analyst · Research desk
directThe PAT margin growth is primarily driven by revenue and volume growth. Lower ASP does not mean lower material margin. In Q4 we have shown decent growth in both volume and revenue which has resulted into a better PAT margin.
