CCL Products (India) · 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
88%
Numeric claims
1
Consistency
consistent
Question ledger
Shirish Paresi · Motila Losal
directthe green coffee prices the outlook as of now looks much better than what it was an year ago... out of this 38% the volume is close to you know 20% or so there is another 18 to 20% of value growth that we got for this quarter
Shirish Paresi · Motila Losal
evasiveit's actually not right to look at the price growth because that is determined on the green coffee prices considering we do costless model. So the real marer would be to see the volume growth and the actor growth
Shirish Paresi · Motila Losal
directNot really you know I don't think so people have been holding finished goods inventory across the globe... this tariff impact is going to impact much of the trade and especially for for us because we had good flexibility to supply from Vietnam so it did not affect us.
Shirish Paresi · Motila Losal
directno no not really not really see quarter four we have already you know for the next subsequent quarters our contracts are almost done we are kind of we know how it will be so there won't be any you know undue advantage
Vive Ganguli · TCG AMC
directThe gross debt which used to be around 2,000 crores a year ago has come down to,448 crores as 31st December 25. This is the gross debt net debt would be around,248 crores... interest rate would be around 7% on an average
Kesha Zaviri · MK investment manager
directwhen we are at peak capacity utilization... we probably will hit at 12 13% global market share of the outsource market... branded retail sales continue to grow at a very good momentum. We are growing at almost 40 50% this year. and this year we are likely to close at around 430 440 crores of only branded sales
Kesha Zaviri · MK investment manager
directNo no no we are not now at 50% discount. So you may add 30% in any retail loan approximately considering the retail margin and the schemes you build 30 to 35% you can add at MRP levels.
Kesha Zaviri · MK investment manager
partialwe are getting growth from Vietnam as well. But utilization even today would be in the new capitalization would be less than 50%... Utilization of 25 30% is in fact a very very healthy utilization and that's what we had planned
Abhishek Mat · Group
directAbsolutely there will be no impact on because you know a lot of people ask this questions. We don't you know speculate on coffee prices. It's a costless model... We now improved our AITA per kilo. It's now at 135 140 levels and we'll continue to maintain
Abhishek Mat · Group
directwe have a natural hedge sort of thing most of our imports most of our raw material procurement happens only from imports and since you have exports and you have imports it is supposed to get naturally hedged... this is not material to call out.
Abhishek Mat · Group
directYeah. Yeah. Yeah. That is there and we keep loying that to the business so that we can grow this business... we'll maintain at these levels.
Deepak · Sundaram Mutual Fund
directour capacity is 12 to 14,000 metric tons of small packs we can do already we are running out of capacity in the small units like six and the baches so we are going to expand this in the near future... sticks and pouches we are almost running at full capacity and in glass jars and cans we are at 50 to 60% of capacity utilization.
