CCL Products · 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
75%
Numeric claims
7
Consistency
contradicted
Question ledger
Abhishek Matur · Systematics
partialvolume growth you know has been... in the range of 18 20%... AITA per kilo again probably this quarter was a little bit of a down... on an annual basis in fact the AITA per kilos has improved from previous year.
Abhishek Matur · Systematics
directthe guidance is very similar probably we are giving a guidance of both uh volume at around 15% and even a 15% so that's uh that will be the thing...
Abhishek Matur · Systematics
partialas far as next two years are concerned we are generally you know good for our growth aspirations our capacities are good... we could look at you know uh not necessarily a capacity expansion but maybe a strategic tie up...
Abhai · Carelian Capital
directthere actually is no margin contraction... it is only optical in nature... Our business works on you know per kilo vita where there is no contraction... the volatility in coffee prices does not affect our margins...
Raj · Feden AMC
partialI don't think so we're giving in guidance to uh of lowering of inventory cycles from here on... there is no commitment as of now but... if there's an opportunity in the areas of any good acquisition that comes our way would definitely uh love to evaluate those...
Raj · Feden AMC
partialour annual utilization would be around 65%... it does take uh you know uh one and a half to two years to uh to materialize a capeex... whether it will be green field, brownfield, we go into a strategic uh tie up it will all depend...
Kashab Zeri · MK Investment Managers
directthere's no capeex for 27... next two years there'll be some maintenance capeex of maybe uh 25 to 30 35 crores...
Pritesh Kirk · Nwama Wealth
partialthere is always a uh premiumization that happens... we are pretty well equipped to cater to that demand... we are building the brand... we have developed certain strengths in certain categories...
Vive Ganguli · TCG AMC
directlast year we had lot of interest capitalized because uh our Vietnam facility was not at up and running last year... if we take that interest there is a significant reduction in the interest as well
Bhavya Sonana · Samasa Cassidy
directthis year our proportion of freeze-dried was much higher... that proportion may not get even higher next year... some of these things are already there in the base and therefore may not come as an additional thing going forward.
Rich · Equity Master
partialat a broad level annually uh we have... at approximately 65% capacity utilization... freeze-dried was uh higher than the average utilization but average utilization remained at 65%, last quarter was a little better at around 70%.
Deepak Saha · Ashika Institutional Equities
directBrands with higher equity will command better pricing uh lesser discounts... as the markets mature as the brands get you know uh stronger in terms of its equity your margin profiles keep improving...
